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Arm Holdings (ARM) Stock Gains On AI CPU Demand Surge
Simply Wall St.15h agobullish
Arm Holdings (ARM) Stock Gains On AI CPU Demand Surge

Arm Holdings (NasdaqGS:ARM) gained alongside a broader semiconductor rally on 23 September 2026 linked to AI hardware demand. Investors focused on AI-driven CPU demand after Meta Platforms reported rapid uptake of its Muse AI agent for CPU-based inference workloads. Arm’s CPU designs were highlighted as a key foundation for handling Muse-related AI inference volumes, reinforcing its relevance in AI infrastructure discussions. The Muse-linked surge in AI CPU demand is important, but Arm...

Palo Alto Networks (PANW) Unveils Unit 42 AI Defense For Always On Cybersecurity
Simply Wall St.15h agoneutral
Palo Alto Networks (PANW) Unveils Unit 42 AI Defense For Always On Cybersecurity

Palo Alto Networks (NasdaqGS:PANW) has launched Unit 42 Continuous Frontier AI Defense, a new always-on cybersecurity service for enterprises. The service leverages advanced models from OpenAI and Anthropic to provide continuous vulnerability detection and automated remediation support. Unit 42 Continuous Frontier AI Defense is designed to address growing concerns about AI driven cyber threats targeting global organizations. The launch of Unit 42 Continuous Frontier AI Defense sits against a...

Tesla set to formally roll out Semi electric trucks at Nevada event
Reuters15h agoneutral
Tesla set to formally roll out Semi electric trucks at Nevada event

SAN FRANCISCO, Sept 24 (Reuters) - Tesla is set to roll out its Semi trucks late on Thursday at an inauguration ‌of its plant in Sparks, Nevada, the EV maker said on ‌its website and social media, almost nine years after CEO Elon Musk unveiled the electric big ​rigs. The Semi, designed for long-haul freight with a range of up to 500 miles, was first unveiled in 2017 and production was expected to start in 2019.

Twilio (TWLO) Keeps Climbing as Investors Rediscover its AI Business
Insider Monkey15h agoneutral
Twilio (TWLO) Keeps Climbing as Investors Rediscover its AI Business

Twilio Inc. (NYSE:TWLO) rose another 3.1% on September 24 to close at $299.66. The run has come alongside a series of analyst upgrades. TD Cowen lifted its target to $300 from $260, and Rosenblatt, Wells Fargo and UBS all raised theirs in the same stretch. The stock has roughly tripled from its low of $98.44 […]

J&J and Contineum’s Depression Drug Missed Phase 2 Goal. What Comes Next?
Insider Monkey15h agobearish
J&J and Contineum’s Depression Drug Missed Phase 2 Goal. What Comes Next?

Contineum Therapeutics, Inc. (NASDAQ:CTNM) has received the result biotech investors never want to see: one of its partnered drugs missed the primary endpoint of a Phase 2 trial. JNJ-5120/PIPE-307, which Contineum developed and Johnson & Johnson (NYSE:JNJ) is advancing under a global license and development agreement, failed to demonstrate the required efficacy in the Phase […]

Muse Powers META Shares Higher: A Closer Look
Zacks15h agoneutral
Muse Powers META Shares Higher: A Closer Look

Meta Platforms (META) shares have been red-hot as of late, seeing big gains on the recent release of Muse, apersonal AI assistant that can autonomously complete multi-step tasks across the web, apps, and smart glasses.

Costco Wholesale Q4 Earnings Call Highlights
MarketBeat15h agoneutral
Costco Wholesale Q4 Earnings Call Highlights

Costco Wholesale (NASDAQ:COST) reported fourth-quarter fiscal 2026 net income of $2.998 billion, or $6.75 per diluted share, as sales rose 11.2% and the warehouse club continued to invest in pricing, new locations, digital capabilities and membership growth. The results for the 16 weeks ended Aug.

Could John Ternus’ Product Strategy Reshape Apple’s (AAPL) Next Growth Phase?
Insider Monkey15h agoneutral
Could John Ternus’ Product Strategy Reshape Apple’s (AAPL) Next Growth Phase?

Apple Inc. (NASDAQ:AAPL) entered September with two things to prove: that it could still surprise consumers with new hardware and that its slow start in generative AI had not left it permanently behind. Its first major product event under CEO John Ternus offered an answer to both. Apple (NASDAQ:AAPL) unveiled the iPhone Duo, its first […]

What Could Send Autodesk Stock Higher?
Trefis15h agoneutral
What Could Send Autodesk Stock Higher?

Autodesk (ADSK) has one fast-growing business in an industry that still uses little technology. That matters because the stock has fallen. Autodesk shares lost 33% over the past year as of September 23, 2026, while the S&P 500 returned 13%. A business like that could change how investors value the whole company. So which business is it, and is there proof it is working.

Analysis-Oracle, Blue Owl project delay sends ripples through AI financing, sources say
Reuters15h agoneutral
Analysis-Oracle, Blue Owl project delay sends ripples through AI financing, sources say

NEW YORK, Sept 24 () - Oracle's move to protect itself against potential delays at a massive data center project developed by Blue Owl in New Mexico sent a chill through the trillion-dollar market for AI infrastructure financing, according to interviews with bankers and investors. Oracle issued a force majeure notice in ‌connection with Jupiter, a data center campus Blue Owl unit STACK Infrastructure is building to support OpenAI, the latest setback for a sector where lenders and ‌investors are

Visa (V) vs American Express (AXP): Which is a Better Stock to Buy
Insider Monkey16h agobullish
Visa (V) vs American Express (AXP): Which is a Better Stock to Buy

Visa Inc. (NYSE:V) and American Express Company (NYSE:AXP) both put their logos on cards, and that is roughly where the similarity ends. One runs a toll road. The other lends its own money and runs a toll road as well. That difference explains almost everything about how they are priced. Visa trades near thirty-one times […]

Google is Changing Search to Avoid More EU Fines. Could Compliance Become the Bigger Risk?
Insider Monkey16h agoneutral
Google is Changing Search to Avoid More EU Fines. Could Compliance Become the Bigger Risk?

Alphabet Inc. (NASDAQ:GOOGL) has spent years fighting European regulators over how Google Search treats competing services. Now the argument is moving from the courtroom and regulators’ offices directly onto the search-results page. Earlier this month, Google rolled out major changes to Search in Europe as it works to comply with the EU’s Digital Markets Act. […]

Acadia Pharmaceuticals Fell 19% Today. Here’s Where the Stock Could Go in 2026
TIKR16h agoneutral
Acadia Pharmaceuticals Fell 19% Today. Here’s Where the Stock Could Go in 2026

Key Stats for Acadia Pharmaceuticals StockToday’s Performance: -19%52-Week Range: $20 to $31Valuation Model Target Price: $34Implied Upside: 54%What Happened?Acadia Pharmaceuticals stock (NASDAQ: ACAD) is facing a major test over whether remlifanserin still has a credible path forward in Alzheimer’s disease psychosis after its Phase 2 trial narrowly missed its main goal. Remlifanserin is being developed to treat hallucinations and delusions associated with Alzheimer’s disease psychosis, an indic

Investing.com16h agoneutral
Anthropic proposes supervoting shares to give co-founders majority control -report

Investing.com -- Anthropic (NASDAQ:ANTP) is seeking shareholder approval for a dual-class share structure that would hand its seven co-founders majority voting control ahead of a highly anticipated initial public offering, according to a report from The Information. Under the proposed terms, Chief Executive Officer Dario Amodei and his co-founding team would secure a combined 50.1% voting stake in most corporate matters, mirroring a collective-control framework famously deployed by Palantir Tech

America’s Fastest-Growing Retailer Is From China
The Hustle16h agoneutralVIDEO
America’s Fastest-Growing Retailer Is From China

Chinese retailers are opening stores at a pace no one saw coming — Miniso alone has hit 330+ locations across 20+ states in under three years, while American retail lost over 8,000 stores in that same window. This isn't a coincidence.*Decode any industry like an expert:* https://clickhubspot.com/8r3qIn China, it's called neijuan (involution): a brutal, self-destructive cycle where companies compete so aggressively on price that almost nobody's left with a real margin. Nearly half of China's 400,000 bubble tea shops closed in a single year. Luckin Coffee got dragged into a price war that pushed lattes down to $1.37 — and still came out ahead of Starbucks in store count in China. Miniso survived a market crowded with 1,000+ competitors by refreshing roughly 100 new products every week and building an IP empire around characters like "Strawberry Bear."That same playbook built in China's most cutthroat market is exactly what's fueling their US expansion now.0:00 Why Chinese retailers are suddenly everywhere in the US1:13 China’s “involution” problem and brutal price wars explained3:00 Luckin Coffee vs Starbucks: how Luckin hacked convenience and cost4:28 The $1 latte price war and Luckin’s shrinking margins5:56 Fraud scandal, restructuring, and how Luckin still beat Starbucks7:36 How to “decode” any industry like this7:59 Miniso’s origin story and China’s chaotic variety retail market9:42 Miniso’s IP strategy and the rise of “Strawberry Bear”12:21 Why Chinese retail methods are winning as US prices climb

Marriott (MAR) vs Hilton (HLT): Which is a Better Stock to Buy
Insider Monkey16h agobullish
Marriott (MAR) vs Hilton (HLT): Which is a Better Stock to Buy

Marriott International, Inc. (NASDAQ:MAR) and Hilton Worldwide Holdings Inc. (NYSE:HLT) barely own any hotels. Both mostly rent out their names, collect a royalty on someone else’s building, and let a franchisee carry the cost of the carpets. That makes them closer to licensing businesses than to property companies. Two numbers decide which is worth more. […]

Could IBM (IBM) and Lockheed Martin (LMT)’s Quantum Bet Face a Long Road to Returns?
Insider Monkey16h agoneutral
Could IBM (IBM) and Lockheed Martin (LMT)’s Quantum Bet Face a Long Road to Returns?

International Business Machines Corporation (NYSE:IBM) and Lockheed Martin Corporation (NYSE:LMT) have established a quantum innovation hub at ETH Zurich through an offset agreement with armasuisse, Switzerland’s Federal Office for Defence Procurement. The initiative will host Switzerland’s first IBM Quantum System Two, powered by IBM’s advanced Quantum Nighthawk processor, at the Swiss National Supercomputing Center in […]