Piper Sandler and Barclays have raised price targets for CytomX Therapeutics (CTMX), citing promising early-phase data for its experimental colorectal cancer therapy. Updated results from a larger patient cohort are expected this quarter.
Clear Street downgrades Janux Therapeutics (JANX) to Hold, slashing its price target amid concerns over a lack of durability data for its lead candidate JANX007 and rising competitive pressures, despite a recent major collaboration deal with Bristol Myers Squibb.
U.S. stock futures pointed to a lower open Monday, pressured by a sharp selloff in precious metals and renewed investor caution around AI sector valuations. All eyes turn to a packed week of corporate earnings and key labor market data for clues on the economy's trajectory.
Caterpillar Inc. (CAT) reported stronger-than-expected fourth-quarter results, driven largely by surging demand for power generation equipment from the artificial intelligence data center sector, offsetting softer performance in its traditional construction and mining divisions.
As the AI infrastructure race accelerates, Nvidia's relentless innovation cycle and commanding market position point to sustained growth, with data center spending projected to reach trillions annually by 2030.
With pharmaceutical companies increasingly deploying AI in direct-to-consumer platforms, the regulatory landscape remains fragmented. In the absence of comprehensive federal action, states are stepping in with disparate laws to address privacy and safety concerns, creating a complex compliance challenge for the industry.
The parent company of Rosendin Electric has restructured its executive leadership into a co-president model, a strategic move aimed at capitalizing on the explosive growth in AI infrastructure and data center construction.
As YouTube emerges as a key AI training data source, Reddit navigates a complex web of challenges: protecting its community brands, defending ad revenue against TikTok and AI search, and proving the value of its data licensing strategy to investors.
The global payments giant reported a 15% surge in net revenue and processed a record 69.4 billion transactions in its fiscal first quarter, signaling resilient consumer confidence and a rebound from previous quarters.
A quiet crisis is eroding the foundation of U.S. economic decision-making. As key federal data agencies face budget cuts, political pressure, and operational challenges, the resulting information gap could leave policymakers and businesses 'flying blind,' increasing the risks of policy missteps, deeper recessions, and prolonged unemployment.
Texas Instruments (TXN) reported a 70% year-over-year surge in data center orders, prompting the company to break out the segment separately. Management forecasts the first sequential revenue growth since 2008, citing improving industrial trends and AI-related infrastructure spending.
Shares of Perspective Therapeutics (CATX) have rallied sharply following encouraging interim results from its lead cancer therapy trial and a strategic business update. While the data fuels optimism, a deep dive into the numbers reveals a stark disconnect between its current market price and analyst targets, highlighting both opportunity and significant risk.
Bloom Energy's landmark $2.65 billion power agreement and a potential $5 billion infrastructure partnership signal a strategic pivot to become a cornerstone provider for the energy-hungry AI data center industry, prompting a fresh look at its long-term valuation.
Palantir Technologies strengthens its position in industrial digital transformation and secure AI infrastructure through a broadened partnership with South Korea's HD Hyundai and a new role in developing sovereign AI data centers across Europe, the Middle East, and Africa.
As FactSet's stock price fell 45% over the past year, investment firm McDonald Capital Investors made a significant $24 million purchase, underscoring a long-term conviction in the financial data provider's resilient, high-margin subscription business.
Despite a mixed earnings report, Texas Instruments stock surged over 11% this week, powered by explosive growth in its data center business as AI demand fuels infrastructure spending.
Teradyne partners with MultiLane to launch a new venture focused on testing high-speed data links critical for AI infrastructure, aiming to capture growth in a competitive and rapidly evolving market.
Wall Street firms are increasingly optimistic about Datadog's (DDOG) trajectory toward 2026, with Stifel upgrading the stock to Buy and highlighting strong Q4 expectations, even as the company navigates sector-wide pricing and competitive pressures.
Soybean prices extended their decline on Friday, pressured by lackluster export sales data and a broader commodity sell-off. With key commitments lagging last year's pace, traders are now looking ahead to next week's crush data for signs of domestic demand strength.
While consumer staples are traditionally seen as safe havens, recent underperformance against the broader market has spotlighted companies with weakening fundamentals. We examine three household names where valuation and growth concerns suggest caution is warranted.
