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UBS turns bullish on five AI data center stocks
Proactive2d agoneutral
UBS turns bullish on five AI data center stocks

UBS has initiated coverage on five AI data center colocation stocks with Buy ratings, citing constrained compute supply and favorable power access positioning the group for rapid growth as AI adoption accelerates. The bank started coverage of Hut 8 Mining Corp (TSX:HUT, Unlisted (US):HUTMF),...

Why Disney Is Raising Streaming Prices—Again
Barrons.com2d agoneutral
Why Disney Is Raising Streaming Prices—Again

Walt Disney is raising its streaming subscription prices for the second time in a year as it looks to focus on investing in content. The move comes at a notable time: The popularity of Meta Platform’s Muse has raised concerns that artificial-intelligence agents pose risks to companies that rely on recurring payments s if they help consumers cancel those payments from simple prompts. A Disney spokesperson confirmed the price changes to Barron’s on Wednesday.

5-Year Yield Passes 5% for the First Time Since 2007
Barrons.com2d agoneutral
5-Year Yield Passes 5% for the First Time Since 2007

It isn't just yields on long-dated bonds that are moving higher. The bond market moves come amid reports of a potential U.S. diesel export ban as U.S. Treasury actions to ease rising yields falter. The flattening yield curve means longer-dated bonds aren't yielding much more than shorter-dated bonds, which could signal investors see a slowdown in economic growth ahead.

Is SanDisk Stock Amplifying A Risk You Already Own?
Trefis2d agoneutral
Is SanDisk Stock Amplifying A Risk You Already Own?

SanDisk (SNDK) has run up 23.3% over the last five trading days, while the S&P 500 added 2.4%. A move like that in a NAND maker pulls money in. But next week's price is not the question. What matters is what owning the stock does to your money when the market moves, because SanDisk travels much further than the index in both directions.

Can Mastercard’s Fee Model Survive the Agentic Commerce It’s Building For?
Insider Monkey2d agoneutral
Can Mastercard’s Fee Model Survive the Agentic Commerce It’s Building For?

Mastercard Incorporated (NYSE:MA) is moving quickly to keep AI shopping agents on its payments network. The company is partnering with Alchemy to give developers the ability to integrate Mastercard-backed virtual cards directly into AI agents, positioning the network for the growth of agentic commerce. On the surface, this provides Mastercard with a clear way to […]

Cisco Stock Looks Expensive Until You Price The Year It Already Guided
Trefis2d agoneutral
Cisco Stock Looks Expensive Until You Price The Year It Already Guided

Cisco Systems (CSCO) trades near $106 a share, about 24.6 times the $4.33 of non-GAAP earnings per share it reported for fiscal 2026. That is the same basis Cisco uses for its guidance and analysts use for their forecasts. For a networking supplier with $63.33 billion of revenue behind it, that is rich. And it ignores the two years analysts have already forecast.

Is Boeing (BA) Expensive As Korean Air’s 103 Jet Order Lifts Its Backlog?
Simply Wall St.2d agoneutral
Is Boeing (BA) Expensive As Korean Air’s 103 Jet Order Lifts Its Backlog?

The latest move lifting investor focus onto Boeing (BA) is Korean Air’s finalized order for 103 aircraft, a US$36.2b list-price deal that meaningfully thickens the commercial backlog. The headline order arrives at a time when Boeing’s short term share price return has been weak, with the stock down 10.23% over 90 days and 13.19% year to date. However, the 3 year total shareholder return of 1.06% points to only modest long run progress so far, as investors weigh fresh contracts against ongoing...

Nebius Group Heads 3 Top Insider Growth Stocks
Simply Wall St.2d agoneutral
Nebius Group Heads 3 Top Insider Growth Stocks

With US Treasury yields jumping to fresh 19 year highs on strong economic readings, investors are being paid more to sit in cash and bonds. That raises the bar for any growth story. It also creates a window for fast growing businesses where founders and executives still own large stakes and have clear conviction. This article highlights three such stocks and explains why they merit a closer look now. The three stocks below are just a sample, and the full screen surfaced 178 more businesses...

Marvell Stock Ran, But Did It Tell You When?
Trefis2d agoneutral
Marvell Stock Ran, But Did It Tell You When?

Marvell Technology (MRVL) stock has returned 248% since September 22, 2025, against about 18% for the S&P 500 over the same window. The products that drove that run were named in public months before the share price moved. None came with a date.