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3 AI Infrastructure Stocks Retail Investors Are Watching As US China Trade Rules Shift
Simply Wall St.6d agoneutral
3 AI Infrastructure Stocks Retail Investors Are Watching As US China Trade Rules Shift

US and China are suddenly talking about AI guardrails and tariff tweaks, and that mix of risk control and trade recalibration is quietly reshaping expectations for industrials linked to both economies. Investors who ignore that shift risk missing where capital and supply chains might gradually re-route. This article walks through 3 stocks exposed to this news backdrop and explains how each could be helped or hurt as policy signals evolve. The stocks covered below are only a starting sample,...

Cognex Touts AI Vision Growth Across Data Centers, Semis and China
MarketBeat6d agoneutral
Cognex Touts AI Vision Growth Across Data Centers, Semis and China

Cognex (NASDAQ:CGNX) Chief Financial Officer Dennis Fehr said the machine-vision company is pursuing growth across logistics, packaging, semiconductors, electronics and data-center supply chains, supported by artificial intelligence-enabled products, an expanded customer base and operating-efficienc

Tough Times for Stockpickers: Passive Index Funds Continue To Dominate
Barrons.com6d agoneutral
Tough Times for Stockpickers: Passive Index Funds Continue To Dominate

A recent report by Jefferies shows that passive investing strategies are attracting an even greater share of investor inflows as stock-picking strategies underperform. Jefferies equity strategist Steven DeSanctis and his team wrote in a report Thursday that assets in passive U.S. equity exchange-traded funds and mutual funds hit $16.3 trillion as of July 31. “The sad reality is that active is struggling again this year and so we will most likely see this trend to continue in 2027,” the Jefferies analysts wrote.

Stock Market: Will S&P 500 Open Up or Down Today?
Benzinga Prediction Markets6d agoneutral
Stock Market: Will S&P 500 Open Up or Down Today?

U.S. stock futures are trending higher early Monday as investors digest a stark warning from President Donald Trump to Iran alongside cooling crude oil prices, while looking ahead to a week of key consumer retail earnings. The Polymarket (CRYPTO: POL)...

Most Qorvo (QRVO) Bondholders Said Yes, but Skyworks (SWKS) Is Still Waiting
Insider Monkey6d agoneutral
Most Qorvo (QRVO) Bondholders Said Yes, but Skyworks (SWKS) Is Still Waiting

On September 18, Skyworks Solutions (NASDAQ:SWKS) extended the deadline on its offers to swap Qorvo (NASDAQ:QRVO) bonds for new Skyworks debt, moving it to September 25. Bondholders are hardly balking. But the swap cannot settle until the Qorvo merger closes, so the real story is timing, and a routine bond notice turns out to be […]

JPMorgan Sees Dealmaking On Track for Record Year
Bloomberg6d agoneutralVIDEO
JPMorgan Sees Dealmaking On Track for Record Year

Dorothee Blessing, Global Investment Banking Co-Head at JPMorgan, says it's been a busy year for dealmaking. She speaks exclusively with Menaka Doshi from the sidelines of the JPMorgan India Conference.

Stocks advance after Bessent says talks with China were successful before Trump-Xi meeting
Associated Press6d agoneutral
Stocks advance after Bessent says talks with China were successful before Trump-Xi meeting

Asian shares mostly advanced Monday as investors monitor updates ahead of the expected meeting between U.S. President Donald Trump and Chinese leader Xi Jinping this week in Washington which could cover trade, artificial intelligence and geopolitics. U.S. futures were higher, after Treasury Secretary Scott Bessent told reporters following talks Sunday with Chinese Vice Premier He Lifeng in New York ahead of the two leaders’ meeting that the U.S. had “a very successful engagement” with the Chinese side. Samsung Electronics jumped 5%, while memory chipmaker SK Hynix climbed 1%.

Palo Alto Networks Stock Jumped 10% Last Week. One Analyst Isn’t Buying It.
TIKR6d agobullish
Palo Alto Networks Stock Jumped 10% Last Week. One Analyst Isn’t Buying It.

Key TakeawaysAI Fear Trade: Palo Alto Networks stock gained 10% over the week ended September 18, and a single September 14 session, sparked by AI danger warnings from Elon Musk, Dario Amodei and Sam Altman, accounted for a 13% jump on its own. Split Street: TIKR tracks 56 analysts on the stock, and the current breakdown runs 32 buys, 10 outperforms, 12 holds, one underperform and one sell, with a mean target of $395.

Coinbase Stock Jumped 12% Last Friday. Bitcoin’s Breakout Wasn’t the Only Reason.
TIKR6d agobullish
Coinbase Stock Jumped 12% Last Friday. Bitcoin’s Breakout Wasn’t the Only Reason.

Key TakeawaysBitcoin Breakout: Coinbase stock jumped 12% on Friday, September 18, as bitcoin cleared $80,000 for the first time in weeks, making COIN the S&P 500’s top percentage gainer that session. Split Verdict: The Street carries 18 buys, 3 outperforms, 11 holds, one underperform and one sell on Coinbase stock, with a $202 mean target sitting just 4% above Friday’s close.

Tempus AI (TEM) Is Building a Heart Failure Agent That Never Sleeps
Insider Monkey6d agoneutral
Tempus AI (TEM) Is Building a Heart Failure Agent That Never Sleeps

On September 9, Tempus AI (NASDAQ:TEM) said ARPA-H, a US health research agency, picked it to build an AI that treats heart failure patients without a clinician stepping in. The award is worth up to $9.5 million, which is small change for a company booking hundreds of millions in quarterly sales. But the dollars are […]

CrowdStrike Stock Jumped 15% Last Week. Here’s What Happened.
TIKR6d agobullish
CrowdStrike Stock Jumped 15% Last Week. Here’s What Happened.

Key TakeawaysAI Standoff Rally: CrowdStrike stock climbed 15% for the week to close at $238 on Friday, September 18, after CEO George Kurtz’s public clash with Anthropic’s Dario Amodei over slowing AI development sparked a Monday spike. Buy-Heavy Split: 30 buys, 10 outperforms and 12 holds make up most of the 54-analyst tally, with a $235 mean target.