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Does Strategy (MSTR) Stock Look Different After Trump Linked Accounts Surfaced?
Simply Wall St.15h agoneutral
Does Strategy (MSTR) Stock Look Different After Trump Linked Accounts Surfaced?

Trump’s investment accounts bought shares of Strategy (NasdaqGS:MSTR) shortly before the stock recorded an 83% rally. The purchases add a former U.S. president to the roster of high profile investors with exposure to Strategy’s Bitcoin focused approach. The holding was disclosed only after the surge in Strategy’s share price, raising fresh questions about timing and market impact. Trump’s late disclosed Strategy trades are important, but investors still need a broader view of the company’s...

Is Tesla (TSLA) Priced For Too Much Sales Growth After Recent Expansion Bets?
Simply Wall St.15h agoneutral
Is Tesla (TSLA) Priced For Too Much Sales Growth After Recent Expansion Bets?

Tesla closed at US$380.12 on Tuesday after a mixed run that includes a 54.3% gain over the past three years and a year to date decline of 13.2%. This puts a sharper spotlight on whether that price still lines up with what the company is generating in sales today. Over the last 3 years, Tesla has returned 54.3%, which means a lot of investor expectations are already baked into the stock and brings the link between its share price and underlying revenue into focus. Fresh headlines around...

Cisco Systems (CSCO) And Its AI Security Story Still Look Slightly Undervalued
Simply Wall St.15h agoneutral
Cisco Systems (CSCO) And Its AI Security Story Still Look Slightly Undervalued

Cisco Systems (CSCO) is back in focus after a fresh wave of AI and security product news around Splunk, including new on-premises AI infrastructure and tools to monitor token usage and agent performance. Investors have seen mixed signals around Cisco Systems in recent weeks, with fresh Splunk AI products, new quantum networking work with Infleqtion and a Notre Dame campus upgrade arriving just as an analyst downgrade and profit taking pulled the stock back from recent highs. Despite a 90 day...

Can Eli Lilly Stock Catch Up To Rivals It Outgrows?
Trefis15h agoneutral
Can Eli Lilly Stock Catch Up To Rivals It Outgrows?

Eli Lilly (LLY) grew revenue 49.6% over the last twelve months, the fastest of the six companies in its peer group. It also runs the group's widest operating margin, at 49.7%. Yet its 53.4% stock return ranks only third, behind Merck and Johnson & Johnson, which both grew far more slowly. The open question is how long Mounjaro and Zepbound can carry a lead the stock has not matched.

Can This Number Push ISRG Stock Higher?
Trefis16h agoneutral
Can This Number Push ISRG Stock Higher?

Intuitive Surgical (ISRG) shares fell 10.4% in the past year, while the S&P 500 returned 16.5%. Much of the market has focused on moderating U.S. procedure growth. The more telling number is 144 trade-ins in fiscal Q2 2026, up from 83 a year earlier. Most came from customers moving to the new da Vinci 5 robot. Those trade-ins matter most if upgrades continue and each surgery also earns more. Is that number a blip, or are customers still trading up.

Investing.com16h agoneutral
OpenAI’s former head of data centers joins Nvidia

Investing.com -- Chris Malone, OpenAI's former head of data centers, joined Nvidia as vice president of the company's DSX Platform this month, according to his LinkedIn profile. The DSX division helps customers design and build AI data centers according to Nvidia's specifications.

What Is Salesforce No Longer Telling You?
Trefis16h agoneutral
What Is Salesforce No Longer Telling You?

Salesforce (CRM) stock has gained 56% in three months, against 5.0% for the S&P 500. Buyers are betting that AI will lift Salesforce rather than undercut its seat-based model. For that gain to hold, two things must both be true. Salesforce's own AI must earn real money, and its new AI pitch must speed up growth. The first depends on an idea management no longer leads with. The second rests on what replaced it. So what idea did Salesforce management once stress on its calls.

Fastly Fell 8% Today. Here’s Where the Stock Could Go in 2026
TIKR16h agoneutral
Fastly Fell 8% Today. Here’s Where the Stock Could Go in 2026

Key Stats for Fastly StockToday’s Performance: -8%52-Week Range: $8 to $35Valuation Model Target Price: Around $28Street Analyst Target Price: Around $28What Happened?Fastly stock (NASDAQ: FSLY) is trying to prove that its transformation from a traditional content-delivery network into a broader security, compute, and AI-edge platform can turn rapidly growing machine traffic into profitable growth. That debate intensified today as Fastly stock fell about 8%, giving back part of its recent rally

Trump Stance on AI an 'Extremely Naive Position,' Says Sen. Michael Bennet
Bloomberg16h agoneutralVIDEO
Trump Stance on AI an 'Extremely Naive Position,' Says Sen. Michael Bennet

Democrat Senator from Colorado Michael Bennet said that the American people want a president more focused on high interest rates and fuel prices rather 'than throwing reporters out of the White House and the glamour of his dinner with the president of China.' Bennet also weighed in on talks around AI safety and said that the Presidents decision to not enact guardrails is an 'extremely naive position.'

Amazon rolls out safety tech, pay bump for delivery providers
FreightWaves16h agoneutral
Amazon rolls out safety tech, pay bump for delivery providers

Amazon is investing in next-generation cameras and smart glasses to make it safer and easier for drivers to do their jobs. And it is investing another $1.9 billion to attract and retain drivers. The post Amazon rolls out safety tech, pay bump for delivery providers appeared first on FreightWaves.