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Amazon (AMZN) Stock May Be 41% Undervalued As AI Spending Climbs
Simply Wall St.1d agobullish
Amazon (AMZN) Stock May Be 41% Undervalued As AI Spending Climbs

Amazon.com has delivered a powerful 3 year share price run, helped by a wave of AI infrastructure and logistics investment, which raises a simple question for investors who care about valuation. Are today’s cash flows, and the ones that may reasonably follow from this spending, enough to support a US$254.98 share price. The stock is up 102.4% over 3 years, putting a lot of weight on the idea that Amazon’s future cash generation can catch up with the expectations now embedded in that...

Meta’s Muse AI Partnership Could Be A Game Changer For PayPal Holdings (PYPL)
Simply Wall St.1d agobullish
Meta’s Muse AI Partnership Could Be A Game Changer For PayPal Holdings (PYPL)

Earlier in September 2026, Meta announced a partnership bringing its Muse AI shopping agent to PayPal’s global merchant network, allowing consumers to discover products and complete PayPal-powered checkouts directly through Muse. This move plugs PayPal into a fast-growing consumer AI commerce ecosystem, potentially reinforcing its role as a preferred payment option within emerging agent-based shopping experiences. Next, we’ll examine how PayPal’s integration into Meta’s Muse AI shopping...

When Everything’s Priced at a Premium, Where Do Tech Brands Find New Buyers?
The Wall Street Journal1d agobullish
When Everything’s Priced at a Premium, Where Do Tech Brands Find New Buyers?

Smartphone and PC shipments are plummeting, but Apple and Dell are expected to keep revenue climbing. Apple raised prices by hundreds of dollars on some Macs and iPads this summer, Asa Fitch notes for The Wall Street Journal, and is charging more for its latest round of iPhones. The companies may have the competitive and brand position to pull off the increases.

Is It Too Late To Buy Micron Stock After Its Record Memory Run?
Trefis1d agobullish
Is It Too Late To Buy Micron Stock After Its Record Memory Run?

Micron Technology (MU) has returned about 575% over the past twelve months, against 17% for the S&P 500. The past three months added about 4%, so the run has flattened. At a price near $1,100, you would be buying the record profit that boom produced, and contracts that will cap the price of much of Micron's memory once its planned deals are signed.

Nasdaq climbs to record high off the back of revived AI trade
Yahoo Finance Video1d agobullishVIDEO
Nasdaq climbs to record high off the back of revived AI trade

The latest AI rally pushed the Nasdaq Composite (^IXIC) to an all-time record high above 27,200 on Tuesday. The 8:30 Hosts Julie Hyman, Jake Conley, and Pras Subramanian examine Wall Street analysis that forecasts that the Nasdaq could move even higher after this rally.

GM’s CarPlay U-Turn: A Three-Year Bet Against Buyer Preference Finally Reverses
Insider Monkey1d agobullish
GM’s CarPlay U-Turn: A Three-Year Bet Against Buyer Preference Finally Reverses

Three years ago, General Motors Company (NYSE:GM) bet that its own in-house infotainment software could replace Apple CarPlay and Android Auto in the minds and dashboards of its customers. On September 15, the company confessed that the gamble had not paid off. GM is integrating both smartphone projection systems more deeply into its new interface, […]

Billionaire Ken Fisher Was Buying These 2 Cathie Wood Stocks
Insider Monkey1d agobullish
Billionaire Ken Fisher Was Buying These 2 Cathie Wood Stocks

Q2 13F filings show that billionaire Ken Fisher’s Fisher Asset Management opened new positions in CRISPR Therapeutics (NASDAQ: CRSP) and Coinbase Global (NASDAQ: COIN). Fisher’s fund bought 77,960 CRISPR Therapeutics shares valued at about $4.25 million as of June 30. The firm also purchased 9,714 Coinbase shares valued at about $1.42 million. Both stocks were […]

Warner Bros Discovery Stock Surges on Settlement Progress in Paramount Merger Suit
TIKR1d agobullish
Warner Bros Discovery Stock Surges on Settlement Progress in Paramount Merger Suit

Key Stats for Warner Bros Discovery StockPrice change for Warner Bros Discovery stock: 12%$WBD Stock Price as of Sep. 22: $3152-Week High: $31$WBD Stock Price Target: $30What Happened?Warner Bros Discovery (WBD) shares surged more than 12% on Monday after Paramount Skydance settled a major legal battle standing in the way of its $110 billion acquisition of the company.

Ciena Stock Jumps Following Evercore ISI Upgrade to Outperform
TIKR1d agobullish
Ciena Stock Jumps Following Evercore ISI Upgrade to Outperform

Key Stats for Ciena StockPrice change for Ciena stock in last 1 year: 164%$CIEN Stock Price as of Sep. 22: $36952-Week High: $638$CIEN Stock Price Target: $517What Happened?Ciena (CIEN) stock got a big vote of confidence on Monday after Evercore ISI upgraded the company to Outperform and raised its price target sharply, from $375 to $550.

Will MSTR Stock Rally as Trump Discloses New Holdings in Michael Saylor’s Strategy?
CoinGape1d agobullish
Will MSTR Stock Rally as Trump Discloses New Holdings in Michael Saylor’s Strategy?

US President Donald Trump’s latest financial disclosure revealed new purchases of Michael Saylor’s Strategy shares near its 2026 lows. MSTR stock is rising today after a slight fall on Tuesday. Ad Ad President Trump Scoops More Michael Saylor’s Strategy Shares Trump purchased $51,001-$115,000 worth of shares in Bitcoin treasury company Strategy, according to the Office

3 Growth Stocks With Insider Buying To Own In September 2026
Simply Wall St.1d agobullish
3 Growth Stocks With Insider Buying To Own In September 2026

The Federal Reserve’s latest rate hike to a 3.75% to 4% range puts real pressure on slower, heavily indebted businesses and shines a brighter light on faster growing firms where insiders have meaningful skin in the game. That mix of growth and ownership can be powerful when borrowing costs rise and capital feels more selective. This article walks through three such stocks from our high growth, high insider alignment pool. The three stocks that follow are only a sample from this theme, while...

Best Buy and Amazon Expand Fire TV Partnership Into Connected TV Advertising
InvestorsHub1d agobullish
Best Buy and Amazon Expand Fire TV Partnership Into Connected TV Advertising

Best Buy (NYSE:BBY) and Amazon (NASDAQ:AMZN) have expanded their multiyear Fire TV partnership to include connected television advertising, extending an existing agreement covering Best Buy’s Insignia TVs. Under the agreement, Fire TV will remain the exclusive software experience across all Insignia televisions produced by Best Buy, with models ranging from 24 to 85 inches.

McDonald’s Pledges Billions in AI, Infrastructure Upgrades
The Wall Street Journal1d agobullish
McDonald’s Pledges Billions in AI, Infrastructure Upgrades

McDonald’s plans to invest billions of dollars to help its franchisees use AI tools and upgrade their kitchens and menus to better compete with rivals. The fast-food chain said today that it would allocate around $8.