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Can Arista's Third Guidance Raise Still Make You Money?
Trefis18d agoneutral
Can Arista's Third Guidance Raise Still Make You Money?

Arista Networks (ANET) trades near $188, about where it stood before its August report raised its 2026 revenue outlook for the third time. The easy read is that the market has yet to price that forecast. It already did, once. The market paid for that forecast in August and has since handed most of that payment back, leaving you a claim on the next raise.

Anthropic Just Put Claude Inside Schwab and BlackRock. The AI Agent War Has Reached Wealth Management
Insider Monkey18d agoneutral
Anthropic Just Put Claude Inside Schwab and BlackRock. The AI Agent War Has Reached Wealth Management

Anthropic pushed Claude directly into wealth-management workflows on September 14, launching Claude for Financial Advisors with connections to Charles Schwab, BlackRock and other industry platforms. It lets advisers pull client and portfolio information into Claude for meeting prep, portfolio review and documentation. That gives The Charles Schwab Corporation (NYSE:SCHW) a new way to deepen its […]

Why Axon (AXON) Stock Is Trading Lower Today
StockStory18d agoneutral
Why Axon (AXON) Stock Is Trading Lower Today

Shares of self defense company AXON (NASDAQ:AXON) fell 8.7% in the morning session after the company announced a proposed registered public offering of $1.0 billion of 0% convertible senior notes due September 15, 2031.

Palantir and Nvidia Are Restricting Anthropic’s AI. Microsoft Could Win the Enterprise Trust War
Insider Monkey18d agoneutral
Palantir and Nvidia Are Restricting Anthropic’s AI. Microsoft Could Win the Enterprise Trust War

Palantir and Nvidia have reportedly tightened restrictions around Anthropic’s advanced AI models over data-retention concerns. Palantir has demanded irrevocable zero-data-retention guarantees before making the models available through its software, while Nvidia limits Claude to less-sensitive internal work. At Palantir Technologies Inc. (NASDAQ:PLTR), that lands inside its sovereign-AI pitch. At Microsoft Corporation (NASDAQ:MSFT), it creates an […]

StockStory18d agoneutral
Transocean (RIG) Stock Trades Up, Here Is Why

Shares of offshore drilling contractor Transocean (NYSE:RIG) jumped 2.7% in the morning session after the company announced an $80 million contract award for its ultra-deepwater drillship, Deepwater Conqueror.