Cloud communications firm 8x8 (EGHT) surged over 43% after posting Q4 results that handily topped analyst forecasts, fueled by robust demand for its AI-powered customer experience platform and an upbeat revenue outlook.
A Democratic-led push to study replacing California's gas tax with a per-mile road usage charge has ignited fierce Republican opposition, framing the debate as a critical test for infrastructure funding as fuel tax revenues decline nationwide.
In a significant economic development win, international engineering firm Mecad USA has chosen the Tulsa Port of Catoosa for its U.S. headquarters and a new advanced manufacturing facility, citing Oklahoma's infrastructure and energy policy reforms as key factors.
Bitcoin's price action is increasingly mirroring that of beleaguered software equities, with analysts pointing to shared vulnerabilities in the face of artificial intelligence's disruptive rise.
JPMorgan Private Bank's Stephen Parker argues the recent software-driven market volatility represents a constructive shift, with capital flowing into undervalued cyclical and international opportunities.
Elon Musk has consolidated his space exploration and artificial intelligence ventures, merging SpaceX and xAI in a landmark transaction that creates a single entity valued at approximately $1.25 trillion. The move signals a strategic pivot to intertwine AI development with interplanetary ambition, though it raises immediate questions about regulatory oversight and market concentration.
Microsoft's stock momentum has cooled after years of impressive gains, raising questions about its current valuation. With shares trading below intrinsic value estimates, investors are weighing whether this is a buying opportunity or a sign of slowing growth.
IBM stock faces pressure after Anthropic's new Claude plugins encroach on core enterprise services. Despite the sell-off, analysts and prominent investors like Jim Cramer see long-term value, citing the company's AI strategy and financial forecasts.
Major AI firms are tapping unconventional debt markets to fund a trillion-dollar infrastructure sprint, raising alarms among seasoned investors about unsustainable spending and a potential market correction.
Amidst the accelerating shifts toward digital finance and streaming entertainment, analysts spotlight Robinhood Markets and Roku as companies with the potential to deliver sustained growth over the coming decade, despite near-term market volatility.
Amid warnings that China is pulling ahead in the autonomous vehicle race, U.S. lawmakers and industry leaders from Waymo and Tesla are pressing Congress to break a legislative logjam and accelerate the deployment of self-driving cars on American roads.
With AI chip power demands soaring, Vertiv Holdings Co's advanced cooling solutions are emerging as a critical bottleneck—and a strategic investment. Its deep partnership with Nvidia provides a key competitive edge in a market where reliability trumps cost.
Amdocs Limited (DOX) shares have faced significant pressure, declining over 12% in the past year. A detailed valuation analysis suggests the stock may now be trading at a substantial discount to its intrinsic value, presenting a potential opportunity for investors.
In a strategic move to secure a foothold in lucrative federal and defense markets, Worksport Ltd. has partnered with the bipartisan government relations firm Potomac International Partners. The alliance aims to position Worksport's portable solar and energy storage systems as critical infrastructure solutions for agencies ranging from the Department of Defense to disaster response teams.
Private equity firm MiddleGround Capital has acquired Pi Innovo, a specialist in open-platform electronic control systems, from automotive supplier Dana Incorporated. The move aims to merge Pi Innovo's expertise with MiddleGround's existing portfolio company, New Eagle, creating a stronger integrated player in control software for electric and specialized vehicles across multiple industries.
U.S. stock futures were mixed Wednesday as investors digested a flood of corporate earnings. While AMD shares tumbled on conservative guidance, all eyes are on Alphabet's report after the close for signs of AI demand strength.
In a strategic win for Qatar's economic diversification, global semiconductor research leader Imec has selected Doha for its inaugural Gulf R&D center, set to open this year and create up to 100 high-skilled jobs by 2030.
Sony Group Corp. (SONY) was a notable underperformer in Aristotle Capital's Q4 2025 portfolio, dragged down by a significant non-cash impairment charge. While the charge spooked short-term investors, the fund's letter and industry watchers point to the resilience of Sony's core gaming, music, and imaging businesses amidst a booming AI-driven market.
A fresh wave of selling hit European software, data, and advertising firms Wednesday, driven by mounting investor concerns over the disruptive potential of next-generation AI tools. The selloff highlights a broader market pivot towards traditional industrial sectors.
Despite a challenging quarter, Baron Discovery Fund's latest investor letter reveals a conviction in Waystar Holding Corp., a healthcare payments software provider, highlighting its long-term potential in an evolving market.
