Wall Street's once-bullish narrative on software faces a sharp reversal as AI advancements spark fears of obsolescence, wiping billions from the sector and putting giants like Salesforce under intense scrutiny ahead of key earnings.
Ecobee's expansion of its SmartBuildings platform with a new API for multifamily operators intensifies competition in the connected energy space, directly impacting players like Generac Holdings. The move underscores the accelerating integration of HVAC control, energy management, and backup power solutions in large-scale property portfolios.
A massive, sophisticated options trade signals deep institutional confidence in Intel's turnaround, betting against a collapse as the chipmaker's foundry business gains traction and financials stabilize.
As the race for AI supremacy intensifies, Super Micro Computer (SMCI) is emerging from the shadows of its flashier tech peers. With a pivotal role in building the world's largest AI data centers and a unique modular approach, the server maker presents a compelling, if understated, investment case in the infrastructure underpinning artificial intelligence.
Advanced Micro Devices (AMD) is capturing Wall Street's attention with a compelling growth thesis centered on its chiplet architecture and surging free cash flow. As AI workloads expand, analysts see a structural market opportunity that could propel the semiconductor giant beyond near-term stock volatility.
Yum! Brands announces plans to close approximately 250 underperforming Pizza Hut restaurants in the U.S. by 2026, citing a strategic pivot amid global sales challenges and a potential sale of the iconic chain.
Asian markets tumbled Thursday, extending a Wall Street retreat fueled by growing investor skepticism over soaring AI expenditures and stretched tech valuations. Analysts warn of a fragile sentiment shift as capital rotates away from high-flying tech names.
Amazon's latest round of job cuts, part of a global restructuring, has landed heavily in California, with 27 offices across the state affected and the Bay Area bearing a significant brunt.
AST SpaceMobile's vision of a space-based cellular network has sent its stock soaring over 300% this year. As the company transitions from testing to commercialization, investors are weighing its transformative potential against the substantial execution risks.
As Redwire Corporation rides a wave of space contract news, a stark disconnect emerges between its market price and fundamental valuation. Deep-dive analysis suggests the stock is significantly overvalued, raising questions about investor optimism in the high-risk space infrastructure sector.
Trivago (TRVG) reported robust Q4 results, marking a fifth consecutive quarter of revenue growth. While aggressive brand investment pressured short-term ad returns, management forecasts double-digit revenue growth and improved profitability for 2026, backed by AI product enhancements and a fortified balance sheet.
MEMS timing leader SiTime posts exceptional Q4 results, with revenue soaring 66% year-over-year, driven by booming demand in AI and data center markets. The company simultaneously announces a landmark acquisition of Renesas' timing business, positioning itself for expanded scale and leadership.
Sangoma Technologies reported fiscal Q2 2026 results in line with expectations, fueled by one of its strongest booking quarters on record. The company highlighted a 67% sequential surge in monthly recurring revenue bookings, robust cash generation, and significant progress in capturing larger, multi-site mid-market clients.
DHI Group reports mixed Q4 2025 results, with its defense-focused ClearanceJobs brand returning to growth amid a record budget surge, while its commercial tech hiring platform, Dice, continues to face headwinds. The company outlines a dual-track strategy, betting on national security spending and specialized AI talent acquisition for future growth.
Despite facing the lowest housing market in decades, Stewart Information Services (NYSE: STC) reported robust fourth-quarter earnings, driven by a surging Commercial segment and strategic investments in talent and technology. CEO Frederick Eppinger outlined resilience built during 2024 while cautioning that a full market recovery remains months away.
Eikon Therapeutics, a biotech firm founded by Nobel laureate Eric Betzig, raised $381.2 million in its Nasdaq debut, pricing shares at $18. The offering signals renewed investor confidence in the biotech IPO market after a prolonged slowdown.
Despite a prolonged downturn in existing home sales, Stewart Information Services reports a 6% revenue increase in its title segment for Q3 2024, driven by commercial and agency strength. CEO Frederick Eppinger outlines a disciplined strategy for market recovery while the company raises its dividend.
PTC kicked off its fiscal 2026 with steady revenue growth and expanding cash flow, while management highlighted a significant build-up in deferred annual recurring revenue from strategic deals and detailed its push to embed AI across its product lifecycle portfolio.
Powell Industries kicks off fiscal 2026 with robust revenue growth and a historic $1.6 billion order backlog, fueled by mega-projects in LNG and data centers, signaling strong momentum in North America's energy and digital infrastructure build-out.
The Swedish telecom giant's robust 2025 earnings and increased dividend proposal have investors reassessing its stock. Despite a dip in sales, net income soared, raising questions about whether its current share price fully reflects its growth trajectory in an AI-driven network landscape.
