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Micron's Largest Production Base Faces Strike Threats as Bonus Falls 'Short of Expectations,' Workers Demand Bigger Cut of AI-Driven Profits: Report
Benzinga16d agobearish
Micron's Largest Production Base Faces Strike Threats as Bonus Falls 'Short of Expectations,' Workers Demand Bigger Cut of AI-Driven Profits: Report

Hundreds of Micron Technology Inc. (NASDAQ:MU) employees rallied in Taiwan on Thursday, threatening to strike after rejecting the company’s fiscal 2026 bonus offer, with workers reportedly saying the offer fell short of expectations. Workers Say the Offer Falls Short Last week, Micron offered total compensation equivalent to 35 to 68 months of pay for the year, with minimum cash compensation of NTD1.7 million ($53,485), but workers at a rally near the Taoyuan plant said it doesn’t reflect the co

Nvidia Stock Surge Points To 3 AI Chip Equipment Stocks Worth Watching
Simply Wall St.16d agobullish
Nvidia Stock Surge Points To 3 AI Chip Equipment Stocks Worth Watching

Nvidia has just raised the stakes for artificial intelligence hardware, with CEO Jensen Huang talking about selling twice as many chips next year and management targeting about $673b in revenue by fiscal 2028. That kind of ambition can reset expectations across everything tied to AI chip manufacturing. This article walks through 3 stocks exposed to that same wave, helping you judge where the potential reward still justifies the rising bar. The three stocks covered next are just a starting...

How Investors May Respond To NIKE (NKE) Adding Alexandre Arnault Amid Turnaround And Governance Tensions
Simply Wall St.16d agoneutral
How Investors May Respond To NIKE (NKE) Adding Alexandre Arnault Amid Turnaround And Governance Tensions

Earlier this month, NIKE, Inc. expanded its Board of Directors to twelve members and appointed Alexandre Arnault, Deputy CEO of Moët Hennessy and former Tiffany & Co. executive, as a director through the 2027 annual meeting, while shareholders voted down proposals on discrimination in charitable support and environmental targets at the September 8, 2026 annual meeting. Arnault’s luxury and brand-building background arrives as Nike works through a complex turnaround marked by analyst caution...

Charles River Laboratories International (CRL) Stock Fair Value Rises After Analysts Lift Targets
Simply Wall St.16d agoneutral
Charles River Laboratories International (CRL) Stock Fair Value Rises After Analysts Lift Targets

The analyst fair value estimate for Charles River Laboratories International has shifted from US$230.93 to US$282.43, a change of about 22% in the updated work. That move sits against Street commentary that now ranges from targets in the low US$200s to just above US$300. This reflects both renewed optimism around growth execution and ongoing discussion about valuation and timing. As you read on, you will see how this evolving price target story fits into the broader narrative and what signals...

Why Is Baker Hughes (BKR) Winning One Of America’s Biggest LNG Compression Orders?
Simply Wall St.16d agoneutral
Why Is Baker Hughes (BKR) Winning One Of America’s Biggest LNG Compression Orders?

Baker Hughes (NasdaqGS:BKR) has received a large order for gas compression and liquefaction systems linked to Venture Global's Plaquemines LNG facility and the Cloud Connector Pipeline project. The award involves one of the largest single deployments of LNG feed gas compression equipment for transportation use in the United States. The deal expands Baker Hughes' role across the natural gas value chain and deepens its relationship with Venture Global for future LNG capacity. The Baker Hughes...

Hyatt (H) And Delta Just Struck A Deal Wall Street Ignored
Insider Monkey16d agoneutral
Hyatt (H) And Delta Just Struck A Deal Wall Street Ignored

On September 9, Hyatt Hotels Corporation (NYSE:H) and Delta Air Lines announced a long-term loyalty partnership that will let elite members earn World of Hyatt points on qualifying Delta airfare and Delta SkyMiles on qualifying Hyatt stays. It has the shape of a classic catalyst, two premium travel brands teaming up to keep their best […]

DigitalOcean’s (DOCN) $725M Bet On AI’s Next Wave
Insider Monkey16d agoneutral
DigitalOcean’s (DOCN) $725M Bet On AI’s Next Wave

On September 10, DigitalOcean Holdings (NYSE:DOCN) secured a $725 million equipment finance facility to fund the GPU and CPU capacity its AI-Native Cloud business needs. The stock jumped 7.45% on the news. That reaction makes more sense once you look back a month, to August 4, when DigitalOcean reported second-quarter revenue growing 29% year over […]

GNRC- Solidifying its Position as an AI Play After Amazon Deal
MoneyShow16d agoneutral
GNRC- Solidifying its Position as an AI Play After Amazon Deal

The market is currently pricing in what would be the shallowest interest rate hike cycle in modern history. Meanwhile, shares of Generac Holdings Inc. (GNRC) soared after the maker of generators signed a long-term contract with Amazon.com Inc. (AMZN) to supply $8 billion worth of generators for its data centers, highlights Amber Kanwar, host of the In the Money with Amber Kanwar podcast.

Traders Wary Of Rising AI Risks: Market Snapshot
Bloomberg16d agoneutralVIDEO
Traders Wary Of Rising AI Risks: Market Snapshot

The global debate over artificial intelligence risks entered a new phase this week amid clashing views from tech executives over whether frontier labs should slow the development of the technology. Leaders of Anthropic, OpenAI, SpaceX and Google DeepMind put forward the need for self-regulation checks on growth that give AI models more control. Meanwhile, Microsoft, Amazon and Meta said they're developing tools to check, control and regulate AI risks as US President Donald Trump called the alerts a "hoax". The call for caution saw a rotation out of tech stocks at the start of the week as investors questioned whether there's a need to reprice the pace of the booming AI buildout.

How MACOM’s New 3.2T AI Optical Chipset Launch At MACOM Technology Solutions Holdings (MTSI) Has Changed Its Investment Story
Simply Wall St.16d agoneutral
How MACOM’s New 3.2T AI Optical Chipset Launch At MACOM Technology Solutions Holdings (MTSI) Has Changed Its Investment Story

MACOM Technology Solutions Holdings recently introduced a new 3.2T optical front-end chipset for AI and cloud data center interconnects and showcased it, alongside a broad portfolio of high-speed optical and connectivity components, at ECOC 2026 in Málaga, Spain. This launch underlines MACOM’s push into 448 Gbps-per-lane and PCIe 6.0/7.0 ecosystems, aiming to become a core supplier for next-generation AI infrastructure and advanced telecom networks. We’ll now examine how this 3.2T optical...

Airbus (ENXTPA:AIR) Pushes Hydrogen Plans, Is The 15% Undervalued View Enough?
Simply Wall St.16d agoneutral
Airbus (ENXTPA:AIR) Pushes Hydrogen Plans, Is The 15% Undervalued View Enough?

Hydrogen push puts Airbus stock under the spotlight Airbus (ENXTPA:AIR) is putting hydrogen and hybrid propulsion at the center of its aviation roadmap, committing fresh capital, partnerships, and regulatory work to get future low emission aircraft concepts certified. This move on sustainable propulsion gives investors a clearer view of where Airbus wants to position its commercial jets, helicopters, and defence operations over the coming years, even as certification frameworks are still...

Sea (SE) Stock Looks Expensive Relative To Current Earnings
Simply Wall St.16d agoneutral
Sea (SE) Stock Looks Expensive Relative To Current Earnings

Sea has seen its share price move through sharp swings over the past few years, which now puts the spotlight on a simple question for investors. Is the current US$101.27 share price properly supported by the earnings that the business is generating today, and what it may be able to deliver over time? Over the past 3 years the stock has gained 181.7%. That puts a lot of weight on whether the underlying earnings story can justify that kind of journey. The group’s mix of digital entertainment,...

Bristol-Myers Squibb (BMY), What Is Behind The Fresh Attention?
Simply Wall St.16d agoneutral
Bristol-Myers Squibb (BMY), What Is Behind The Fresh Attention?

Bristol-Myers Squibb (BMY) just paired new clinical data with income news, reporting positive two year Sotyktu results in psoriatic arthritis and affirming a quarterly dividend of US$0.63 per share for November payment. That mix of solid clinical data and a confirmed dividend comes as Bristol-Myers Squibb’s share price has climbed 16.37% over the past 90 days and 17.55% year to date, while the 1-year total shareholder return of 44.42% points to momentum that has been building rather than...

PBF Energy (PBF) Stock Gets Fair Value Boost As Analysts Raise Targets
Simply Wall St.16d agoneutral
PBF Energy (PBF) Stock Gets Fair Value Boost As Analysts Raise Targets

The fair value estimate for PBF Energy has shifted from about US$67.23 to about US$72.54, which is a mid single digit percentage move in updated price target assumptions. Analysts link this change to fresh views on refining margin exposure, balance sheet progress, and how well assets like the Martinez refinery are run. As you read on, you will see how these changing factors shape the evolving PBF Energy story and what to watch next. Stay updated as the Fair Value for PBF Energy shifts by...