The AI boom is proving to be a double-edged sword for the technology sector. While some giants soar, a sharp selloff in software and services stocks highlights the market's growing discrimination between potential beneficiaries and those facing disruption from new AI tools.
The retail behemoth Walmart has crossed the $1 trillion market valuation milestone, capping a remarkable 468% stock surge over the past ten years fueled by digital expansion and a broadening consumer appeal.
While IonQ captures headlines as a pure-play quantum computing stock, a deeper look reveals stronger investment opportunities lie with diversified tech titans who are building the quantum future on more stable foundations.
From Meta to Amazon, a wave of companies is overhauling the traditional annual review. Driven by AI, a shifting labor market, and demands for continuous growth, the new focus is on agility, regular feedback, and clear development paths.
Satellite manufacturer York Space Systems, a key Pentagon supplier, saw its shares fall below the offering price shortly after its NYSE debut, highlighting investor caution around high-growth, loss-making space and defense stocks.
Shares of micro-cap California Nanotechnologies Corp. (CVE:CNO) have been on a rollercoaster. With the stock trading significantly below its calculated intrinsic value and strong profit growth projected, analysts debate if this volatility presents a buying opportunity or signals underlying risks.
As the Super Bowl approaches, a new wave of exchange-traded funds offers investors a stake in the sprawling sports industry—from teams and venues to media and technology—rather than just a bet on the score.
Procter & Gamble is launching a series of high-profile sports marketing campaigns, including a new Old Spice Super Bowl activation and plans for the 2026 Winter Olympics, alongside expanding its oral care portfolio with Crest Clean Breath. The moves underscore the consumer goods giant's strategy to leverage global events and product innovation to maintain consumer mindshare and drive demand in key categories.
Amprius Technologies solidifies its U.S. supply chain through a strategic partnership with Nanotech Energy, positioning its high-performance silicon batteries to meet stringent defense procurement requirements and capture key aerospace contracts.
At its New York investor event, Western Digital detailed an accelerated roadmap for its next-generation HAMR drives and a strategic pivot squarely toward AI and cloud data centers, backed by a new $4 billion share repurchase program and bullish long-term financial targets.
A second day of heavy losses for software and analytics stocks worldwide underscores mounting investor fears over AI disruption, with companies in legal services and data analytics bearing the brunt of the selloff.
Hamilton Lane (HLNE) reported Q4 2025 revenue and earnings that surpassed analyst forecasts, driven by a strategic shift toward higher-fee specialized funds and its evergreen platform. Despite the beat, the stock fell as investors weighed the firm's growth strategy against rising expenses.
Benchmark Electronics (BHE) reported Q4 revenue and profit that topped analyst forecasts, driven by strength in medical devices and advanced computing. While margins face pressure, management pointed to robust new bookings and a planned capacity expansion to fuel future growth.
Broadridge Financial Solutions beat Q4 revenue and profit estimates, driven by strength in governance services and early tokenization wins. However, rising costs and shifting revenue mix squeezed margins, casting a shadow over the otherwise robust results.
Washington hosts ministers from over 50 nations to forge a united front on securing vital mineral resources, aiming to reduce collective dependence on China for materials essential to modern technology and defense.
SAP has been selected to lead the digital transformation of the UK's tax authority, HMRC, in a major deal that underscores the company's growing influence in sovereign cloud services and AI-driven public sector modernization.
T. Rowe Price Group announces a multi-year succession plan for its investment management arm, with Steven Krichbaum set to succeed Steph Jackson, alongside the launch of a new actively managed ETF targeting innovative companies. The moves highlight the firm's dual focus on leadership continuity and capturing growth in thematic investing.
A U.S.-backed critical minerals group moves to acquire a major share in Glencore's DRC copper and cobalt assets, signaling a strategic shift in the global race for battery metals.
The total cryptocurrency market capitalization has shed close to $500 billion in a brutal sell-off, with Bitcoin tumbling to its lowest level since late 2024. The plunge raises fresh questions about Bitcoin's role as 'digital gold' amid geopolitical tensions and market volatility.
While analyst price targets for EVgo, Coupang, and LPL Financial suggest significant upside, a closer look reveals a more nuanced picture. We examine the fundamentals behind the hype and identify where optimism may be justified or overstated.
