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.
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.
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.
Selective Insurance Group's shares climbed 6% following robust fourth-quarter results and a board-approved refresh of its corporate bylaws, sparking renewed debate among investors about the firm's long-term trajectory.
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.
With the Pentagon requesting a historic $13.4 billion for artificial intelligence and federal non-defense spending on the rise, data analytics firm Palantir Technologies' deep government ties and accelerating revenue growth position it as a primary beneficiary.
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.
Foxconn, the world's largest electronics manufacturer and a key supplier to Nvidia, projects first-quarter performance to exceed its typical seasonal range, driven by surging shipments of AI infrastructure and stronger-than-expected consumer electronics.
London's blue-chip index is poised to open lower, pausing after hitting a fresh record high, as market focus shifts to the Bank of England's upcoming interest rate announcement and guidance.
Shares of Super Micro Computer (SMCI) surged over 13% Wednesday following a stellar quarterly report, where sales more than doubled and the company issued a forecast pointing to continued explosive growth fueled by AI infrastructure demand.
Shares of solar microinverter leader Enphase Energy surged dramatically Wednesday following a strong annual financial report, even as the company navigates a cyclical downturn and provides a cautious near-term outlook.
Shares of Silicon Laboratories Inc. surged nearly 50% after the announcement of its definitive acquisition by Texas Instruments, a move set to reshape the competitive landscape in embedded wireless connectivity.
Despite a sharp contraction across the broader digital asset market, Tether's USDT stablecoin achieved unprecedented growth in the final quarter of 2025, solidifying its dominance as the sector's primary liquidity vehicle.
A major international study warns that economic models used by governments and investors are dangerously underestimating climate risks, potentially setting the stage for a systemic financial crisis as global temperatures rise.
A significant upward revision in Corning's fair value estimate, coupled with strategic new agreements, is reshaping the market's view of the specialty glass maker's long-term trajectory.
Shares of Q2 Holdings have tumbled over 38% in the past year, raising questions about whether the digital banking software provider's current valuation presents a buying opportunity. A deep dive into cash flow projections and market multiples reveals a complex picture.
Scotiabank has adjusted its price target for Oracle Corporation downward but reaffirmed its confidence in the tech giant's long-term strategy, citing its cloud infrastructure expansion and unique position in the competitive AI landscape.
Piper Sandler reaffirms its Overweight rating and $800 price target for AppLovin (APP), arguing that market concerns over competitive pressures from Google's AI research project and Meta's bidding strategy are premature and overblown.
