Enterprise Development Holdings Ltd 1808

For much of the past year, Accenture plc (NYSE:ACN) looked like one of the obvious casualties of AI. If companies can automate more of the work done by consultants, why keep paying a huge army of people to do it? That argument still makes sense. What has changed is that enterprises are discovering that adopting […]

Sandisk now has the second-highest nominal stock price among tech stocks.

Zscaler has had a bumpy ride, with the stock falling 35.6% over the past year even as interest in cybersecurity and AI driven threats keeps climbing. With the shares recently closing at US$196.60, the live question is whether that price lines up with the cash flows the business is expected to generate. A 35.6% share price decline over 12 months puts the focus squarely on whether the market has shifted its view of Zscaler’s long term cash generation or is simply recalibrating...

Digi International (NASDAQ:DGII) said it has agreed to acquire Oslo, Norway-based wireless sensing company Disruptive Technologies, a transaction the company expects to close following regulatory approval before the end of calendar 2026. Chief Executive Officer Ron Konezny said Disruptive Technolog

Salesforce commands a 7-to-1 revenue advantage, yet CrowdStrike has posted uninterrupted quarter-over-quarter growth while Salesforce stumbled occasionally.

Synaptics Inc. (NASDAQ:SYNA) extended its winning streak to a fourth straight session on Friday, surging 14.08 percent on Friday to finish at $121.10 apiece, following ON Semiconductor’s decision to switch its acquisition of the former to an all-cash transaction. Week on week, the stock climbed 17.9 percent. In an update later Thursday, ON Semiconductor said […]

NVIDIA boasts a 55.6% net margin and $96.7 billion in free cash flow, while SK Hynix trades at a fraction of the valuation despite 44.2% profitability.

If the typical stock trailed, which stocks carried the index?

Dell Technologies Inc. (NYSE:DELL) is having a remarkable year. The stock has galloped up more than 4 times since the end of February, yet the stock trades at just 21.3x forward earnings. Revenue is expected to surge by 69% this year before growing another 20% next year. Those numbers make Dell look increasingly like an […]

Badger Meter (BMI) just used the WEFTEC conference in New Orleans to launch OneNetwork, a real-time monitoring and analytics platform aimed at tying together fragmented water and wastewater system data. For context, Badger Meter’s share price has fallen 27.6% year to date and the 1 year total shareholder return is down 28.6%, while the 5 year total shareholder return of 26.6% points to longer term gains despite the recent loss of momentum. Scan beyond Badger Meter and see how other water and...

Palo Alto Networks, Inc. (NASDAQ:PANW) is no longer just selling cybersecurity products. It is trying to become the platform sitting underneath an enterprise’s entire security operation. That distinction is becoming increasingly important as companies deal with more data, cloud infrastructure, AI applications, and autonomous agents. The strategy appears to be working. The harder question is […]

Chip stocks jumped on the Muse rollout.

Nvidia, Alphabet and Meta signed the White House’s voluntary AI safety accord, while Microsoft and Amazon attended the White House lunch without signing.

Shares of traffic solutions company Verra Mobility (NASDAQ:VRRM) fell 2.8% in the afternoon session after the company announced the appointment of Jon Newhard as President and Chief Executive Officer, effective November 1, 2026.

Grindr’s CEO has an interesting take on what the company’s future will look like.

If you are looking for a reliable income stream, these two Dividend Kings should be on your watch list, if not your buy list.

Shares of server solutions provider Super Micro (NASDAQ:SMCI) jumped 4.3% in the afternoon session after the company began shipping server racks built for NVIDIA’s next-generation Vera Rubin AI architecture, according to TipRanks. The start of shipments reinforces SMCI’s role in the AI infrastructure supply chain. Vera Rubin–ready racks house and interconnect high-density systems that data centers need for advanced AI workloads, keeping the stock in the AI server buildout story.

Defense Secretary Pete Hegseth announced a new Autonomous Warfare Command to speed up the U.S. military’s adoption of drones, robotics, and AI.

Shares of electronic components distributor Avnet (NASDAQGS:AVT) jumped 5.2% in the afternoon session after demand rose for electronic components used in AI infrastructure and global data-center buildouts, according to TipRanks. Record trading levels reflected the AI/data-center cycle pulling through distributors. Sentiment also got a lift from normalizing supply chains in industrial and automotive end markets, broadening the demand backdrop beyond AI alone.