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What Happens To Cloudflare Stock If Its Growth Cools?
Trefis4d agoneutral
What Happens To Cloudflare Stock If Its Growth Cools?

Cloudflare (NET) has returned about 61% in three months and trades at or near its three-year high. The question on holders' minds is plain: what happens if its growth cools? The company has guided revenue growth for the third quarter of 2026 to 31%, and its CFO says the way customers now pay makes each quarter harder to forecast.

AI can transform shopping, but human touch wins in-store: Ron Johnson
Yahoo Finance Video4d agobullishVIDEO
AI can transform shopping, but human touch wins in-store: Ron Johnson

Apple's (AAPL) former senior vice president of Retail Operations & 'Shop Different: How Retail Revealed Apple's Genius' Author Ron Johnson joins Josh Lipton on Market Domination to discuss Apple's future under CEO John Ternus, the evolution of the company's retail strategy, and how agentic shopping could reshape the future of physical stores.

Cars.com, Booking, EverQuote, Expedia, and CarGurus Stocks Trade Down, What You Need To Know
StockStory4d agoneutral
Cars.com, Booking, EverQuote, Expedia, and CarGurus Stocks Trade Down, What You Need To Know

A number of stocks fell in the afternoon session after the rapid adoption of Meta’s new autonomous AI assistant, Muse, sparked concerns over structural disruption to digital marketplaces and digital advertising revenues. Meta’s Muse rose to the top free-app position in U.S. app stores, Business Insider reported, driven by growing consumer interest in personal AI agents capable of researching products, booking travel, and completing forms across external websites. The Wall Street Journal reported

DoorDash Consolidates Global Media With WPP
MediaPost4d agoneutral
DoorDash Consolidates Global Media With WPP

The appointment follows a formal review and extends WPP Media's longtime relationship with DoorDash in the U.S., Canada, Australia and New Zealand to more than 40 markets worldwide. The remit includes DoorDash brands Deliveroo and Wolt.

How Low Can PG&E Stock Go When The Risk Is Its Own?
Trefis4d agoneutral
How Low Can PG&E Stock Go When The Risk Is Its Own?

PG&E (PCG) trades at about $12.94, the bottom of its 52-week range and about 32% below its high. Over the past twelve months it lost 12.2% while the S&P 500 gained 18.5%. That gap did not come from a market crash. And in market shocks since 2007, its deepest fall includes a one-day break in PG&E's own price data.

Should You Sell Your Marvell Stock Now That Higher Forecasts Are Not Enough?
Trefis4d agobearish
Should You Sell Your Marvell Stock Now That Higher Forecasts Are Not Enough?

Marvell Technology (MRVL) raised its revenue outlook in late August. Yet its stock has fallen 16.4% over the past three months, before dividends. The S&P 500 returned 4.2% with dividends reinvested over the same stretch. After its late-August results, investors worried about when a key AI chip deal will pay off. Management placed the biggest gains from it in fiscal 2029 and beyond. Meanwhile, the shares already trade at a far higher multiple of profit than the S&P 500.

Investing.com4d agobearish
Meta AI agent triggers heavy selloff in banks, insurers, and travel stocks

Investing.com -- A sudden artificial intelligence breakthrough is reshaping Wall Street. Financials, travel, and telecom stocks tumbled Tuesday as investors fear Meta’s new Muse AI agent will eliminate customer friction—the long-standing habit of sticking with overpriced or underperforming services simply to avoid the hassle of switching. Disruption Across Habit-Driven Industries The aggressive sector rotation stems from the rapid ascent of Meta’s Muse, which recently hit No. 1 on Apple’s US App

Fed's vice chair is trying to ensure banks protect themselves from AI risks
Yahoo Finance Video4d agoneutralVIDEO
Fed's vice chair is trying to ensure banks protect themselves from AI risks

Yahoo Finance Fed Correspondent Jennifer Schonberger joins Market Domination host Josh Lipton to report on the effort by Michelle Bowman, the Federal Reserve's vice chair of supervision, to secure the banking system against the risks of AI use, notably partnering with Visa (V) and MasterCard (MA) to guard against cyberattacks.

Is Vicor Stock Worth Buying Before Its Second Fab Exists?
Trefis4d agobullish
Is Vicor Stock Worth Buying Before Its Second Fab Exists?

Vicor (VICR) stock has more than quadrupled over the past year, yet at about $224 it sits roughly 41% below its 52-week high. The opportunity is plain: demand for its power modules, from AI data centers to defense, is filling its first chip fab. The catch is that the growth you would pay for depends on new fabs whose sites Vicor only bought in September.

Anthropic vs. OpenAI: Competition heats up with release of new AI models
Yahoo Finance Video4d agoneutralVIDEO
Anthropic vs. OpenAI: Competition heats up with release of new AI models

Anthropic (ANTH.PVT) unveiled its new Claude Opus 5.5 on Tuesday, the developer's latest AI model promising faster performance and lower costs for enterprise customers. Yahoo Finance Tech Editor Dan Howley examines the tightening AI competition between Anthropic and OpenAI (OPAI.PVT), which also just released its new GPT-6 Sol and Luna models.