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Is Generac Holdings Inc. (GNRC) Stock a Top AI Infrastructure Play After $2.4 Billion Amazon Deal?
Insider Monkey4d agoneutral
Is Generac Holdings Inc. (GNRC) Stock a Top AI Infrastructure Play After $2.4 Billion Amazon Deal?

Generac Holdings Inc. (NYSE:GNRC) is gaining momentum in its efforts to evolve from a traditional generator manufacturer into a major power infrastructure supplier for the rapidly expanding data center industry. On September 16, the company announced a long-term supply agreement to provide backup generators for Amazon data centers. The agreement represents a potentially significant catalyst […]

Tower Semiconductor (TSEM): $1.3 Billion in Silicon Photonics Contracts Puts AI Growth in Focus
Insider Monkey4d agoneutral
Tower Semiconductor (TSEM): $1.3 Billion in Silicon Photonics Contracts Puts AI Growth in Focus

Tower Semiconductor Ltd. (NASDAQ:TSEM) is positioned to benefit from the rapid growth of optical connectivity as artificial intelligence (AI) infrastructure drives demand for faster and more efficient data transmission. In a September 18 research note, Barclays initiated an Overweight rating on the stock with a $310 price target, citing the company’s position in the silicon […]

Warner Bros. Discovery (WBD) Signs Multi Year Harry Potter Gaming Accessories Deal
Simply Wall St.4d agoneutral
Warner Bros. Discovery (WBD) Signs Multi Year Harry Potter Gaming Accessories Deal

Warner Bros. Discovery (NasdaqGS:WBD) has agreed a new multi-year licensing deal with PowerA to produce Harry Potter-themed gaming accessories. The partnership will cover controllers and related gear for upcoming Nintendo Switch 2 hardware as well as XBOX platforms. Harry Potter branding on PowerA accessories expands Warner Bros. Discovery's consumer products reach into a broader console accessory audience. This new Harry Potter gaming accessories partnership with PowerA is worth weighing...

Lockheed Martin (LMT) Following Its PrSM Win Looks Undervalued On The Leading Narrative
Simply Wall St.4d agoneutral
Lockheed Martin (LMT) Following Its PrSM Win Looks Undervalued On The Leading Narrative

Lockheed Martin (LMT) just secured an indefinite delivery, indefinite quantity contract worth up to US$1.2b for Increment 2 of its Precision Strike Missile program. This development brings the system firmly into the production phase. For context, Lockheed Martin’s share price is at US$535.40, with a 90-day share price return of 6.3% and a 1-year total shareholder return of 14.33%. This suggests momentum has been building even though the 30-day share price return is down 5.0% in the short...

Molina Healthcare (MOH) Pulls Back Following Recent Weakness, Is The Stock Cheap?
Simply Wall St.4d agoneutral
Molina Healthcare (MOH) Pulls Back Following Recent Weakness, Is The Stock Cheap?

Molina Healthcare (MOH) drew fresh attention after recent trading left the stock around $197.80, with returns down 1.5% on the day and roughly 7.6% over the past week. That pullback comes after a year where Molina Healthcare’s share price return is up 10.8% year to date, yet the 1 year total shareholder return is a more modest 8.8% and the 3 year total shareholder return shows a 42.1% decline, which suggests that recent momentum is rebuilding from a weaker long term base. See how Molina...

Stock Market: Will S&P 500 Open Up or Down Today?
Benzinga Prediction Markets4d agoneutral
Stock Market: Will S&P 500 Open Up or Down Today?

U.S. stock futures are showing a mixed-to-slightly-flat picture early Tuesday as Wall Street balances new U.S. sanctions targeting Iranian airlines against fresh corporate earnings reports and lingering market optimism from Monday’s AI-led rally. The Polymarket (CRYPTO: POL) crowd is leaning...

Elon Musk Says 'First Starship Launch to Orbit' Will Carry Starlink V3 Satellites in 7 Days
Benzinga4d agoneutral
Elon Musk Says 'First Starship Launch to Orbit' Will Carry Starlink V3 Satellites in 7 Days

Space Exploration Technologies Corp. (NASDAQ:SPCX) CEO Elon Musk said Monday that SpaceX will deploy operational Starlink V3 satellites aboard Starship’s first orbital flight, now targeted for Sept. 28. First Starship Launch to Orbit On Monday, Musk quoted a post by SpaceX on the social media platform X that showcased a booster stage of the Starship being moved to the Starbase, Texas, launchpad. “In 7 days, the first Starship launch to orbit will be carrying Starlink V3 satellites intended for o

3 US AI Infrastructure Stocks Worth Watching as Data Center Spending Builds
Simply Wall St.4d agoneutral
3 US AI Infrastructure Stocks Worth Watching as Data Center Spending Builds

Chip stocks ripping higher, oil sliding, mega-cap tech back in the spotlight, and U.S.–China talks taking some heat out of the macro story have all pushed attention toward the pipes and power behind AI data centers. This is where investors often look too late. The article walks through three U.S. AI data center and cloud infrastructure enablers that the latest news touches directly, and why each could merit a closer look now. The three stocks below are just a starting sample, and the full...

Intel (INTC) Sees AI CPU Demand Squeeze As CEO Flags 50% Fulfillment
Simply Wall St.4d agoneutral
Intel (INTC) Sees AI CPU Demand Squeeze As CEO Flags 50% Fulfillment

Intel (NasdaqGS: INTC) and rival CPU suppliers reported stronger AI related order interest after Meta’s Muse agent news in September 2026. Intel’s CEO said current CPU production is meeting only about 50% of customer demand for AI workloads, indicating tight supply. Chipmakers tied to Muse driven AI compute needs flagged rising pressure on CPU capacity planning across upcoming production cycles. The Muse related CPU demand spike and Intel’s 50% fulfillment rate only capture one side of the...

AMC Entertainment Holdings (AMC) Launches $3.97 Billion Debt Refinancing Initiative
Simply Wall St.4d agoneutral
AMC Entertainment Holdings (AMC) Launches $3.97 Billion Debt Refinancing Initiative

AMC Entertainment Holdings (NYSE:AMC) announced a US$3.97b debt refinancing plan targeting its 2029 senior secured notes. The refinancing package includes a mix of new debt offerings and term loans intended to retire the existing 2029 securities. Management framed the initiative as a way to extend debt maturities and adjust AMC Entertainment's overall capital structure. This large US$3.97b refinancing push is important to weigh alongside the rest of our findings on AMC Entertainment. We have...

What Does Costco Wholesale (COST) Nationwide Same Day Delivery Mean For Members?
Simply Wall St.4d agoneutral
What Does Costco Wholesale (COST) Nationwide Same Day Delivery Mean For Members?

Costco Wholesale (NasdaqGS:COST) has rolled out nationwide same-day delivery across the U.S. through DoorDash for its members. The expanded arrangement now covers all U.S. Costco warehouses, giving shoppers access to thousands of items for rapid fulfillment. DoorDash will handle orders placed via its app and website. These orders are sourced from nearby Costco locations and sent to customers. The nationwide same-day delivery expansion with DoorDash is a key move that needs weighing against...

QXO (QXO) Bets Its Building Products Roll-Up On A Proven Operator
Insider Monkey4d agoneutral
QXO (QXO) Bets Its Building Products Roll-Up On A Proven Operator

On August 24, QXO (NYSE:QXO) announced that Ken West will become its President and Chief Operating Officer effective September 1, taking over day-to-day operations and reporting directly to Chairman and CEO Brad Jacobs. The hire lands just weeks after QXO closed its acquisition of TopBuild on July 1, a deal that made it the second-largest […]

JPMorgan's Neukirchen on India Payments Business
Bloomberg4d agoneutralVIDEO
JPMorgan's Neukirchen on India Payments Business

Max Neukirchen, Global Co-Head of Payments at JPMorgan, discusses the business opportunities in India's merchant payments sector. He speaks with Menaka Doshi at the sidelines of the JPMorgan India Conference in Mumbai.

A New Patent Just Validated Nextpower’s (NXT) Boldest Growth Bet
Insider Monkey4d agoneutral
A New Patent Just Validated Nextpower’s (NXT) Boldest Growth Bet

On August 20, Nextpower (NASDAQ:NXT) announced that the US Patent and Trademark Office awarded it patent number 12,712,292 for its NX PowerMerge electrical balance of systems technology. In the same release, the company said a new order from BUILD Renewables pushed the PowerMerge backlog past 2 gigawatts. Nextpower has long been known as a solar […]

Is STMicroelectronics (ENXTPA:STMPA) Doubling Down On Automotive Imaging To Sharpen Its Competitive Edge?
Simply Wall St.4d agoneutral
Is STMicroelectronics (ENXTPA:STMPA) Doubling Down On Automotive Imaging To Sharpen Its Competitive Edge?

In September 2026, STMicroelectronics introduced the ST SafeSense VD56GA, a compact 1.1 MP infrared automotive image sensor designed to support in-cabin driver and occupant monitoring with higher infrared sensitivity, embedded image processing, and a small CSP package for space-constrained vehicle interiors. The launch underscores STMicroelectronics’ push to deepen its role in automotive imaging by combining vertically integrated manufacturing and infrared-optimized pixel technology to help...

CoreWeave (CRWV) Rolls Out Rubin Clusters And AI Storage For Agentic AI
Simply Wall St.4d agoneutral
CoreWeave (CRWV) Rolls Out Rubin Clusters And AI Storage For Agentic AI

CoreWeave (NasdaqGS:CRWV) has introduced multi-rack NVIDIA Vera Rubin NVL72 clusters designed to run training and inference across hundreds of GPUs as one system. The company has upgraded its AI Object Storage with cross-region write acceleration to support high throughput data pipelines for agentic AI workloads. A new Archive storage tier targets colder AI datasets, aiming to align long term model data retention with lower cost storage options. The launch of Vera Rubin NVL72 clusters and...

What’s News: Business & Finance
The Wall Street Journal4d agoneutral
What’s News: Business & Finance

WHATS NEWS BUSINESS FINANCE Paramount reached a settlement with state attorneys general that clears the way for its $81 billion merger with Warner Bros. Discovery that is poised to reshape Hollywood. Investors bid up the price of Meta Platform’s shares, setting the tone for Monday’s session, which saw the S&P 500, Nasdaq and Dow rise 1.

What Capital One Financial (COF)'s Eurobond Issuance Means For Shareholders
Simply Wall St.4d agoneutral
What Capital One Financial (COF)'s Eurobond Issuance Means For Shareholders

Earlier this month, Capital One Financial completed two euro-denominated fixed-income offerings, issuing €750 million fixed-to-floating rate notes due 2032 and another €750 million tranche due 2037, both senior, unsecured, callable Eurobonds with variable coupons priced at 100%. By tapping the euro bond market with these long-dated, variable-rate issues, Capital One Financial is diversifying its funding base and adding flexibility to how it manages its debt profile over time. We will now...

Guggenheim Boosts Eli Lilly Price Target Amid Strong Weight Loss Drug Demand
TIKR4d agoneutral
Guggenheim Boosts Eli Lilly Price Target Amid Strong Weight Loss Drug Demand

Key Stats for Eli Lilly StockPrice change for Eli Lilly stock in last 6 months: 27%$LLY Stock Price as of Sep. 21: $1,16552-Week High: $1,292$LLY Stock Price Target: $1,325What Happened?Eli Lilly (LLY) stock is drawing fresh attention today after Guggenheim raised its price target to $1,284 from $1,273 and maintained a Buy rating.

TTM Technologies (TTMI) Piles On Debt To Chase Growth
Insider Monkey4d agoneutral
TTM Technologies (TTMI) Piles On Debt To Chase Growth

On September 10, TTM Technologies (NASDAQ:TTMI) priced $500 million in senior notes due 2034, carrying a 6.750% coupon. The private sale is expected to close September 24, and it lands in the middle of one of the busiest stretches in company history. TTM is chasing two acquisitions at once, lining up more than a billion […]