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Axon Rebounded 6% Wednesday. Here’s What Could Drive the Stock Through 2026
TIKR9d agoneutral
Axon Rebounded 6% Wednesday. Here’s What Could Drive the Stock Through 2026

Key Stats for Axon StockWednesday’s Performance: 6%52-Week Range: $339 to $792Valuation Model Target Price: Around $706Implied Upside: 56%What Happened?Axon Enterprise stock rebounded about 6% to $468 per share on Wednesday, one session after plunging nearly 10% to $442 following the announcement of a $1 billion offering of 0% convertible senior notes due 2031. Shares then fell about 3% to $454 on Thursday, leaving investors to weigh Axon’s strong operating momentum against concerns around dilut

GameStop (GME)’s Collectibles Business is Quietly Rewriting its Profit Story
Insider Monkey9d agoneutral
GameStop (GME)’s Collectibles Business is Quietly Rewriting its Profit Story

On September 8, 2026, the Wall Street Journal reported GameStop Corp. (NYSE:GME) second-quarter net income of $298.7 million, up from $168.6 million a year earlier, even as revenue fell to $790.2 million from $972.2 million. The video-game retailer raised its full-year adjusted EBITDA outlook to more than $650 million from a prior target of more […]

Palantir Technologies (PLTR) AI Deal Rush Meets A Fair Value Debate
Simply Wall St.9d agoneutral
Palantir Technologies (PLTR) AI Deal Rush Meets A Fair Value Debate

Palantir Technologies (PLTR) is back in focus after a cluster of AI focused partnerships with Method Security, NVIDIA and Nebius, raising fresh questions about how these deals might influence the stock’s long term narrative. Recent trading reflects that story taking hold. Palantir Technologies has a 7 day share price return of 6.22% and a 90 day share price return of 37.14%. However, the 1 year total shareholder return is slightly down at 0.45%, while the 3 year total shareholder return is...

SentinelOne (S) Stock May Be 16% Undervalued As AI Security Recognition Grows
Simply Wall St.9d agoneutral
SentinelOne (S) Stock May Be 16% Undervalued As AI Security Recognition Grows

SentinelOne has enjoyed a strong rebound in recent years, yet over a 5 year stretch long term holders are still looking at a deep drawdown. With the stock now trading around US$23.19 and sentiment lifted by its role in AI security, the live question is whether that price can be supported by the cash flows the business is expected to generate. Over 5 years the share price return is down 61.9%, which puts the focus squarely on whether the current valuation is now more closely aligned with what...

Is Bullish (BLSH) Fully Valued Following Its Sharp Rebound?
Simply Wall St.9d agoneutral
Is Bullish (BLSH) Fully Valued Following Its Sharp Rebound?

Bullish (NYSE:BLSH) has drawn fresh attention after a sharp daily gain of 8.8%, adding to a one-month move of 41.8% and a 3-month return of 44.9%. For context, Bullish shares trade at US$34.91 and recent momentum has been strong, with a 30 day share price return of 41.8% and a 90 day gain of 44.9%. However, the 1 year total shareholder return is still down 46.8%, which hints at sentiment recovering from a much weaker period. Scan beyond Bullish's rebound and size up other fast movers with...

Does Trane Technologies (TT) Trade Below Fair Value on Cash Flow?
Simply Wall St.9d agoneutral
Does Trane Technologies (TT) Trade Below Fair Value on Cash Flow?

Trane Technologies has been a powerful wealth creator over the past few years, and the recent pullback in the share price raises a simple question for investors who still own or are considering the stock. Are the cash flows behind this HVAC and climate solutions business strong enough to support where the market is pricing it today? Over the past 5 years, Trane Technologies has delivered a total return of 142.3%, which puts a lot of investor expectations into focus when you try to line that...

A Failed Cholesterol Drug Raises the Stakes for Amgen (AMGN) and Eli Lilly (LLY) Too
Insider Monkey9d agoneutral
A Failed Cholesterol Drug Raises the Stakes for Amgen (AMGN) and Eli Lilly (LLY) Too

On September 8, 2026, CNBC reported that Novartis’ failed pelacarsen trial has raised the stakes for rival experimental cholesterol drugs from Amgen Inc. (NASDAQ:AMGN) and Eli Lilly and Company (NYSE:LLY), both of which are racing to prove that lowering lipoprotein(a), or Lp(a). It can meaningfully reduce heart attacks and strokes. Analysts said Amgen’s olpasiran faces […]

Review & Preview: Delayed Reaction
Barrons.com9d agoneutral
Review & Preview: Delayed Reaction

A day after the Federal Reserve’s first interest-rate increase in three years, stocks ended the day sharply higher. The rally reflected a reassessment from Wall Street, which had been fairly unmoved in the initial hours following the Fed’s move. Having slept on the hike, Wall Street apparently felt better this morning.

Microsoft (MSFT) Puts a Clock on Free Xbox Cloud Gaming
Insider Monkey9d agoneutral
Microsoft (MSFT) Puts a Clock on Free Xbox Cloud Gaming

On September 3, 2026, CNBC reported that Microsoft Corporation (NASDAQ:MSFT)’s Xbox division will impose monthly time limits on cloud gaming for Game Pass subscribers starting in November, ending years of unlimited access. Game Pass Ultimate subscribers are capped at 15 hours per month, Premium subscribers at 10 hours, and Essential subscribers at 5 hours. Microsoft […]

Meta (META) Hands its New AI Agent the Keys to Your Inbox and Wallet
Insider Monkey9d agoneutral
Meta (META) Hands its New AI Agent the Keys to Your Inbox and Wallet

On September 9, 2026, Reuters reported that Meta Platforms, Inc. (NASDAQ:META) rolled out Muse, a long-touted AI agent that can autonomously send emails, sell a car, and book travel on a person’s behalf, despite internal concerns among Meta’s own employees that the technology mismanages access to sensitive personal data. The agent is modeled on the […]

Novo Nordisk (NVO) Pulls the Plug on Two More Heart Drug Trials
Insider Monkey9d agoneutral
Novo Nordisk (NVO) Pulls the Plug on Two More Heart Drug Trials

On September 7, 2026, Reuters reported that Novo Nordisk A/S (NYSE:NVO) halted two additional trials of its experimental cardiovascular drug ziltivekimab, further denting the Danish drugmaker’s efforts to diversify beyond its blockbuster obesity and diabetes franchise. The move follows a July disclosure that ziltivekimab failed to reduce major adverse cardiovascular events in a late-stage trial. […]

Nebius Group (NBIS) Raises AI Cloud Prices As Compute Demand Tests Customer Costs
Simply Wall St.9d agoneutral
Nebius Group (NBIS) Raises AI Cloud Prices As Compute Demand Tests Customer Costs

Nebius Group (NasdaqGS:NBIS) has raised prices for its Nvidia GPU and AMD CPU cloud services in response to strong AI demand. The company cites surging enterprise interest in large-scale AI training and inference workloads as a key driver of the new pricing. Higher rates apply to both Nvidia GPU instances and AMD CPU based compute bundles across Nebius Group's AI focused cloud offerings. The decision to lift Nvidia GPU and AMD CPU cloud pricing reshapes Nebius Group's AI compute economics...

Will SoundHound AI's (SOUN) LivePerson Deal and New CFO Shift Its Profitability Narrative?
Simply Wall St.9d agoneutral
Will SoundHound AI's (SOUN) LivePerson Deal and New CFO Shift Its Profitability Narrative?

SoundHound AI, Inc. previously completed its acquisition of LivePerson, Inc. and appointed former LivePerson executive John Collins as Chief Financial Officer of the combined business to drive financial integration and a push toward sustainable profitability. This leadership change, alongside recently reported exceptional second-quarter 2026 results with strong year-over-year revenue growth and raised full-year guidance, underscores SoundHound AI’s focus on scaling voice and agentic AI while...

Corning (GLW) Completes SDM4 Multicore Fiber Specification For AI Data Centers
Simply Wall St.9d agoneutral
Corning (GLW) Completes SDM4 Multicore Fiber Specification For AI Data Centers

Corning (NYSE: GLW) and industry partners completed the SDM4 Multicore Fiber Multi-Source Agreement, releasing a shared technical specification for AI data centers. The SDM4 spec targets high-density, multi-vendor optical fiber links that can support growing AI data center and campus network traffic. The group intends the SDM4 document to serve as a reference point for future international standardization of multicore fiber connectivity. The SDM4 Multicore Fiber Multi-Source Agreement...

Apple (AAPL) Challenges Secret UK Order For An iPhone Backdoor
Simply Wall St.9d agoneutral
Apple (AAPL) Challenges Secret UK Order For An iPhone Backdoor

Apple (NasdaqGS:AAPL) is contesting a covert UK government order that would require an encryption backdoor for iPhones. The company has filed a legal challenge seeking public acknowledgment of the directive and an end to related gagging rules. Apple argues that weakening iPhone encryption for UK authorities could affect device security standards for users globally. Apple’s push to overturn secret UK backdoor demands matters, but investors need a wider view of this business. Take a look at 2...