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.
The British government announces a collaborative initiative with Microsoft and leading experts to develop a national framework for detecting and assessing deepfake content, responding to a surge in AI-generated fraud and abuse.
The benchmark index closed January with a 1.4% gain, a more tempered start compared to 2025's surge. Historical data suggests such openings are poor predictors for full-year performance, leaving investors to weigh optimism against persistent market uncertainties.
Healthcare distribution giant McKesson reported robust fiscal third-quarter results, with double-digit growth in revenue and earnings. The company raised its full-year guidance, citing strength in its oncology services and the booming distribution of GLP-1 medications.
Kennametal (KMT) posted stronger-than-expected fiscal Q2 results, driven by strategic pricing actions amid soaring tungsten costs and continued restructuring benefits. The company raised its full-year sales and earnings guidance, signaling confidence in navigating raw material volatility and capitalizing on growth in key end markets like aerospace and infrastructure.
Johnson Controls International (JCI) reported a robust first quarter, exceeding expectations and raising its full-year earnings guidance. The company cited record order growth, particularly in data center and life sciences segments, alongside significant margin expansion. Executives highlighted a record $18 billion backlog but noted timing challenges for near-term revenue conversion.
While tokenized real-world assets are touted as a trillion-dollar frontier, industry leaders at a recent summit argue that widespread institutional adoption hinges not on technology, but on solving for risk in a fragmented, multi-chain world. Yield-bearing instruments are leading the charge, but the path to scale is paved with interoperability challenges.
Carnival Corporation's investment outlook is being recalibrated, with analysts raising its fair value estimate to $38.00. The adjustment reflects stronger-than-expected cruise spending data, though questions about execution and broader travel trends temper the optimism.
STMicroelectronics' fair value estimate has been revised upward to $27.52 per share, reflecting a market grappling with optimism over execution strength and concerns about softening end-market demand.
A wave of analyst upgrades, including a key move to 'Outperform,' is refocusing investor attention on Airbnb's stock. The renewed confidence arrives as the company navigates a mixed performance record, prompting a fresh look at whether its current share price adequately reflects future growth prospects.
Infineon Technologies AG is ramping up capital expenditure, earmarking an additional €500 million to boost semiconductor production for AI data centers, EVs, and industrial tech. While this sharpens its AI narrative, the move also concentrates execution risks and raises questions about valuation amid modest near-term profitability.
Publicis Groupe reports robust 2025 growth and a higher dividend, while its ambitious 2026 guidance centers on AI transformation. The market's mixed reaction highlights the tension between the promise of AI-driven efficiency and fears of industry disruption.
Elastic NV reports robust quarterly results and unveils new AI-powered search tools, yet its stock performance lags. Analysts see a significant gap between its current price and estimated fair value, raising questions about market sentiment versus fundamentals.
A recent J.P. Morgan upgrade spotlights Autodesk's strategic shift towards cloud-native platforms and generative AI. While analysts see potential in high-growth sectors like data centers, questions remain about execution and its premium valuation in a competitive market.
Cipher Mining's strategic shift from Bitcoin mining to building AI data centers for Amazon, funded by a $2 billion debt offering, has triggered a sharp sell-off as markets weigh the long-term contracts against new financial risks.
Analysts have slightly lowered Wix.com's fair value estimate while nudging up long-term revenue expectations, signaling a nuanced view that balances the company's AI-driven potential against rising costs and execution risks.
Insiders at global recruitment firm Robert Walters plc have been net buyers of the company's shares over the past year, with the Independent Chairman making a significant purchase above the current trading price, suggesting long-term confidence in the business strategy.
Silver prices tumbled over 9%, wiping out two days of gains amid a broad market pullback. The sell-off extended to gold, tech stocks, and cryptocurrencies as a stronger dollar and sector rotation prompted investors to reassess risk.
A sharp selloff in global IT stocks, led by India's software exporters, reflects mounting Wall Street anxiety that new AI tools from Anthropic and Palantir threaten the core, high-margin service revenues of the industry.
Moscow's lead negotiator Kirill Dmitriev claims substantive progress in talks aimed at ending the Ukraine conflict, while accusing Western powers of attempting to derail the diplomatic process.
