Grab Holdings Ltd. (NASDAQ: GRAB) is showing robust operational momentum, with Q3 results beating expectations and management raising full-year guidance. As its ecosystem flywheel gains speed, investors are weighing its path to profitability against a lofty valuation.
Amid expectations of lower interest rates and sustained infrastructure spending, distributor Core & Main (CNM) is drawing investor scrutiny. Recent disclosures of congressional investments have added fuel to a bullish thesis centered on public-sector demand and robust cash generation.
Penumbra, Inc. (NYSE: PEN), a dominant force in thrombectomy devices, has seen its stock retreat amid a broad market shift away from healthcare. With fundamentals intact and a debt-free balance sheet, analysts see the dip as a buying opportunity ahead of key catalysts.
At a recent industry conference, Google's AI infrastructure lead detailed the rapid ascent of the Gemini model family and outlined the monumental infrastructure challenges ahead. In a wide-ranging discussion, he positioned specialized hardware, cross-stack collaboration, and even speculative space-based computing as critical to sustaining the AI boom, while cautioning that efficiency gains alone won't keep pace with exploding demand.
The video game giant reported a blockbuster third quarter, with net bookings of $1.76 billion significantly exceeding guidance. Strong performance across its core franchises and a resurgent mobile division have prompted the company to raise its full-year forecast, setting the stage for a pivotal 2027 headlined by the launch of Grand Theft Auto VI.
Following the sale of its wireless business, Array Digital Infrastructure (AD) is poised to deliver significant shareholder returns through a series of planned asset sales and strategic consolidation, presenting a compelling value proposition in the telecom infrastructure space.
SiTime Corporation (SITM) is gaining renewed attention on Wall Street, with UBS and Barclays raising their price targets significantly. Analysts point to the company's strategic pivot towards AI-focused timing solutions as a key driver for improved financial prospects.
Astera Labs (ALAB) has announced major updates to its connectivity platform, targeting the surging demands of AI and hyperscale data centers. The move signals the company's strategic push to cement its role in the semiconductor ecosystem powering next-generation computing.
As AI-driven electricity demand soars, NuScale Power's certified small modular reactor technology positions it at the forefront of a potential energy transformation. While its path is paved with both landmark agreements and significant execution risks, investors are weighing whether this pre-revenue company can power the future.
Despite a landmark deal to bring tokenized U.S. stocks and ETFs into MetaMask, Ondo Finance's ONDO token remains mired in a 37% monthly slump, underscoring the stark disconnect between real-world asset protocol growth and governance token performance.
In a candid podcast interview, Melinda French Gates addresses the newly released Jeffrey Epstein files, stating she is "away from all the muck" and that questions about the allegations are for her ex-husband Bill Gates to answer.
Singapore's ST Engineering unveiled its largest-ever cargo drone and secured partnerships for its AirFish Voyager marine craft at the Singapore Airshow, signaling a strategic push into next-generation aviation and maritime mobility solutions.
Once synonymous with smartphones, BlackBerry has spent years transforming into a cybersecurity and embedded software specialist. With its stock trading near multi-year lows, a growing contingent of investors sees a deeply undervalued collection of assets, particularly in its automotive QNX platform, poised for a strategic breakout.
Teradyne's recent guidance, which shattered market expectations, signals a structural shift in its business driven by the AI hardware boom. This analysis explores why bulls believe the stock remains undervalued despite a sharp rally.
SanDisk's explosive growth since separating from Western Digital has captivated the market, driven by its critical role in AI infrastructure. Yet, after such a meteoric rise, analysts warn that its sky-high valuation may pose significant risks for new investors.
Volkswagen's Scout Motors has seen the budget for its South Carolina electric vehicle factory balloon by $1 billion to $3 billion, citing facility expansion and supply chain investments as key drivers, even as the U.S. EV market cools.
Fox News Digital has obtained an internal email revealing a now-retired FBI agent's push in 2025 to investigate Elon Musk's official communications via X, comparing the practice to Hillary Clinton's private email server. The probe was never opened, and the agent is no longer with the Bureau.
Elon Musk's SpaceX has finalized its acquisition of artificial intelligence firm xAI, a strategic move that brings several of the billionaire's ventures under a tighter technological umbrella. The deal directly involves Tesla, which holds a stake in xAI, placing the electric vehicle and robotics company at the heart of evolving questions about governance, data sharing, and financial participation in Musk's broader ecosystem.
FICO expands the reach of its latest credit scoring model among community lenders and forms a strategic global partnership with Tech Mahindra to accelerate AI-driven digital transformation in financial services.
Sonos kicks off fiscal 2026 with a sharp rise in profitability and adjusted EBITDA, even as revenue dips slightly. The company credits cost discipline and its 'gateway' product strategy for the turnaround, while teasing new hardware launches for later this year.
