Shares of Salesforce posted their 14th consecutive day of losses as investors remain unconvinced of the company's AI momentum.
Hormel Foods remains a Buy, with a conservative valuation and solid dividend yield supporting patient investors amid sector weakness. HRL delivered its sixth consecutive quarter of organic top-line growth, with Foodservice and International segments outperforming despite macro headwinds. Management maintains long-term targets of 2%-3% organic sales and 5%-7% operating income growth, while robust cash flow and a balance sheet provide flexibility.
Strategy added 520 BTC and raised its USD reserve to $1.4B, putting balance-sheet discipline back in focus.
The analysts underscored that Strategy's Stretch (STRC) can't technically lose its “peg.”
Oracle's total workforce declined by about 13%, or 21,000 employees, in fiscal 2026, as the cloud computing giant continued restructuring its business, partly driven by the adoption of AI across its operations.
Amazon buys ads on ChatGPT to drive users back to its own marketplace. Amazon blocks AI companies from scraping its product and pricing data.
Taysha Gene Therapies, Inc. (TSHA) Discusses Longer-Term Clinical Data and Program Update for TSHA-102 in Rett Syndrome Transcript
AST SpaceMobile offers a compelling growth opportunity in the emerging direct-to-cell satellite telecommunications sector. ASTS's technical edge lies in delivering up to 200 Mbps to mobile devices, surpassing current Starlink Mobile capabilities. Despite significant near-term losses and high capital expenditures, ASTS's commercial agreements expose it to a potential market of nearly 3 billion users, supporting its long-term monetization thesis.
Bitcoin's recent underperformance relative to equities has coincided with rising Federal Reserve rate expectations, and Grayscale Investments argues bitcoin could narrow that gap if policymakers hold off on rate hikes.
Cardano (ADA) traded largely sideways Monday as broader crypto markets showed signs of hesitation and fading momentum.
Microsoft and Chevron announced plans on Monday to develop a 2.67-gigawatt natural gas power plant in West Texas to serve the tech company's AI and cloud data centers.
The orders aim to speed the development of the advanced computers and mitigate the security threats they pose.
Mexican billionaire Ricardo Salinas, a well-known Bitcoin advocate, has doubled down on his bullish outlook.
Hyperliquid's centralized control under a decentralized guise raises regulatory risks, potentially impacting investor trust and market stability. CZ questions Hyperliquid's decentralization amid control concerns.
The summit's focus on integrating Bitcoin with broader tech issues could reshape policy discussions, influencing future governance frameworks. Bitcoin Policy Institute announces Freedom Tech DC 2026 summit.
The peer-to-peer payments firm MoneyGram is joining the Solana (SOL) Network as an active validator. MoneyGram will also join the Solana Developer Platform (SDP), following in the footsteps of Mastercard, Worldpay and Western Union, per a Solana Foundation announcement.
A real, potentially lasting U.S.-Iran deal appears to be on the horizon for the first time in many weeks of on-, then off-again negotiations. Should this be the deal that does it, or another one in the near term, oil prices will respond.
Space Exploration Technologies Corp., aka SpaceX, is rated Strong Buy, with Tesla, Inc. rated Buy; a merger is deemed value-destructive for both. SPCX's premium valuation is justified by its AI segment's future potential, supported by foundational Space and profitable Connectivity businesses. Synergies between SPCX and TSLA—especially in AI, autonomy, and manufacturing—are best realized through partnerships, not a full merger.
Ensign Group is accelerating growth through acquisitions and operational gains, with record occupancy, rising revenue and capital ready for more deals.
The National Power Administration of Paraguay (ANDE) stressed that this 2-year conviction against two individuals would set a precedent against energy theft, punishing not only those who perpetrate it but also those who facilitate it to protect the national electricity system.
Between the e-commerce revolution and the pandemic, the past decade has seemed like an extinction event for malls and their department store anchors. Companies that have lost their glow, or stumbled, or just faded away (e.g.
Nvidia just announced a warm-water cooling system that it says can dramatically reduce the amount of water a data center uses — eliminating “pretty much all water usage” inside the data center itself, according to an Nvidia executive in a press release.
Silicon Motion Technology (NASDAQ:SIMO) had its price target raised to $400 from $230 by Wedbush, which reiterated an ‘Outperform' rating, citing stronger forward estimates and a higher valuation multiple reflecting improving growth visibility. Shares of Silicon Motion added almost 5% at $337 on the news.
Cerebras Systems (NASDAQ:CBRS) is approaching its first earnings report as a public company with execution rather than demand as the key variable to watch, according to Wedbush analysts. Demand risk is "almost zero," according to Wedbush, given Cerebras's existing deals with OpenAI and Amazon, meaning results will largely reflect how well management delivers against its own targets.
Elon Musk Grok AI just dropped a prediction on XRP price prediction that sounds almost absurd until you read the fine print. The model is pointing to $5 to $8 by the end of 2026, a multiple of where the coin sits today.
Eli Lilly (NYSE: LLY | LLY Price Prediction) and Pfizer (NYSE: PFE) just delivered Q1 2026 results that read like two different chapters of the same drug industry.
Keel Infrastructure Corp. (KEEL) Discusses Transition From Bitcoin Mining to HPC AI Data Center Strategy and Power Advantages Transcript
IonQ and Rigetti face rising macro pressure despite strong execution, with rich valuations and higher rates clouding the near-term outlook.
MU heads into fiscal Q3 2026 earnings with expectations for sharp revenue growth, strong margins and continued AI-driven memory demand.
Fortinet is reissued as a "Strong Buy," with growth reaccelerating after inventory digestion and a robust beat on top and bottom lines. FTNT's product revenues surged 41% YoY, driven by AI data centers and a differentiated ecosystem, enabling continued market share gains. 2026 guidance includes $8.8–$9.1 billion in billings, 79%–81% gross margins, and $3.1–$3.16 EPS, supporting a FWD P/E of 46x and 13.4% YoY growth.