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30,634 signal articles · 27 in last 24h · 155,746 total before filter · latest 55m ago
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“Our Targets Haven’t Changed”: Broadcom’s CEO Pushes Back on the AI Slowdown Scare
Insider Monkey5d agoneutral
“Our Targets Haven’t Changed”: Broadcom’s CEO Pushes Back on the AI Slowdown Scare

When Anthropic CEO Dario Amodei wrote a weekend essay proposing that the AI industry should deliberately restrict its pace of progress, few companies were more dependent on the market’s reaction than Broadcom. Anthropic is more than just a name in the conversation for Broadcom Inc. (NASDAQ:AVGO), it’s poised to become the chipmaker’s single largest custom […]

3 U.S. Energy Stocks Retail Investors Are Watching for Inflation Resilience
Simply Wall St.5d agoneutral
3 U.S. Energy Stocks Retail Investors Are Watching for Inflation Resilience

Sticky inflation, higher interest rates and pricier energy are reshaping where money flows in the market, and not every stock is built for this mix. Some businesses feel the pinch from rising costs and tighter credit, while others find fresh pricing power and cash flow strength. This article walks through three large-cap U.S. energy stocks exposed to these crosscurrents and explains how the latest macro shock could affect their risk and return profile. The three stocks covered next are just a...

Forkast News5d agoneutral
Visa, Mastercard, and Ant International Build First Cross-Network Know Your Agent Framework

The Illusion of Unity in Agentic Finance On September 9 and 10, 2026, the payments industry witnessed a rare moment of public alignment. Visa, Mastercard, and Ant International announced the development of a Cross-Network Know Your Agent (KYA) interoperability framework. Convened under the auspices of the Monetary Authority of Singapore’s BuildFin.ai platform and building upon […]

Is Lumentum (LITE) Quietly Rewiring Its AI Data Center Role With New OCI Optics?
Simply Wall St.5d agoneutral
Is Lumentum (LITE) Quietly Rewiring Its AI Data Center Role With New OCI Optics?

Lumentum Holdings recently showcased its eight-wavelength DWDM External Laser SFP module and broader AI-focused optical solutions at ECOC 2026, underscoring its role in co-packaged and near-packaged optics aligned with the OCI MSA standard. By pairing this new DWDM ELSFP with a joint die-to-die optical interconnect demo with Qualcomm and Corning, Lumentum is positioning its photonics platform at the heart of emerging AI data center architectures. We’ll now examine how Lumentum’s...

GuruFocus.com5d agoneutral
Johnson Controls International PLC's Dividend Analysis

Johnson Controls International PLC (NYSE:JCI) recently announced a total dividend of $0.40 per share, with the ex-dividend date set for Sept. 21, 2026. This payout consists entirely of a $0.40 per share cash dividend, payable on Oct. 16, 2026. For value investors tracking income opportunities, the ex-dividend date is a critical marker: shareholders must own the stock before this date to qualify for the payment.

Morgan Stanley Raises Palo Alto Networks Price Target to $410 on AI Security Demand
InvestorsHub5d agoneutral
Morgan Stanley Raises Palo Alto Networks Price Target to $410 on AI Security Demand

Morgan Stanley has increased its price target for Palo Alto Networks (NASDAQ:PANW) to $410 from $394, citing expectations that growing adoption of artificial intelligence will support cybersecurity spending and create opportunities for the company to expand its market share. The investment bank maintained its Overweight rating and identified Palo Alto Networks as its preferred stock within the sector.

This Week In Electric Vehicles - Advancing Future Mobility at EV World 2026 Conference
Simply Wall St.5d agoneutral
This Week In Electric Vehicles - Advancing Future Mobility at EV World 2026 Conference

The Electric Vehicles Exhibition and Conference 2026, "EV World," has announced its executive conference agenda focused on advancing the next era of mobility. Hosted in Dubai, the event gathers industry leaders and decision-makers to discuss crucial elements such as policy frameworks, sustainable finance, infrastructure development, and technology integration pivotal to the large-scale implementation of electric mobility. Key topics include the electrification of public transport and heavy...