Corning Inc. has inked a major supply agreement with Meta to provide optical fiber for its AI data centers, while simultaneously joining a U.S.-backed initiative to secure critical mineral supplies, positioning the materials science leader at the nexus of technology and national security.
Shares of compliance software provider Workiva have tumbled over 28% in the past year, raising questions about its valuation. While a discounted cash flow model suggests significant upside, its premium revenue multiple tells a more cautious story. Investors are weighing the company's long-term growth narrative against near-term market pressures.
Monolithic Power Systems (MPWR) is capitalizing on surging demand from AI data centers and the automotive sector, with both segments now forming a larger part of its revenue mix. The company is also rewarding shareholders through significant buybacks and a dividend hike, signaling confidence in its financial health and growth trajectory.
AMETEK's shares have delivered impressive returns, climbing nearly 28% over the past year. But as the stock trades near record highs, a deep dive into valuation metrics suggests investors may be paying a premium. We analyze the numbers and what they could mean for the industrial technology leader's future.
AI chip challenger Cerebras Systems has nearly tripled its valuation in just over four months, raising $1 billion in a late-stage round led by Tiger Global. The massive funding underscores the fierce competition and strategic maneuvering in the high-stakes AI infrastructure sector.
Heather Schimmers, President of Emplify Health, has been appointed to oversee the integrated healthcare provider's operations in both Green Bay and La Crosse, following the retirement of former Green Bay leader Chris Woleske.
In a revealing interview, industrialist Charles Koch details how a posthumous letter from his father, Fred Koch, framed his lifelong view of fortune—warning that unearned wealth could erode ambition as easily as it could fuel purpose.
Nintendo reports record console sales but faces mounting pressure from rising component prices and tariffs, with President Shuntaro Furukawa signaling potential impacts on future profitability.
In a bold marketing move, AI firm Anthropic is using the Super Bowl's massive audience to draw a stark contrast with rival OpenAI, explicitly positioning its Claude chatbot as an ad-free sanctuary in an increasingly commercialized AI landscape.
As the electric vehicle sector moves beyond hype, investors are scrutinizing fundamentals. A comparative analysis of Rivian's strategic pivot and Nio's scale advantage reveals diverging paths in a competitive landscape.
A sharp downturn in AI-related tech stocks, triggered by AMD's disappointing outlook, spills over into crypto markets, pulling Bitcoin lower and hammering mining stocks closely tied to data center infrastructure.
Ethereum co-founder Vitalik Buterin signals a potential strategic pivot, suggesting the blockchain's original rollup-centric scaling plan may be outdated. Meanwhile, Tether launches an open-source mining OS, the Ethereum Foundation ramps up quantum resistance efforts, and Flare introduces new DeFi utility for XRP.
Alphabet (GOOGL) reports Q4 2025 earnings after the bell, with Wall Street anticipating strong growth. All eyes are on Google Cloud's profitability as investors weigh massive AI investments against the tech giant's historic margin performance.
As sales of its core plant-based meat products continue to slide, Beyond Meat is venturing into the crowded protein drink market with 'Beyond Immerse.' Analysts question whether this signals a bold new chapter or a sign of deeper troubles for the unprofitable company.
Elon Musk has consolidated his space exploration and artificial intelligence ventures, merging SpaceX and xAI in a landmark transaction that creates a single entity valued at approximately $1.25 trillion. The move signals a strategic pivot to intertwine AI development with interplanetary ambition, though it raises immediate questions about regulatory oversight and market concentration.
A recent price decline offers a reminder of the tech giant's enduring strength, rooted in its indispensable role in the global business ecosystem.
Oppenheimer downgraded Rockwell Automation (ROK) to 'Perform', suggesting its operational improvements and future manufacturing recovery are largely reflected in its stock price. The move comes even as Rockwell announces a strategic expansion of its partnership with EV maker Lucid in Saudi Arabia.
Microsoft's stock momentum has cooled after years of impressive gains, raising questions about its current valuation. With shares trading below intrinsic value estimates, investors are weighing whether this is a buying opportunity or a sign of slowing growth.
Optical components leader Coherent is set to report quarterly results after the bell, with investors watching to see if surging AI infrastructure spending can propel a sixth straight earnings surprise and justify its meteoric stock rise.
Cognizant Technology Solutions reported strong Q4 and full-year 2025 results, with revenue exceeding $20 billion and adjusted operating margin beating guidance. CEO Ravi Kumar attributed the performance to the company's pivot to an 'AI builder' model, which is helping clients bridge the gap between AI investment and tangible business value.
