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Applied Optoelectronics (AAOI) Pulled Back Sharply, Is It Still Above Fair Value?
Simply Wall St.16d agoneutral
Applied Optoelectronics (AAOI) Pulled Back Sharply, Is It Still Above Fair Value?

Applied Optoelectronics (AAOI) has drawn fresh attention after a sharp pullback, with the share price down about 37% over the past month and about 43% over the past 3 months. Short term momentum has clearly faded, with Applied Optoelectronics recording a 7 day share price return of down 14.6% and a 30 day share price return of down 36.6%. However, the year to date share price return is still up 140.6% and the 1 year total shareholder return is up 229.4%. Scan how Applied Optoelectronics...

What Does Uber Technologies (UBER) Gain From Its 47 State Delivery Expansion?
Simply Wall St.16d agoneutral
What Does Uber Technologies (UBER) Gain From Its 47 State Delivery Expansion?

Uber Technologies (NYSE:UBER) and Costco Wholesale expanded their delivery partnership to cover 47 U.S. states and nearly 600 warehouses. Costco delivery via Uber Eats now includes new membership perks and gift card benefits specifically targeted at Costco members. Uber describes this as its broadest single retailer expansion for Uber Eats in the U.S., widening its grocery delivery reach against key competitors. This wider Costco delivery rollout through Uber Eats is a fresh piece of context...

Is iQIYI’s (IQ) Global AI Creator Push Quietly Rewriting Its Content Efficiency Narrative?
Simply Wall St.16d agoneutral
Is iQIYI’s (IQ) Global AI Creator Push Quietly Rewriting Its Content Efficiency Narrative?

In September 2026, iQIYI launched the Global AI Creator Challenge on the international version of its NadouPro platform, integrating Alibaba’s Wan3.0 model to support end-to-end AI-driven film production and offering a prize pool of over US$10,000 across 156 awards. Beyond the contest, NadouPro’s new 3D directing tools, panoramic and multi-angle generation, and upcoming Canvas Agent deepen iQIYI’s push to make professional-grade AI filmmaking accessible to creators across more than 20...

UPS (UPS) Stock Could Be 40% Undervalued Despite Strike Threats
Simply Wall St.16d agoneutral
UPS (UPS) Stock Could Be 40% Undervalued Despite Strike Threats

United Parcel Service has seen its share price fall over the past several years even as investors continue to focus on what its delivery network can earn in cash. That raises a straightforward question for you as a shareholder or potential buyer: is the current US$98.77 price properly grounded in the cash flows the business is expected to generate? Over the past 5 years the stock has declined 32.5%, which puts the spotlight firmly on whether the cash it produces can justify holding through a...

Palantir Technologies (PLTR) Tightens Rules On External Generative AI Models
Simply Wall St.16d agoneutral
Palantir Technologies (PLTR) Tightens Rules On External Generative AI Models

Palantir Technologies (NasdaqGS:PLTR) has tightened rules on advanced generative AI, curbing use of OpenAI and Anthropic models across its platforms. Alongside Nvidia and Booz Allen, the firm has introduced stricter controls on external AI tools to address data security and safety concerns. Palantir now requires zero data retention guarantees before Anthropic’s models can be integrated into its enterprise and government solutions. Palantir's push for zero retention on Anthropic models is a...

Is PENN Entertainment (PENN) Undervalued After Its Rebound And Recent Pullback?
Simply Wall St.16d agoneutral
Is PENN Entertainment (PENN) Undervalued After Its Rebound And Recent Pullback?

PENN Entertainment (PENN) has drawn investor attention after recent trading left the stock around $17.69, with returns mixed over the past year and multi year period across its regional and interactive gaming operations. Recent trading in PENN Entertainment reflects a mixed picture, with the share price up 19.12% year to date, but the 90-day share price return down 16.95%. Meanwhile, the 1-year total shareholder return has declined 6.45%, and the 5-year total shareholder return has dropped...

Circle Internet Group Fell 11% Tuesday. Here’s What Could Drive the Stock Through 2026
TIKR16d agoneutral
Circle Internet Group Fell 11% Tuesday. Here’s What Could Drive the Stock Through 2026

Key Stats for Circle Internet Group StockTuesday’s Performance: -11%52-Week Range: $50 to $159Valuation Model Target Price: around $110Implied Upside: about 28%What Happened?Circle Internet Group (NYSE: CRCL) is facing a key investor debate over whether regulatory uncertainty can slow its push to turn USDC from a fast-growing digital dollar into a broader financial infrastructure platform. That concern intensified Tuesday as Circle stock fell about 11% to $86 per share after the U.

Truist Financial, U.S. Bancorp, and Republic Bancorp Stocks Trade Down, What You Need To Know
StockStory16d agoneutral
Truist Financial, U.S. Bancorp, and Republic Bancorp Stocks Trade Down, What You Need To Know

A number of stocks fell in the afternoon session after the Federal Reserve delivered its first rate hike in more than three years and Chair Kevin Warsh stressed that inflation risks remain elevated. According to CNBC, the Fed unanimously raised the overnight funds rate by a quarter point to a 3.75%–4% target range and signaled another hike could come this year. Stocks initially absorbed the widely expected move, then sold off during Warsh’s press conference as he said inflation is “too high, and

Goldman Sachs Eyes $70B Revenue Base as Asset, Wealth Growth Accelerates
MarketBeat16d agoneutral
Goldman Sachs Eyes $70B Revenue Base as Asset, Wealth Growth Accelerates

David Solomon, chairman and chief executive officer of The Goldman Sachs Group (NYSE:GS), said the firm is focused on expanding earnings, improving operating efficiency and building a more durable revenue base as it pursues growth across Global Banking & Markets and Asset & Wealth Management