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Hyatt (H) And Delta Just Struck A Deal Wall Street Ignored
Insider Monkey9d agoneutral
Hyatt (H) And Delta Just Struck A Deal Wall Street Ignored

On September 9, Hyatt Hotels Corporation (NYSE:H) and Delta Air Lines announced a long-term loyalty partnership that will let elite members earn World of Hyatt points on qualifying Delta airfare and Delta SkyMiles on qualifying Hyatt stays. It has the shape of a classic catalyst, two premium travel brands teaming up to keep their best […]

DigitalOcean’s (DOCN) $725M Bet On AI’s Next Wave
Insider Monkey9d agoneutral
DigitalOcean’s (DOCN) $725M Bet On AI’s Next Wave

On September 10, DigitalOcean Holdings (NYSE:DOCN) secured a $725 million equipment finance facility to fund the GPU and CPU capacity its AI-Native Cloud business needs. The stock jumped 7.45% on the news. That reaction makes more sense once you look back a month, to August 4, when DigitalOcean reported second-quarter revenue growing 29% year over […]

GNRC- Solidifying its Position as an AI Play After Amazon Deal
MoneyShow9d agoneutral
GNRC- Solidifying its Position as an AI Play After Amazon Deal

The market is currently pricing in what would be the shallowest interest rate hike cycle in modern history. Meanwhile, shares of Generac Holdings Inc. (GNRC) soared after the maker of generators signed a long-term contract with Amazon.com Inc. (AMZN) to supply $8 billion worth of generators for its data centers, highlights Amber Kanwar, host of the In the Money with Amber Kanwar podcast.

Traders Wary Of Rising AI Risks: Market Snapshot
Bloomberg9d agoneutralVIDEO
Traders Wary Of Rising AI Risks: Market Snapshot

The global debate over artificial intelligence risks entered a new phase this week amid clashing views from tech executives over whether frontier labs should slow the development of the technology. Leaders of Anthropic, OpenAI, SpaceX and Google DeepMind put forward the need for self-regulation checks on growth that give AI models more control. Meanwhile, Microsoft, Amazon and Meta said they're developing tools to check, control and regulate AI risks as US President Donald Trump called the alerts a "hoax". The call for caution saw a rotation out of tech stocks at the start of the week as investors questioned whether there's a need to reprice the pace of the booming AI buildout.

How MACOM’s New 3.2T AI Optical Chipset Launch At MACOM Technology Solutions Holdings (MTSI) Has Changed Its Investment Story
Simply Wall St.9d agoneutral
How MACOM’s New 3.2T AI Optical Chipset Launch At MACOM Technology Solutions Holdings (MTSI) Has Changed Its Investment Story

MACOM Technology Solutions Holdings recently introduced a new 3.2T optical front-end chipset for AI and cloud data center interconnects and showcased it, alongside a broad portfolio of high-speed optical and connectivity components, at ECOC 2026 in Málaga, Spain. This launch underlines MACOM’s push into 448 Gbps-per-lane and PCIe 6.0/7.0 ecosystems, aiming to become a core supplier for next-generation AI infrastructure and advanced telecom networks. We’ll now examine how this 3.2T optical...

Airbus (ENXTPA:AIR) Pushes Hydrogen Plans, Is The 15% Undervalued View Enough?
Simply Wall St.9d agoneutral
Airbus (ENXTPA:AIR) Pushes Hydrogen Plans, Is The 15% Undervalued View Enough?

Hydrogen push puts Airbus stock under the spotlight Airbus (ENXTPA:AIR) is putting hydrogen and hybrid propulsion at the center of its aviation roadmap, committing fresh capital, partnerships, and regulatory work to get future low emission aircraft concepts certified. This move on sustainable propulsion gives investors a clearer view of where Airbus wants to position its commercial jets, helicopters, and defence operations over the coming years, even as certification frameworks are still...

Sea (SE) Stock Looks Expensive Relative To Current Earnings
Simply Wall St.9d agoneutral
Sea (SE) Stock Looks Expensive Relative To Current Earnings

Sea has seen its share price move through sharp swings over the past few years, which now puts the spotlight on a simple question for investors. Is the current US$101.27 share price properly supported by the earnings that the business is generating today, and what it may be able to deliver over time? Over the past 3 years the stock has gained 181.7%. That puts a lot of weight on whether the underlying earnings story can justify that kind of journey. The group’s mix of digital entertainment,...

Bristol-Myers Squibb (BMY), What Is Behind The Fresh Attention?
Simply Wall St.9d agoneutral
Bristol-Myers Squibb (BMY), What Is Behind The Fresh Attention?

Bristol-Myers Squibb (BMY) just paired new clinical data with income news, reporting positive two year Sotyktu results in psoriatic arthritis and affirming a quarterly dividend of US$0.63 per share for November payment. That mix of solid clinical data and a confirmed dividend comes as Bristol-Myers Squibb’s share price has climbed 16.37% over the past 90 days and 17.55% year to date, while the 1-year total shareholder return of 44.42% points to momentum that has been building rather than...

PBF Energy (PBF) Stock Gets Fair Value Boost As Analysts Raise Targets
Simply Wall St.9d agoneutral
PBF Energy (PBF) Stock Gets Fair Value Boost As Analysts Raise Targets

The fair value estimate for PBF Energy has shifted from about US$67.23 to about US$72.54, which is a mid single digit percentage move in updated price target assumptions. Analysts link this change to fresh views on refining margin exposure, balance sheet progress, and how well assets like the Martinez refinery are run. As you read on, you will see how these changing factors shape the evolving PBF Energy story and what to watch next. Stay updated as the Fair Value for PBF Energy shifts by...

Taiwan Semiconductor Manufacturing (TSM) Could Be 14% Overvalued As 2nm MediaTek Win Lands
Simply Wall St.9d agoneutral
Taiwan Semiconductor Manufacturing (TSM) Could Be 14% Overvalued As 2nm MediaTek Win Lands

Taiwan Semiconductor Manufacturing (NYSE:TSM) just picked up fresh attention after MediaTek chose its 2-nanometer process for the new Dimensity 9600 Pro, while keeping the broader 9600M line on TSMC’s 3nm technology. That MediaTek win comes on top of a strong run for Taiwan Semiconductor Manufacturing, with the share price up 34.62% year to date and a 1-year total shareholder return of 61.47%. However, the stock is down 6.89% over the past 90 days, which indicates that while long-term...

Berkshire Hathaway (BRK.A) Moved Today, What Is Drawing Fresh Attention?
Simply Wall St.9d agoneutral
Berkshire Hathaway (BRK.A) Moved Today, What Is Drawing Fresh Attention?

Berkshire Hathaway (BRK.A) is back in focus after Greg Abel, now running the operation, exited the Domino’s Pizza position in the first quarter of 2026. That portfolio move gives fresh clues about Berkshire’s evolving playbook. Recent moves under Greg Abel, including the Domino’s exit and heavier concentration in giants like Apple, American Express, and Alphabet, have arrived while Berkshire Hathaway’s share price has inched ahead. A 90 day share price return of 4.13% and a 5 year total...

Visa (V) Sets AI Payment Standards, Is The Stock Fairly Valued?
Simply Wall St.9d agoneutral
Visa (V) Sets AI Payment Standards, Is The Stock Fairly Valued?

Visa (V) just joined Mastercard and Ant International to design a shared Know Your Agent framework, a move aimed at standardising how AI purchasing agents are identified and monitored across global payment networks. Recent announcements around Visa’s onchain credit push, stablecoin partnerships and the new Know Your Agent framework have landed against a share price of US$369.93, with a 90-day share price return of 13.05% pointing to building momentum, while the 5-year total shareholder return...

Marvell Technology (MRVL) Deepens Its AI Infrastructure Footprint
Simply Wall St.9d agoneutral
Marvell Technology (MRVL) Deepens Its AI Infrastructure Footprint

Marvell Technology (NasdaqGS:MRVL) announced new collaborations with GlobalFoundries, Microsoft and Utimaco focused on advanced connectivity and payment security. The GlobalFoundries partnership targets expanded production of advanced SiGe chips used in next generation optical links for AI data centers. Marvell is working with Microsoft and Utimaco to provide a cloud native payment security platform delivered through Microsoft Azure. These GlobalFoundries and Azure payment security deals...

IBM (IBM) Lands $1 Billion Quantum Foundry Award And Deepens AI Oversight
Simply Wall St.9d agoneutral
IBM (IBM) Lands $1 Billion Quantum Foundry Award And Deepens AI Oversight

International Business Machines (NYSE: IBM) said its subsidiary Anderon won a US$1b federal award to build a U.S. quantum chip foundry, alongside a further US$1b IBM commitment to the project. The planned facility is described as the first stand-alone quantum wafer foundry in the U.S., focused on quantum chip manufacturing under CHIPS Act funding. IBM also announced a partnership with regulatory intelligence provider CUBE to integrate real time global AI rule monitoring into...