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Is PepsiCo Stock Cheap Enough To Live With Slow Growth?
Trefis17d agoneutral
Is PepsiCo Stock Cheap Enough To Live With Slow Growth?

PepsiCo (PEP) has gone nowhere for a year, down 1.8% over the past twelve months while the S&P 500 returned 16.6%. At about $135 a share it trades at 17.7 times earnings, against an S&P 500 median of 22.5. A big cash generator priced below the market is what value buyers hunt for, so is this discount impatience or a verdict.

Harold Hamm’s Continental Set to Announce Venezuela Oil Deal
Bloomberg17d agoneutral
Harold Hamm’s Continental Set to Announce Venezuela Oil Deal

Billionaire shale pioneer Harold Hamm’s Continental Resources Inc. is set to announce a deal to invest in Venezuela as the Trump administration pushes US companies to revive the nation’s oil sector, according to a person familiar with the matter.

Can Norwegian (NCLH) Turn Celebrity-Led Entertainment Onboard Aura Into Lasting Brand Differentiation?
Simply Wall St.17d agoneutral
Can Norwegian (NCLH) Turn Celebrity-Led Entertainment Onboard Aura Into Lasting Brand Differentiation?

Norwegian Cruise Line announced that its upcoming ship Norwegian Aura, set to debut in May 2027, will feature an exclusive entertainment lineup headlined by “Whitney: A Celebration of Whitney Houston,” developed in partnership with The Estate of Whitney E. Houston and Primary Wave Music, alongside several new original productions and returning nightlife favorites. This curated mix of licensed, artist-focused productions and immersive, adults-only experiences underscores Norwegian’s effort to...

Alphabet (GOOGL) Faces Fresh AI Pressure After Industry Leaders Urge Slowdown
Simply Wall St.17d agoneutral
Alphabet (GOOGL) Faces Fresh AI Pressure After Industry Leaders Urge Slowdown

Alphabet (NasdaqGS: GOOGL) is facing renewed scrutiny after major AI leaders urged a slowdown in advanced AI development in 2026. Executives from OpenAI and Anthropic, along with Elon Musk, publicly supported tighter safeguards on powerful AI systems that firms like Google are building. The coordinated appeal increases pressure on regulators to reassess how fast large tech platforms expand high impact AI capabilities. This industry wide call to slow advanced AI work is an important backdrop...

CRISPR Therapeutics (CRSP) Gains Attention As CASGEVY Momentum Builds But Is The Valuation Too Rich
Simply Wall St.17d agoneutral
CRISPR Therapeutics (CRSP) Gains Attention As CASGEVY Momentum Builds But Is The Valuation Too Rich

CRISPR Therapeutics (CRSP) is drawing fresh attention as investors digest management’s recent comments on faster CASGEVY uptake and prepare for an earnings update that is expected to show higher revenue and a smaller loss. CRISPR Therapeutics has seen momentum cool recently, with the share price down 5.4% over the past week and 3.2% over the last month, while the 1-year total shareholder return has declined 15.3%. This follows a 3-year total shareholder return of 9.3% and a 5-year total...

Broadcom (AVGO) Shares Fell As Slower AI Development Raised Demand Concerns
Simply Wall St.17d agoneutral
Broadcom (AVGO) Shares Fell As Slower AI Development Raised Demand Concerns

Broadcom (NasdaqGS:AVGO) shares were caught in a sector-wide pullback after AI leaders urged slower development of advanced models. Anthropic's CEO published a high-profile essay calling for a pause on rapidly scaling AI systems, citing safety and ethical risks. OpenAI's CEO echoed similar caution, which prompted investors to reassess longer term demand assumptions for AI chips and infrastructure suppliers. This call from Anthropic and OpenAI leadership to slow AI model development is...

Lyft (LYFT) Becomes Official Rideshare Partner At A Major Entertainment Venue
Simply Wall St.17d agoneutral
Lyft (LYFT) Becomes Official Rideshare Partner At A Major Entertainment Venue

Lyft (NasdaqGS: LYFT) has entered a multi-year marketing partnership with Sphere Entertainment Co. as the venue's official rideshare partner. The agreement gives Lyft in-venue brand visibility across Sphere and external exposure around the high-profile entertainment destination. The partnership includes dedicated rideshare facilities designed to channel visitors arriving and departing events through Lyft branded touchpoints. The multi-year Sphere marketing alliance is one piece of a broader...

ASML Holding (ASML) Faces Fresh Questions Over Future AI Demand
Simply Wall St.17d agoneutral
ASML Holding (ASML) Faces Fresh Questions Over Future AI Demand

ASML Holding (NasdaqGS:ASML) faces fresh scrutiny as leading AI researchers urge a slowdown in frontier model development in 2026. Several high profile AI lab heads and tech executives are publicly questioning the current pace of scaling compute hungry AI systems. Industry debate is centering on safety, regulatory oversight, and the rate at which new large scale data center capacity is built. This call from AI leaders to slow powerful model rollouts is important context to weigh against the...

Frontier AI developers must be 'liable for the things their products do': Autodesk CEO
Yahoo Finance Video17d agoneutralVIDEO
Frontier AI developers must be 'liable for the things their products do': Autodesk CEO

Discourse has been circulating recently on AI safety, fears, and regulation, with commentary from Nvidia (NVDA) CEO Jensen Huang, Anthropic (ANTH.PVT) CEO Dario Amodei, and even President Trump. Autodesk (ADSK) president and CEO Andrew Anagnost sits down with Market Catalysts host Julie Hyman to share his thoughts on the importance of holding Big Tech accountable.

CoreWeave shares climb as Nvidia Rubin cluster goes online
Proactive17d agoneutral
CoreWeave shares climb as Nvidia Rubin cluster goes online

CoreWeave Inc (NASDAQ:CRWV) shares rose 4.5% Wednesday after the AI cloud provider deployed a multi-rack Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) Vera Rubin NVL72 cluster and introduced new storage capabilities. The deployment brings hundreds of Nvidia Rubin GPUs into a single cluster designed...