Shares of Applied Optoelectronics (AAOI) soared to a record high Friday, driven by analyst optimism over its critical role in powering AI data centers with advanced laser technology.
Sportswear giant Nike is probing claims by a ransomware group that it has leaked a trove of internal company data. The alleged breach, which comes as Nike navigates restructuring and margin pressures, raises significant questions about cybersecurity readiness and potential impacts on its digital transformation strategy.
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.
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.
The doughnut giant has agreed to a multimillion-dollar settlement following a 2024 cyberattack that compromised personal data of current and former staff, though it admits no fault.
From a $10 direct listing to a $150 S&P 500 constituent, Palantir's journey has been fueled by the AI boom. As government and commercial demand surge, analysts project staggering growth. But with sky-high valuations, the path forward requires navigating lofty expectations.
After two decades of trailing the S&P 500, Micron Technology's strategic pivot to high-bandwidth memory for AI data centers has catapulted it to the top of the market, with analysts forecasting a seismic shift in the memory chip industry.
Fermi Inc. is confronting multiple class action lawsuits alleging it misled investors about tenant demand and funding risks for its flagship AI data center project, Project Matador. The legal challenges emerge as the company navigates a high-stakes, capital-intensive build-out in a competitive sector.
SanDisk's stock surged after the data storage giant issued a blockbuster third-quarter outlook, far exceeding Wall Street expectations. The company credited soaring demand from artificial intelligence applications and announced a major extension to a key supply agreement, highlighting the intense competition for memory chips in the AI era.
Finnish technology leader Valmet introduces a new line of bio-based press roll covers, backed by specific lifecycle assessment data, to help paper manufacturers reduce fossil resource dependence and track emissions.
Innodata Inc. (NASDAQ: INOD), a data engineering and AI services firm, has been awarded a place on a critical U.S. Missile Defense Agency contract vehicle, positioning it for future task orders in defense technology development and fueling analyst optimism for its 2026 growth trajectory.
Analysts at Bernstein reaffirm an Outperform rating for Datadog, noting the company's strategic focus appears to be on internal development and smaller tech tuck-ins rather than pursuing large-scale deals like a potential GitLab acquisition.
The SAS subsidiary's new enhancement leverages vastly expanded consumer rate shopping data, offering hoteliers granular visibility across room types and distribution channels to refine pricing strategies.
United Rentals reported strong Q4 results, driven by data center and power sector demand, and issued 2026 guidance forecasting continued revenue growth. Management highlighted a robust project pipeline while navigating margin pressures.
Analyst firm Stifel has initiated coverage on sports data giant Genius Sports with a Hold rating, praising its foundational role in the online betting ecosystem but flagging a balanced risk-reward at current levels.
Fueled by a landmark $20 billion funding round for AI firm Anthropic, infrastructure provider IREN is seeing its strategic shift from cryptocurrency mining to AI data centers validated by investors. With a key Microsoft partnership and surging capital flows into AI, the company's stock performance reflects a broader market reassessment of its role in high-performance computing.
Shares of Applied Optoelectronics (AAOI) retreated sharply Thursday, shedding 12.5% as a wave of profit-taking followed the stock's surge to its highest level in nearly eight years. The pullback comes despite analyst optimism around the company's role in powering AI data centers.
Taiwan Semiconductor Manufacturing Company (TSMC) reaches unprecedented market valuation following robust quarterly earnings, driven by insatiable demand for advanced AI chips. Analysts weigh whether the rally still has room to run.
Caterpillar Inc. capped off a historic 2025 with record sales and a soaring backlog, but executives signaled a cautious outlook for 2026 as escalating trade tariffs threaten to squeeze margins. The industrial giant's performance was buoyed by robust demand across construction, mining, and a surging data center power market.
