Goldman Sachs and Evercore ISI analysts have raised price targets for GE HealthCare Technologies (GEHC), citing a projected market recovery and strong capital expenditure trends by 2026. The medical devices firm is highlighted as a top hedge fund pick.
Walmart announces CEO Doug McMillon's retirement, appointing tech veterans John Furner and David Guggina to lead its next chapter. The move underscores the retail giant's intensified focus on digital transformation amid strong shareholder returns.
Specialty metals maker Carpenter Technology (CRS) posted record quarterly operating income and lifted its 2026 guidance, fueled by robust aerospace and defense demand. Despite the strong performance, its stock price has pulled back sharply, presenting a potential valuation disconnect for investors.
A new report reveals a staggering 67% of purchased sales software features go unused, spotlighting a critical disconnect between tech spending and revenue impact. As IT budgets swell, C-suite leaders are urged to shift from measuring adoption to calculating true dollar-for-dollar returns.
Despite posting a Q4 net loss, ArcBest is streamlining operations and investing in technology, positioning for a market rebound while the broader LTL sector continues its slow climb from a prolonged slump.
Alibaba-backed Moonshot AI has unveiled an upgraded flagship model, Kimi K2.5, asserting superiority in video generation and agentic capabilities against leading U.S. models. The development coincides with Beijing's approval for major tech firms, including Alibaba, to import advanced Nvidia H200 AI chips, signaling a dual-track strategy in the intensifying global AI race.
After two decades of trailing the S&P 500, Micron Technology's strategic pivot to high-bandwidth memory for AI data centers has catapulted it to the top of the market, with analysts forecasting a seismic shift in the memory chip industry.
Industrial equipment maker Graco (NYSE: GGG) is expanding its powder technology footprint through the acquisition of Color Service, a specialist in gravimetric dosing. The move coincides with the company reporting record quarterly sales, fueled by organic growth and strategic integrations, signaling a period of focused expansion for the Minnesota-based firm.
SoFi Technologies capped off a transformative 2025 with its first billion-dollar revenue quarter, fueled by explosive member growth and a strategic pivot toward fee-based services. As the digital finance leader sets ambitious targets for 2026, analysts are weighing its 'one-stop-shop' model against an evolving economic landscape.
Rosenblatt Securities initiates coverage on Credo Technology with a Neutral rating and a $170 price target, highlighting its strong position in high-speed connectivity for AI infrastructure while flagging competitive pressures. The note follows a more bullish target hike from Barclays earlier in the month.
Semiconductor security firm SEALSQ deepens its investment in France, now employing around 200 specialists across its Toulouse, Aix-en-Provence, and Grenoble offices, positioning the country as a core R&D center for its post-quantum cryptography and secure chip technologies.
Investment firm Giverny Capital Asset Management has sold its position in Align Technology (ALGN), revealing a strategic pivot towards AI-focused equities amid a challenging year where its portfolio lagged the broader market.
Apex Fintech Solutions launches an 'agentic' AI suite designed to let business leaders prototype wealth management features without coding, promising to slash development time. While hailed as a potential game-changer for innovation, industry experts caution that the rush to adopt such tools must be balanced with robust oversight and firm-wide governance to avoid siloed risks and operational pitfalls.
SoFi Technologies posts a sharp rise in quarterly profit, driven by record loan demand and a 78% revenue surge in its fee-generating financial services arm. The performance highlights a strategic shift as consumers flock to digital lenders for debt consolidation, while potential regulatory headwinds loom for the credit card industry.
Geopolitical shifts and capacity constraints are positioning Intel Foundry as a potential strategic supplier for tech giants Apple and Nvidia by the end of the decade, according to industry reports.
African tech startups secured a record $1.64 billion in debt financing last year, a pivotal shift as mature firms seek alternative capital to fuel growth while retaining ownership, according to a new industry report.
Elon Musk is reportedly in early-stage talks to merge his flagship companies—SpaceX, Tesla, and xAI—into a single, trillion-dollar technology and infrastructure behemoth ahead of a potential SpaceX IPO, sources familiar with the matter indicate.
After delivering stellar multi-year returns exceeding 200%, Trane Technologies (TT) faces a critical valuation crossroads. Our analysis digs into whether the climate and building solutions leader's current share price still offers value or has run too far, too fast.
Align Technology is accelerating its expansion in Southeast Asia with new product launches and affordability programs, a strategic pivot as the company navigates competitive pressures and seeks to reignite investor confidence amid a challenging stock performance.
IBM has launched a multi-billion dollar, multi-currency bond sale, becoming one of the first major technology firms to access debt markets this year. The move, which comes amid strong investor appetite for tech credit, is seen as a bellwether for how the sector will fund growth initiatives in artificial intelligence and strategic acquisitions.
