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The company is pushing to meet AI server demand by signing multiyear pacts to reduce lead times and improve backlog conversion, EVP and CFO Marie Myers said.

Trade Desk (NasdaqGM:TTD) is adding LoopMe's Brand Lift measurement directly into its platform for brand advertisers worldwide. The integration is designed to deliver real-time brand lift results inside existing Trade Desk workflows across multiple global markets. LoopMe's survey based Brand Lift tool allows clients to assess campaign impact on metrics such as awareness and consideration. This direct LoopMe Brand Lift integration into Trade Desk arrives alongside wider shifts in how...

Earlier this week, FedEx Corp. launched its Global Trade Navigator suite, introducing new digital tools such as Trade Planner, upgraded Ship Manager capabilities, Shopify duty and tax integration, and Global Trade APIs to simplify international shipping and customs compliance for businesses of all sizes. By moving trade intelligence to the planning stage and integrating it directly into merchant workflows, FedEx is aiming to cut international shipping complexity, reduce customs-related...

Airbnb’s Housing Accelerator Puts Affordable Rentals In Focus Airbnb (ABNB) has launched a new Housing Accelerator, committing $250 million in initial funding that aims to unlock up to $5 billion for affordable and mixed income rental projects over the next decade. The program targets near shovel ready developments that still lack final capital, with the first $6.4 million going to support 201 affordable units in Austin, Texas. For investors, this ties Airbnb’s platform business more directly...

Vertiv Holdings Co has seen its stock swing sharply in recent years, which naturally raises a question for anyone looking at Vertiv today. Is the current share price grounded in the cash flows the business can realistically generate, or has the story moved faster than the underlying money coming in the door? Vertiv has delivered a very large 5 year share price gain. As a result, investors now have more at risk if the current valuation rests on overly optimistic cash flow expectations. The...

The integration enables merchants to accept AI-initiated transactions across multiple platforms through a single setup.

Tesla, SpaceX, Tesla SpaceX merger, TSLA stock, SPCX stock, Tesla SpaceX collaboration, Tesla Roadster launch, Gwynne Shotwell All-In Summit

A Fed rate hike in September doesn't have to be a reason to stop buying stocks.

Deepwater Asset Management’s Gene Munster said Monday that Apple Inc.’s (NASDAQ:AAPL) iPhone 18 pre-order wait times have climbed sharply since the weekend, a trend he calls an early, favorable signal of demand across major markets worldwide. Longer Lead Time a Favorable Sign In a post on X, Munster said that average lead times across eight countries reached 2.6 weeks three days into pre-orders, up from 1.6 weeks the day before, matching where Pro models stood at this point last year. He said pa

CryptoQuant says spot and futures volume spiked to multi-month highs in August, marking another sign of the end of the bear market.

Airbnb's $250M housing fund will provide gap financing for affordable and mixed-income projects, starting with about 200 Austin units.

SpaceX had a gigantic IPO, and more shares are coming as insiders' lockups expire, potentially clouding the picture for other large IPOs.

CoreWeave (NasdaqGS:CRWV) is facing fresh scrutiny after Anthropic and OpenAI leaders publicly urged a slowdown in AI capability development. Comments from Anthropic and OpenAI CEOs raised the possibility of a cooler AI training cycle, a key revenue driver for CoreWeave's GPU cloud services. Bernstein research highlighted CoreWeave's concentrated exposure to large model training workloads if hyperscalers and top AI labs moderate infrastructure spending. The Anthropic and OpenAI slowdown...

Paramount Skydance (NasdaqGS:PSKY) is weighing a relocation from California if its proposed merger with Warner Bros. Discovery is blocked. An internal report, recently leaked ahead of an October decision deadline, outlines the possible shift of core operations to another state. The document warns that California could lose tens of thousands of jobs and several billions of dollars in economic output if the move occurs. The threat to relocate operations if the Warner Bros. Discovery merger...

PNC Financial Services Group has delivered a powerful share price run over recent years, which now raises a sharper question for investors about whether the current valuation is supported by the returns it earns on its capital. With the stock near US$242.72 at the last close, the issue is how much of those past gains are backed by the bank's underlying economics rather than sentiment alone. Over the past 3 years, PNC Financial Services Group has returned about 117.5%, which puts real...

Monster Beverage (NasdaqGS:MNST) appointed Matthew S. Burroughs as Chief Accounting Officer and Deputy Chief Financial Officer. Burroughs has progressed through multiple finance positions at Monster Beverage over a long tenure with the business. His election signals continuity in the finance function as he steps into combined accounting and deputy CFO responsibilities. The appointment of Matthew S. Burroughs to dual finance roles sits within a wider context our research has uncovered. Check...

Lululemon Athletica Inc. (NASDAQ:LULU) founder Chip Wilson’s divorce from Shannon Gray could put his roughly $930 million stake in the company under scrutiny, though a recent report says it remains unclear whether he would need to sell any shares.Divorce Puts Wilson’s Holdings Under ScrutinyWilson and Gray are divorcing after nearly 25 years of marriage and do not have a prenuptial agreement, according to a report on Monday by the Wall Street Journal, which estimates Wilson’s fortune at about $6

On August 12, T1 Energy (NYSE:TE) reported second-quarter 2026 results that summed up exactly where the company stands right now. Net sales reached $250.1 million, and G1_Dallas module production climbed to 935 megawatts, yet the company still posted a net loss from continuing operations of $36.9 million. That gap between operational momentum and red ink […]

U.S. stock futures are trending lower early Tuesday as Wall Street digests rising energy costs, refinery outages, and the start of a critical Federal Reserve policy meeting. The Polymarket (CRYPTO: POL) crowd is leaning heavily bearish for the Sept. 15...

ARK Invest adds 29,016 AeroVironment shares, while new defense partnerships, contracts and record backlog strengthen the drone maker’s growth outlook.

On August 13, POET Technologies (NASDAQ:POET) reported second-quarter revenue of $569,925, up 112% from a year earlier and its sixth straight quarter of sequential growth. Net loss narrowed to $11.3 million, or $0.07 a share, from $12.3 million in the first quarter. The company, which designs photonic integrated circuits for the AI and data center […]

Investing.com-- Softbank Group shares rose sharply on Tuesday, in part rebounding from steep losses in the prior session, while optimism over the company’s planned listing of its data center unit, SB Energy, also helped.

Arm's royalties arrive when chips ship, and phones still drive the biggest share. The business looks fine -- it's the price that gives me pause.

The slower-growing Iridium business is expected to initially dilute Rocket Lab’s nearly 100% annual growth rate.

AST SpaceMobile has seen its share price move sharply over the past few years, which naturally raises a simple question for anyone looking at the stock today. Is the current market value of AST SpaceMobile still in line with what its balance sheet and book value can reasonably support? Over the past 3 years, AST SpaceMobile has delivered a very large share price gain, which puts real pressure on the question of how much of that move is backed by the company’s equity base. The business model...

Earlier this month, Atlassian Corporation announced new AI-driven capabilities across Jira and DX that connect governed agentic workflows across the software development lifecycle, including Code Context, Agent Context Controls, AI review, and DX for Agentic Development. An interesting angle is how these tools aim to turn AI experimentation into measurable engineering outcomes by tightly linking code intelligence, workflow automation, and observability into a single governed platform. We’ll...

UiPath (NYSE:PATH) has been named a Leader in the 2026 Gartner Magic Quadrant for Intelligent Document Processing. This is UiPath's second consecutive year receiving Leader status in Gartner's Intelligent Document Processing quadrant. Gartner's recognition highlights UiPath's focus on automation and AI driven document processing, including generative AI capabilities. UiPath's repeat Leader ranking in Gartner's 2026 Intelligent Document Processing report is useful context, but it should not...

Novo Nordisk (CPSE:NOVO B) has rebranded to "Novo" as part of a shift toward a more consumer-focused healthcare identity. The group is introducing a new corporate culture intended to support its obesity and diabetes franchises in increasingly crowded markets. Management positions the rebrand as a move beyond traditional pharmaceuticals, with a broader focus on consumer-facing health solutions. The shift to the Novo identity reworks how the business presents itself to obesity drug users and...

Novo Nordisk (NYSE:NVO) has rebranded globally as "Novo" and introduced the "Lasting Health Starts Now" platform. The group is rolling out an updated corporate culture program called "The Novo Way" to align employees with the new identity. Management is positioning the refreshed brand and culture as a foundation for broader efforts to support improved health outcomes worldwide. The Novo rebrand and "Lasting Health Starts Now" push only capture part of the story investors need to weigh. Take...

Arm Holdings (ARM) dropped more than 8% as chipmakers and AI stocks pulled back after prominent AI leaders called for slowing development, raising questions about future capital spending across the sector. The latest drop extends a wider pullback in Arm Holdings, with the share price down 14.47% over the past month and 39.70% over 90 days. This comes even after a strong year-to-date share price return of 108.32% and a 1-year total shareholder return of 55.34%, which points to momentum cooling...