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NIKE (NKE) Adds Alexandre Arnault As Investors Ask If The Turnaround Is Already Priced In
Simply Wall St.9d agoneutral
NIKE (NKE) Adds Alexandre Arnault As Investors Ask If The Turnaround Is Already Priced In

Nike (NKE) just made a high profile boardroom move. The athletic giant expanded its board to twelve directors and added Alexandre Arnault from LVMH, even as it works through a difficult business reset. NIKE’s boardroom refresh comes at a challenging time, with the share price at US$35.51 after falling about 13.5% over the past 30 days and dropping 43.9% year to date. The 1 year total shareholder return is down 48.3% and the 5 year total shareholder return has declined 74.0%, pointing to...

Trade Desk (TTD) Expands Healthcare Data Ties, Is The Stock Still Undervalued?
Simply Wall St.9d agoneutral
Trade Desk (TTD) Expands Healthcare Data Ties, Is The Stock Still Undervalued?

Trade Desk’s healthcare data push Trade Desk (TTD) is back in focus after expanding its integrations with healthcare data specialists Veeva Systems and IQVIA, giving pharma advertisers more granular campaign insights directly inside its advertising platform. Recent trading has been rough for Trade Desk, with the share price down 24.8% over the past 90 days and the year-to-date share price return declining 63.1%, while the 1-year total shareholder return is down 68.7%. This points to fading...

Investing.com9d agoneutral
How AI concerns moved to the center of the midterm debate

Investing.com -- Artificial intelligence infrastructure has become a politically charged issue ahead of the November U.S. midterm elections, but growing opposition to data centers has yet to materially weaken the construction pipeline, according to Citi.

Intel Corporation (INTC)’s Terafab Partnership Could Give Its AI Foundry Ambitions a Major Boost
Insider Monkey9d agobullish
Intel Corporation (INTC)’s Terafab Partnership Could Give Its AI Foundry Ambitions a Major Boost

Intel Corporation (NASDAQ:INTC) is targeting a potentially significant opportunity through its strategic Terafab partnership with companies associated with Elon Musk, including SpaceX, Tesla, and xAI. The initiative is part of an ambitious semiconductor manufacturing project focused on producing advanced chips for artificial intelligence (AI), robotics, autonomous vehicles, and other compute-intensive applications. On September 15, Tigress […]

NVR (NVR) Has Slid This Year, Is The Pullback A Real Opportunity?
Simply Wall St.9d agoneutral
NVR (NVR) Has Slid This Year, Is The Pullback A Real Opportunity?

NVR (NVR) has drawn attention after recent share price weakness, with the stock down 24% over the past year and about 16% lower year to date as of the last close. That recent weakness comes on top of a broader loss of momentum, with NVR’s share price down 15.5% year to date and the 1-year total shareholder return declining 24.0%, even though the 5-year total shareholder return remains positive at 24.2%. Scan for homebuilders and related consumer durables that may not have seen the same...

Did VOXZOGO’s Hypochondroplasia Win and New R&D Hire Just Reframe BioMarin’s (BMRN) Investment Narrative?
Simply Wall St.9d agobearish
Did VOXZOGO’s Hypochondroplasia Win and New R&D Hire Just Reframe BioMarin’s (BMRN) Investment Narrative?

BioMarin Pharmaceutical recently reported positive Phase 3 CANOPY-HCH-3 results for VOXZOGO in children with hypochondroplasia and submitted a supplemental FDA application to expand the drug’s use, while also adding Bristol Myers Squibb research leader Robert Plenge, M.D., Ph.D., to its Board and Science and Technology Committee. The combination of strong late-stage VOXZOGO data in an indication with no approved treatments and the addition of a seasoned R&D executive to the board underscores...

Is Affirm Holdings, Inc. (AFRM) Stock a Buy After Goldman Sachs Raised Its Price Target?
Insider Monkey9d agobullish
Is Affirm Holdings, Inc. (AFRM) Stock a Buy After Goldman Sachs Raised Its Price Target?

Affirm Holdings, Inc. (NASDAQ:AFRM) has underperformed the broader market year to date, but the tide is slowly turning. Robust growth in interest-bearing loans, a strategic partnership with Shopify in Australia, and accelerating volumes at Amazon provide multiple avenues for continued growth. On September 12, Goldman Sachs raised its price target to $115 from $106, citing […]

Can Accenture (ACN) Turn Its AI Strategy Into Sustainable Growth?
Insider Monkey9d agoneutral
Can Accenture (ACN) Turn Its AI Strategy Into Sustainable Growth?

Accenture plc (NYSE:ACN) investors are having a rough year, with the shares down more than 25%. Now Wall Street is divided over the company’s outlook. Morgan Stanley raised its price target on Accenture to $175 from $130 on September 14. Accenture shares soared more than 6% in afternoon trading following the price target increase, even […]

Can NextEra (NEE) Preserve Its Earnings and Dividend Growth While Adding Dominion?
Insider Monkey9d agoneutral
Can NextEra (NEE) Preserve Its Earnings and Dividend Growth While Adding Dominion?

NextEra Energy, Inc. (NYSE:NEE) has outlined its growth targets for 2026 and beyond. This comes as the company advances plans to acquire Dominion Energy Inc (NYSE:D). It’s a $67 billion all-stock transaction expected to close before the end of next year. If the merger is completed as expected, it would result in the largest US […]

Meta (META)’s Stilla.ai Deal Could Turn Business Agent Into a New Monetization Engine
Insider Monkey9d agoneutral
Meta (META)’s Stilla.ai Deal Could Turn Business Agent Into a New Monetization Engine

Meta Platforms, Inc. (NASDAQ:META) is taking another step toward monetizing artificial intelligence beyond its core advertising business. On September 9, the company acquired AI startup Stilla.ai. The acquisition will strengthen the company’s agentic AI capabilities as it moves to capitalize on growing demand for AI agents that can handle business transactions. Plans are underway to […]

Is Boeing’s (BA) Freighter And Defense Strength Quietly Rebalancing Its 737 And 787 Risk Profile?
Simply Wall St.9d agoneutral
Is Boeing’s (BA) Freighter And Defense Strength Quietly Rebalancing Its 737 And 787 Risk Profile?

AerSale Corporation previously announced the lease of a Boeing 757-200PCF freighter to Kazakhstan-based Jupiter Jet, while Boeing also secured regulatory relief to continue selling 777F freighters and gained approval as prime contractor for a US$5.75 billion JDAM-ER munitions package to Saudi Arabia. Together, these developments highlight how Boeing’s freight and defense franchises can offset pressure from ongoing 737 and 787 production challenges and cash flow constraints. Next, we’ll...

3 AI Security Stocks Retail Investors May Want On Their Watchlist
Simply Wall St.9d agoneutral
3 AI Security Stocks Retail Investors May Want On Their Watchlist

When Google’s Gemini AI quietly hacked real companies during testing, it turned abstract AI risk into something concrete and uncomfortable. That kind of failure can rattle confidence in big tech; yet it can also shine a spotlight on smaller AI security and governance stocks exposed to the same story from a very different angle. This article walks through three such stocks from our screener, and why their role in this moment matters to your portfolio thinking. The three stocks below are a...

Fortinet (FTNT) Stock Fair Value Rises After Analysts Lift Targets On Strong Demand
Simply Wall St.9d agoneutral
Fortinet (FTNT) Stock Fair Value Rises After Analysts Lift Targets On Strong Demand

Fortinet’s modeled fair value has shifted from US$119.92 to US$163.13, marking a meaningful reset in how the stock is being valued in this framework. This change lines up with recent research where many firms have lifted price targets, even as a large share of ratings sit at Neutral or similar, reflecting a more even mix of risk and potential reward. As you read on, you will see how this evolving narrative could matter for how you track Fortinet from here. Stay updated as the Fair Value for...

Snap (SNAP) Faces A Fresh Valuation Test After SPECS Intelligence Debut
Simply Wall St.9d agoneutral
Snap (SNAP) Faces A Fresh Valuation Test After SPECS Intelligence Debut

Snap (SNAP) put its augmented reality ambitions front and center this week after unveiling SPECS Intelligence, a cross device AI assistant tightly linked to its upcoming SPECS glasses platform. Recent trading tells a mixed story for Snap. The share price is up 18.67% over the past 90 days and 5.53% over 30 days, yet the year to date share price return is down 31.98% and the 1 year total shareholder return has declined 32.23%. This indicates that momentum is trying to rebuild from a weak...

Why Is Agnico Eagle Mines (AEM) Taking A Minority Stake Now?
Simply Wall St.9d agoneutral
Why Is Agnico Eagle Mines (AEM) Taking A Minority Stake Now?

Agnico Eagle Mines (NYSE:AEM) is investing in Scout Discoveries to acquire a significant minority ownership position. The agreement gives Agnico Eagle exposure to Scout Discoveries’ precious metals exploration and development projects. Management describes the move as consistent with Agnico Eagle’s effort to widen its precious metals project pipeline. There is more to Agnico Eagle than this new minority stake in Scout Discoveries, including areas investors may overlook. Take a look at 1...

Joby Aviation (JOBY) Completes First Autonomous Cross Country Flight In The United States
Simply Wall St.9d agoneutral
Joby Aviation (JOBY) Completes First Autonomous Cross Country Flight In The United States

Joby Aviation (NYSE: JOBY) completed what it describes as the first fully autonomous cross country flight in the United States. The electric vertical take off and landing aircraft reportedly flew without a pilot on board, monitored from a remote operations center. Management highlighted potential use cases that include commercial cargo runs, medical supply delivery, disaster relief missions, and defense logistics support. The autonomous cross country flight is only one part of the Joby...

Moderna (MRNA) Dropped, So What Is Behind The Latest Attention?
Simply Wall St.9d agobearish
Moderna (MRNA) Dropped, So What Is Behind The Latest Attention?

Moderna (MRNA) has been back in the spotlight after its appearance at the Morgan Stanley Global Healthcare Conference, where management highlighted progress across its vaccine portfolio and ongoing Phase 3 work on personalized cancer candidate intismeran. Recent trading has been volatile for Moderna, with a 1-day share price return that declined 2.55% after the latest close at US$154.04. However, a 7-day share price return of 6.99% and a 90-day gain of 140.84% indicate upward momentum that...

Dow (DOW) Following Univar Expansion And A Fair Value Gap
Simply Wall St.9d agoneutral
Dow (DOW) Following Univar Expansion And A Fair Value Gap

Dow (DOW) drew fresh attention after Univar Solutions expanded its agreement to distribute SupraCare polymers and specialty additives across the US and Canada, widening access to Dow’s homecare and industrial cleaning ingredients portfolio. Recent action around Dow has been choppy, with the share price down 2.6% over the last day and roughly 9.5% over the past month. This comes even though the year to date share price return is 18.4% and the 1 year total shareholder return is 28.3%, while the...