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Australia says OpenAI agent hacked into government website
Reuters2d agoneutral
Australia says OpenAI agent hacked into government website

SYDNEY, Sept 23 (Reuters) - Australia said on Wednesday an OpenAI agent breached a government health data portal in June, gaining unauthorised access to files, in what could be the first ‌known instance of an AI agent hacking a government website. The breach is one of the highest-profile incidents of ‌AIagents accessing external systems outside the United States,coming on top of several recent breaches globally by rogue AIagents that have alarmed governments and companies.

Royal Caribbean plans to buy stake in Sandals Resorts for $3 billion
Orlando Sentinel2d agobullish
Royal Caribbean plans to buy stake in Sandals Resorts for $3 billion

Royal Caribbean is expanding its portfolio of land-based destinations by entering into a partnership with Sandals Resorts in a deal announced Wednesday. The cruise line will acquire a 50% equity stake in Sandals and Beaches Resorts for $3 billion, with the transaction expected to close in early 2027. According to Royal Caribbean Group, the partnership will include Sandals and Beaches’ ...

Why TeraWulf (WULF) Is Up 6.2% After Securing a 20-Year Anthropic AI Lease
Simply Wall St.2d agoneutral
Why TeraWulf (WULF) Is Up 6.2% After Securing a 20-Year Anthropic AI Lease

Rothschild & Co Redburn recently initiated coverage on TeraWulf, as the company reported US$31.9 million in second-quarter high-performance computing lease revenue, continued construction of 336 MW at Lake Mariner, and progressed a 20-year Anthropic lease for 401 MW at its Justified campus with Kentucky regulators approving electric service. This long-duration Anthropic agreement locks in a substantial portion of future capacity and further anchors TeraWulf’s shift toward contracted AI and...

Why Twilio (TWLO) Is Up 21.7% After Strong Q2 And Higher 2026 AI-Driven Growth Outlook
Simply Wall St.2d agoneutral
Why Twilio (TWLO) Is Up 21.7% After Strong Q2 And Higher 2026 AI-Driven Growth Outlook

Earlier this week, Twilio reported a strong Q2 with 22% year-on-year revenue growth, raised its full-year 2026 organic growth outlook, and highlighted robust demand across messaging, voice, and software add-ons tied to AI-driven communications. At the same time, growing interest in AI agents such as Meta’s Muse has highlighted Twilio’s role as a key infrastructure provider for higher-volume, automated customer interactions across digital channels. With AI-powered customer engagement now a...

Has Palo Alto Networks (PANW) Become Fully Priced After AI Security Gains?
Simply Wall St.2d agoneutral
Has Palo Alto Networks (PANW) Become Fully Priced After AI Security Gains?

Palo Alto Networks has been one of the stronger performers in large-cap cybersecurity. The latest surge in AI-focused security services puts a sharper spotlight on a familiar question for investors: whether the current share price lines up with the cash flows the business can generate over time. Over the past 5 years, Palo Alto Networks has delivered a 398.8% share price return, which raises the stakes for anyone asking if that move is fully backed by the company’s underlying cash flow...

Review & Preview: The Bond Market’s Warning
Barrons.com2d agoneutral
Review & Preview: The Bond Market’s Warning

Rising bond yields are becoming more and more difficult for Wall Street to ignore. The Nasdaq Composite tumbled 1.1% on Wednesday, while the S&P 500 fell 0.8%. The stock market was following the bond market, and an auction on 5-year Treasury notes that Mizuho’s  Daniel O’Regan described as “disastrous.”

3 Reasons We Love Corpay (CPAY)
StockStory2d agoneutral
3 Reasons We Love Corpay (CPAY)

Over the past six months, Corpay has been a great trade, beating the S&P 500 by 14.1%. Its stock price has climbed to $387.56, representing a healthy 32.1% increase. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

Retail shows strength in Chicago suburbs as DLC sells Mount Prospect shopping center for $95M
The Real Deal2d agobearish
Retail shows strength in Chicago suburbs as DLC sells Mount Prospect shopping center for $95M

DLC’s Adam Ifshin and Randhurst Village (DLC, Newmark)Investment momentum in the Chicago suburbs continued this week with a $95 million sale of a shopping center that last sold for $50 million in 2015. Elmsford, New York-based retail specialists DLC sold the Randhurst Village shopping center in Mount Prospect to Henderson, Nevada-based Rhino Investment Group after leading a turnaround effort of the property, which is anchored by Costco, Jewel-Osco and the Home Depot. DLC bought Randhurst Village

3 Reasons to Sell WMS and 1 Stock to Buy Instead
StockStory2d agoneutral
3 Reasons to Sell WMS and 1 Stock to Buy Instead

Over the past six months, Advanced Drainage’s stock price fell to $130.85. Shareholders have lost 5.1% of their capital, which is disappointing considering the S&P 500 has climbed by 18%. This might have investors contemplating their next move.

Fastly (FSLY) Outlines 14-21% Growth Target, Shares Climb 14%
Insider Monkey2d agoneutral
Fastly (FSLY) Outlines 14-21% Growth Target, Shares Climb 14%

Fastly Inc. (NASDAQ:FSLY) saw its share prices climb by 13.69 percent on Wednesday to close at $29.65 apiece after outlining its growth targets over the next three years, thanks to rosy prospects from AI. In its recently concluded Investor Day, Fastly Inc. (NASDAQ:FSLY) said that it is targeting a compounded annual growth rate of 14 […]

3 US AI Chip Stocks in Focus After Trump Xi AI Talks
Simply Wall St.2d agoneutral
3 US AI Chip Stocks in Focus After Trump Xi AI Talks

AI infrastructure is suddenly geopolitical, not just technological, after a Trump–Xi meeting put the AI race and chip policy in the spotlight. That kind of headline risk and potential rulebook change can reshape which AI and semiconductor stocks thrive and which struggle, creating real FOMO for investors who ignore it. This article breaks down 3 US-listed AI infrastructure and semiconductor leaders that look especially exposed to this news shock. The three stocks highlighted below are only a...

Why IonQ (IONQ) Is Up 15.5% After NVIDIA Deal And Real-Time Error Correction Breakthrough
Simply Wall St.2d agobullish
Why IonQ (IONQ) Is Up 15.5% After NVIDIA Deal And Real-Time Error Correction Breakthrough

IonQ recently announced it will deploy its Superion 256 quantum computer on-premise at NVIDIA’s Accelerated Quantum Research Center, while also unveiling an end-to-end real-time quantum error correction decoder that runs on a single off-the-shelf CPU with minimal computational delay. Together, these advances highlight IonQ’s push to link scalable error-corrected quantum hardware directly with leading AI and GPU infrastructure, potentially simplifying future hybrid quantum-classical system...

Barrick (GOLD) Stock Could Be 24% Overvalued On Cash Flow Questions
Simply Wall St.2d agoneutral
Barrick (GOLD) Stock Could Be 24% Overvalued On Cash Flow Questions

Barrick Mining has delivered a powerful share price run over the past few years, yet the real question for investors is whether that move lines up with the cash the business can generate. With the stock now around US$42.49, the focus turns to what its cash flows can reasonably support. Over the past 3 years the share price has gained 210.2%, which puts a lot of weight on whether Barrick Mining’s cash generation can keep backing that kind of re-rating. The investment case now leans heavily on...