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Automating The Massive Ad Pivot
MediaPost11d agoneutral
Automating The Massive Ad Pivot

'OpenAI Sponsored Agents' launched earlier this week with new integrations, with HubSpot the first CRM integration. The updates represent the next step in automation and building OpenAI's AI-based advertising platform, making the ads a part of the conversation with brands.

Jim Cramer Says to Wait For Corning (GLW) to Fall Further
Insider Monkey11d agobearish
Jim Cramer Says to Wait For Corning (GLW) to Fall Further

During the September 14 episode of Mad Money, a caller asked whether it is a good time to trim profits on Corning Incorporated (NYSE:GLW) or hold the current position. Jim Cramer commented: I don’t want you to do that. Remember, in the club, I said sell it? Then I was despondent because it went up […]

Nike faces earnings pressure as UBS cuts price target
Proactive11d agobearish
Nike faces earnings pressure as UBS cuts price target

Nike Inc. (NYSE:NKE, XETRA:NKE) faces weaker earnings expectations as UBS cut its price target by 13% to $42, citing deteriorating global sales trends ahead of its first-quarter report. UBS expects first-quarter earnings for financial year 2027 to miss consensus by $0.05 per share, with...

Mbappé signing won't fix On Holding's growth problem, Jefferies says
Proactive11d agoneutral
Mbappé signing won't fix On Holding's growth problem, Jefferies says

On Holding (NYSE:ONON)'s leap into football may say more about the brand's growing costs than its growth prospects, according to a new note from Jefferies. The Swiss sportswear company announced its entry into football this week, signing Kylian Mbappé as an athlete partner and global...

ServiceNow Stock Leads 3 Large Cap Growth Names Facing Higher Rate Pressure
Simply Wall St.11d agoneutral
ServiceNow Stock Leads 3 Large Cap Growth Names Facing Higher Rate Pressure

Federal debt crossing US$40b has turned the spotlight on Washington’s balance sheet and on how higher perceived sovereign risk could ripple through everything you own. This is not just a bond story. Equities tied to growth, pricing power, and strong balance sheets may react very differently as investors reassess inflation and discount rates. The sections that follow unpack three large cap growth stocks exposed to this debate and explain why their reactions could matter for your portfolio. The...

What Happens To Snowflake Stock If AI Keeps Costing It Margin?
Trefis11d agoneutral
What Happens To Snowflake Stock If AI Keeps Costing It Margin?

Snowflake (SNOW) has returned about 53% over the past year, and its product revenue growth has accelerated for three straight quarters. In early September, the company cut its fiscal 2027 non-GAAP product gross margin guide by a point, to 74%, pointing to a heavier mix of fast-growing AI workloads that carry a lower contribution margin. So what happens to the stock if that mix keeps shifting.

Should Sunrun’s (RUN) New Capital Raise and Outage Messaging Reframe Its Resilience-Focused Investment Story?
Simply Wall St.11d agoneutral
Should Sunrun’s (RUN) New Capital Raise and Outage Messaging Reframe Its Resilience-Focused Investment Story?

In September 2026, Sunrun Inc. completed a US$100 private placement of convertible preferred shares and warrants with a single investor under Regulation D, while also elevating its profile through climate-focused thought leadership and survey data on power outage concerns. The company is using widespread anxiety about grid reliability, highlighted by its survey showing frequent homeowner outages, to spotlight its battery-plus-solar systems as a potential resilience solution and contributor...

Is Verizon Stock Cheap, Or Is Its Cash Already Spoken For?
Trefis11d agoneutral
Is Verizon Stock Cheap, Or Is Its Cash Already Spoken For?

Verizon Communications (VZ) trades near $48 a share and generated free cash worth 10.0% of its market value over the last twelve months. The median S&P 500 company manages 4.5%. A gap that wide usually means one of two things: a bargain, or a business the market expects to shrink. Verizon is neither, quite. The cash is real, and it is not all yours.