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The AI Software Story Wall Street Is Underrating
24/7 Wall St.4d agoneutral
The AI Software Story Wall Street Is Underrating

Salesforce's agentic AI business is scaling at a pace that would make most enterprise software companies envious, yet the stock keeps getting priced like a relic from the CRM era. Something in that gap looks like an opportunity Wall Street has not yet caught up to.

A Rejuvenated AI Trade May Not Be Enough to Save the Stock Market
Barrons.com4d agoneutral
A Rejuvenated AI Trade May Not Be Enough to Save the Stock Market

The artificial-intelligence trade is ripping once again, with tech stocks cresting fresh all-time highs, Wall Street bosses touting the scale of the investment race, and key players in the ecosystem downplaying existential risks from the world’s most important technology. Comments from JPMorgan’s Jamie Dimon on AI spending, pushback from Nvidia CEO Jensen Huang on AI risks, and surge in popularity of Meta Platform new AI agent Muse have all played a role in the tech resurgence. “There were lots worrying investors last week, and there still are,” said Ed Yardeni, founder and CEO of Yardeni Research.

How to organize AI governance: Is it a job for the pope?
Yahoo Finance Video4d agoneutralVIDEO
How to organize AI governance: Is it a job for the pope?

Market Hang's panel talks about the challenges of organizing AI governance, the moral issues in the oversight process, and whether a third-party group, such as the pope, should be the solution. Defiance ETFs CIO Sylvia Jablonski, Gerber Kawasaki Wealth and Investment Management CEO Ross Gerber, Interactive Brokers Chief Strategist Steve Sosnick, and Yahoo Finance Executive Editor Brian Sozzi discuss.

A CEO Shakeup Just Tanked This Stock. How to Play It Here.
Barchart4d agoneutral
A CEO Shakeup Just Tanked This Stock. How to Play It Here.

MHK fell 7% after CEO Jeff Lorberbaum's pre-retirement stock sales. With a reasonable valuation -- 11.9x 2026 EPS multiple with an 11.2% FCF yield -- mortgage-rate headwinds could pressure remodel demand into 2027. Risk-tolerant investors ought to buy now.

Planet Labs PBC (PL) Opens Berlin Facility, Is The 45% Undervaluation Convincing?
Simply Wall St.4d agoneutral
Planet Labs PBC (PL) Opens Berlin Facility, Is The 45% Undervaluation Convincing?

Planet Labs PBC (PL) opened a new 5,700-square-meter satellite manufacturing facility in Berlin, hosting Germany’s Federal Minister for Economic Affairs and Energy. This marks a fresh operational milestone for the Earth observation specialist. For shareholders, Planet Labs PBC’s story has been mixed in the near term and strong over longer horizons. The 1-day and 7-day share price returns of 3.96% and 5.37% contrast with a 30-day share price decline of 23.42% and a 90-day slide of 40.17%. At...

Tesla (TSLA) Heads To Civil Rights Trial After Record 580 Megawatt Battery Dispatch
Simply Wall St.4d agoneutral
Tesla (TSLA) Heads To Civil Rights Trial After Record 580 Megawatt Battery Dispatch

Tesla (NasdaqGS:TSLA) faces a civil rights trial over racial harassment and discrimination claims tied to its Fremont Assembly plant. The case centers on allegations from Black workers who say they experienced racist slurs, graffiti and unequal treatment on the factory floor. Separately, Tesla and Sunrun coordinated what they describe as the largest residential distributed home battery dispatch event so far in California. Both the Fremont civil rights trial and the large Tesla Sunrun home...

Amgen (AMGN) Posted Positive Phase 3 Results In Sjögren's Disease
Simply Wall St.4d agoneutral
Amgen (AMGN) Posted Positive Phase 3 Results In Sjögren's Disease

Amgen (NasdaqGS:AMGN) reported positive Phase 3 trial results for dazodalibep in Sjögren's disease, targeting a major unmet autoimmune need. The company described dazodalibep as a potential first-in-class therapy, following successful outcomes in patients with Sjögren's disease. Amgen received an FDA label update for IMDELLTRA in extensive-stage small cell lung cancer, reducing recommended patient monitoring times. The dazodalibep Phase 3 success and IMDELLTRA monitoring change both reshape...

Shopify (SHOP) Brings Shop Pay Checkout To AI Shopping Agents
Simply Wall St.4d agoneutral
Shopify (SHOP) Brings Shop Pay Checkout To AI Shopping Agents

Shopify (NasdaqGS:SHOP) is partnering with Meta to plug Shop Pay into Meta's AI assistant, Muse, for in-chat shopping. The integration allows Meta users to browse products, receive AI-driven suggestions and complete purchases using Shop Pay inside Muse. Merchants on Shopify gain another distribution channel as Muse connects AI driven product discovery directly to Shop Pay checkout. The Muse and Shop Pay tie up is important, but investors need to weigh it against Shopify's broader risks and...

What Do IBM (IBM) Lunar AI And Quantum Hub Moves Mean For Investors?
Simply Wall St.4d agoneutral
What Do IBM (IBM) Lunar AI And Quantum Hub Moves Mean For Investors?

International Business Machines (NYSE: IBM) and NASA have released an open Lunar Foundation Model for scientific lunar research to the public. IBM, Lockheed Martin and ETH Zurich have created a quantum innovation hub to broaden access to quantum computing research and training. The ETH Zurich quantum hub is intended to support industrial use cases in areas such as materials science, financial services and aerospace. The open Lunar Foundation Model and the new ETH Zurich quantum hub matter,...

Frontline’s One-Time US$0.80 Payout Could Be A Game Changer For Frontline (FRO)
Simply Wall St.4d agoneutral
Frontline’s One-Time US$0.80 Payout Could Be A Game Changer For Frontline (FRO)

Earlier this month, Frontline plc’s Board declared a special one-time dividend of US$0.80 per share, on top of its previously announced US$2.61 second-quarter 2026 dividend, with a record date of 18 September 2026 and payment expected around 28 September 2026. This additional cash return highlights Frontline’s emphasis on distributing surplus liquidity to shareholders, reinforcing its capital return focus alongside its regular dividend program. We’ll now examine how this extra US$0.80...

Veeco (VECO) Stock Could Be 49% Above Fair Value On Cash Flow
Simply Wall St.4d agoneutral
Veeco (VECO) Stock Could Be 49% Above Fair Value On Cash Flow

Veeco Instruments has rewarded long term holders, but with the share price now around US$44.22 the real issue is whether that move is properly supported by the cash the business can generate over time. For anyone looking at Veeco Instruments today, the key focus is how its current market value lines up with an intrinsic value estimate built from its cash flows. Veeco Instruments has delivered an 88.7% return over 5 years, which puts real weight on the question of whether its cash flows can...

UiPath (PATH) Stock Looks Below Fair Value On Cash Flow Views
Simply Wall St.4d agoneutral
UiPath (PATH) Stock Looks Below Fair Value On Cash Flow Views

UiPath has been busy on the product and customer front, yet the bigger question for you today is whether the current US$13.59 share price lines up with the cash flows the business can realistically generate. After a mix of long term share price declines and shorter term gains, the key issue is how that market history stacks up against what its cash flows suggest the stock might be worth. UiPath shares have fallen about 75.0% over the past 5 years, which puts the focus squarely on whether the...