Investment firm Giverny Capital Asset Management has sold its position in Align Technology (ALGN), revealing a strategic pivot towards AI-focused equities amid a challenging year where its portfolio lagged the broader market.
Align Technology is accelerating its expansion in Southeast Asia with new product launches and affordability programs, a strategic pivot as the company navigates competitive pressures and seeks to reignite investor confidence amid a challenging stock performance.
GSI Technology Inc. reports a 12% year-over-year revenue increase for Q3 2026, driven by defense sector adoption of its Gemini-II APU. While R&D investments pressure margins, the company highlights a strong cash position and expanding applications in smart cities and robotics.
Despite a 4.3% year-over-year revenue decline in Q3 FY2026, DXC Technology outlines a strategic pivot, leveraging its legacy systems and AI to build scalable IP and shift toward value-based pricing models.
Driven by surging demand in aerospace and defense, Carpenter Technology (CRS) announced record-breaking quarterly profitability and raised its full-year forecast, citing constrained supply and favorable long-term pricing agreements.
Quantum computing firm IonQ has moved to acquire SkyWater Technology, Skyloom Global, and Seed Innovations, aiming to create a comprehensive, end-to-end platform that controls hardware, networking, and software. This vertical integration strategy targets government and enterprise clients seeking secure, full-stack quantum solutions.
Edwards Lifesciences (NYSE: EW) has terminated its planned takeover of JenaValve, opting instead to reinvest capital into its internal transcatheter aortic (TAVR) and mitral valve development programs. The strategic pivot underscores a renewed focus on organic growth in its core structural heart business.
Financial technology firm Broadridge Financial Solutions prepares to release its fourth-quarter results before Tuesday's market open, with analysts projecting modest revenue growth against a backdrop of recent sector volatility.
A revised price target for Haivision Systems (TSX:HAI) is shifting the investment narrative, prompting a closer look at the video streaming technology firm's prospects amid evolving market conditions.
ExxonMobil's 2025 year-end results underscore a reshaped corporate strategy, delivering record shareholder returns and production milestones in Guyana and the Permian, while advancing carbon capture and enterprise digitalization.
D-Wave Quantum solidifies its dual-platform strategy with the acquisition of Quantum Circuits, announces multi-million dollar enterprise contracts, and relocates its headquarters from Silicon Valley to Florida, marking a significant shift in its operational and market focus.
Amid soaring market expectations, ServiceNow is aggressively integrating AI across its platform through enhanced partnerships and strategic acquisitions, aiming to make artificial intelligence a native component of enterprise service and security operations.
Marketing technology firm Zeta Global announces a strategic collaboration with OpenAI, aiming to deeply integrate advanced AI into its platform. The move, coupled with positive buzz from CES 2026, sharpens its competitive edge in a sector dominated by giants like Salesforce and Adobe.
Axon Enterprise prepares to report Q4 earnings under intense scrutiny, with its high-flying stock under pressure and a major AI acquisition hanging in the balance. Can its public safety tech expansion justify the premium?
SanDisk shares surged nearly 22% this week after the data storage giant reported staggering quarterly results, fueled by enterprise adoption and its critical role in powering AI infrastructure.
In a strategic move to modernize financial services, DXC Technology partners with Ripple to embed digital asset custody and payment solutions directly into legacy core banking systems, aiming to facilitate institutional adoption of blockchain technology.
Nasdaq Inc. reported stronger-than-expected fourth-quarter results, fueled by surging revenue from its technology solutions division and strategic AI initiatives, even as the company navigates a tighter margin environment.
A wave of selling has hit enterprise software giants, with sector leaders like SAP and Salesforce shedding billions in market value. The trigger? Microsoft's latest earnings revealed a slowdown in its cloud growth, but the deeper unease stems from AI's potential to disrupt the very foundations of the SaaS business model.
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.
Citizens and Mizuho reaffirm positive ratings for Zscaler, highlighting its formidable competitive advantages rooted in complex implementation and high switching costs that lock in enterprise clients.
