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Stock market rises slightly off key levels with Micron, Lumentum around buy points. Tesla deliveries, jobs report loom.
Enterprise security is changing. Companies are not just adding another tool every time a new threat appears. Increasingly, they want fewer vendors that can cover more of their security needs. That puts Okta, Inc. (NASDAQ:OKTA) and Rubrik, Inc. (NYSE:RBRK) in an interesting position. Okta is the established identity specialist, while Rubrik is expanding from data […]
The AI boom is creating a problem that has little to do with chips. Data centers need enormous amounts of electricity, but generating, transmitting, and connecting that power can take years. That is turning power infrastructure into one of the most important parts of the AI investment cycle. GE Vernova Inc. (NYSE:GEV) and Quanta Services, […]
BlackBerry (TSX:BB) has been selected by Coretura to supply its Alloy Kore software platform for commercial vehicle computing. The Coretura platform is being delivered through a distribution arrangement that includes automotive software supplier Vector. The agreement positions Alloy Kore at the centre of Coretura's high performance architecture for commercial trucks and other work vehicles. Coretura's move to Alloy Kore for commercial vehicle computing is only one piece of the wider...
Ingram Micro Holding recently expanded its relationship with Opengear, which announced its first pan-European distribution agreement with the company, giving resellers in multiple European markets access to Opengear’s network resilience portfolio backed by Ingram Micro’s logistics, support, and partner enablement across EMEA. Alongside this broader European reach, a recent upgrade in Ingram Micro’s earnings outlook highlights how its distribution scale and services capabilities are...
C3.ai has seen a sharp reset in its share price over the past several years, which puts the spotlight squarely on what investors are paying for its sales today. With the stock still moving around, the open question is how well the current valuation lines up with the revenue the business is actually generating. Over the past 5 years the share price has fallen 75.3%, which raises a basic question about how much of the original growth story is still reflected in the value investors now place on...
Fresh filings named Wayne Thorsen as AST SpaceMobile’s new commercial chief and disclosed a 200,000-RSU award.
Celestica Inc. (NYSE:CLS) has already had a remarkable year. The interesting part is that the company doesn’t seem to be slowing down. Its second-quarter revenue jumped 62% year over year, while adjusted EPS rose 83%. Management subsequently raised its 2026 outlook and said revenue growth should accelerate again in 2027. The bigger story, though, isn’t […]
In an interview with Bloomberg TV, CEO KR Sridhar explained that unlike large power plants, Bloom boxes are “fungible,” so a project delay would not be a concern.
Adobe Inc. (NASDAQ:ADBE) said on September 28 that online spending in the United States will grow 6.7% this holiday season, reaching a record of about $275 billion. The forecast comes from Adobe Analytics and draws on more than a trillion visits to American retail sites. Growth is close to last year’s pace, with discounting doing […]
Treasuries pay more today, but these three healthcare dividend payers offer something Treasuries can't: growth in both the payout and the stock.
Ingram Micro Holding (INGM) just featured at the MSP Summit 2026 in Orlando while also securing a new pan European distribution agreement with Opengear, a twin development that investors are now parsing carefully. Recent news flow around Ingram Micro Holding fits within a stronger share price trend, with a 1 day share price return of 3.66% and a 7 day move of 5.46%, taking the stock to US$27.79. In the short term, momentum looks constructive given the 90 day share price return of 8.34%. The...
Microsoft (NasdaqGS:MSFT) and other large US tech firms have created a new coalition focused on AI data center impacts. The group aims to address environmental, energy grid, and local community concerns tied to rapid AI infrastructure buildouts across the US. Member companies are preparing shared sustainability and job creation commitments ahead of key US political events. This new coalition on AI data center expansion is a fresh signal that needs to be weighed against our broader Microsoft...
VNET Group has seen its share price swing sharply in recent years, which naturally puts the focus on whether the current US$5.55 level lines up with the sales it is generating. With such a mixed share price record, the question for you is how much revenue power the business really reflects at today's valuation. Over the past 3 years the stock has gained about 100.4%, which puts a lot of weight on whether recent revenue can carry that kind of reset in expectations. The recent investment by PJ...
Weak engagement trends are leading investors to hit sell.
This under-the-radar industrial technology stock boasts a Superscore of 74 from our Hidden Gems Primary database, part of The Motley Fool's Moneyball Database system. Here's why.
The tech giant’s longtime CEO holds a massive stake in the company he founded, adding more than $101 billion to his wealth in 2026.
Nvidia is the chip fund's top position. So where did the rest of the fund's gain come from?
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