As Coursera prepares to release its Q4 results, investors are weighing its steady growth against a challenging backdrop for tech and education stocks. Here’s the breakdown.
Shares of Thomson Reuters (TSX:TRI) faced significant pressure this week following the release of a new AI-powered legal assistant by Anthropic. The tool's ability to automate complex workflows like contract review has ignited investor concerns over potential disruption to established legal information and technology providers, contributing to a sharp sell-off.
Zeta Global Holdings Corp. (ZETA) is drawing renewed investor attention after its 17th consecutive earnings beat, with bulls pointing to accelerating core revenue, expanding profitability, and a suite of AI-driven catalysts as reasons for a potential re-rating.
Advanced Micro Devices (AMD) garners a reiterated Buy rating and $300 price target from Susquehanna, with strong data center demand and the upcoming MI450 AI accelerator seen as key growth drivers for the semiconductor giant.
Once synonymous with smartphones, BlackBerry has spent years transforming into a cybersecurity and embedded software specialist. With its stock trading near multi-year lows, a growing contingent of investors sees a deeply undervalued collection of assets, particularly in its automotive QNX platform, poised for a strategic breakout.
SanDisk's explosive growth since separating from Western Digital has captivated the market, driven by its critical role in AI infrastructure. Yet, after such a meteoric rise, analysts warn that its sky-high valuation may pose significant risks for new investors.
A consortium led by KKR and Singapore Telecommunications has agreed to acquire the remaining 82% stake in ST Telemedia Global Data Centres for S$6.6 billion, taking full ownership of one of Asia's largest data centre platforms. The deal, valuing STT GDC at S$13.8 billion, marks Southeast Asia's largest-ever data centre transaction and underscores the fierce competition for digital infrastructure assets.
Intapp's fiscal second-quarter results showcase robust growth driven by cloud migration and its vertical AI strategy, with cloud ARR surging 31%. The company highlights deepening partnerships with Microsoft and significant client wins across legal, accounting, and financial services sectors.
In a candid discussion, Intel board member and executive Lip-Bu Tan detailed the dual challenge of reviving the chipmaker's product roadmap while building a competitive foundry business from the ground up, highlighting progress on the 18A node and a 'laser-focus' on 14A.
Amdocs reported first-quarter revenue of $1.16B, meeting guidance, while highlighting strategic AI investments, European expansion, and the closure of its MATRIXX Software acquisition. The company also announced a planned CEO succession for March 2026.
Snowflake's landmark partnership with OpenAI, coupled with its existing Anthropic alliance, signals a direct play for AI market share against Amazon AWS and Microsoft Azure, potentially accelerating its growth trajectory and reshaping investor perception.
Walmart's market capitalization surged past $1 trillion on Tuesday, propelled by strategic tech investments and its resilience amid economic uncertainty, marking a historic milestone for the retail industry.
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.
Varonis Systems (NASDAQ: VRNS) delivered a stronger-than-expected fourth quarter, with revenue climbing 9.4% to $173.4 million. The data security firm issued upbeat guidance and highlighted robust SaaS growth as it advances toward a full cloud transition.
Dell Technologies' stock is riding a wave of AI-driven optimism, underscored by a recent Barclays upgrade. As shares hover around $119, investors are weighing whether the current price reflects a genuine undervaluation or has already priced in future growth, setting the stage for a critical earnings update.
Online mortgage lender Better Home appoints former Zeta and IBM executive Loveen Advani as its Chief Financial Officer, succeeding Kevin Ryan. The move comes as the company secures a renewed credit facility and projects significant growth in loan originations.
The retail giant Walmart has shattered a historic ceiling, becoming the first traditional U.S. retailer to achieve a $1 trillion market valuation, a milestone previously reserved for the world's largest technology companies.
At Davos, Uber's Dara Khosrowshahi drew a sharp line between companies merely talking about AI and those fundamentally restructuring their operations, calling out widespread 'play-acting' despite a surge in planned investment.
While Publicis Groupe posts solid growth and stakes its future on AI, its CEO candidly admits the technology is costly, hard to scale, and often fails to deliver measurable returns, highlighting the gap between ambition and reality in the ad industry's AI race.
NVIDIA deepens its industrial AI footprint through strategic alliances with Dassault Systèmes, logistics partners, and global research institutions, aiming to embed its AI infrastructure into the backbone of physical industries and scientific discovery.
