A series of analyst upgrades and bullish AI infrastructure forecasts have thrust Cisco Systems back into the spotlight, driving a reassessment of the networking giant's stock. While recent momentum is strong, investors are weighing whether the AI growth story is already priced in.
Despite a steep sell-off in recent months, IonQ's long-term valuation narrative remains bullish. We examine the widening gap between its current share price struggles and the lofty projections for the quantum computing pioneer.
UPS is equipping all 5,500 of its retail stores with RFID tracking, a significant expansion of its automation drive aimed at improving package visibility and reducing errors. The move highlights the company's focus on operational efficiency as it vies for higher-margin commercial clients in a competitive landscape dominated by FedEx and Amazon.
CSG Systems International (CSGS) shares are trading near analyst fair value estimates and a key cash offer price, prompting investors to assess whether the current valuation fully reflects the company's prospects and risks.
Google's parent company Alphabet reported record-breaking earnings, crossing the $400 billion annual revenue mark for the first time. The tech giant announced plans to nearly double its capital expenditures in 2026 to meet surging demand for AI and cloud services, even as its core advertising business continues to fuel its ambitious investments.
SLB's stock has climbed over 25% this year, fueled by optimism around Venezuela's potential oil market reopening. However, recent weakness suggests the rally may be overheating, and investors might find better entry points as the initial enthusiasm cools.
Defense electronics contractor Mercury Systems (MRCY) surpassed analyst expectations with its Q2 2026 results, reporting adjusted EPS of $0.16. While a record $1.5 billion backlog signals strong demand, a deeper look reveals strategic revenue shifts and an ongoing focus on margin improvement as the company navigates its turnaround.
AST SpaceMobile (ASTS) has landed a contract with the U.S. Missile Defense Agency, marking a strategic pivot into the defense sector. The development coincides with the imminent launch of its BlueBird 7 satellite, a critical component of its direct-to-phone broadband constellation, positioning the company at the intersection of commercial telecom and government space communications.
NextEra Energy and Xcel Energy have formed a strategic partnership to accelerate the development of power infrastructure—including renewables, storage, and grid tech—specifically to meet the surging electricity demands of AI data centers. The move underscores how utilities are scrambling to adapt to a new era of concentrated, power-hungry loads.
CNBC's Jim Cramer has singled out Wells Fargo (WFC) as a compelling investment, arguing that the banking giant's fundamentals and strategic positioning make it a winner, even as investor frenzy focuses elsewhere on artificial intelligence.
CNBC's Jim Cramer disclosed a new position in cybersecurity leader CrowdStrike Holdings for his charitable trust, framing recent share price weakness as an opportunity amid a broader tech sell-off driven by macroeconomic concerns.
Workday shares have tumbled sharply as investor enthusiasm pivots to pure-play AI agents, raising questions about the HR software giant's strategic positioning and premium valuation. We examine whether the selloff presents a buying opportunity or signals deeper structural challenges.
The Washington Post has laid off hundreds of employees, representing about a third of its newsroom. Among the casualties is Caroline O'Donovan, the reporter who covered Amazon—the tech giant owned by the paper's own proprietor, Jeff Bezos. The cuts signal a dramatic shift for the historic publication.
Using advanced genetic genealogy, authorities have identified the remains of Jeanette Marcotte, a Canadian woman missing since the early 1980s, found in a Florida wooded area. The case raises possible links to the infamous 'Vampire Rapist,' John Crutchley.
Electric vehicle maker Polestar has raised $400 million in new equity from institutional investors, with key backing from its major shareholder Geely. The deal, which includes a structured exit option for lenders, aims to bolster the company's liquidity as it navigates a fiercely competitive premium EV market.
Apple's strategic acquisition of an Israeli AI startup and a deeper partnership with Google aim to supercharge Siri, while new Indian tax policies fuel its manufacturing diversification away from China, signaling a pivotal shift in the tech giant's long-term strategy.
Fabrinet (FN) reported robust fiscal Q2 2026 results, beating estimates with revenue of $1.13B and issuing upbeat guidance. However, the stock fell sharply as investors weighed aggressive expansion plans against high expectations and execution risks.
Backed by major investors, Zipline plans U.S. metro expansions as proposed federal regulations pave the way for widespread beyond-visual-line-of-sight drone operations, accelerating a shift in last-mile logistics.
Tesla's aggressive push into large-scale, U.S.-based solar module manufacturing is reshaping the competitive landscape, prompting analysts to reassess the outlook for established players like First Solar and sending ripples through the utility-scale project market.
A new AI tool from Anthropic sparked a broad sell-off in tech stocks, dragging down sector leader Nvidia. CEO Jensen Huang pushed back against fears of software obsolescence, calling the market reaction 'illogical'.
