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This Week In Cloud AI - Opti9 Expands Canadian Reach with Strategic Hut 8 Acquisition
Opti9 Technologies has recently expanded its presence in the Canadian cloud market by acquiring Hut 8's Canadian managed cloud business. This transaction enhances Opti9’s cloud services and geographic reach within Canada, allowing customers to access a more robust technology platform and an experienced team. The acquisition also includes a multi-year colocation agreement, enabling Opti9 to operate its cloud infrastructure at Hut 8's Canadian data centers, providing increased flexibility for...
Yahoo55 dakika önceORCL
Trade Desk Stock Rises After Company Unveils 15% Workforce Cut
Trade Desk Unveils Major Restructuring
Yahoo1 saat önceTTD
TikTok owner ByteDance said to secure $29.6bn loan for AI push
Investing.com -- ByteDance secured a $29.6 billion loan from nearly 30 banks on Friday, Reuters reported on Friday. The Chinese social media company's focus on artificial intelligence development attracted strong interest from lenders.
Yahoo1 saat önceORCL
Stay updated with the S&P500 stocks that are on the move in today's pre-market session.
Wondering what's happening in today's pre-market session? Stay tuned for the latest updates on S&P500 stock movements.
ChartMill1 saat önceFICO
Which stocks are moving before the opening bell on Friday?
The US market is yet to commence its session on Friday, but let's get a preview of the pre-market session and explore the top gainers and losers driving the early market movements.
ChartMill2 saat önceFICO
3 Value Stocks That Fall Short
Value stocks typically trade at discounts to the broader market, offering patient investors the opportunity to buy businesses when they’re out of favor. The key risk, however, is that these stocks are usually cheap for a reason, and a low valuation can reflect underlying business challenges rather than a genuine bargain.
Yahoo3 saat önceTTD
The Trade Desk (NASDAQ:TTD) Fits the Growth-at-a-Reasonable-Price Playbook
The Trade Desk (TTD) passes Peter Lynch's quality growth-at-a-reasonable-price screen: 21% EPS growth, 0.43 PEG, no debt, and 15.8% ROE.
ChartMill3 saat önceTTD
Nasdaq Futures Edge Higher As Jobs Report Takes Center Stage: TSLA, LULU, ORCL, PL, NVDA, PLTR, RKLB In Focus
Retail sentiment on Stocktwits remained ‘bearish’ on SPY and flipped to ‘bullish’ on QQQ.
Yahoo4 saat önceORCL
Meta Platforms (NASDAQ:META): A Growth-at-a-Reasonable-Price Opportunity Per Peter Lynch
Meta stock passes Peter Lynch's growth-at-a-reasonable-price screen with strong EPS growth, low PEG ratio, solid profitability, and healthy balance sheet.
ChartMill4 saat önceMETA
Why I Really Like Oracle Ahead Of Q1 Earnings
Oracle Corporation remains a Buy due to its OCI capacity execution, contracted AI demand, and improving liquidity. Read more on ORCL stock here.
SeekingAlpha5 saat önceORCL
KNOT Offshore Partners: This One Might Sink Your Portfolio
KNOT Offshore Partners LP stock rated Sell: slim margins, heavy debt, and aging fleet risks. Click for this KNOP earnings update.
SeekingAlpha5 saat önceKNOP
What We’ve Learned Since 9/11
From an economic standpoint, the nation’s fiscal status has been turned upside down—from a federal budget swimming in surpluses to one deeply in deficit, despite the U.S. not being in recession or officially at war. Since then, the world has become even more dangerous, with the Iran war, Russia’s war on Ukraine, and China’s adventures in the Pacific. The Up & Down Wall Street written directly after the 9/11 attacks predicted a marked increase in spending for national security.
Yahoo6 saat önceORCL
Waller Cracks the Door to a September Pause and the Tape Rewards the AI Software Layer
Wall Street closed sharply higher on Thursday as Fed Governor Christopher Waller opened the door to a September rate pause and long yields eased. Snowflake ripped almost 17% on a guidance raise, Microsoft added nearly 3% on a reporting reshuffle that finally puts Azure on its own line, and Nvidia unveiled a $12.93 billion deal for Hugging Face. Campbell's cut its dividend and Lululemon slashed guidance after the bell.
ChartMill7 saat önceNVDA
Gulf shipping traffic via Hormuz keeps below 10-day average, data shows - Reuters
Gulf shipping traffic via Hormuz keeps below 10-day average, data shows Reuters
Reuters8 saat önce
Bill Ackman Says Pershing Square Has Achieved a 20% Gross Annual Return Since Inception and Aims to Keep Beating That Bar. Can His Newly Launched Funds Live Up to the Track Record?
Ackman is about to embark on a new venture.
Yahoo8 saat önceNVDA
Physical AI Series: Beyond Nvidia, Why ON Semiconductor Is My First Pick
ON Semiconductor is positioned as a key enabler of physical AI, focusing on power, sensing, and control layers. Learn why ON stock is a buy.
SeekingAlpha9 saat önceNVDA
Nvidia vs. Micron: Which Is the Better AI Semiconductor Stock to Own for the Next 5 Years?
Micron has outperformed Nvidia over the past year, but that could change over the next five.
Yahoo9 saat önceNVDA
Ciena (CIEN) Stock Gets Fair Value Trim As Analysts Weigh AI Demand And Supply Limits
Ciena’s updated analyst model now reflects a fair value move from US$565.71 to US$551.86, signalling a modest reset of price expectations. This shift comes as recent research highlights a wide spread of views on where the stock should trade, even with many analysts pointing to strong AI and data center demand, solid order backlog, and ongoing supply constraints that influence reported results. Read on to see how these changing assumptions feed into the evolving narrative around Ciena and what...
Yahoo9 saat önceCIEN
Meta: Doesn't Have A Path For Shareholder Returns (Rating Downgrade)
Meta's 2026 capex guidance will drive negative free cash flow, raising substantial risk for investors. Read why META stock is downgraded to a sell.
SeekingAlpha9 saat önceMETA
ORCL Stock Spikes On New HPE Equipment Deal: Retail Turns Bullish Ahead Of Q1 Report
Oracle’s AI infrastructure push and surging cloud backlog are fueling optimism, but investors will look for proof that spending is translating into durable revenue growth and cash flow.
Yahoo9 saat önceORCL
SpaceX (NasdaqGS:SPCX) Stock Sees Modest Fair Value Lift As Analysts Debate AI And Starlink
The modest uplift in fair value for Space Exploration Technologies from about US$213.50 to about US$222.32 signals a small reset in where analysts see the stock’s central case settling. That shift comes against a very wide range of Street price targets, from US$75 to US$800, as firms debate how sustainable the company’s current trajectory is and what that implies for valuation risk. As you read on, you will see how to track these moving targets and keep up with the evolving analyst story...
Yahoo9 saat önceSPCX
Why Is Veeva Systems (VEEV) Winning Big In AI For Biopharma?
Veeva Systems (NYSE: VEEV) announced that Regeneron and Biogen have adopted its AI powered Vault CRM suite globally. The company also introduced Veeva Falcon Safety, a new agentic safety operations product for biopharma clients. Both moves expand Veeva Systems' AI focused offering across commercial and safety workflows in life sciences. These updates highlight how AI heavy software is becoming core infrastructure for healthcare and biopharma workflows. This connects directly to a wider set...
Yahoo9 saat önceREGN
Apple's Memory Costs Jump 400%, iPhone 18 Pro Price May Rise $100
TrendForce reports iPhone 18 Pro memory costs surged 400%, pointing to a roughly $100 price increase next week.
Yahoo9 saat önceAAPL
Mark Zuckerberg Opposes Federal AI Watchdog in Call With Trump: Report
Meta Platforms Inc. (NASDAQ:META) CEO Mark Zuckerberg reportedly pushed back against a proposed national artificial-intelligence regulator during an August phone call with President Donald Trump, as the White House weighs a FINRA-style watchdog for frontier models. Zuckerberg Pushes Back On AI Watchdog According to a Politico report on Thursday, Trump called Zuckerberg during the week of Aug. 17. Zuckerberg said he opposed the proposal but did not ask Trump to change his position. Instead, he sa
Yahoo9 saat önceGOOG
OpenAI Declares “AGI Era” With Astra Launch. Anthropic’s Fable 5.1 More Than Doubled Its Predecessor’s Science Score. MSFT and AMZN Both Win, but One Has A Slight Edge
OpenAI President Greg Brockman ended a September 3 briefing on GPT-6 Astra with “Welcome to the AGI era,” after saying he personally believed OpenAI had reached AGI. The benchmark results explain the swagger. OpenAI reports that Astra scored 64.6% on Terminal-Bench Science 0.1, ahead of Anthropic’s new Claude Fable 5.1 at 52.6% and GPT-5.6 Sol […]
Yahoo10 saat önceMSFT
Google’s New Energy Project Gives Eos Energy a Key Technology Validation
MN8 Energy, Eos Energy Enterprises, Inc. (NASDAQ: EOSE), and Alphabet Inc. (NASDAQ:GOOGL)’s Google announced a collaboration on September 2 to deliver new, clean, around-the-clock energy resources to the PJM grid in support of growing demand in the region. For Eos, this deal marks an important validation point for its long-duration battery technology. In response, Stifel […]
Yahoo10 saat önceGOOG
SpaceX’s AI Thesis Is Getting Stronger, but the Capex Risk Is Massive
Barely three months after the largest IPO in history, Space Exploration Technologies Corp. (NASDAQ:SPCX) is no longer just viewed as a launch and satellite company. The company, in turn, has been expanding its horizons and is now viewed as an artificial intelligence infrastructure company. On September 2, Oppenheimer analyst Tim Horan raised the price target […]
Yahoo10 saat önceSPCX
Alphabet: Buffett Is In, Google Keeps AdX, I'm Out
Alphabet avoided another breakup remedy after the court rejected the DOJâs request to force an AdX sale. Find out why GOOG stock is a hold.
SeekingAlpha10 saat önceGOOG
Asian benchmarks mostly rise after tech stocks lead rally on Wall Street
Asian shares were mostly higher in early Friday trading, as regional market sentiment got a boost from the rally on Wall Street, mostly from big technology stocks. Japan's benchmark Nikkei 225 rose 0.6% in morning trading to 64,622.33. Hong Kong's Hang Seng jumped 2.1% to 25,751.26, while the Shanghai Composite added 0.8% to 3,973.27.
Yahoo11 saat önceAAPL
Opinion: TSMC Is a Better Buy Than Any of the "Magnificent Seven" Stocks Right Now
TSMC is a key partner for every member of the "Magnificent Seven."
Yahoo11 saat önceAAPL
RKLB And FLY Investors, Take Note: Planet Labs Flags SpaceX Rideshare Crunch As Smaller Operators Seek Alternatives
Rocket Lab’s Electron offers dedicated launch dates, orbits and mission profiles, unlike shared Falcon 9 rideshare missions.
Yahoo11 saat önceSPCX
Better Consumer Stock for 2026: Amazon.com vs. Walt Disney
Amazon's cloud dominance and 10.8% net margin contrast sharply with Disney's lower valuation multiples and stronger free cash flow.
Yahoo11 saat önceAMZN
The Bull Case For Kyndryl Holdings (KD) Could Change Following Expanded VMware-AI Alliance With Broadcom
In August 2026, Kyndryl Holdings announced an expanded alliance with Broadcom to provide end-to-end consulting and managed services for VMware Cloud Foundation, targeting AI-ready, secure private and hybrid cloud environments with strengthened cyber recovery capabilities. A distinctive aspect of the collaboration is the planned upskilling of several thousand Kyndryl consultants to implement agentic workflows and policy-driven AI governance across VMware estates, aiming to reduce operational...
Yahoo11 saat önceAVGO
Dow Jones Futures Await Jobs Report After Bullish Market Move; Tesla Cybercabs Hit The Road
The stock market jumped above key levels Thursday, buoyed by Snowflake and dovish Fed comments. Tesla Cybercabs are now live in Austin robotaxi app. The jobs report is on tap.
Yahoo11 saat önceSPCX
Oracle (ORCL) Stock Gets Fair Value Trim As Analysts Split On AI And Capex
Oracle’s updated pricing framework now reflects a fair value estimate of US$241.97, compared with the previous US$248.15 level. This adjustment lines up with a more mixed analyst narrative, as stronger interest in Oracle Cloud Infrastructure and large AI contracts is being balanced against concerns about funding needs, capital expenditure and potential pressure on earnings quality. As you read on, you will see how these moving pieces are shaping the evolving Oracle story and what to watch as...
Yahoo11 saat önceORCL
Microsoft drops $101.9 billion surprise as AI reshapes company
Microsoft’s latest disclosure reveals how much is riding on AI
Yahoo12 saat önceAMZN
CDT Insider Sentiment August 2026 - An AI Mountain Of Worry
Behind closed doors, the AI mania is no longer discussed as a possibility, but an accepted truth.
SeekingAlpha12 saat önceAAPL
Oil prices set for weekly gain as US-Iran hostilities intensify - Reuters
Oil prices set for weekly gain as US-Iran hostilities intensify Reuters
Reuters13 saat önce
Wall Street sees nearly 40% upside for one AI chip giant
One custom chipmaker keeps landing on analyst buy lists, and the price targets are telling.
Yahoo13 saat önceAVGO
Watch These 2 Energy Stocks — S&P 500 Addition Could Come Before Quarter's End
Bloom Energy and Cheniere Energy are two of the most likely inclusions in the benchmark index, according to Stephens analyst Melissa Roberts.
Yahoo13 saat önceALAB
US probes Iran wedding strike that analysis shows was likely direct hit by US munition - Reuters
US probes Iran wedding strike that analysis shows was likely direct hit by US munition Reuters
Reuters14 saat önce
Hock Tan Just Put a $230 Billion Number on Broadcom's 2028 AI Revenue. That Is 4 Times This Year's.
Supply is secured for two straight doublings, the CEO says. Deployment is the part no chipmaker can promise.
Yahoo15 saat önceAVGO
Ciena (CIEN) Lifts Guidance As Its Rich Valuation Faces A Reality Check
Ciena (CIEN) is back in focus after issuing fresh guidance that pegs fourth quarter 2026 revenue at about US$1.75b, with a margin of plus or minus US$50m, alongside higher full year revenue expectations. Ciena’s latest guidance comes after a sharp pullback, with the share price falling 10.36% in the last day and 34.97% over 90 days, even though the year to date share price return is 29.02% and the 1 year total shareholder return is 171.52%. Recent record fiscal Q3 2026 results, raised full...
Yahoo15 saat önceCIEN
Waste Management (WM) Exceeds Market Returns: Some Facts to Consider
Waste Management (WM) concluded the recent trading session at $221.72, signifying a +1.22% move from its prior day's close.
Yahoo16 saat önceWM
Deadly strike on Iranian wedding was likely a direct hit by a US munition, analysis shows - Reuters
Deadly strike on Iranian wedding was likely a direct hit by a US munition, analysis shows Reuters
Reuters16 saat önce
Vance says Iran conflict is not a war, declines to offer timeline for end - Reuters
Vance says Iran conflict is not a war, declines to offer timeline for end Reuters
Reuters16 saat önce
South Korea reviewing military options for Hormuz, no decision made, official says - Reuters
South Korea reviewing military options for Hormuz, no decision made, official says Reuters
Reuters16 saat önce
Paccar (PCAR) Laps the Stock Market: Here's Why
The latest trading day saw Paccar (PCAR) settling at $124.51, representing a +1.95% change from its previous close.
Yahoo16 saat öncePCAR
North America's waste compounder screens top-decile on quality at a reasonable price
Fintel16 saat önceWM
The "Untouchable" List: Stocks That Short Sellers Won't Dare Bet Against
Why Short Sellers Are Running Scared from These Stocks
Yahoo17 saat önceANET
Stock Market Today, Sept. 3: HPE Jumps 5%, Raises Fiscal Outlook on Record AI Server Demand
Today, Sept. 3, 2026, the enterprise infrastructure provider posted $12.2 billion in quarterly revenue, while analysts raised price targets, signaling sustained momentum in AI infrastructure.
Yahoo17 saat önceCSCO
SIRI Showered Owners With Cash. The Stock Still Lagged The Market
The satellite radio giant sent owners a fortune in cash, yet the stock went backward over those five years (it has actually outpaced the market over the past year). Here is the accounting of what that trade actually delivered, and what has to go right from here.
Yahoo17 saat önceOMC
Ciena Corp (CIEN) (Q3 2026) Earnings Call Highlights: Record Revenue and Backlog Surge on ...
Ciena Corp (CIEN) posts record Q3 results with revenue up 37% and backlog swelling to $8.5 billion, while issuing a bullish fiscal 2027 outlook of at least 30% growth.
Yahoo17 saat önceCIEN
These stocks are moving in today's after hours session
As the regular session of the US market concludes on Thursday, let's get an insight into the after-hours session and identify the stocks leading the pack in terms of gains and losses.
ChartMill17 saat önceASAN
Asana, Inc. (ASAN) Q2 2027 Earnings Call Transcript
Asana, Inc. (ASAN) Q2 2027 Earnings Call September 3, 2026 4:30 PM EDTCompany ParticipantsEva Leung - Head of Investor RelationsDaniel Rogers - CEO &...
SeekingAlpha17 saat önceASAN
Torrid (NYSE:CURV) Rallies on Sales Inflection, Tariff Refund Despite Q2 Miss
Torrid Holdings (CURV) misses Q2 estimates but shares jump 12.6% as sales trends improve, margins expand and FY outlook gets tariff boost.
ChartMill17 saat önceCURV
Asana (NYSE:ASAN) Plunges 13% on Soft Guidance Despite Q2 EPS Beat
Asana (ASAN) reported Q2 revenue in line and EPS above estimates, but shares dropped 13% after Q3 and full-year guidance trailed Wall Street forecasts.
ChartMill17 saat önceASAN
Vance: US probing airstrike that Iran says hit a wedding party - Reuters
Vance: US probing airstrike that Iran says hit a wedding party Reuters
Reuters17 saat önce
Adobe names Anil Chakravarthy as CEO, replacing Shantanu Narayen
Adobe announced Anil Chakravarthy as its next CEO, replacing Shantanu Narayen, who announced his departure last March.
CNBC18 saat önce
Oil prices mixed as investors weigh Middle East escalation, chance of Russia-Ukraine peace deal - Reuters
Oil prices mixed as investors weigh Middle East escalation, chance of Russia-Ukraine peace deal Reuters
Reuters18 saat önce