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.
Analysts have raised their fair value estimate for Brinker International (EAT) following recent research, citing improved company-specific performance despite a cautious outlook for the broader restaurant industry.
Bitcoin prices fell sharply after Treasury Secretary Scott Bessent clarified the U.S. government lacks authority to direct bank rescues for cryptocurrency firms, amplifying existing market pressures and bearish sentiment.
Two key surveys confirm the U.S. services industry maintained its growth momentum last month, fueled by rising employment and business activity. However, persistent price pressures and a dip in foreign demand signal ongoing economic headwinds that could delay interest rate cuts.
CNBC's Jim Cramer offered a blunt assessment of Dillard's Inc. (NYSE: DDS) when pressed by a viewer, stating he lacks sufficient knowledge of the department store chain to recommend it, highlighting the challenges facing traditional retailers.
Figma shares have tumbled sharply, caught in a broader sell-off of design software stocks fueled by analyst pessimism and mounting concerns over AI's disruptive potential. The sell-off raises questions about whether the market is overreacting or correctly pricing in new competitive risks.
The U.S. services industry expanded at its quickest pace in months, according to the latest ISM data, mirroring a parallel surge in manufacturing activity and signaling underlying economic resilience despite persistent tariff pressures and inflation concerns.
LyondellBasell Industries' latest earnings beat suggests the prolonged downturn in chemicals may be bottoming out. With cost discipline, early demand stabilization, and industry-wide capacity cuts, a path to margin recovery is emerging.
The residential battery startup has now raised over half a billion dollars to scale its fleet of home energy storage systems, positioning itself as a key player in the rapidly growing virtual power plant market aimed at stabilizing the national grid.
Cloud communications firm 8x8 (EGHT) surged over 43% after posting Q4 results that handily topped analyst forecasts, fueled by robust demand for its AI-powered customer experience platform and an upbeat revenue outlook.
Bitcoin's price action is increasingly mirroring that of beleaguered software equities, with analysts pointing to shared vulnerabilities in the face of artificial intelligence's disruptive rise.
The cloud contact center specialist Five9 saw its shares tumble as a broad sell-off hit software stocks, fueled by investor concerns over AI's disruptive impact on traditional SaaS models. With its stock trading at a significant discount to analyst targets, the market is questioning whether this represents a buying opportunity or reflects deeper growth anxieties.
JPMorgan Private Bank's Stephen Parker argues the recent software-driven market volatility represents a constructive shift, with capital flowing into undervalued cyclical and international opportunities.
Despite a recent earnings beat, Skyworks Solutions shares have significantly underperformed both the broader market and its semiconductor peers over the past year. Analysts remain largely on the sidelines with a 'Hold' consensus, even as price targets suggest a wide range of potential outcomes.
Private payrolls expanded at a far slower pace than anticipated last month, according to ADP data, signaling potential cooling in the labor market as hiring momentum weakens across key industries.
For the first time in roughly two decades, Taiwan has surpassed mainland China as the largest country weighting in the MSCI Emerging Markets Index. The shift, driven by the outperformance of Taiwan's AI-focused tech giants, underscores the immense influence of benchmark providers on global capital allocation and spotlights a significant realignment within emerging markets.
As Five9 prepares to report Q4 2025 results, Wall Street is scrutinizing whether the contact-center software leader can maintain its edge in an AI-driven market. The company's recent stock volatility and new partnerships highlight both opportunity and risk.
A sharp selloff in software and professional services stocks rippled across global markets this week, fueled by investor fears that new AI agent capabilities from Anthropic could disrupt core business models. The downturn highlights growing market jitters over which traditional tech firms will survive the AI revolution.
A deep dive into Exelon Corporation's valuation using the Dividend Discount Model suggests the utility giant's shares are trading close to their intrinsic fair value. We examine the assumptions behind the numbers and what investors should consider beyond the model.
Elutia Inc.'s independent chairman Kevin Rakin invested $74,000 in company shares last week, marking the largest insider buy in the past year. The move comes as the medical technology firm navigates a challenging market for early-stage healthcare innovators.
