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Cerebras (CBRS) Plants A 165 MW Flag In Finland While Still Losing Money
Insider Monkey9d agoneutral
Cerebras (CBRS) Plants A 165 MW Flag In Finland While Still Losing Money

On September 1, Cerebras Systems (NASDAQ:CBRS) announced a new AI data center in Mikkeli, Finland, built with partner Compute Nordic Finland. The site will grow in stages to 165 MW of contracted capacity, and construction on the first 50 MW is already under way. It is a big physical commitment from a company that sells […]

Grab (GRAB) Stock Fair Value Edges Lower As Analysts Split On Superbank And Atome
Simply Wall St.9d agoneutral
Grab (GRAB) Stock Fair Value Edges Lower As Analysts Split On Superbank And Atome

Grab Holdings is back in focus after a fresh valuation update trimmed its fair value estimate from US$5.97 to US$5.82, alongside a wide spread in current analyst price targets between US$4.90 and US$6.25. This range reflects how differently analysts are weighing execution risks and potential rewards around Superbank and recent acquisitions. As you read on, you will see how these shifting targets feed into the broader story and how to track the evolving narrative around Grab Holdings over...

BigBear.ai (BBAI) Stock Looks Above Fair Value Today
Simply Wall St.9d agoneutral
BigBear.ai (BBAI) Stock Looks Above Fair Value Today

BigBear.ai Holdings has seen its share price move sharply over the past few years, and the swing now raises a straightforward question for you as an investor. Is the current US$2.80 price tag justified by the sales the business is generating today and is expected to produce over time? Over the past 3 years the stock has delivered a gain of 97.2%, which puts the spotlight squarely on whether that share price journey lines up with the revenue base behind it. The company’s ability to convert...

Can Cleveland-Cliffs (CLF) Justify Its Valuation On The $1b Middletown Upgrade?
Simply Wall St.9d agobullish
Can Cleveland-Cliffs (CLF) Justify Its Valuation On The $1b Middletown Upgrade?

Cleveland-Cliffs (CLF) is in focus after committing US$1b to modernize its Middletown Works facility in Ohio, supported by a US$500m U.S. Department of Energy award that increases attention on operations and sustainability. Recent trading reflects that story. Cleveland-Cliffs’ 30-day share price return of 11.91% and 7-day gain of 3.65% point to building short-term momentum, even though the year-to-date share price is down 8.09% and the 5-year total shareholder return is down 39.02%. Scan how...

Atlassian (TEAM) Just Turned Jira Into an AI Coding Command Center
Insider Monkey9d agoneutral
Atlassian (TEAM) Just Turned Jira Into an AI Coding Command Center

On September 10, Atlassian Corporation (NASDAQ:TEAM) rolled out a set of tools built around a question most software companies still can’t answer well: once you let AI agents loose on a codebase, who is actually watching them? The new capabilities, spanning Jira and Atlassian’s DX platform, are meant to give engineering teams a way to […]

Nasdaq (NDAQ) Just Made It Harder For Crypto Criminals To Hide
Insider Monkey9d agoneutral
Nasdaq (NDAQ) Just Made It Harder For Crypto Criminals To Hide

On September 15, Nasdaq (NASDAQ:NDAQ) said its Verafin unit had partnered with Stablecore to fuse traditional banking data with digital asset activity inside one financial crime detection platform. The pitch is simple: crooks now move money between bank accounts and crypto to cover their tracks, and most compliance software still can’t see both sides of […]

Jim Cramer Suggests Avoiding Redwire (RDW) In A Rate Tightening Cycle
Insider Monkey9d agoneutral
Jim Cramer Suggests Avoiding Redwire (RDW) In A Rate Tightening Cycle

On September 16, toward the end of the lightning round, a caller asked what Jim Cramer thinks of Redwire Corporation (NYSE:RDW). Mad Money host replied: We are in a rate-tightening cycle. In a rate tightening cycle, we cannot buy companies that are losing money left and right. It just won’t work. Record Revenue Expansion Driven […]

Sempra (SRE) Just Locked In Two Decades of LNG Demand
Insider Monkey9d agoneutral
Sempra (SRE) Just Locked In Two Decades of LNG Demand

On September 14, Sempra Infrastructure, a subsidiary of Sempra (NYSE:SRE), signed a 20-year deal to sell roughly 0.8 million tonnes of liquefied natural gas a year to Petrobras, marking the first time a South American company has signed on as an LNG customer. The gas will flow from Port Arthur LNG Phase 2, a Texas […]

The Next Frontier For Autonomous Vehicles is Burying Your Garbage
The Wall Street Journal9d agoneutral
The Next Frontier For Autonomous Vehicles is Burying Your Garbage

Abrin Vasquez remotely pilots a Caterpillar dozer spreading trash across an Arizona landfill. Inside a cool, dimly lighted trailer where the quiet is broken mostly by the crackle of radio traffic, Abrin Vasquez drives a 40-ton bulldozer hundreds of yards away. Vasquez is remotely piloting a Caterpillar dozer spreading trash across the Marana Regional Landfill near Tucson, Ariz. He used to be out in the heat running the machine from the cab, a potentially dangerous job in the landfill’s rough, trash-filled terrain.

3 Stocks Linked To California Wealth Tax Spending Investors Should Watch
Simply Wall St.9d agoneutral
3 Stocks Linked To California Wealth Tax Spending Investors Should Watch

California’s proposed one-time 5% wealth tax on billionaires has turned the state into a live experiment in how far governments might go in taxing extreme fortunes. That debate is not just political theatre. It could reshape where capital flows, which projects get funded, and which stocks feel the tailwind from as much as US$100b of potential new public spending. This article picks out three companies whose businesses are directly exposed to that story and explains how each could be...

Iovance Biotherapeutics (IOVA) Is Up 19.2% After Record Q2 Amtagvi Revenue And TIL Pipeline Expansion
Simply Wall St.9d agoneutral
Iovance Biotherapeutics (IOVA) Is Up 19.2% After Record Q2 Amtagvi Revenue And TIL Pipeline Expansion

Iovance Biotherapeutics recently reported record second-quarter results, generating nearly US$100 million in revenue with a 56% margin, while rapidly expanding access to its Amtagvi TIL therapy across more authorized treatment centers and broader payer coverage. At the same time, the company is pushing its TIL platform beyond melanoma into lung, sarcoma, and endometrial cancers, and advancing genetically modified TIL and engineered IL-2 programs that could materially reshape its long-term...

Oklo (OKLO) Stock Sees Fair Value Cut As Analysts Weigh Growth Against Execution Risk
Simply Wall St.9d agoneutral
Oklo (OKLO) Stock Sees Fair Value Cut As Analysts Weigh Growth Against Execution Risk

Oklo’s updated fair value estimate has shifted to US$78.69 from US$88.63, which puts a fresh spotlight on how analysts are framing the stock today. The change comes alongside research that highlights long term growth potential but also focuses on execution risk, capital intensity, and a wide spread in price targets as first of a kind projects move forward. As you read on, you will see how these moving parts shape the evolving Oklo story and what to watch next in the analyst narrative. Stay...