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PubMatic (PUBM) Stock Trades Up, Here Is Why
StockStory7d agoneutral
PubMatic (PUBM) Stock Trades Up, Here Is Why

Shares of digital advertising technology company PubMatic (NASDAQ:PUBM) jumped 2.6% in the afternoon session after a federal court ordered behavioral remedies against Google, prohibiting the company from favoring its own ad tools over rival ad tech platforms.

Forkast News7d agoneutral
Google Rethink ROI Summit: Merchant AI Adoption Metrics Meet the Agent Commerce Reality

Agentic commerce adoption is hitting a structural wall where discovery tools are outpacing back-end payment readiness. Retailers are currently investing in front-end AI integration at a rate that the underlying merchant infrastructure cannot yet support, creating a gap between shopper interest and transaction completion. Google’s Rethink ROI summit in New York underscored this push toward […]

Is IBM Stock Riskier Than Its Options Market Now Assumes?
Trefis8d agoneutral
Is IBM Stock Riskier Than Its Options Market Now Assumes?

International Business Machines (IBM) shares trade near $237, and options price a one-year range around that from $161.75 to $348.69. That band is the calmer version of this stock. Over the past year IBM moved harder than its options now assume. The business question hanging over IBM comes from the second quarter of 2026: whether the software deals that slipped were delayed or lost.

Should You Buy Snap Stock For The Cash It Throws Off?
Trefis8d agobullish
Should You Buy Snap Stock For The Cash It Throws Off?

Snap (SNAP) generates free cash worth 7.4% of its market value a year, against 4.5% for the median S&P 500 company. A yield that high usually points one of two ways: a bargain, or a business the market expects to shrink. Snap is not shrinking: revenue grew 19% year over year in Q2 2026. So the market is pricing something else, the profit that sits underneath the cash.

Microsoft fund backs British AI predictions start-up Mantic
Sky News8d agoneutral
Microsoft fund backs British AI predictions start-up Mantic

A London-based start-up which claims to have built an AI system capable of predicting global events has raised funds from a group of investors including Microsoft's ventures arm. Sky News has learnt that ManticAI, whose founders include a former Google DeepMind engineer, has raised over $20m in a funding round jointly led by Balderton - one of the early backers of Revolut - and Radical Ventures, a Canadian investment fund. ManticAI emerged from stealth just over a year ago, and made headlines by beating a number of human forecasters in a competition to predict events ranging from hostilities between Donald Trump and Elon Musk to Kemi Badenoch being removed from the Conservative party leadership.

Google Faces 6 Years Of Oversight Globally
MediaPost8d agoneutral
Google Faces 6 Years Of Oversight Globally

Judge Brinkema filed a full remedies opinion in U.S. v. Google's ad-tech monopoly suit. The court publicly released the unredacted document. Both sides were given 14 days to propose redactions for confidential business information, but neither side did so.

How Much Upside Is Left In Adobe Stock?
Trefis8d agoneutral
How Much Upside Is Left In Adobe Stock?

Adobe (ADBE) trades near $250, down about 28% over the past year while the S&P 500 gained about 16%. Over the past three months the stock has returned about 21%. The market pays 13.9 times trailing earnings for a company that just reported record quarterly revenue. A multiple that low prices Adobe as if meaningful growth is off the table. The scenario below tests that pricing, and its answer rests on whether Adobe's free users ever start paying.

Is GOOGL Stock Amplifying A Risk You Already Own?
Trefis8d agoneutral
Is GOOGL Stock Amplifying A Risk You Already Own?

Alphabet (GOOGL) has gained 3.7% over the last five trading days while the S&P 500 fell 1.1%. A stock that rises in a down week gets attention. But five days say nothing about what Alphabet does to the rest of your money. The real question is what it does to your portfolio every time the market moves, because it travels further than the index in both directions.

Is Goldman Sachs (GS) Becoming A Bigger Force In AI Finance And Private Markets?
Simply Wall St.8d agoneutral
Is Goldman Sachs (GS) Becoming A Bigger Force In AI Finance And Private Markets?

Goldman Sachs Group (NYSE:GS) is arranging a reported $22b AI chip financing package linked to Blackstone and Alphabet's Crux AI venture. The bank is working with Crux AI as part of a broader move to support capital intensive AI infrastructure projects. Goldman is also expanding its private equity alternatives platform with fresh fundraises across its global private markets franchise. Goldman Sachs' $22b AI chip financing role and alternatives expansion should be weighed against the rest of...