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Why Bernstein Still Sees 46% Upside in Zscaler (ZS) but Downgraded Palo Alto (PANW)
Insider Monkey2d agobearish
Why Bernstein Still Sees 46% Upside in Zscaler (ZS) but Downgraded Palo Alto (PANW)

Wall Street has spent much of 2026 rewarding cybersecurity stocks for the risks created by AI. Bernstein now thinks the easy part of that trade is over, with one major exception. Bernstein analyst Peter Weed raised his target on Zscaler, Inc. (NASDAQ:ZS) to $298 and maintained an Outperform rating on September 17. The target implied […]

Mobileye Global (MBLY) Dropped, So What Is Behind The Fresh Attention?
Simply Wall St.2d agobearish
Mobileye Global (MBLY) Dropped, So What Is Behind The Fresh Attention?

Mobileye Global (MBLY) is back in focus after two leadership adjustments dated 3 September 2026, including the designation of a new principal operating officer and a shift in its business development leadership structure. Recent trading has been rough for Mobileye Global, with the share price down 14.95% over the past month and 31.61% year to date, while the 1-year total shareholder return has fallen 45.88%. This points to fading momentum even as leadership responsibilities are...

NerdWallet, Sezzle, Tradeweb Markets, and Bread Financial Shares Are Falling, What You Need To Know
StockStory2d agobearish
NerdWallet, Sezzle, Tradeweb Markets, and Bread Financial Shares Are Falling, What You Need To Know

A number of stocks fell in the afternoon session after investors kept bidding the group lower after last week’s Federal Reserve hike. On September 16, the Fed raised the federal funds target range by 25 basis points to 3.75%–4.00%, its first increase since 2023, according to the Federal Reserve’s FOMC statement. The Fed said economic activity and domestic spending remain resilient, but stressed that inflation is still elevated and that the increase is intended to support a return to its 2% infla

Should You Sell Your Marvell Stock Now That Higher Forecasts Are Not Enough?
Trefis2d agobearish
Should You Sell Your Marvell Stock Now That Higher Forecasts Are Not Enough?

Marvell Technology (MRVL) raised its revenue outlook in late August. Yet its stock has fallen 16.4% over the past three months, before dividends. The S&P 500 returned 4.2% with dividends reinvested over the same stretch. After its late-August results, investors worried about when a key AI chip deal will pay off. Management placed the biggest gains from it in fiscal 2029 and beyond. Meanwhile, the shares already trade at a far higher multiple of profit than the S&P 500.

Investing.com2d agobearish
Meta AI agent triggers heavy selloff in banks, insurers, and travel stocks

Investing.com -- A sudden artificial intelligence breakthrough is reshaping Wall Street. Financials, travel, and telecom stocks tumbled Tuesday as investors fear Meta’s new Muse AI agent will eliminate customer friction—the long-standing habit of sticking with overpriced or underperforming services simply to avoid the hassle of switching. Disruption Across Habit-Driven Industries The aggressive sector rotation stems from the rapid ascent of Meta’s Muse, which recently hit No. 1 on Apple’s US App