Reports suggest Elon Musk is exploring a merger between Tesla and SpaceX as the EV maker pivots to AI, while Chinese automakers gain record European market share and regulatory battles intensify.
As the 2026 Super Bowl approaches, a notable quiet has settled over the automotive section of the advertiser roster. Ford's continued absence, alongside most major rivals, signals a profound strategic shift away from the event's iconic—and astronomically priced—commercial slots.
FireFly Automatix's AMP-L100 robotic mower has been honored with the Sports Field Management Association's 2026 Innovative Award, signaling a major shift towards AI and automation in turf care. Meanwhile, related EV and materials stocks showed mixed trading activity.
Carnival Corporation & PLC saw its stock price climb sharply Thursday, buoyed by robust earnings from rival Royal Caribbean and the company's own announcement of a planned corporate unification and dividend payment.
SAP SE's stock plunged to a yearly low following a cautious sector outlook from JPMorgan, which highlighted AI's potential to disrupt traditional SaaS business models, despite the company reporting robust annual earnings.
Despite a flat start to 2026, Nvidia's valuation appears compelling as new forecasts project global AI spending to surge past $3.3 trillion by 2027, suggesting the chipmaker's growth story is far from over.
SAP's stock has tumbled nearly 38% over the past year, raising questions about its true worth. A deep dive into valuation models suggests the software giant may be significantly undervalued, but investor sentiment remains divided amid broader market pressures.
ResMed is leveraging wearable technology for early sleep apnea detection and expanding its digital ecosystem, solidifying its market leadership amid ongoing industry shifts and a key competitor's recall.
Sony Group Corp. has raised its full-year profit forecast after a robust holiday quarter, powered by resilient PlayStation software sales and steady music streaming revenue, sending its shares soaring nearly 6%.
OpenAI CEO Sam Altman launched a lengthy social media critique against rival Anthropic's Super Bowl commercials, accusing the company of dishonesty and authoritarianism in a heated exchange that lays bare the growing tensions in the AI industry's battle for users and ethics.
Two Pinterest engineers have been terminated after developing and distributing a software script designed to monitor colleague dismissals, as the company pushes forward with AI integration and workforce reductions.
Workday shares have tumbled sharply as investor enthusiasm pivots to pure-play AI agents, raising questions about the HR software giant's strategic positioning and premium valuation. We examine whether the selloff presents a buying opportunity or signals deeper structural challenges.
Amidst widespread fears that generative AI could disrupt its core creative software business, Adobe's recent strategic moves tell a different story. Analysis of its latest innovations suggests the company is not a passive target but an active architect, using AI to expand its market and lock in users.
The leading business development company reported robust annual results, with $15.8 billion in new commitments and stable credit metrics. Management addressed investor concerns over AI's impact on its software portfolio and signaled readiness to capitalize on potential market dislocations.
OpenAI's proposal to trade its AI software for a cut of future drug revenues faces steep odds, analysts say, as the real bottlenecks in medicine lie far beyond the discovery phase.
Adobe and Cognizant have significantly expanded their partnership to deliver industry-specific generative AI solutions for enterprise content and customer experience workflows. The move aims to capitalize on soaring demand for scalable, compliant content production, as Adobe seeks to reassure investors after a prolonged period of weak stock performance.
PAR Technology's shares have plummeted over 68% in the past year, raising critical questions about its future. While a discounted cash flow model suggests deep undervaluation, other metrics paint a more complex picture. Investors are left weighing the stark disconnect between the company's software potential and its market performance.
In a bold marketing move ahead of the Super Bowl, AI firm Anthropic reinforces its commitment to an ad-free chatbot experience for Claude, directly contrasting rival OpenAI's new advertising tests and highlighting a deepening philosophical divide in the industry.
As the semiconductor sector rides the AI wave, a strategic divergence emerges between the industry's indispensable foundry, TSMC, and the diversified giant, Broadcom. With valuations and growth trajectories telling different stories, we analyze why portfolio concentration on one may be the prudent move for 2024.
Shares of compliance software provider Workiva have tumbled over 28% in the past year, raising questions about its valuation. While a discounted cash flow model suggests significant upside, its premium revenue multiple tells a more cautious story. Investors are weighing the company's long-term growth narrative against near-term market pressures.
