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30,627 signal articles · 43 in last 24h · 155,673 total before filter · latest 2h ago
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GuruFocus.com23d agobullish
Michael Burry Calls Snowflake Overvalued as Shares Jump 23%

This article first appeared on GuruFocus. Michael Burry (Trades, Portfolio) still likes Veeva Systems Inc. (VEEV, Financials) as a software play even after he just decreased his position in Big Short investor Michael Burry (Trades, Portfolio)'s portfolio.

Forkast News23d agobullish
Snowflake’s 22% Surge Signals Wall Street Is Pricing in the Agent Economy

Snowflake’s 22% after-hours stock surge following its Q2 FY2027 earnings is less about a standard quarterly beat and more about the company successfully tethering its revenue model to the rise of autonomous software. By embedding AI agents directly into its consumption-based infrastructure, Snowflake has turned the abstract promise of the agentic enterprise into a measurable, […]

Is Sony (SONY) a Buy as Wall Street Analysts Look Optimistic?
Zacks23d agobullish
Is Sony (SONY) a Buy as Wall Street Analysts Look Optimistic?

According to the average brokerage recommendation (ABR), one should invest in Sony (SONY). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

Pitchbook23d agobullish
IREN obtains $2.4B private credit financing to buy Nvidia chips

AI data center platform IREN Limited (Nasdaq: IREN) obtained a $2.4 billion financing package led by private lenders to purchase Nvidia Blackwell Ultra GPUs. Blue Owl Capital Corp. is the administrative agent, collateral agent and note agent, according to a 10-K filing released on Aug. 27. The financing was completed on Aug. 25. PIMCO participated in the financing, according to a statement by IREN. The agreement includes a $1.2 billion senior term loan and $1.2 billion of senior secured notes. P

Artisan Trimmed AMD (AMD) After Its AI-Driven Surge
Insider Monkey23d agobullish
Artisan Trimmed AMD (AMD) After Its AI-Driven Surge

Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the “Artisan Global Opportunities Strategy”. The letter can be downloaded here. Global equities rebounded sharply during the quarter, with the MSCI ACWI Index returning 15.3% as resilient economic growth, strong corporate earnings, and continued enthusiasm around artificial intelligence supported markets despite persistent inflation, […]

1 Small-Cap Stock on Our Buy List and 2 That Underwhelm
StockStory23d agobullish
1 Small-Cap Stock on Our Buy List and 2 That Underwhelm

Investors looking for hidden gems should keep an eye on small-cap stocks because they’re frequently overlooked by Wall Street. Many opportunities exist in this part of the market, but it is also a high-risk, high-reward environment due to the lack of reliable analyst price targets.

Investing.com23d agobullish
Macquarie upgrades Broadcom on Anthropic compute ramp

Investing.com -- Macquarie upgraded Broadcom to outperform in a note to clients on Thursday, arguing that the risk from Google bringing chip production in-house has largely played out and that the company is now the cleanest listed way to gain exposure to artificial intelligence developer Anthropic's compute buildout.

Is Iridium Communications (IRDM) Fully Valued After Its Rally And Cash Flow Debate?
Simply Wall St.23d agobullish
Is Iridium Communications (IRDM) Fully Valued After Its Rally And Cash Flow Debate?

Iridium Communications (IRDM) has drawn investor interest after recent share price moves and fresh attention on its satellite communications business. The stock last closed at $46.97, and its year to date total return figures are attracting closer review. Over the shorter term, Iridium Communications has seen its share price ease back, with the 30 day share price return down 2.79% and the 90 day share price return down 9.79%. At the same time, the year to date share price return of 164.47%...

Why Oracle Is the Next Beaten-Down Software Stock Due a Big Rally
Barrons.com23d agobullish
Why Oracle Is the Next Beaten-Down Software Stock Due a Big Rally

Salesforce Elastic and Okta have all enjoyed 20+% gains after earnings recently. Oracle’s spending and its debt pile are two major areas of concern that weighed down the shares. The analysts, led by Brent Thill, are optimistic despite reducing their price target to $290 from $320 in a note earlier this week.