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Ciena Fell 40%—Now One Analyst Sees 50% Upside
MarketBeat2d agoneutral
Ciena Fell 40%—Now One Analyst Sees 50% Upside

Evercore ISI upgraded Ciena to Outperform with a $550 target, citing its role in AI data connectivity. The stock has rebounded 17% after strong revenue growth and a backlog nearing $10 billion.

Carnival faces fuel, pricing headwinds ahead of third-quarter results
Proactive2d agoneutral
Carnival faces fuel, pricing headwinds ahead of third-quarter results

Carnival Corp (NYSE:CCL), the cruise operator, faces higher fuel costs and softer pricing that have prompted Jefferies to cut its earnings estimates ahead of the company’s third-quarter results on September 29. Jefferies lowered its 2026 revenue estimate by 1% and cut its 2026 and 2027 EPS...

Peter Beck’s Iridium Deal Faces Its Next Big Test
Insider Monkey2d agoneutral
Peter Beck’s Iridium Deal Faces Its Next Big Test

Rocket Lab Corporation (NASDAQ:RKLB) shares rose 8% on September 21 to close at $69.89, their best single-day performance in nearly two months, before rallying another 2% overnight as CEO Peter Beck laid out his fullest public case yet for why acquiring Iridium Communications Inc. (NASDAQ:IRDM) isn’t just another space-industry merger, but rather a rebranding of […]

Why Beyond Meat (BYND) Shares Are Getting Obliterated Today
StockStory2d agoneutral
Why Beyond Meat (BYND) Shares Are Getting Obliterated Today

Shares of plant-based protein company Beyond Meat (NASDAQ:BYND) fell 14.1% in the afternoon session after the company agreed to retire about $15 million of convertible notes in exchange for stock. Beyond Meat said in a filing that it signed privately negotiated exchange agreements covering about $15.0 million principal amount of its 0% convertible senior notes due 2027, at 96% of face value. The payment is common stock. The company said it will issue 1,097,444 shares in the initial settlement, a

Tesla Is Supplying the Trucks. Nvidia Is Supplying the Compute. This $4 Stock Sits in the Middle
Insider Monkey2d agoneutral
Tesla Is Supplying the Trucks. Nvidia Is Supplying the Compute. This $4 Stock Sits in the Middle

Einride has managed to wedge itself between two of the market’s most recognizable technology companies. On September 21, the autonomous-freight operator announced a strategic collaboration with NVIDIA Corporation (NASDAQ:NVDA) around DRIVE Hyperion, while its separate fleet plan calls for hundreds of Tesla, Inc. (NASDAQ:TSLA) Semis. The company in the middle, Einride AB (NASDAQ:ENRD), closed September […]

Why I Love Meta’s New AI Agent. Sort Of.
Barrons.com2d agoneutral
Why I Love Meta’s New AI Agent. Sort Of.

Google’s Gemini has replaced my usual search engine for both personal and professional research and that’s about it. While I’ve spent pretty much my entire life with a computer screen available, many of the offerings from prior AI agents didn’t appeal to me. The value proposition of Meta’s Muse isn’t that it’s going to add a new skill or hobby to daily life.

Why Airbnb (ABNB) Shares Are Plunging Today
StockStory2d agoneutral
Why Airbnb (ABNB) Shares Are Plunging Today

Shares of online accommodations platform Airbnb (NASDAQ:ABNB) fell 6.2% in the afternoon session after Barron’s said Meta’s Muse can make bookings itself, which is the transaction Airbnb charges for when a guest reserves a home. Anita Hamilton wrote that Airbnb and Booking were falling alongside Expedia because Muse can book flights and places to stay, the transaction those sites charge for. Booking was down 2.6% in Tuesday’s session, Maeil Business Newspaper reported. Both are still lower Wedne

Trade Desk (TTD) Stock May Be 33% Undervalued After Healthcare Ad Push
Simply Wall St.2d agoneutral
Trade Desk (TTD) Stock May Be 33% Undervalued After Healthcare Ad Push

Trade Desk has seen its share price fall sharply in recent years, and that slide naturally raises a question for anyone looking at the stock today. Is the current valuation still in line with the cash flows the business is expected to generate, or has the market moved ahead of what its underlying economics can support? Over the past 3 years, Trade Desk shares have declined 82.3%, which puts the focus squarely on whether the current price still reflects the cash the business can produce over...

Caesars stockholders approve $6 billion merger with Fertitta
Associated Press2d agoneutral
Caesars stockholders approve $6 billion merger with Fertitta

Caesars Entertainment shareholders have approved a multibillion-dollar merger with Fertitta Gaming that would create one of the largest gaming empires. Caesars has a dominant presence on the Las Vegas Strip, operating hotels like Caesars Palace, the Flamingo and Harrah's. It also operates casino resorts across the United States. Fertitta owns Las Vegas' Golden Nugget and restaurant chains like Rainforest Cafe and Morton's. Billionaire owner Tilman Fertitta is the largest shareholder in Wynn Resorts and the sports betting company DraftKings.

QUALCOMM (QCOM) Draws Fresh AI Focus As Valuation Looks Close To Fair Value
Simply Wall St.2d agoneutral
QUALCOMM (QCOM) Draws Fresh AI Focus As Valuation Looks Close To Fair Value

QUALCOMM (QCOM) is back in the spotlight after confirming it will present at the Humanoids Summit in Seoul on 22 September 2026, drawing fresh attention to its role in AI focused chips. QUALCOMM’s share price has picked up pace recently, with a 1-day share price return of 2.08%, a 7-day move of 5.58% and a 30-day share price gain of 23.34%, helped by AI chip launches, the Amazon data center deal and easing US China trade concerns. At the same time, the longer term picture remains strong, with...

Is Johnson Controls International (JCI) Stock Fully Priced On Cash Flow?
Simply Wall St.2d agoneutral
Is Johnson Controls International (JCI) Stock Fully Priced On Cash Flow?

Johnson Controls International has delivered a powerful run over the past few years, which puts fresh attention on what buyers today are really paying for. With the share price moving well ahead of many investors’ original entry points, the live question is whether the current valuation is supported by the cash the business can generate. Over the past 3 years the stock has returned about 184.5%, so a lot of future cash flow is already being treated as if it is within reach. The group’s focus...