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Adobe (ADBE) stock has fallen about 18% from its August 31 high, and the question is whether to buy. Its own trading history warrants caution: after past sharp drops, the stock was higher a year later only half the time. And Adobe is trading some near-term recurring-revenue growth for free users, a bet management says will play out over 2027.

Amazon Web Services is growing rapidly.

The move follows a major AI infrastructure agreement tied to Nvidia and Anthropic.

McDonald's CEO just told investors not to expect conditions to improve, and the stock hit a fresh 52-week low on the same day management pledged billions in new spending. The question now is whether this defensive giant has become anything but defensive.

Michael Reinking, Senior Market Strategist at the NYSE, reviews a dynamic week in which the S&P 500 held modest gains despite poor breadth and surging Treasury yields. Strong flash PMI data fueled inflation worries, while Meta's new AI agent Muse sparked a fresh disruption trade across wealth managers, brokerages, and travel names. Oil prices swung sharply on shifting Middle East diplomacy headlines all week. President Trump and Xi Jinping met at the White House extending their trade truce through January while easing broader market jitters. Looking ahead, next week brings PCE inflation data, key earnings from Nike and Micron, and OpenAI's anticipated Dev Day.

Zuckerberg's biggest AI bet is starting to look different

Stocks were treading water on Thursday after promising headlines on U.S.-Iran talks sparked a brief rebound. "The bulls have been 'hoping' that a real deal gets announced for the last few months, and the action from 12:14 ET to 12:18 ET today shows why they want it.

Citi Research has placed Royal Caribbean Group on a 90-day positive Catalyst Watch following the cruise giant's $3-billion acquisition of a 50% stake in Sandals Resorts.

Elon Musk suggested efforts to terraform Mars could begin before the 2030s after Pioneer Labs unveiled an engineered bacterium designed to manufacture building materials from Martian resources. Pioneer Microbe Turns Martian Resources Into Plastic Responding on X to a post...

AI power demand is filling the order book, but capacity, deposits and service margins determine its ultimate quality.

Craig Dickman of TitletownTech joined FreightWaves Today to talk freight tech, capital discipline, and what actually stands out in this market. If you’re building, buying, or betting on logistics tech, what’s the one signal you trust most right now? TitletownTech, the early-stage venture fund launched in 2019 as a partnership between the Green Bay Packers […] The post Freight Tech Isn’t Dead – It’s Getting Picked Apart More Than Ever appeared first on FreightWaves.

GE Aerospace (GE) earns the widest operating margin in a group of six peer companies, and it grows revenue faster than all but one of them. The market already charges for that lead. Yet over the past twelve months the stock has returned far less than RTX, a slower-growing rival. The quality is real. The question is how much of it you are already paying for.

Rapid symptom improvement broadens the drug's potential reach, but filing, approval and adoption remain ahead.

Google will be the first big tech company to put an experimental satellite in orbit to answer AI queries.

Common agent verification could protect Visa's role even when software--not consumers--initiates transactions.

The two-year forecast demands supply, customer deployments and margins--not merely bigger hyperscaler commitments.

New pills, injections and maintenance regimens broaden patient choice while raising the durability test for market leaders.

AI shopping can generate transactions, but unclear authorization and liability could make every automated checkout more expensive.

Customer adoption strengthens ASML's monopoly while shifting attention toward throughput, installation schedules and manufacturing returns.

Figma is growing fast and finding its footing as a newly public company. ServiceNow is generating substantial free cash flow and deepening its grip on enterprise operations. The gap in financial maturity tells the whole story.

Bloom Energy shares sink as Oracle issues a force majeure notice on its New Mexico AI data center. Here’s why the development is bearish for BE stock.

Something happened to Apple stock on Sept. 23 that has not happened since Tim Cook was running the company.

The end of the earnings season is always a good time to take a step back and see who shined (and who didn’t). Let’s take a look at how semiconductor manufacturing stocks fared in Q2, starting with Teradyne (NASDAQ:TER).

In September 2026, Invesco Ltd. expanded its QQQ Innovation Suite by launching the Invesco Nasdaq International Innovators 100 ETF (QQI), a rules-based fund tracking the Nasdaq International Innovators 100 Index to target 100 innovation-focused companies outside the United States with a total expense ratio of 0.29%. This launch gives investors a new way to access non-US innovative businesses within a familiar QQQ-branded framework, potentially broadening Invesco’s global ETF footprint and...

Karp's nationalization argument distinguishes frontier labs, while Palantir's own filing acknowledges AI liability.

Why Plug Power Is Back On Investors’ Radar Plug Power (PLUG) has pushed deeper into the green hydrogen build out, shipping a 1 MW GenEco PEM electrolyzer to HWR Hydrogen in New Zealand while expanding electrolyzer supply partnerships in Australia. Recent trading shows that momentum in Plug Power has been weakening, with the share price down 20.62% over 90 days and 8.52% year to date, while the 1 year total shareholder return has declined 15%. This hints that investors remain cautious even as...

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...

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) 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...

Annual subscriptions can productize Unit 42 expertise, while model costs and human remediation may constrain margins.