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Is DDOG a good stock to buy? We came across a bullish thesis on Datadog, Inc. on Astute Optics – US’s Substack. In this article, we will summarize the bulls’ thesis on DDOG. The thesis was published on August 23rd when the stock was trading at $225.77. DDOG gained 23.24% since then. The gain appears to reflect […]

Advanced Micro Devices is back in focus as a fresh round of price target updates filters through analyst models, with fair value estimates now at about $629.21 compared with $616.51 previously. Much of this recalibration links directly to how analysts frame AMD's role in AI infrastructure, from Helios rack-scale systems to Instinct GPUs and Venice CPUs, and how those pieces might support data center and AI server demand. As you read on, you will see how to track these shifting assumptions and...

EXCLUSIVE: Lebanon's Hezbollah gets $200 million from Iran to help displaced, sources say  Reuters

Select customers honored on main stage at AlphaSummit for their vision, impact, and transformation through decision-grade AI NEW YORK, Oct. 07, 2026 (GLOBE NEWSWIRE) -- AlphaSense, the AI platform redefining market intelligence for the business and financial world, today announced winners of this year’s AlphaSense Customer Awards at AlphaSummit 2026. The awards recognize customers that are transforming how their teams work with decision-grade AI from AlphaSense and celebrate how they have transl

OptiSigns, a digital signage company powering more than 200,000 screens worldwide, today announced expanded and enhanced dashboard apps, which now work with Microsoft Power BI, Salesforce, Tableau, Grafana, Databricks and more. Businesses can now show automatically updating live dashboards on TV screens in offices, factories and operations centers.

Hess Midstream (NYSE:HESM) shares fell over 16% to $32.25 on Wednesday morning after Chevron agreed to transfer its ownership interests in the midstream company and DJ Basin crude oil assets in exchange for revised Bakken terms, with the company forecasting 2027 Adjusted EBITDA of $850 million...

XOM's 44.3% one-year surge, high oil prices and low-cost production support its outlook, but a premium valuation suggests patience.

Salesforce plunges 15.1% YTD, but stabilizing growth, surging Agentforce adoption and a lower valuation support holding the stock for now.

The new systems broaden HPE’s server lineup for inference and other compute-heavy workloads as its Cloud and AI business continues to expand.

The market sees a phone company that missed the AI revolution, but one investor keeps buying shares and believes Wall Street has the story exactly backwards.

COP vs. WHD: Which Stock Is the Better Value Option?

Yahoo Finance Executive Editor and host of Sozzi Unleashed discusses the sharp rise in Micron's (MU) operating income and why the chipmaker’s improving financial position could put future stock buybacks in focus. Sozzi also digs into Meta's (META) massive capital spending plans

Looking for the S&P500 stocks that are experiencing notable gaps on Wednesday? Find out which stocks are gapping up and gapping down in the S&P500 index during today's session.

SAP's planned TechWolf acquisition aims to strengthen AI-driven talent management, skills mapping and workforce planning as enterprises adopt AI.

Morgan Stanley just raised its NVIDIA target as the stock closes in on all-time highs, but margin compression and a $50 billion financing controversy raise real questions about how much runway this rally has left.

Accenture (ACN) shares rose more than 18% during trading on October 1, 2026, following fiscal fourth-quarter results that topped analyst estimates. Even so, the stock sits well below its level from a year ago amid fears that AI will disrupt consulting. Company leaders push back on that narrative, actively structuring their operations around that view. So what is that business, and are clients paying for it yet.

Attacks on tankers in Hormuz hit highest of any week since start of Iran war, sources say  Reuters

Shares of Western Digital (WDC) returned 214.3% over the twelve months ending October 6, 2026. By comparison, the S&P 500 gained 17.8% over the same period. News reports published during the rally noted that artificial intelligence companies needed immense amounts of data storage, giving Western Digital the leverage to charge more for its hard disk drives. So how much of this could investors see before October 2025.

Fortinet has ridden a sharp multiyear run in its share price, and that kind of move always puts the focus back on what the business can generate in cash. With the stock now reflecting years of strong returns, the key issue is whether those cash flows are enough to support where the market currently prices Fortinet. Over the past 3 years the stock has returned about 224.4%, which puts a lot of expectations onto the company’s ability to keep producing meaningful cash flows. Rockwell...

AI is reshaping software, chips, and memory, and these three tech stocks are riding that wave in very different ways this fall.

Shares of CrowdStrike (CRWD) have returned 128% over the past twelve months, easily outpacing the 17.8% gain for the S&P 500. Buyers are paying up for CrowdStrike's sector-leading revenue growth, even as peers like Okta and Fortinet have notched comparable gains on slower top-line expansion. Yet the company also ranks last of the five on operating margin. But calculating that premium isn't straightforward when CrowdStrike continues to run an operating loss while rivals turn a steady profit.

CIEN's AI-driven demand, optical leadership and rising margins fuel growth, but supply constraints could limit its upside.

Intel downgraded, Marvell upgraded: Wall Street's top analyst calls

Marvell Technology (MRVL) raised its revenue guidance at the company's investor day on Tuesday, forecasting that revenue driven by data centers could grow to as much as $90 billion by its fiscal year 2031. Yahoo Finance Executive Editor Brian Sozzi weighs in on Marvell's investor day announcements.

In the State Street SPDR S&P 500 ETF Trust (SPY), about an hour after the opening bell on Tuesday, someone traded a 100,000-lot put spread.

455-Page Report Shows Identity & Access Management Growing Fastest as Ransomware, IT-OT Convergence and Regulatory Mandates Drive Industrial Cybersecurity InvestmentDublin, Oct. 07, 2026 (GLOBE NEWSWIRE) -- ResearchAndMarkets.com has added "Operational Technology Security Market by Solution, Service, Deployment Mode - Global Forecast to 2031", a 455-page report released in May 2026 to its offering. The report forecasts that the global operational technology (OT) security market will grow from $2

On Holding just signed Kylian Mbappé and is launching into golf, but its own 2029 targets say the real growth engine is still running shoes.

SpaceX is raising big money to spend on Nvidia artificial-intelligence chips, according to a report.

Stocks retreated on Wednesday as Treasury yields resumed their climb.

Investing.com -- Micron Technology shares traded roughly 2.6% lower in pre-market on Wednesday after a Taiwan union representing the company's workers secured authorization from its members to strike over a dispute concerning the company's bonus scheme.

Stevens sold nearly $947 million in Nvidia stock, with Amazon's Jeff Bezos and Arista Networks CEO Jayshree Ullal also among the top 10 sellers

ClearBridge Investments, a global equity manager, recently published third-quarter 2026 commentary for its “Large Cap Growth Strategy”. The letter can be downloaded here. In the third quarter, leadership among large growth stocks shifted from high-momentum semiconductor names to companies with clearer AI monetization paths. The ClearBridge Large Cap Growth Strategy outperformed its Russell 1000 Growth Index […]

One Wall Street firm just slapped a price target on Micron so far above the Street consensus that it demands either serious examination or serious skepticism, and the argument behind it could change how you think about memory stocks entirely.

Marvell's Investor Day triggered a wave of Wall Street price target increases, but a quiet split between bullish and neutral analysts reveals a deeper disagreement about whether the company can actually clear the ambitious bar it just set for itself.

Nearly every analyst covering a $3 trillion company agrees it belongs higher, yet the stock still trades below its 52-week high. The real question is how much higher, and the answer depends on a few risks that bulls are quietly glossing over.

Moët Hennessy, the wine and spirits division of LVMH, Analog Devices, Inc. (ADI), a global semiconductor leader, and University of California, Davis, a world-renowned leading research university, today announced a groundbreaking joint effort to deploy a new generation of technology aimed at enhancing wine quality and supporting the long-term vitality of vineyards.

ClearBridge Investments, a global equity manager, recently published third-quarter 2026 commentary for its “Large Cap Growth Strategy”. The letter can be downloaded here. In the third quarter, leadership among large growth stocks shifted from high-momentum semiconductor names to companies with clearer AI monetization paths. The ClearBridge Large Cap Growth Strategy outperformed its Russell 1000 Growth Index […]

Most Republicans in tight midterm races distance themselves from Trump, Reuters review finds  Reuters

Investing.com -- Stifel has identified leading opportunities in the Analog and Edge AI semiconductor space, highlighting companies with differentiated solutions in the high-end analog market and those positioned to benefit from the growing Edge AI trend across multiple end markets including medical and industrial applications.

A jury handed Netlist a $445 million win against Micron, but collecting that money was another battle entirely. What Netlist ultimately accepted, and why Micron agreed to pay even more, reveals how high the stakes had quietly become.

The EDGE AI FOUNDATION, the world's largest community of edge AI developers, technology makers, and academia, today announced the formation of three new Working Groups alongside a new strategic partnership with LF Edge. The launch of these initiatives represents a new era in edge AI, where artificial intelligence is being driven out of the lab and into real-world scenarios with the rigorous safety, security, and community collaboration required for commercial success.

Super Micro Computer's discounted valuation, AI infrastructure demand, modular systems and liquid cooling support its long-term growth case despite key risks.

As organizations accelerate the adoption of AI, Microsoft Copilot, and autonomous agents, security, governance, and data protection have become critical business priorities. As part of a broader AI security strategy designed to help clients navigate this shift, Beazley Security announced it has achieved the Microsoft Solutions Partner for Security designation within the Microsoft AI Cloud Partner Program.

Strada, a people, payroll, and technology leader that simplifies international workforce management, today announces a strategic alliance with EY, a global leader in Global Mobility and payroll managed services, operating across 180+ countries, designed to set a new standard in how multinational organisations manage global payroll and workforce solutions.

MOUNTAIN VIEW, Calif., October 07, 2026--At AeraHUB 26, Aera Technology’s global decision intelligence event, enterprises share how they’re applying AI to the decisions that run the business.

Energy ETFs are gaining as bond-market turmoil cools, with high oil prices supporting energy stocks while yield stabilization could lift sentiment.

Marvell stock has surged more than 200% in a year on the back of explosive AI data center demand, but whether that momentum carries a $5,000 investment higher or leaves it worse off depends on forces that could shift fast.

Despite its high valuation, Palantir still has plenty of upside potential.

Here is how ConocoPhillips (COP) and Calumet, Inc. (CLMT) have performed compared to their sector so far this year.