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Is GE Vernova (GEV) Stock Above Fair Value After A 39% Gain?
Simply Wall St.20d agoneutral
Is GE Vernova (GEV) Stock Above Fair Value After A 39% Gain?

GE Vernova has delivered a 39.5% gain over the past year, even with sharp pullbacks in recent weeks, which puts fresh attention on whether the current share price lines up with the cash the business is expected to generate. With the stock now reflecting heightened expectations around energy infrastructure and power equipment, the question is how well those expectations match the company’s underlying cash flows. GE Vernova’s 39.5% return over the past year puts meaningful future cash flow...

Chewy Eyes Pet Health, AI and Clinics to Drive Its Next Growth Phase
MarketBeat20d agoneutral
Chewy Eyes Pet Health, AI and Clinics to Drive Its Next Growth Phase

Chewy (NYSE:CHWY) is prioritizing U.S. health services, customer spending expansion and artificial intelligence capabilities as it seeks to build on its pet retail foundation, Chief Executive Officer Sumit Singh said during a Goldman Sachs conference fireside chat. Singh said the company’s investme

1 S&P 500 Stock Worth Your Attention and 2 We Avoid
StockStory20d agoneutral
1 S&P 500 Stock Worth Your Attention and 2 We Avoid

The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors.

3 Software Stocks with Open Questions
StockStory20d agoneutral
3 Software Stocks with Open Questions

Software is rapidly reducing operating expenses for businesses. The undeniable tailwinds fueling the industry have also led to strong returns for SaaS stocks lately as they’ve gained 39.5% over the past six months, outpacing the S&P 500’s 14.2% rise.

AI Trade Is in 'Digestion' Phase, JPMorgan's Sundar Says
Bloomberg20d agoneutralVIDEO
AI Trade Is in 'Digestion' Phase, JPMorgan's Sundar Says

Sitara Sundar, head of alternative investment strategy at JPMorgan Private Bank, discusses the outlook for the artificial intelligence trade. Speaking on Bloomberg Television, she says her firm still has a constructive view on the AI industry in the long run. "We would actually start to lean more into some of the integration and the application layer of artificial intelligence," she adds.

1 Growth Stock to Stash and 2 We Ignore
StockStory20d agoneutral
1 Growth Stock to Stash and 2 We Ignore

Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.

How Enphase’s New U.S.-Built IQ SST AI Data Center Modules Will Impact Enphase Energy (ENPH) Investors
Simply Wall St.20d agoneutral
How Enphase’s New U.S.-Built IQ SST AI Data Center Modules Will Impact Enphase Energy (ENPH) Investors

Enphase Energy recently announced that its IQ Solid-State Transformer power modules are now being built in the United States for full-scale rack assembly and validation targeting AI data centers using 800 VDC architectures. This move extends Enphase’s power electronics expertise beyond residential solar into AI-focused data center infrastructure, supported by a domestic supply chain designed for megawatt‑scale deployment. We’ll now examine how Enphase’s push into IQ SST-enabled AI data...

Do Diverging Baidu (BIDU) Ratings Hint At A Repricing Of Its AI Ambitions?
Simply Wall St.20d agoneutral
Do Diverging Baidu (BIDU) Ratings Hint At A Repricing Of Its AI Ambitions?

In recent days, Baidu Inc. has faced a disconnect between upbeat average brokerage recommendations of Strong Buy/Buy and a Zacks Rank of 5 (Strong Sell), after analysts reduced their earnings estimates for the company. This clash between traditional broker optimism and a more cautious quantitative ranking highlights how shifting earnings expectations can materially reshape sentiment toward Baidu’s near-term prospects. We’ll now examine how the recent cuts to Baidu’s earnings estimates may...

Does Spotify’s AI Add‑Ons and New Verticals Strategy Change The Bull Case For Spotify Technology (SPOT)?
Simply Wall St.20d agoneutral
Does Spotify’s AI Add‑Ons and New Verticals Strategy Change The Bull Case For Spotify Technology (SPOT)?

Spotify Technology S.A. recently confirmed that long-time board member Heidi O’Neill resigned effective September 3, 2026, and also outlined growth priorities at the Goldman Sachs Communacopia + Technology Conference, including AI-powered tools, video expansion, and new verticals like fitness. The company emphasized how its audiobook add-ons, new paid layers such as Audiobooks+ and reserved ticketing, and a goal of 1 billion monthly active users by 2030 are reshaping its business mix beyond...

2 Internet Stocks for Long-Term Investors and 1 We Question
StockStory20d agoneutral
2 Internet Stocks for Long-Term Investors and 1 We Question

Whether it be online shopping or social media, secular forces are propelling consumer internet businesses forward. These themes have enabled solid growth for the industry, which has posted a 14% gain over the past six months. This return was on par with the S&P 500.

Corbus CRB-913 Delivers 5% Weight Loss in Phase 1b Obesity Study
MarketBeat20d agoneutral
Corbus CRB-913 Delivers 5% Weight Loss in Phase 1b Obesity Study

Corbus Pharmaceuticals (NASDAQ:CRBP) reported top-line results from CANYON-1, a Phase 1b trial evaluating CRB-913, an oral, peripherally restricted CB1 inverse agonist for obesity. The 12-week, placebo-controlled study enrolled 254 patients across 15 U.S. sites, with participants having an average b

1 Restaurant Stock to Keep an Eye On and 2 Facing Challenges
StockStory20d agoneutral
1 Restaurant Stock to Keep an Eye On and 2 Facing Challenges

From fast food to fine dining, restaurants play a vital societal role. But it’s not all sunshine and rainbows as they’re notoriously hard to run thanks to perishable ingredients, labor shortages, or volatile consumer spending. These factors have weighed on the industry over the past six months as its 5% return has fallen short of the S&P 500’s 14.2% gain.

Unpopular Stocks Walking a Fine Line
StockStory20d agoneutral
Unpopular Stocks Walking a Fine Line

Wall Street’s bearish price targets for the stocks in this article signal serious concerns. Such forecasts are uncommon in an industry where maintaining cordial corporate relationships often trumps delivering the hard truth.