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What Is Cadence Design Systems (CDNS) Gaining From Its New Automotive AI Audio Push?
Simply Wall St.12d agoneutral
What Is Cadence Design Systems (CDNS) Gaining From Its New Automotive AI Audio Push?

Cadence Design Systems (NasdaqGS:CDNS) is working with Analog Devices on new SHARC-FX automotive audio processors with AI and machine learning features. The SHARC-FX platform targets in-car audio and voice processing for software-defined vehicles that rely on real-time signal processing. The collaboration combines Cadence DSP core technology with Analog Devices hardware to support complex audio workloads in next-generation car architectures. The SHARC-FX automotive audio AI partnership is...

3 Cybersecurity Stocks With AI Risk Demand Investors Should Watch
Simply Wall St.12d agoneutral
3 Cybersecurity Stocks With AI Risk Demand Investors Should Watch

AI misfires at OpenAI have pushed safety, governance, and cybersecurity from background concern to front-page risk, and that shift creates real consequences for capital. When regulators, boards, and customers start asking harder questions, money often follows the tools that can answer them. This piece walks through three stocks exposed to these AI risk headlines and explains why some investors are watching them closely right now. The stocks covered in this piece are just a starter sample, and...

Ciena (CIEN) Stock Trades Above Fair Value After Raised 2027 Guidance
Simply Wall St.12d agoneutral
Ciena (CIEN) Stock Trades Above Fair Value After Raised 2027 Guidance

Ciena has been on a remarkable run over the past few years, helped by growing interest in AI-related networking, which puts a spotlight on whether the current share price is properly grounded in its earnings. After a sharp pullback in recent weeks despite upbeat company news, the core issue is whether the stock’s recent history or its profit power should carry more weight in your assessment. Over the past 3 years, Ciena has returned roughly 7x for shareholders, which raises the question of...

Twist Bioscience (TWST) Is Up 14.0% After Lilly AI Drug Discovery Tie-Up Is Announced - Has The Bull Case Changed?
Simply Wall St.12d agoneutral
Twist Bioscience (TWST) Is Up 14.0% After Lilly AI Drug Discovery Tie-Up Is Announced - Has The Bull Case Changed?

On 16 September 2026, Twist Bioscience announced an agreement with Lilly TuneLab, under which Twist will provide antibody characterization data services using preferred Twist protocols to generate high-quality wet lab data that feed Lilly’s AI/ML drug discovery models. This collaboration effectively plugs Twist’s DNA and antibody capabilities into Lilly’s AI-driven discovery ecosystem, potentially deepening Twist’s role in data-rich, AI-enhanced antibody development workflows across the...

Wheaton Precious Metals (TSX:WPM) Stock May Be Overvalued As Its 316% Run Continues
Simply Wall St.12d agoneutral
Wheaton Precious Metals (TSX:WPM) Stock May Be Overvalued As Its 316% Run Continues

Wheaton Precious Metals has delivered a powerful share price run in recent years, which naturally raises a question for anyone looking at the stock today. Are the current cash flows, and the ones investors expect over time, enough to justify where the valuation now sits? Over the past 5 years the share price has climbed about 315.9%, which puts a lot of weight on whether the underlying cash generation can support that kind of re-rating. The record cash flow reported alongside the large...

Silicon Labs (SLAB) Swung to a Non-GAAP Profit, but Wall Street Hesitates
Insider Monkey12d agoneutral
Silicon Labs (SLAB) Swung to a Non-GAAP Profit, but Wall Street Hesitates

On August 11, Silicon Labs (NASDAQ:SLAB) reported second-quarter results for the period ended July 4, posting revenue of $228 million, up 18% from a year earlier. The wireless chip maker swung from a wide non-GAAP loss to $0.71 in non-GAAP earnings per share, a jump of 545% over the same quarter last year. That combination […]

A Philippine Telecom’s AI Makeover Tests UiPath’s (PATH) Pitch
Insider Monkey12d agoneutral
A Philippine Telecom’s AI Makeover Tests UiPath’s (PATH) Pitch

On September 11, UiPath (NYSE:PATH) announced that PLDT, the leading digital services provider in the Philippines, had scaled its use of the UiPath Platform to keep pace with surging demand from 5G rollout, broadband growth, and satellite connectivity. The announcement offers something rarer than another product launch: a real customer showing exactly how business orchestration […]

3 of Wall Street’s Favorite Stocks We Approach with Caution
StockStory12d agoneutral
3 of Wall Street’s Favorite Stocks We Approach with Caution

Wall Street has set ambitious price targets for the stocks in this article. While this suggests attractive upside potential, it’s important to remain skeptical because analysts face institutional pressures that can sometimes lead to overly optimistic forecasts.

3 of Wall Street’s Favorite Stocks That Concern Us
StockStory12d agoneutral
3 of Wall Street’s Favorite Stocks That Concern Us

Wall Street has set ambitious price targets for the stocks in this article. While this suggests attractive upside potential, it’s important to remain skeptical because analysts face institutional pressures that can sometimes lead to overly optimistic forecasts.

Figure (FIGR) Bets AI Agents Can Rescue Trillions in Stalled Home Loans
Insider Monkey12d agoneutral
Figure (FIGR) Bets AI Agents Can Rescue Trillions in Stalled Home Loans

On September 10, Figure Technology Solutions (NASDAQ:FIGR) announced a partnership with Sierra, the conversational AI platform co-founded by Bret Taylor and Clay Bavor, to attack one of mortgage lending’s oldest problems: applicants who start a home equity loan and never finish it. The Mortgage Bankers Association found that only 49% of home equity applications closed […]

Modi pitches India as global chipmaking hub
AFP12d agoneutral
Modi pitches India as global chipmaking hub

Prime Minister Narendra Modi pitched India as a new global hub for semiconductor production on Thursday, urging technology firms to invest in what he called a "reliable" location.Amidst these challenges, the semiconductor industry also needs new and reliable locations," Modi said.