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The Bull Case For Invesco (IVZ) Could Change Following New Global QQQ Innovation ETF Launch – Learn Why
Simply Wall St.1d agoneutral
The Bull Case For Invesco (IVZ) Could Change Following New Global QQQ Innovation ETF Launch – Learn Why

In September 2026, Invesco Ltd. expanded its QQQ Innovation Suite by launching the Invesco Nasdaq International Innovators 100 ETF (QQI), a rules-based fund tracking the Nasdaq International Innovators 100 Index to target 100 innovation-focused companies outside the United States with a total expense ratio of 0.29%. This launch gives investors a new way to access non-US innovative businesses within a familiar QQQ-branded framework, potentially broadening Invesco’s global ETF footprint and...

Plug Power (PLUG) On New Hydrogen Deals And A Valuation Gap That Still Divides Investors
Simply Wall St.1d agoneutral
Plug Power (PLUG) On New Hydrogen Deals And A Valuation Gap That Still Divides Investors

Why Plug Power Is Back On Investors’ Radar Plug Power (PLUG) has pushed deeper into the green hydrogen build out, shipping a 1 MW GenEco PEM electrolyzer to HWR Hydrogen in New Zealand while expanding electrolyzer supply partnerships in Australia. Recent trading shows that momentum in Plug Power has been weakening, with the share price down 20.62% over 90 days and 8.52% year to date, while the 1 year total shareholder return has declined 15%. This hints that investors remain cautious even as...

Does Strategy (MSTR) Stock Look Different After Trump Linked Accounts Surfaced?
Simply Wall St.1d agoneutral
Does Strategy (MSTR) Stock Look Different After Trump Linked Accounts Surfaced?

Trump’s investment accounts bought shares of Strategy (NasdaqGS:MSTR) shortly before the stock recorded an 83% rally. The purchases add a former U.S. president to the roster of high profile investors with exposure to Strategy’s Bitcoin focused approach. The holding was disclosed only after the surge in Strategy’s share price, raising fresh questions about timing and market impact. Trump’s late disclosed Strategy trades are important, but investors still need a broader view of the company’s...

Is Tesla (TSLA) Priced For Too Much Sales Growth After Recent Expansion Bets?
Simply Wall St.1d agoneutral
Is Tesla (TSLA) Priced For Too Much Sales Growth After Recent Expansion Bets?

Tesla closed at US$380.12 on Tuesday after a mixed run that includes a 54.3% gain over the past three years and a year to date decline of 13.2%. This puts a sharper spotlight on whether that price still lines up with what the company is generating in sales today. Over the last 3 years, Tesla has returned 54.3%, which means a lot of investor expectations are already baked into the stock and brings the link between its share price and underlying revenue into focus. Fresh headlines around...

Cisco Systems (CSCO) And Its AI Security Story Still Look Slightly Undervalued
Simply Wall St.1d agoneutral
Cisco Systems (CSCO) And Its AI Security Story Still Look Slightly Undervalued

Cisco Systems (CSCO) is back in focus after a fresh wave of AI and security product news around Splunk, including new on-premises AI infrastructure and tools to monitor token usage and agent performance. Investors have seen mixed signals around Cisco Systems in recent weeks, with fresh Splunk AI products, new quantum networking work with Infleqtion and a Notre Dame campus upgrade arriving just as an analyst downgrade and profit taking pulled the stock back from recent highs. Despite a 90 day...

CrowdStrike Stock Is Up 154% in Six Months. Here’s Where It Could Go Further.
TIKR1d agoneutral
CrowdStrike Stock Is Up 154% in Six Months. Here’s Where It Could Go Further.

Key TakeawaysCrowdStrike stock has climbed 154% since late March, closing at $262 on September 23 after a fiscal quarter that delivered the largest net new annual recurring revenue beat in the company’s history. Wall Street carries 30 buy ratings, 10 outperforms, 12 holds, 1 no opinion and 1 underperform on the stock, but the $236 mean target now sits 10% below the $262 close.

Can Eli Lilly Stock Catch Up To Rivals It Outgrows?
Trefis1d agoneutral
Can Eli Lilly Stock Catch Up To Rivals It Outgrows?

Eli Lilly (LLY) grew revenue 49.6% over the last twelve months, the fastest of the six companies in its peer group. It also runs the group's widest operating margin, at 49.7%. Yet its 53.4% stock return ranks only third, behind Merck and Johnson & Johnson, which both grew far more slowly. The open question is how long Mounjaro and Zepbound can carry a lead the stock has not matched.

Can This Number Push ISRG Stock Higher?
Trefis1d agoneutral
Can This Number Push ISRG Stock Higher?

Intuitive Surgical (ISRG) shares fell 10.4% in the past year, while the S&P 500 returned 16.5%. Much of the market has focused on moderating U.S. procedure growth. The more telling number is 144 trade-ins in fiscal Q2 2026, up from 83 a year earlier. Most came from customers moving to the new da Vinci 5 robot. Those trade-ins matter most if upgrades continue and each surgery also earns more. Is that number a blip, or are customers still trading up.

Investing.com1d agoneutral
OpenAI’s former head of data centers joins Nvidia

Investing.com -- Chris Malone, OpenAI's former head of data centers, joined Nvidia as vice president of the company's DSX Platform this month, according to his LinkedIn profile. The DSX division helps customers design and build AI data centers according to Nvidia's specifications.

What Is Salesforce No Longer Telling You?
Trefis1d agoneutral
What Is Salesforce No Longer Telling You?

Salesforce (CRM) stock has gained 56% in three months, against 5.0% for the S&P 500. Buyers are betting that AI will lift Salesforce rather than undercut its seat-based model. For that gain to hold, two things must both be true. Salesforce's own AI must earn real money, and its new AI pitch must speed up growth. The first depends on an idea management no longer leads with. The second rests on what replaced it. So what idea did Salesforce management once stress on its calls.

Fastly Fell 8% Today. Here’s Where the Stock Could Go in 2026
TIKR1d agoneutral
Fastly Fell 8% Today. Here’s Where the Stock Could Go in 2026

Key Stats for Fastly StockToday’s Performance: -8%52-Week Range: $8 to $35Valuation Model Target Price: Around $28Street Analyst Target Price: Around $28What Happened?Fastly stock (NASDAQ: FSLY) is trying to prove that its transformation from a traditional content-delivery network into a broader security, compute, and AI-edge platform can turn rapidly growing machine traffic into profitable growth. That debate intensified today as Fastly stock fell about 8%, giving back part of its recent rally

Trump Stance on AI an 'Extremely Naive Position,' Says Sen. Michael Bennet
Bloomberg1d agoneutralVIDEO
Trump Stance on AI an 'Extremely Naive Position,' Says Sen. Michael Bennet

Democrat Senator from Colorado Michael Bennet said that the American people want a president more focused on high interest rates and fuel prices rather 'than throwing reporters out of the White House and the glamour of his dinner with the president of China.' Bennet also weighed in on talks around AI safety and said that the Presidents decision to not enact guardrails is an 'extremely naive position.'