Bank of America Securities has raised its price target on MongoDB, citing the company's accelerating cloud revenue and its strategic positioning to capitalize on the surge in enterprise AI and application modernization projects.
A new strategic partnership integrates Altitude Intelligence's geospatial and climate risk analytics directly into Cytora's digital risk processing platform, aiming to automate and enhance underwriting decisions for commercial insurers.
Shares of Pharming Group (ENXTAM:PHARM) came under pressure after the U.S. FDA issued a Complete Response Letter for its supplemental filing of Joenja in children with APDS. While the short-term sentiment turned negative, the company's longer-term growth trajectory and valuation gap present a complex picture for investors.
LiveRamp Holdings' shares have tumbled nearly 70% over five years, presenting a stark contrast between its discounted cash flow valuation and its premium trading multiples. As the market grapples with its positioning, investors are left weighing deep-seated pessimism against potential hidden value.
Ethereum spot ETFs posted $14.06 million in net inflows, breaking a three-day outflow streak, while dormant 'whale' wallets activated to buy the dip. However, a historic surge in network transfer counts and mounting institutional paper losses paint a complex picture for ETH's near-term trajectory.
Amphenol reported robust Q4 earnings powered by surging demand for AI infrastructure, yet the stock fell as markets questioned the sustainability of the explosive growth. Management highlighted broad-based strength while analysts probed integration risks and future catalysts.
A familiar bullish chart pattern triggered a 5% bounce in Bitcoin's price, but a confluence of on-chain metrics—rising exchange reserves, profit-taking near key levels, and weak conviction—now casts doubt on the sustainability of the recovery.
With multi-billion dollar leases in hand, Applied Digital is positioning itself at the heart of the AI infrastructure boom. But its soaring valuation and concentrated risk profile leave investors questioning if the millionaire-making opportunity has already passed.
As the race to build AI infrastructure intensifies, Arista Networks stands out not just for its technology, but for its formidable financial strength. With no debt and a sizable cash reserve, the networking specialist is positioned to aggressively fund its roadmap while competitors navigate tighter capital markets.
Emerson Electric's fiscal first-quarter results showcased robust order growth driven by power, LNG, and semiconductor sectors, though software contract renewals temporarily dampened sales and margin expansion. The company raised its full-year EPS outlook while noting persistent softness in China and European chemical markets.
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.
Amid surging demand for AI infrastructure, IREN Limited's vertically integrated model and rapid deployment capabilities position it as a key player. Despite a recent pullback, analysts point to strong operational execution and scalable design as catalysts for long-term growth.
Century Aluminum has sold its idled Hawesville smelter to crypto-mining firm TeraWulf, which plans a major pivot to redevelop the site into a campus for AI and high-performance computing, signaling a tangible shift in the region's industrial landscape.
Advanced Micro Devices (AMD) delivered a robust fourth quarter for 2025, surpassing revenue forecasts with $10.27 billion in sales and issuing optimistic guidance, fueled by strong demand for its AI and high-performance computing platforms.
Analysis from Ned Davis Research indicates that following steep declines from record highs, silver has historically taken an average of seven years to find a bottom and over a decade to reclaim its peak, suggesting last week's plunge may signal a prolonged downturn.
Despite a stellar year-to-date performance fueled by promising clinical trial results, analyst sentiment on Moderna remains tempered, with a consensus 'Hold' rating highlighting the challenges beyond its COVID-19 windfall.
Shares of aerospace and defense manufacturer Woodward, Inc. (WWD) surged over 16% Thursday, hitting a new 52-week high after the company reported quarterly results that crushed analyst expectations, driven by strength in its core markets.
Early clinical results for Pfizer's acquired obesity drug PF-3944 show it may fall short of the high bar set by market leaders, raising questions about its competitive edge in the lucrative weight-loss market.
Amid a recent market sell-off, ARK Invest's Cathie Wood executed one of her firm's busiest trading days of the year, doubling down on three high-growth names she sees as undervalued.
A new report underscores the staggering financial impact of employee turnover, with costs exceeding $45,000 per worker. As a third of employers blame competitive pay for rising churn, a significant gap emerges between worker salary expectations and company budget plans for the coming year.
