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In September 2026, Ultragenyx Pharmaceutical received full U.S. FDA approval for FAYUVI (UX111), the first-ever treatment for pediatric patients with Sanfilippo syndrome Type A, along with a Priority Review Voucher. This approval not only addresses a previously untreated ultra-rare, fatal neurodegenerative disease but also expands Ultragenyx’s commercial gene therapy portfolio and manufacturing footprint in the U.S. We’ll now explore how FAYUVI’s first-in-disease approval and the associated...
IBM has raised its dividend for three decades straight, but the latest increase fits on a penny. Before counting on that income to keep pace with rising costs, retirees should understand what the streak actually delivers.
Bill Ackman's Pershing Square Inc., a recent IPO, broke out past a buy point Friday in a rocky market. The hedge fund billionaire's publicly traded investment vehicle, Pershing Square Inc., rallied an impressive 27% for the week after bullish analyst upgrades.
The agent economy is not being enabled by software; it is being bottlenecked by hardware. While the popular imagination fixates on autonomous code orchestrating value, the actual mechanism of the current market is far more terrestrial. If you cannot power it, you cannot run it. This is the governing rule of the AI era, and […]
The assessment isn't a permanent indictment. Indeed, if anything, it's a clarion call.
Investing.com -- Artificial intelligence is moving beyond text generation into scientific research, creating investment opportunities across AI infrastructure, pharmaceuticals, nuclear fusion, industrial materials and utilities, according to UBS Wealth Management.
UiPath (PATH) trades at about $14, some 29% below its high of the past year, and it has lost 11.7% over the past month. Its results are not what did that. The fall is recent: the stock is still up 34.5% over the past three months, and over the past twelve months it returned 18.9% against 17.0% for the S&P 500. What matters is how far a stock like this falls in a real shock.
AI data center provider Nscale has submitted paperwork for a New York initial public offering to fund computing infrastructure.
NetApp (NTAP) has spent years quietly retiring its own stock while the attention went to its flash arrays and AI deals. The stock is not quiet now: it has gained about 92% over the trailing six months and sits roughly 5% below its 52-week high. Fewer shares mean each one carries more of the profit. The question is what that is worth at this price.
Nscale, a developer of artificial intelligence data centers that counts Nvidia Corp. and Microsoft Corp. among its partners, filed for an initial public offering in New York to tap into AI’s insatiable demand for computing power.
The real divide may be revenue, not model quality
In its fiscal 2026 second quarter, Core & Main, Inc. reported higher year-on-year sales of US$2,145 million and net income of US$144 million, reaffirmed full-year guidance for US$7.80–US$7.90 billion in net sales, accelerated share repurchases under its existing program, and highlighted a more active acquisition pipeline progressing to letters of intent. A key insight from these updates is management’s emphasis on using a strong balance sheet and cash generation to fund both M&A aimed at...
Intel (INTC) and SK Hynix (SKHY) have been among this week's hottest semiconductor stocks as investors react to reports that the companies are exploring partnership opportunities.
Salesforce just unveiled Koa, its first homegrown AI model built for CRM reasoning, but a gap between launch and availability raises a pointed question: can a model nobody can buy yet actually move the stock?
Meta Platforms surged far past its mega-cap peers in a single month while the broader tech sector sat flat, and now shareholders face a decision that hinges entirely on how you read what the July earnings report actually said about the business.
Oracle is sliding hard on a day when its cloud rivals are barely flinching, and the reason behind that split tells investors something important about where the real pressure on ORCL stock is coming from.
One company is growing at a pace that is almost impossible to find in semiconductors. The other has reinvented itself as a contracted AI infrastructure play with billions in guaranteed revenue.
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. Palantir also carries the group's highest earnings multiple. Over those same twelve months the stock returned less than the S&P 500. The operational lead is evident, but current market valuations appear to price in much of that outperformance.
The stock market aced two big tests this week. Things got weird when CNBC’s Steve Liesman asked Warsh where the federal-funds rate is relative to the so-called neutral rate—the policy rate that is neither accommodative nor restrictive.
Commercial momentum is easing fears of an AI slowdown.
Snowflake (SNOW) has returned about 53% over the past year, and its product revenue growth has accelerated for three straight quarters. In early September, the company cut its fiscal 2027 non-GAAP product gross margin guide by a point, to 74%, pointing to a heavier mix of fast-growing AI workloads that carry a lower contribution margin. So what happens to the stock if that mix keeps shifting.
