News

On 8 September 2026, Palantir Technologies and Nebius Group announced a partnership making Nebius Palantir's preferred sovereign AI infrastructure provider, integrating Nebius' AI-native cloud and inference endpoints into Palantir's commercial perimeter to give eligible customers more control over compute, data, and models. This alliance highlights Nebius' positioning as an AI-first cloud platform built specifically for demanding AI workloads, potentially broadening its reach through...

archTIS Ltd has secured an A$119,000 contract with a Nasdaq-listed US regional bank for its Spirion Sensitive Data Platform, extending the company’s reach beyond its traditional defence and government customer base. The agreement is archTIS’ second Spirion contract win in two weeks, taking...

AXT Inc. (NASDAQ:AXTI) saw its share price climb by 11.49 percent on Wednesday to close at $64.30 apiece after it was named as one of the five semiconductor beneficiaries in the accelerating co-packaged optics sector. Following a five-day visit to Semicon Taiwan 2026, investment firm Needham & Company underscored the huge role of co-packaged optics […]

Salesforce (NYSE:CRM) used its investor day to outline an “agentic enterprise” strategy centered on AI-powered interfaces, enterprise data management, agent governance and expanded monetization models. Executives said the company is seeing renewed demand for its core software alongside growing adopt

Dell Technologies (DELL) stock has returned 334% over the past year, against 16% for the S&P 500. The easy explanation is AI orders, but it is incomplete. The bigger change is what happened to the rest of Dell.

Layers of management help bigger bosses get stuff done. Their loss will come back to bite companies sooner than they realize.

The second-biggest line in the chip giant's latest filing likely belongs to companies buying for someone else.

Marvell Technology (MRVL) has more than tripled over the past year. It has also fallen about 28% in three months and trades about 30% below its 52-week high. If you are wondering whether the growth story broke, it did not. Marvell raised its revenue guidance on August 27, 2026, and the stock fell anyway.

The biggest AI infrastructure players may have a planning problem. NVIDIA Corp‘s CEO Jensen Huang says hyperscalers are "always almost wrong" because they plan capacity once a year while AI demand is changing too quickly to fit an annual calendar....

Billionaire Ron Baron says buy Tesla stock now, citing self-driving growth. Analysts average a $377 target on TSLA.

Recently, JPMorgan analyst Richard Choe issued a rare double-upgrade on IREN after the company signed a roughly US$5.50 billion, five-year partnership with Nvidia tied to its fast-growing AI cloud services platform. This shift, alongside IREN's decision to wind down Bitcoin mining and expand vertically integrated AI infrastructure, marks a material redefinition of its core business model. Next, we'll examine how the Nvidia partnership and AI cloud transition reshape IREN's investment...

Novo Nordisk (NYSE:NVO) continues to draw attention from investors after a period of weaker share performance, with the stock down over the past month, past 3 months and year to date. At a share price of US$41.71, Novo Nordisk has seen momentum fade, with the 7 day share price return down 6.4% and the year to date share price return down 20.39%. The 1 year total shareholder return has declined 25.89%, pointing to a reassessment of both its growth potential and perceived risk. Compare Novo...

ADT Blu’s DIY security kits arriving on Walmart (WMT) Marketplace put connected home squarely into the retailer’s higher value mix. Investors now have a fresh data point on Walmart’s marketplace and fee income ambitions. Walmart’s short-term share price has cooled, with the stock down 6% over 30 days and 8% over 90 days. This comes even as recent moves in marketplace, advertising, health partnerships and fast delivery build on a 3-year total shareholder return of about 2x and a 5-year total...

Nu Holdings has delivered a 97.0% share price gain over the past three years, even as more recent returns have softened. With that kind of long run up on the table, the live question for investors is whether the current valuation is properly supported by the returns the business earns on the capital it puts to work. The near doubling in Nu Holdings' share price over three years puts the focus firmly on whether its underlying return on capital is strong enough to underpin that kind of wealth...

The battle against persistently elevated inflation is just getting started.

Southwest Airlines (NYSE:LUV) CFO Tom Doxey said the carrier’s recent commercial initiatives have met or exceeded the company’s financial expectations, while demand remained strong into September and corporate revenue increased 30% year over year. Speaking at an investor conference, Doxey said Sout

Chipotle Mexican Grill (CMG) trades at about 28.4 times its trailing adjusted earnings, the basis that adds stock-based compensation back to normalized net income. That is a steep price for a chain whose existing restaurants are guided to low single-digit sales growth for 2026. On what analysts expect Chipotle to earn by 2027, the same price is about 24.1 times. Those forward multiples sit on analyst-consensus earnings, which are not defined the same way as the trailing adjusted figure, so part

Brian Aggrey worked at SpaceX for over a decade. After the company’s record-breaking IPO in June, he and his wife, Phoebe Novack, saw their fortunes increase dramatically. In July, they traveled to Milan and Cote d’Azur and stayed in the French countryside, where Novack took acting classes over the summer.

Senior administration officials have gathered almost daily in recent months to plot potential guardrails.

Key Stats for EQT StockPast week performance: -5%52-week range: $48 to $68Valuation model target price: $77Implied upside: 45. 8% over 2.

There was notable progress in a Texas power plant project that the company will supply.

Key Stats for SBUX StockPast week performance: Consolidating52-week range: $78 to $111Valuation model target price: $118Implied upside: 21. 8% over 2.

Home Depot (HD) stock has lost about a quarter of its value over the past year, while the S&P 500 gained close to 17%. Where the goods on its shelves come from used to be something management explained at length. Now you mostly hear how fast they arrive.

Key Stats for LITE StockPast week performance: +9. 6%52-week range: $145 to $1,086Valuation model target price: $1,653Implied upside: 97.

Valor Equity Partners is handing out stock to its LPs instead of cash returns.

Lowe's Companies (LOW) grew revenue faster over the past twelve months than any of the five companies it is ranked against. It is also the cheapest of them on earnings. That combination normally means the market has missed something. Here it looks more like the market is reading the growth differently than the rank does.

Past two weeks performance: Consolidating52-week range: $143 to $286Valuation model target price: $234Implied upside: 18. 2% over 2.

Sept 16 (Reuters) - Snap on Wednesday announced partnerships with companies including Salesforce, Nvidia and Amazon Web Services to integrate workplace tools into its Specs augmented-reality glasses,

Dr. Michael Burry became famous as one of the few investors to bet against the housing market before its collapse during the Great Recession.

Snap has launched its $2,195 augmented reality glasses.