Is Palantir's Lead Over Its Peers Already Priced In?
Palantir Technologies (PLTR) grew revenue faster over the past twelve months than every company in its peer group, and only one company in that group earns a wider operating margin…
earnings
Yahoo
Sep 18, 2:00 PM ▲ sentiment
Should You Buy Snap Stock For The Cash It Throws Off?
Snap (SNAP) generates free cash worth 7.4% of its market value a year, against 4.5% for the median S&P 500 company. A yield that high usually points one of two ways: a bargain, or …
earnings
Yahoo
Sep 17, 2:28 PM ▲ sentiment
What's Happening With NBIS Stock?
Nebius Group (NBIS) jumped over 6% in extended trading on September 16 following revised pricing strategies across its on-demand AI compute resources. Yet, the stock remains down r…
earnings
Yahoo
Sep 17, 8:16 AM ▲ sentiment
Transcript: Alphabet Q2 2026 Earnings Conference Call
Alphabet (NASDAQ:GOOG) held its second-quarter earnings conference call on Wednesday. Below is the complete transcript from the call.
This transcript is brought to you by Benzinga …
earnings
Benzinga
Sep 16, 11:43 PM — sentiment
DTE Is Sitting on an AI-Era Power Opportunity
Michigan's largest utility just signed hyperscale data center deals that could rewrite its earnings story, but a recent sell-off near 52-week lows is raising questions about whethe…
earnings
Yahoo
Sep 16, 1:00 PM ▲ sentiment
Should Record Revenue Make IonQ Stock Feel Safer?
IonQ (IONQ) stock trades at about $37, roughly 55% below its high inside the last year. The market did not do that: over the past twelve months the S&P 500 returned 16.6% while Ion…
earnings
Yahoo
Sep 16, 8:30 AM ▲ sentiment
Should You Buy Adobe Stock At $260?
Adobe (ADBE) reported a record fiscal Q3 2026 and raised its fiscal 2026 revenue and earnings targets. Revenue rose 13% as reported to $6.76 billion, above the $6.70 billion the co…
earnings
Yahoo
Sep 15, 1:48 PM ▲ sentiment
Bull of the Day: Caterpillar (CAT)
Caterpillar offers investors a rare combination of industrial value, consistent earnings beats, and direct upside to the generational AI revolution.
earnings
Yahoo
Sep 15, 4:00 AM ▲ sentiment
What Did Microsoft Tell You Before Its Stock Ran?
Microsoft (MSFT) stock has returned about 32% since mid-June 2026. The S&P 500 returned about 3% over the same window, and peers moved in both directions: Alphabet fell 4.5% while …
regulatory
Yahoo
Sep 18, 9:13 AM ▲ sentiment
Fortune Unveils Speakers and Program Themes for 2026 Most Powerful Women Summit, Oct.12-14 in Santa Barbara
Speakers include leaders from Athletes Unlimited Softball League, Boston Dynamics, Chevron, Citi, Flex, Google, Kalshi, Lean In, Nasdaq, Sam's Club, ServiceNow, Upwork, and YouTube…
product
PRNewswire
Sep 17, 1:05 PM — sentiment
OpenAI Fires Back at Apple (AAPL)
Reuters reported that OpenAI denied Apple Inc. (NASDAQ:AAPL)’s allegations of trade secret theft in a filing late Monday, August 31, in U.S. District Court i...
regulatory
Yahoo Entertainment
Sep 17, 10:29 AM — sentiment
Tesla’s Cybercab Is In Trouble
Federal regulators have given Tesla less than two weeks to answer sworn questions about its Cybercab program, and the stakes go far beyond one automaker's ambitions.
regulatory
Yahoo
Sep 16, 10:24 AM — sentiment
Regulators Grill Tesla Over Cybercab Design
Federal regulators are demanding answers about the Tesla Cybercab design and why the EV giant thinks it's compliant. Amazon's Zoox sought a waiver.
regulatory
Yahoo
Sep 16, 9:25 AM — sentiment
The AI Boom Has a Secret Weapon, and It’s Marvell
Marvell has surged over 150% this year on the back of explosive data center growth, but Wall Street's consensus target may still be too conservative. Here is why analysts keep chas…
regulatory
Yahoo
Sep 15, 11:30 AM ▲ sentiment
Cloudflare Helps End the Search-or-AI-Training Tradeoff
SAN FRANCISCO, September 15, 2026--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced a new Accountable designation for AI crawling. In conjuncti…
product
Yahoo
Sep 15, 9:05 AM — sentiment
Edge Computing Market by Offering, Application, Deployment Mode, Organization Size, Vertical, and Region Forecasts Market Growth from $111.34B (2026) to $317.39B by 2031, Profiling AWS, Dell Technologies, NVIDIA, Microsoft, HPE, and 25 Other Key Players
The global edge computing market is projected to grow from USD 111.34 billion in 2026 to USD 317.39 billion by 2031, at a 23.3% CAGR. Growth is driven by IoT adoption, demand for l…
regulatory
Yahoo
Sep 15, 4:20 AM ▲ sentiment
Ray Dalio’s Fund Was Buying These 2 AI Stocks
Most of the media hype goes to Nvidia, Broadcom, Google and the other major AI plays. We dug deeper into billionaire Ray Dalio’s Bridgewater Associates Q2 13F filings to see what n…
analyst
Yahoo
Sep 16, 10:05 AM — sentiment
Why is European money financing the American AI boom?
Eurozone households have hundreds of billions of euros invested in US technology. Analysts say Europe has the money and promising companies, but too few become accessible investmen…
analyst
Yahoo
Sep 16, 1:11 AM — sentiment
Fifty-Five Analysts Cover Meta and None Say Sell
Wall Street's analyst community has reached a verdict on Meta that almost never happens with a mega-cap stock, and the numbers behind that consensus point to a price target that ma…
analyst
Yahoo
Sep 15, 8:00 AM — sentiment
Meta Is About to Become Mega Cloud Operator
Meta just raised its 2026 spending target to a figure that dwarfs what most countries invest in infrastructure, and shareholders are left weighing whether a collapsing free cash fl…
geopolitical
Yahoo
Sep 18, 11:44 AM — sentiment
Should You Rotate to Telecom & Software ETFs Now?
Telecom and software ETFs may offer a defensive AI opportunity as investors rotate away from rate-sensitive chip stocks toward cash-rich mega-cap platforms.
geopolitical
Yahoo
Sep 17, 9:00 AM — sentiment
2 Volatile Stocks on Our Watchlist and 1 We Question
Market swings can be tough to stomach, and volatile stocks often experience exaggerated moves in both directions. While many thrive during risk-on environments, many also struggle …
macro
Yahoo
Sep 18, 9:28 AM ▲ sentiment
PubMatic (PUBM) Stock Trades Up, Here Is Why
Shares of digital advertising technology company PubMatic (NASDAQ:PUBM) jumped 2.6% in the afternoon session after a federal court ordered behavioral remedies against Google, prohi…
macro
Yahoo
Sep 17, 5:38 PM ▲ sentiment
What Happens To CRWV Stock If Lenders Pull Back?
CoreWeave (CRWV) spends far more on building out its AI cloud than its operations generate in cash. Management says each build is paid for up front with debt, customer prepayments,…
macro
Yahoo
Sep 17, 2:16 PM — sentiment
Prediction: Alphabet’s Best Days May Still Be Ahead
Google Cloud is growing at a blistering pace, Gemini is everywhere, and Wall Street is almost universally bullish, yet the stock sits near its lowest valuation in years. Something …
other
Yahoo
Sep 18, 9:00 AM ▲ sentiment
Why Meta Could Keep Surprising Wall Street
Meta has clawed back nearly 20% in a single month, but the real question is whether the AI event on the horizon justifies pushing the stock even higher against a capex bill that cr…
other
Yahoo
Sep 18, 8:00 AM ▲ sentiment
How Much Does IBM Stock Move When The Market Moves?
International Business Machines (IBM) has risen 6.0% over the last five trading days while the S&P 500 fell 1.3%. A run like that in a weak market pulls money in, but the five-day …
other
Yahoo
Sep 15, 11:37 AM ▼ sentiment