While business services firms help companies optimize operations, the sector has underperformed the broader market. A combination of tightening corporate budgets and disruptive AI technologies is weighing on sentiment. We examine three specific stocks where caution may be warranted.
German chipmaker Infineon is significantly boosting its capital expenditure, adding €500 million to its FY2026 plans, to scale production for power management chips critical for AI data centers. The company forecasts revenue from this segment to surge to €2.5 billion by FY2027.
Choice Hotels International expands its Everhome Suites brand to 27 open hotels across the U.S., marking a key milestone in its focused bet on the midscale extended-stay market. The move underscores the company's asset-light growth strategy but raises questions about execution and capital intensity in a competitive segment.
Ripple's acquisition of a full Electronic Money Institution license in Luxembourg marks a significant regulatory milestone for its European expansion. However, the price of its associated XRP token continues to slide, underscoring a persistent disconnect between corporate progress and crypto market sentiment.
Shares of Chemed Corporation (NYSE: CHE), the unique parent of VITAS Healthcare and Roto-Rooter, have fallen roughly one-third from recent highs. A detailed analysis suggests the sell-off, driven by temporary issues at its hospice segment, may have created a compelling valuation opportunity for patient investors.
SiTime Corporation (SITM) is gaining renewed attention on Wall Street, with UBS and Barclays raising their price targets significantly. Analysts point to the company's strategic pivot towards AI-focused timing solutions as a key driver for improved financial prospects.
Emerson Electric Co. kicks off its 2026 fiscal year with robust 9% underlying order growth, driven by surging demand for power generation and automation solutions from AI data centers, LNG projects, and near-shoring trends. The industrial automation leader also raises its full-year EPS guidance.
Investment firm Evercore ISI initiates coverage on Phillips Edison & Company with an Outperform rating, highlighting its portfolio of necessity-focused retail centers as a key strength in uncertain economic times.
Nigeria's state police have formally charged former Attorney General Abubakar Malami and his son with terrorism financing and firearms offences, marking a dramatic escalation in the legal troubles facing the once-powerful official.
A wave of resignations at the U.S. Attorney's Office in Minnesota, now totaling 14 veteran prosecutors since January, has critically depleted staff and sparked concerns over the office's ability to handle complex cases. The departures are linked to internal dissent over immigration enforcement tactics and the handling of investigations into fatal ICE encounters.
Alphabet Inc., Google's parent company, is set to significantly expand its Indian operations, securing up to 2.4 million square feet of office space in Bengaluru. This move, potentially doubling its local workforce, comes as U.S. immigration policies tighten, accelerating a strategic pivot to India's tech talent pool.
The benchmark diesel price, a key component in fuel surcharges, has risen for the third week in a row. However, a significant shift in futures contracts suggests the recent rally may be losing steam, even as analysts debate underlying structural strength in the market.
Bernstein analysts reaffirm an Outperform rating on ServiceNow, arguing the workflow software leader is trading at a relative discount to peers despite strong AI-driven growth forecasts.
BMO Capital raises its price target on NextEra Energy (NEE), citing strong earnings visibility and a strategic pivot to expand nuclear capacity to meet soaring data center power demand, against a backdrop of record U.S. electricity consumption forecasts.
Choice Hotels International reinforces its commitment to the lucrative extended-stay segment with the launch of three new Everhome Suites properties, citing resilient demand driven by data center growth and blended travel trends.
Synopsys is integrating its high-speed connectivity IP with Lightmatter's photonic computing platform, aiming to redefine bandwidth and efficiency for AI accelerator clusters in future data centers.
The explosive demand for AI is triggering a seismic shift in commercial real estate, as investors pour capital into specialized data centers designed to handle the immense power and cooling needs of next-generation computing.
DA Davidson raises its price target on Modine Manufacturing (MOD) to $255, citing the company's strategic shift to focus on data center thermal management and the planned spin-off of its Performance Technologies segment.
Following a series of strategic asset sales and special dividends, analysts have adopted a more cautious stance on SITE Centers (SITC), adjusting their fair value estimate downward. The revised outlook balances immediate shareholder returns against the long-term prospects of the retailer's streamlined portfolio in a challenging retail real estate landscape.
Hennepin County Sheriff Dawanna Witt, in her first interview since 'Operation Metro Surge,' defends her department's record, criticizes federal overreach, and reveals she is weighing whether to alert ICE before releasing individuals accused of the most violent felonies.
