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What Is Cadence Design Systems (CDNS) Gaining From Its New Automotive AI Audio Push?
Simply Wall St.18d agoneutral
What Is Cadence Design Systems (CDNS) Gaining From Its New Automotive AI Audio Push?

Cadence Design Systems (NasdaqGS:CDNS) is working with Analog Devices on new SHARC-FX automotive audio processors with AI and machine learning features. The SHARC-FX platform targets in-car audio and voice processing for software-defined vehicles that rely on real-time signal processing. The collaboration combines Cadence DSP core technology with Analog Devices hardware to support complex audio workloads in next-generation car architectures. The SHARC-FX automotive audio AI partnership is...

3 Cybersecurity Stocks With AI Risk Demand Investors Should Watch
Simply Wall St.18d agoneutral
3 Cybersecurity Stocks With AI Risk Demand Investors Should Watch

AI misfires at OpenAI have pushed safety, governance, and cybersecurity from background concern to front-page risk, and that shift creates real consequences for capital. When regulators, boards, and customers start asking harder questions, money often follows the tools that can answer them. This piece walks through three stocks exposed to these AI risk headlines and explains why some investors are watching them closely right now. The stocks covered in this piece are just a starter sample, and...

Ciena (CIEN) Stock Trades Above Fair Value After Raised 2027 Guidance
Simply Wall St.18d agoneutral
Ciena (CIEN) Stock Trades Above Fair Value After Raised 2027 Guidance

Ciena has been on a remarkable run over the past few years, helped by growing interest in AI-related networking, which puts a spotlight on whether the current share price is properly grounded in its earnings. After a sharp pullback in recent weeks despite upbeat company news, the core issue is whether the stock’s recent history or its profit power should carry more weight in your assessment. Over the past 3 years, Ciena has returned roughly 7x for shareholders, which raises the question of...

Has McDonald's (MCD) Fallen Far Enough to Look Reasonably Priced?
Simply Wall St.18d agobearish
Has McDonald's (MCD) Fallen Far Enough to Look Reasonably Priced?

McDonald's has had a tough run in 2026, and the slide in the share price is now prompting a closer look at whether the current valuation is still in line with the cash the business can generate. With the stock back under pressure, the key issue is whether the cash flows support where the market is pricing McDonald's today. The share price is down 18.0% year to date, which puts real weight on the question of whether the current market value still lines up with the cash coming off the...

Twist Bioscience (TWST) Is Up 14.0% After Lilly AI Drug Discovery Tie-Up Is Announced - Has The Bull Case Changed?
Simply Wall St.18d agoneutral
Twist Bioscience (TWST) Is Up 14.0% After Lilly AI Drug Discovery Tie-Up Is Announced - Has The Bull Case Changed?

On 16 September 2026, Twist Bioscience announced an agreement with Lilly TuneLab, under which Twist will provide antibody characterization data services using preferred Twist protocols to generate high-quality wet lab data that feed Lilly’s AI/ML drug discovery models. This collaboration effectively plugs Twist’s DNA and antibody capabilities into Lilly’s AI-driven discovery ecosystem, potentially deepening Twist’s role in data-rich, AI-enhanced antibody development workflows across the...

Wheaton Precious Metals (TSX:WPM) Stock May Be Overvalued As Its 316% Run Continues
Simply Wall St.18d agoneutral
Wheaton Precious Metals (TSX:WPM) Stock May Be Overvalued As Its 316% Run Continues

Wheaton Precious Metals has delivered a powerful share price run in recent years, which naturally raises a question for anyone looking at the stock today. Are the current cash flows, and the ones investors expect over time, enough to justify where the valuation now sits? Over the past 5 years the share price has climbed about 315.9%, which puts a lot of weight on whether the underlying cash generation can support that kind of re-rating. The record cash flow reported alongside the large...

Silicon Labs (SLAB) Swung to a Non-GAAP Profit, but Wall Street Hesitates
Insider Monkey18d agoneutral
Silicon Labs (SLAB) Swung to a Non-GAAP Profit, but Wall Street Hesitates

On August 11, Silicon Labs (NASDAQ:SLAB) reported second-quarter results for the period ended July 4, posting revenue of $228 million, up 18% from a year earlier. The wireless chip maker swung from a wide non-GAAP loss to $0.71 in non-GAAP earnings per share, a jump of 545% over the same quarter last year. That combination […]

A Philippine Telecom’s AI Makeover Tests UiPath’s (PATH) Pitch
Insider Monkey18d agoneutral
A Philippine Telecom’s AI Makeover Tests UiPath’s (PATH) Pitch

On September 11, UiPath (NYSE:PATH) announced that PLDT, the leading digital services provider in the Philippines, had scaled its use of the UiPath Platform to keep pace with surging demand from 5G rollout, broadband growth, and satellite connectivity. The announcement offers something rarer than another product launch: a real customer showing exactly how business orchestration […]

3 of Wall Street’s Favorite Stocks We Approach with Caution
StockStory18d agoneutral
3 of Wall Street’s Favorite Stocks We Approach with Caution

Wall Street has set ambitious price targets for the stocks in this article. While this suggests attractive upside potential, it’s important to remain skeptical because analysts face institutional pressures that can sometimes lead to overly optimistic forecasts.

Stock Futures Surge as Wall Street Buys the Dip Following Fed Selloff
Barrons.com18d agobullish
Stock Futures Surge as Wall Street Buys the Dip Following Fed Selloff

Stocks were on track to open higher on Thursday as oil prices retreated and investors got over the worst of their worries about the Federal Reserve’s fight against inflation. Nasdaq 100 futures jumped 1.1%. The S&P 500 and the Dow both dropped the previous session after the Fed hiked interest rates for the first time in more than three years, with Chairman Kevin Warsh signaling there could be more tightening.

3 of Wall Street’s Favorite Stocks That Concern Us
StockStory18d agoneutral
3 of Wall Street’s Favorite Stocks That Concern Us

Wall Street has set ambitious price targets for the stocks in this article. While this suggests attractive upside potential, it’s important to remain skeptical because analysts face institutional pressures that can sometimes lead to overly optimistic forecasts.