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4 Not-So-Hidden Threats to the AI Stock Rally
Barrons.com16h agobullish
4 Not-So-Hidden Threats to the AI Stock Rally

To state the obvious, the trillion-dollar, or near-trillion-dollar, valuations of SpaceX Anthropic, and OpenAI aren’t built on current sales or earnings. Demand for AI applications and agents needs to grow—fast—or else the entire has a problem. Shortly after its initial public offering, SpaceX stock traded for about 900 times its estimated 2027 earnings, according to FactSet.

Investing.com16h agobullish
JPMorgan upgrades CoreWeave on stronger compute pricing

Investing.com -- JPMorgan upgraded CoreWeave (NASDAQ: CRWV) to Overweight from Neutral in a note Thursday, telling investors that stronger pricing for computing power and the company's push into short-term contracts at premium rates should lift revenue and margins.

What Does D Wave Quantum (QBTS) Gain From Its New Enterprise Partnership?
Simply Wall St.18h agobullish
What Does D Wave Quantum (QBTS) Gain From Its New Enterprise Partnership?

D-Wave Quantum (NasdaqGS:QBTS) and CGI announced a new partnership to promote quantum computing adoption across enterprise customers. The collaboration brings D-Wave’s Advantage2 system and hybrid solvers into CGI’s services for sectors including logistics, transportation and retail. Both parties aim to focus on real-world quantum applications, moving beyond research use cases toward commercial projects for corporate clients. The new CGI partnership for D-Wave’s Advantage2 and hybrid...

5 Safest Dividend ETFs Retirees Can Buy in September and Hold Forever
24/7 Wall St.18h agobullish
5 Safest Dividend ETFs Retirees Can Buy in September and Hold Forever

Retirees hunting for durable income face a curious setup this September. The 10-Year Treasury yield sits at 4.96% as of September 22, 2026, near the top of its trailing-year range, and the 2027 Social Security COLA is tracking toward 3.3%. That combination raises the bar for what an equity income fund needs to deliver. The […]

Adobe (ADBE) Expands AI Holiday Planning Through A Multi Year Travel Partnership
Simply Wall St.18h agobullish
Adobe (ADBE) Expands AI Holiday Planning Through A Multi Year Travel Partnership

Adobe (NasdaqGS:ADBE) has agreed a multi year partnership with Jet2 to deploy agentic AI for personalized holiday planning. The two companies plan to create a joint Customer Experience Lab to test and refine AI driven travel booking journeys. Adobe and other large software providers are cutting prices on generative AI services to stay competitive in a crowded market. Adobe's Jet2 alliance and AI price cuts matter, but the wider Adobe story runs well beyond this single update. We have also...