Despite a strong year of outperformance against major indices, Williams Companies (WMB) faces a nuanced Wall Street view following a recent earnings miss, with analysts weighing robust infrastructure against rising costs.
The release of Anthropic's new Claude plugin for legal document review and compliance tracking has triggered a sharp sell-off in key legal software and publishing stocks, underscoring investor anxiety over AI's disruptive potential in the professional services sector.
Bloom Energy's stock rallied sharply Tuesday after Roth Capital raised its price target, citing potential order announcements. However, with shares up over 575% in a year and trading at extreme valuations, analysts caution that much of the optimism may already be priced in ahead of Thursday's Q4 report.
Despite a recent price correction, Standard Chartered analysts project a long-term bull case for Solana (SOL), driven by its emerging dominance in stablecoin transactions and potential to power a new wave of internet micropayments.
A wave of selling pressure hit the software sector Wednesday morning, dragging down shares of several prominent firms. The sell-off appears driven by investor concerns over AI's disruptive potential and a strategic shift toward companies seen as having stronger AI-integrated business models.
A wave of selling pressure hit the software sector Wednesday morning, dragging down shares of prominent SaaS providers. The sell-off reflects a broader market pivot as investors reassess holdings in light of the accelerating AI revolution, favoring firms with deeply integrated artificial intelligence capabilities over traditional software models.
A wave of selling pressure hit the software sector Wednesday morning, dragging down shares of companies like nCino, Dynatrace, and Sprout Social. The decline reflects mounting investor concerns over artificial intelligence's disruptive impact, prompting a shift away from traditional software providers toward firms with clearer AI-integration strategies.
Shares of major IT services and consulting firms, including Accenture, IBM, and Equifax, fell sharply Thursday after a disappointing earnings report from industry bellwether Gartner reignited fears of a sector-wide slowdown and structural challenges posed by AI.
Investors weighing broad international diversification against a concentrated bet on emerging markets face a critical choice between Vanguard's VXUS and iShares' EEM. We break down the performance, costs, and risks shaping this strategic decision.
Bitcoin's recovery falters, slipping back toward $77,000 as precious metals rally sharply. The shift highlights a broader risk-off mood, with AI-related tech stocks also under pressure.
NXP Semiconductors shares tumbled sharply Thursday morning, as the chipmaker's Q4 earnings report revealed underlying pressures on inventory levels and margins that overshadowed its headline revenue and profit beats.
PJT Partners stock fell sharply after reporting fourth-quarter earnings that topped estimates but revenue that fell short of Wall Street's expectations, highlighting investor concerns over the firm's growth outlook.
Activist investor Nelson Peltz questions the rationale behind Josh D'Amaro's CEO appointment at Disney, implying Bob Iger's continued influence and highlighting D'Amaro's lack of core entertainment experience.
Archer-Daniels-Midland Company reported mixed Q4 2025 results, with strong cost management and cash flow offsetting market challenges. The agribusiness giant outlined a cautiously optimistic 2026 outlook, pinning hopes on policy clarity for biofuels and a continued recovery in its Nutrition segment.
As Bob Iger concludes his tenure with a solid earnings report, Wall Street eyes new CEO Josh D'Amaro to navigate persistent headwinds in parks and studios. Analysts remain cautiously optimistic, with price targets reflecting both the company's resilience and looming challenges.
J&J Snack Foods Corp. saw its stock plunge more than 14% Thursday morning after reporting quarterly results that fell short of analyst expectations on both top and bottom lines, extending a challenging year for the snack maker.
BellRing Brands stock fell sharply after its Q4 report highlighted severe margin compression and a trimmed revenue forecast, shifting investor focus away from top- and bottom-line beats.
HP Inc. stock tumbled more than 5% following the sudden departure of CEO Enrique Lores to lead PayPal, prompting several Wall Street firms to downgrade the PC and printer maker amid heightened uncertainty over its leadership transition.
Shares of dialysis giant DaVita Inc. soared more than 25% following a fourth-quarter earnings beat and a robust profit forecast for 2026 that exceeded analyst expectations, signaling renewed confidence in the company's growth trajectory.
Shares of Unity, Intuit, Twilio, Freshworks, and Procore Technologies led a broad decline in software stocks Thursday morning, as investors reposition portfolios amid growing uncertainty over artificial intelligence's disruptive impact.
