Amid a sharp downturn in software shares, Wedbush analyst Dan Ives argues the selloff is overblown and presents a buying opportunity for key players like Microsoft and Palantir, despite lingering market fears over AI's disruptive impact.
A juvenile driver died Wednesday morning after their Tesla Model S veered off Malibu Canyon Road, went airborne, and crashed into a ravine. The California Highway Patrol is investigating the cause of the single-vehicle accident.
Fluence Energy has secured a long-term supply agreement to provide its Gridstack Pro energy storage systems for a major solar-plus-storage project in Arizona, developed by BrightNight and Cordelio Power. The deal expands the company's U.S. utility-scale pipeline as its stock, following a meteoric rise, faces heightened scrutiny over its valuation.
Following the sale of its non-core Tools for Materials Processing business, Coherent plans to streamline operations, strengthen its balance sheet, and double down on high-growth photonics markets critical to AI and communications infrastructure.
Goldman Sachs has lowered its price target for loanDepot (NYSE: LDI) while maintaining its core valuation, signaling a nuanced view on the mortgage originator's path amid shifting interest rates and housing market dynamics.
German chipmaker Infineon Technologies is making a bold push into AI data centers and electric vehicle semiconductors, backed by fresh investments and solid earnings. Yet, its stock's recent volatility and premium valuation have left investors weighing the long-term promise against near-term risks.
Lam Research announces a new COO, a strategic board appointment, and a multi-year R&D partnership with CEA Leti, positioning the semiconductor equipment giant at the forefront of the AI and high-performance computing wave.
Cabot Corporation's fiscal Q1 2026 results reveal a tale of two segments: its core Reinforcement Materials business faces stiff headwinds from weak tire demand and Asian imports, while its Performance Chemicals unit, led by battery materials, posts robust growth. The company tightens its full-year EPS guidance and outlines cost-cutting measures to bolster cash flow.
Boston Scientific (NYSE: BSX) reported robust fourth-quarter and full-year 2025 results, exceeding guidance on key metrics. The medical device leader issued confident 2026 forecasts, underpinned by broad-based performance, margin expansion, and an active pipeline of tuck-in acquisitions like the pending Penumbra deal.
Banco Santander Brasil reported a net income of BRL 4.1 billion for Q4 2025, marking a near 6% annual increase. While progress continues on its multi-year plan to achieve a return on equity above 20%, management acknowledged current challenges in specific loan portfolios and emphasized a strategic shift towards higher-value clients and digital personalization.
Caterpillar secures a landmark 2-gigawatt deal to power a major AI data center campus, signaling a strategic pivot as demand for reliable, high-capacity energy solutions soars alongside artificial intelligence infrastructure.
Amid a patchy performance across Asian markets, several companies are flashing on value screens, trading at discounts of up to 31% to their estimated intrinsic value based on cash flow projections.
Despite reporting robust user growth and strengthening cash margins, Pinterest's share price continues to languish, creating a puzzling disconnect for investors as the company executes on its monetization strategy.
Catapult Sports unveils its next-generation Perch P2 training system, expanding its focus from on-field performance tracking to integrated gym and rehabilitation workflows, as the company aims to build a comprehensive athlete health ecosystem.
Medtronic's stock has climbed steadily, posting a 14.6% return over the past year. As shares hover around $102, investors are asking if the rally has left the stock overvalued or if there's still room to grow. A deep dive into key valuation metrics reveals a nuanced picture.
Amid stable rates and cautious sentiment, investors are turning to Asia's small-cap sector for value. We spotlight three fundamentally strong companies trading at significant discounts to their fair value.
Shares of Alfa Laval (OM:ALFA) have gained significant momentum, rising nearly 15% over the last 90 days. This analysis delves into whether the current valuation still presents an opportunity for investors or if the market has already priced in future growth, examining conflicting fair value estimates and key industry risks.
Tencent Holdings' shares have retreated over 10% in the past month, sparking debate among investors. While a key valuation model suggests the stock is significantly undervalued, market sentiment remains cautious amid broader tech sector pressures.
HP, Dell, Acer, and Asus are reportedly in talks to source memory chips from Chinese manufacturers for the first time, as global shortages disrupt product launches and drive up costs across the tech sector.
Alphabet announces plans to nearly double capital expenditures this year, betting big on AI infrastructure as its cloud division outpaces rivals and drives revenue growth.
