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What Does Cloudflare (NET) New AI Crawler Control Mean For Website Owners?
Simply Wall St.54m agoneutral
What Does Cloudflare (NET) New AI Crawler Control Mean For Website Owners?

Cloudflare (NYSE:NET) introduced an "Accountable" label for AI crawlers, flagging which bots identify themselves and respect publisher rules. The firm launched a "Disallow AI Training" feature that lets site owners restrict use of their content in AI model training. Cloudflare said the new controls also extend to how AI search tools can index and surface website content. The new Accountable designation and Disallow AI Training controls deserve to be weighed alongside Cloudflare's broader...

Bristol Myers Squibb (BMY) Adds Restricted Pharmacy Path For New Myeloma Drug
Simply Wall St.54m agoneutral
Bristol Myers Squibb (BMY) Adds Restricted Pharmacy Path For New Myeloma Drug

Bristol-Myers Squibb (NYSE:BMY) has picked Onco360 to join the restricted specialty pharmacy network for ZENBEXUS (iberdomide). ZENBEXUS, a newly approved therapy for certain multiple myeloma patients, will be dispensed through a Risk Evaluation and Mitigation Strategy program. Onco360 will handle specialty dispensing and clinical support for eligible patients as ZENBEXUS enters commercial rollout for an underserved group. The selection of Onco360 for ZENBEXUS distribution comes against...

Investing.com57m agobullish
S&P Global upgrades AZZ to ’BB’ on rapid debt reduction and improving leverage

Investing.com -- S&P Global Ratings has upgraded AZZ Incorporated's (NYSE:AZZ) issuer credit rating to ‘BB’ from ‘BB-’, citing accelerated debt repayment and sustained improvements in the company's leverage profile. The rating agency also raised its issue-level rating on the company’s senior secured debt to ‘BB+’ from ‘BB’, while maintaining a ‘2’ recovery rating.

Investing.com1h agoneutral
S&P Global raises Western Digital outlook to positive on surging AI demand

Investing.com -- S&P Global Ratings has revised its outlook on Western Digital Corporation (NASDAQ:WDC) to positive from stable while affirming its 'BBB-' issuer credit rating, pointing to accelerating cash flow generation and sustained low leverage. The revision signals potential upward mobility for the data storage manufacturer's credit profile as booming demand for artificial intelligence infrastructure fuels rapid top-line growth.

A Cruise Line Betting on Land: Is Royal Caribbean’s Sandals Deal Genius or Overreach?
Insider Monkey1h agoneutral
A Cruise Line Betting on Land: Is Royal Caribbean’s Sandals Deal Genius or Overreach?

Royal Caribbean Cruises Ltd. (NYSE:RCL) is the world’s second-largest cruise company. On September 23, 2026, the company agreed to buy 50% of ownership in Sandals Resorts International for approximately $3 billion, implying an enterprise value of $6 billion for the resort operator. The move represents Royal Caribbean’s largest expansion into land-based hospitality. The announcement did […]

Could Palantir (PLTR)’s Partnership with Nebius Group (NBIS) Accelerate its AI Growth?
Insider Monkey1h agobullish
Could Palantir (PLTR)’s Partnership with Nebius Group (NBIS) Accelerate its AI Growth?

Palantir Technologies Inc. (NASDAQ:PLTR) and Nebius Group N.V. (NASDAQ:NBIS) announced a strategic partnership on September 8 to bring Nebius’s AI-native compute infrastructure into Palantir’s commercial platform. Palantir designated Nebius as its preferred sovereign AI infrastructure partner, integrating Nebius compute and inference endpoints directly inside the Palantir enterprise perimeter. The alliance allows commercial clients to deploy […]

What Changed In Dell's Story?
Trefis1h agoneutral
What Changed In Dell's Story?

Dell Technologies' (DELL) management no longer leads its earnings calls with the topic it stressed two years ago. That topic has not disappeared. Management still talks about it. The business behind it still brought in $51.0 billion, about 45% of Dell's revenue, in fiscal 2026. So it matters to you. What did Dell's management use to lead with.

Could Cisco (CSCO)’s Networking Power Give Infleqtion (INFQ) a Major Edge in Quantum Computing?
Insider Monkey1h agoneutral
Could Cisco (CSCO)’s Networking Power Give Infleqtion (INFQ) a Major Edge in Quantum Computing?

Infleqtion, Inc. (NYSE:INFQ) announced a joint research and development collaboration with Cisco Systems, Inc. (NASDAQ:CSCO) on September 10, 2026, to connect, operate, and scale quantum systems into distributed networks. By linking Infleqtion’s neutral-atom quantum processors and sensors with Cisco’s quantum networking stack, the companies aim to transition standalone quantum hardware into scalable, interconnected networks. As […]

Apollo’s Johnson & Johnson Deal Could Open a New Healthcare Growth Avenue
Insider Monkey1h agoneutral
Apollo’s Johnson & Johnson Deal Could Open a New Healthcare Growth Avenue

It was reported on September 11 that Apollo Global Management, Inc. (NYSE:APO) is in discussions to acquire Johnson & Johnson (NYSE:JNJ)’s orthopedics business, DePuy Synthes, in a potential transaction valuing the unit at close to $20 billion, according to Bloomberg. The unit, which J&J previously announced plans to separate within an 18-to-24-month timeframe, generated $9.3 […]

Eli Lilly (LLY) Stock Is Up, What You Need To Know
StockStory1h agoneutral
Eli Lilly (LLY) Stock Is Up, What You Need To Know

Shares of global pharmaceutical company Eli Lilly (NYSE:LLY) jumped 3.1% in the afternoon session after The U.S. Food and Drug Administration approved Eli Lilly’s once-weekly basal insulin, Onswik, for adults with type 2 diabetes, giving patients an alternative to daily long-acting insulin shots. According to Reuters, Lilly said Onswik — chemically known as insulin efsitora alfa-gobe — is intended to be used with diet and exercise to help control high blood sugar and could cut the number of inje

Your McDonald's Stock Thesis Has One Loose End
Trefis1h agoneutral
Your McDonald's Stock Thesis Has One Loose End

McDonald's (MCD) has a pricing problem in the United States, its second-largest business. Its value menu of 10 items for under $3 each has not delivered what management expected. The shares lost 19.3% over the past year (as of September 23, 2026), while the S&P 500 returned 13%. The fix is not settled, because it depends on franchisees charging the prices McDonald's recommends.

Piper Sandler, Houlihan Lokey, and Blackstone Shares Are Falling, What You Need To Know
StockStory1h agobearish
Piper Sandler, Houlihan Lokey, and Blackstone Shares Are Falling, What You Need To Know

A number of stocks fell in the afternoon session after investors kept pricing in higher borrowing costs from the Federal Reserve’s recent rate hike and the lasting pressure that tighter policy puts on private-market dealmaking and exits. According to Morningstar, elevated policy rates create headwinds for private equity firms by lifting floating-rate interest expense and worsening exit bottlenecks. More expensive leverage can slow deal activity and make portfolio-company sales harder to complete

LPL Financial (LPLA) Drops 7.5%. Is the Stock a Bargain After the Drop?
Insider Monkey1h agobearish
LPL Financial (LPLA) Drops 7.5%. Is the Stock a Bargain After the Drop?

LPL Financial Holdings Inc. (NASDAQ:LPLA) is the largest independent broker-dealer in the U.S. The company offers custody, technology, and operational infrastructure to independent financial advisors. On September 22, 2026, the stock fell 7.5% to $307.50, the day’s one of the biggest large-cap drops, and trades at 23% below its 52-week high of $400.16. Two things […]

Does The Move In Airbnb Stock Change Anything?
Trefis1h agoneutral
Does The Move In Airbnb Stock Change Anything?

Airbnb (ABNB) shares fell 21% in the month to September 23, while the S&P 500 rose 0.8%. A $10,000 holding at the start of that month was worth about $7,860 at the end. Airbnb's own news over those weeks does not explain it, so the fall needs a different explanation.