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A new analyst take wasn't all that bullish, but it did remind investors of the splashy deal the company recently signed.

Stocks moved higher on geopolitics Monday, as Iran fears eased and investors looked toward President Donald Trump‘s meeting with his Chinese counterpart Xi Jinping at the White House later this week. The Dow Jones Industrial Average added 0.7% while the S&P 500 rose 1.5% and the Nasdaq Composite gained 2.3%. Although the conflict in the Middle East is anything but settled, bulls were back in charge as oil prices fell.

Over the past couple of weeks, several industry experts have been speaking out about the potential dangers of artificial intelligence. Our experts have been looking to answer the questions on everybody's minds, including if the AI boom is facing an imminent slowdown, or are market fears completely overblown? During a recent episode of The AI Investor Podcast, Eric Bleeker and Austin Smith broke down why investors are panicking over hardware spending and data center valuations while software companies continue to adapt. Learn how shifting capital and geopolitical risks are actually reshaping investment strategies across the entire tech industry, as well as where you can find some of the best AI investing opportunities by choosing the right stocks.

Shares of social network operator Meta Platforms (NASDAQ:META) jumped 8.6% in the afternoon session after sentiment improved as attention shifted to the company’s AI products — the new Muse personal agent, the Muse Spark models behind it, Meta AI inside its apps, and AI glasses — heading into this week’s Meta Connect conference.

Key Stats for Caterpillar StockCurrent Price: $808. 99Target Price (Mid): ~$1,050Street Target: ~$980Potential Total Return: ~30%Annualized IRR: ~6% / yearWhat Happened?Caterpillar (CAT) supplies the engines and turbines increasingly running data centers as permanent power plants, not backup, and its CEO just told investors that the shift is the durable one.

Electric utility Georgia Power and tech giant Google said the companies have an agreement under which Google will support power uprates at two of the utility's nuclear power plants.

Investors typically gravitate toward several market strategies, including income, growth, or value.

Quantum computing firm IonQ and South Korea-based SDT Inc. have formed a multi-year alliance to deploy advanced quantum computing hardware.

For those interested in getting paid with some AI exposure, Broadcom (AVGO), Vertiv (VRT), and Caterpillar (CAT) all fit the criteria.

Shares of global entertainment and media company Warner Bros. Discovery (NASDAQ:WBD) jumped 9.9% in the afternoon session after Paramount Skydance and California’s attorney general were in advanced talks that could clear a final hurdle to their proposed merger. The Wall Street Journal reported Sunday, citing people familiar with the matter, that the sides have discussed concessions including a $1.5 billion California production investment, a pledge not to sell either studio lot, and penalties if

An analyst raised his price target on the enterprise software solutions developer.

Pershing Square CEO Bill Ackman endorsed a report analyzing the pricing discount in Howard Hughes Holdings Inc. shares as the firm transitions from a real estate developer into a capital holding company. Ackman previously noted that the market is missing...

Microsoft raised its quarterly dividend by 8% to $0.98 per share on Sept. 15, marking its 24th straight year of increases.

Key Stats for ExxonMobil StockCurrent Price: $163. 54Target Price (Mid): ~$170Street Target: ~$171Potential Total Return: ~4%Annualized IRR: ~1% / yearWhat Happened?ExxonMobil (XOM) is close to walking back into a country that pushed it out nearly two decades ago, and the stock barely blinked.

Shares of multinational media and entertainment corporation Paramount (NASDAQ:PSKY) jumped 10.2% in the afternoon session after the Wall Street Journal reported the company has discussed a $1.5 billion investment in California production to help settle antitrust opposition to its Warner Bros. Discovery merger. The Journal, citing people familiar with the talks, said other concessions on the table include keeping both Los Angeles studio lots, staying in California, possible cable-channel sales, a

Key Stats for Celsius StockCurrent Price: $28. 02Target Price (Mid): ~$45Street Target: ~$42Potential Total Return: ~61%Annualized IRR: ~12% / yearWhat Happened?Celsius Holdings (CELH) closed at $28.

Trump and Xi meet in Washington as the S&P 500 posts its best day since Aug. 4, driven by a rally in AI stocks.

Morgan Stanley unveils 2027 'Vintage Values' roster after 2026 roster outperforms S&P 500.

Shares of global professional services company Accenture (NYSE:ACN) jumped 3.7% in the afternoon session after the company and Anthropic said they would embed an Accenture evaluation team inside the AI lab to test model safety. Accenture and Anthropic said the embedded team will work alongside Anthropic’s staff to evaluate and red-team models, run alignment assessments, and test safeguards. Each company expects to invest at least $1 billion over five years in AI safety, according to Accenture’s

Earlier in September 2026, Hut 8 co-founder Marc van der Chijs warned that AI development is outpacing human control, urging stronger safeguards while highlighting risks to financial systems and critical infrastructure. At the same time, he endorsed Hut 8’s push into AI-focused data centers and reiterated his long-term support for Bitcoin, underscoring the company’s dual focus on advanced computing and digital assets. We’ll now examine how van der Chijs’ call for stronger AI safeguards and...

The bank’s new coverage of Natural Grocers (NGVC) points to a growth path many investors have overlooked.

Bank of America (BAC) has been active on multiple fronts in September, from preferred dividend declarations to a series of new fixed income offerings and a senior advisory hire in its Australian investment banking arm. Recent moves in Bank of America’s funding and capital structure have come against a softer tape, with a 30 day share price return of down 6.05% and a 7 day share price return of down 2.54%. At the same time, a 1 year total shareholder return of 14.01% and a very large 3 year...

Key Stats for Carvana StockCurrent Price: $65. 11Target Price (Mid): ~$116Street Target: ~$83Potential Total Return: ~78%Annualized IRR: ~14% / yearWhat Happened?Carvana Co.

Key Stats for CVS Health StockCurrent Price: $88. 84Target Price (Mid): ~$130Street Target: ~$116Potential Total Return: ~47%Annualized IRR: ~9% / yearWhat Happened?CVS Health (CVS) slid to a $88.

Shares of blockchain infrastructure company Coinbase (NASDAQ:COIN) jumped 4.5% in the afternoon session as crypto-related equities stayed bid after a Securities and Exchange Commission order on tokenized stocks, and after the company opened IPO allocations to retail users.

Key Stats for Occidental StockCurrent Price: $58. 84Target Price (Mid): ~$63Street Target (Mean): ~$68Potential Total Return: ~7%Annualized IRR: ~2% / yearWhat Happened?Occidental Petroleum (OXY) has a gap that most investors don’t know how to read.

Steady monthly buys of the AI chip giant more than tripled the money put in. Would I keep the plan going today?

Key Stats for Circle StockCurrent Price: $91. 78Target Price (Mid): ~$280Street Target: ~$104Potential Total Return: ~205%Annualized IRR: ~30% / yearWhat Happened?Circle Internet Group (CRCL) switched on the most important product it has built since USDC.

Let’s dig into the relative performance of Estée Lauder (NYSE:EL) and its peers as we unravel the now-completed Q2 personal care earnings season.

For most of their life, one 28-year-old had no reason to think their parents were wealthy. They drove Toyotas, lived in a 1950s tract-house suburb and sent them to public schools. Vacations meant one weekend camping road trip a year....