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Snap’s Specs Get an Enterprise Boost from Salesforce and Nvidia
Insider Monkey4d agoneutral
Snap’s Specs Get an Enterprise Boost from Salesforce and Nvidia

Snap Inc. (NYSE:SNAP) is pushing its $2,195 Specs augmented-reality glasses into the enterprise market through partnerships with Salesforce, Nvidia, and Amazon Web Services. The integrations are designed to make Specs useful for hands-free workplace tasks in factories, retail stores, and field-service environments. Salesforce’s Agentforce will bring AI agents to the glasses, Nvidia technology will support […]

Why Corning (GLW) Stock Is Trading Up Today
StockStory4d agoneutral
Why Corning (GLW) Stock Is Trading Up Today

Shares of glass and electronic component manufacturer Corning (NYSE:GLW) jumped 6% in the afternoon session after the company announced a partnership with Qualcomm Technologies and Lumentum to demonstrate high-density optical interconnects for artificial intelligence architectures at ECOC 2026.

Applied Materials Commits $5 Billion to India as Chip Manufacturing Expands
Insider Monkey4d agoneutral
Applied Materials Commits $5 Billion to India as Chip Manufacturing Expands

Applied Materials, Inc. (NASDAQ:AMAT) plans to invest $5 billion in India over the next decade, expanding its research, supply-chain, and workforce capabilities as India tries to establish itself as a major semiconductor manufacturing hub. The announcement came at SEMICON India, where more than 600 companies from 52 countries participated. India has committed more than $21 […]

Marvell Technology (MRVL) Shares Skyrocket, What You Need To Know
StockStory4d agoneutral
Marvell Technology (MRVL) Shares Skyrocket, What You Need To Know

Shares of networking chips designer Marvell Technology (NASDAQ: MRVL) jumped 6.1% in the afternoon session after the company announced it will showcase industry-first 2nm optical interconnect demonstrations for artificial intelligence data center connectivity at the European Conference on Optical Communication 2026.

What Could A Space Exploration Technologies (SPCX) Merger Mean For Investors?
Simply Wall St.4d agoneutral
What Could A Space Exploration Technologies (SPCX) Merger Mean For Investors?

Industry analysts are discussing a potential merger between Space Exploration Technologies (NasdaqGS:SPCX) and Tesla that could combine the two groups under one entity. Commentary from these experts points to rising confidence that a deal could be structured to pool Tesla's AI and manufacturing with SpaceX's launch and satellite operations, including Starlink. If completed, the proposed tie up is being framed as capable of creating the world's largest listed company by market value. The...

Schneider Electric (ENXTPA:SU) Could Be 9% Undervalued Following Lenovo Climate Week Tie Up
Simply Wall St.4d agoneutral
Schneider Electric (ENXTPA:SU) Could Be 9% Undervalued Following Lenovo Climate Week Tie Up

Schneider Electric (ENXTPA:SU) is back in focus after joining Lenovo’s 360 Circle program. The company is bringing its Decarbonization Champion tools into a global IT partner network during Climate Week NYC 2026. Recent trading has picked up again, with Schneider Electric’s share price gaining 3.24% over the past day and 8.44% over the last week. This has helped to extend a year-to-date share price return of 24.45% and a 1-year total shareholder return of 30.27%. Scan other potential...

Why Rackspace Technology (RXT) Is Up 15.8% After Joining NVIDIA’s Cloud Partner Program
Simply Wall St.4d agoneutral
Why Rackspace Technology (RXT) Is Up 15.8% After Joining NVIDIA’s Cloud Partner Program

In September 2026, Rackspace Technology, Inc. announced it had joined the NVIDIA Cloud Partner Program, enhancing its ability to deliver NVIDIA accelerated computing and governed AI cloud services for regulated and sovereign enterprises. A key outcome is Rackspace’s Institutional Sovereign Pod, which combines NVIDIA Blackwell, Palantir Foundry and AIP in a governed environment that aims to keep enterprise data, models and AI operations under tighter control. Next, we’ll examine how...

Cloudflare (NET) Shares Skyrocket, What You Need To Know
StockStory4d agoneutral
Cloudflare (NET) Shares Skyrocket, What You Need To Know

Shares of cloud security and performance company Cloudflare (NYSE:NET) jumped 6.8% in the afternoon session after falling Treasury yields eased pressure on software stocks as signs of cooler U.S.–China tensions lifted risk appetite.

Media Stocks Retail Investors Are Watching After The Paramount Warner Bros Discovery Deal
Simply Wall St.4d agoneutral
Media Stocks Retail Investors Are Watching After The Paramount Warner Bros Discovery Deal

Media consolidation just took a sharp turn after the Paramount settlement cleared a key hurdle for its planned US$81b merger with Warner Bros Discovery. With that legal overhang lifting, investors are rethinking which entertainment stocks are most exposed to the deal’s ripple effects. This piece sets out the story behind that shift and walks through 3 stocks from our US Media & Entertainment Consolidation Plays screener that sit closest to the action. The three stocks covered below are only a...

Adobe (ADBE) Could Be 22% Undervalued As Acrobat AI Push Expands Its Platform
Simply Wall St.4d agoneutral
Adobe (ADBE) Could Be 22% Undervalued As Acrobat AI Push Expands Its Platform

Adobe’s new AI push in Acrobat Adobe (ADBE) has rolled out a broad set of AI tools inside Acrobat that turn dense PDFs into interactive visuals and audio summaries, while also supporting enterprise workflows and student learning. Adobe’s fresh Acrobat AI launch lands after a choppy stretch for the ticker, with the 30-day share price return down 9.36% and the year-to-date share price return down 25.14%, while the 90-day share price return is up 26.38% and the 5-year total shareholder return is...

Apple (AAPL) Eyes India Payments With Apple Pay Debut Next Month
Simply Wall St.4d agoneutral
Apple (AAPL) Eyes India Payments With Apple Pay Debut Next Month

Apple (NasdaqGS:AAPL) plans to launch Apple Pay in India next month, starting with Axis Bank as an initial partner. The company is in discussions with additional Indian lenders to extend Apple Pay support beyond the initial Axis Bank rollout. Apple and Google are recruiting senior crypto and blockchain specialists to work on stablecoins, tokenized deposits and related digital asset infrastructure. The planned India Apple Pay rollout and new blockchain hiring push are important context for...

Moderna (MRNA) Stock Trades Up, Here Is Why
StockStory4d agoneutral
Moderna (MRNA) Stock Trades Up, Here Is Why

Shares of biotechnology company Moderna (NASDAQ:MRNA) jumped 9.4% in the afternoon session after positive Phase 3 INTerpath-001 trial results evaluating its personalized cancer vaccine, intismeran autogene, alongside Merck's Keytruda in high-risk melanoma patients continued to drive momentum.

CNN, MS NOW and Politico sue Trump, challenging White House ban
Reuters4d agoneutral
CNN, MS NOW and Politico sue Trump, challenging White House ban

WASHINGTON, Sept 21 (Reuters) - CNN, MS NOW and Politico sued President Donald Trump and other members of his administration on Monday for banning them from White House grounds, saying the action violated their rights to free speech and a free press under the US Constitution's First Amendment. The news outlets are seeking a temporary restraining order to block Trump's action in federal court in Washington, D.

Tempus AI Sees Pricing, Data Growth Fueling Long-Term Expansion
MarketBeat4d agoneutral
Tempus AI Sees Pricing, Data Growth Fueling Long-Term Expansion

Tempus AI (NASDAQ:TEM) Founder and CEO Eric Lefkofsky said the company’s second-quarter performance was supported by continued demand for comprehensive genomic profiling and growth in its data-licensing business. Speaking at Morgan Stanley’s Global Healthcare Conference, Lefkofsky said the diagnost