News

When Google’s Gemini AI quietly hacked real companies during testing, it turned abstract AI risk into something concrete and uncomfortable. That kind of failure can rattle confidence in big tech; yet it can also shine a spotlight on smaller AI security and governance stocks exposed to the same story from a very different angle. This article walks through three such stocks from our screener, and why their role in this moment matters to your portfolio thinking. The three stocks below are a...

Fortinet’s modeled fair value has shifted from US$119.92 to US$163.13, marking a meaningful reset in how the stock is being valued in this framework. This change lines up with recent research where many firms have lifted price targets, even as a large share of ratings sit at Neutral or similar, reflecting a more even mix of risk and potential reward. As you read on, you will see how this evolving narrative could matter for how you track Fortinet from here. Stay updated as the Fair Value for...

Snap (SNAP) put its augmented reality ambitions front and center this week after unveiling SPECS Intelligence, a cross device AI assistant tightly linked to its upcoming SPECS glasses platform. Recent trading tells a mixed story for Snap. The share price is up 18.67% over the past 90 days and 5.53% over 30 days, yet the year to date share price return is down 31.98% and the 1 year total shareholder return has declined 32.23%. This indicates that momentum is trying to rebuild from a weak...

Agnico Eagle Mines (NYSE:AEM) is investing in Scout Discoveries to acquire a significant minority ownership position. The agreement gives Agnico Eagle exposure to Scout Discoveries’ precious metals exploration and development projects. Management describes the move as consistent with Agnico Eagle’s effort to widen its precious metals project pipeline. There is more to Agnico Eagle than this new minority stake in Scout Discoveries, including areas investors may overlook. Take a look at 1...

Joby Aviation (NYSE: JOBY) completed what it describes as the first fully autonomous cross country flight in the United States. The electric vertical take off and landing aircraft reportedly flew without a pilot on board, monitored from a remote operations center. Management highlighted potential use cases that include commercial cargo runs, medical supply delivery, disaster relief missions, and defense logistics support. The autonomous cross country flight is only one part of the Joby...

Dow (DOW) drew fresh attention after Univar Solutions expanded its agreement to distribute SupraCare polymers and specialty additives across the US and Canada, widening access to Dow’s homecare and industrial cleaning ingredients portfolio. Recent action around Dow has been choppy, with the share price down 2.6% over the last day and roughly 9.5% over the past month. This comes even though the year to date share price return is 18.4% and the 1 year total shareholder return is 28.3%, while the...

The top U.S. shale oil drillers aim to find the next big boom abroad.

Motorola Solutions (NYSE:MSI) is seeing continued strength in state and local public-safety budgets and good traction on the federal side, according to Executive Vice President and Chief Technology Officer Mahesh Saptharishi. Speaking with Piper Sandler’s Jim Fish, Saptharishi said the company’s pu

The robotaxi/Cybercab rollout is on track, but investors need to be patient and understand there are regulatory and operational hurdles to cross.

Broadcom's revenue has more than doubled in two years while Applied Materials posted modest gains.

Pan American Silver (TSX:PAAS) has put fresh numbers on the table, updating investors on its mineral reserves and resources as of June 30, 2026, after an intensive drilling program and portfolio reshaping. Against this operational backdrop, Pan American Silver’s share price has been relatively steady in the short term, while the longer view has rewarded patience. The CA$70.0 quote comes after a modest positive 90 day share price return of 1.42%. However, the 1 year total shareholder return of...

Western Digital has been one of the strongest movers in large-cap tech over the past few years, so the real question now is whether the current share price can still be explained by the earnings backing it. With the stock closing around US$441.36 and expectations building around high-capacity storage for AI workloads, you need to know if the recent story around profits is enough to support that kind of valuation. Western Digital has delivered a very large return over the past 3 years, which...

Teledyne Technologies (NYSE:TDY) said it is supplying advanced imaging detectors for Europe's Sentinel-3C and Fluorescence Explorer Earth observation satellites. The company disclosed a separate award to provide specialist energetics for next-generation unmanned defence systems programs in Europe. Teledyne plans to deliver imaging hardware that supports environmental monitoring missions focused on oceans, land surfaces and atmospheric conditions. The new energetics contract involves tailored...

The meme coin is on a hot streak again.

Key Stats for General Motors StockPrice change for General Motors stock in last 6 months: 18%$GM Stock Price as of Sep. 17: $8752-Week High: $92$GM Stock Price Target: $104What Happened?General Motors (GM) stock is in the news after the company unveiled its new engine lineup for the 2027 Chevrolet Silverado 1500 and GMC Sierra 1500 pickup trucks.

Key Takeaways:Record Backlog: Quanta closed Q2 with a record $53 billion backlog, and the biggest projects haven’t even hit the books yet. Price Projection: Based on current assumptions, PWR stock could reach $856 by December 2028.

Applied Materials has posted three consecutive quarterly gains and now generates $9.1 billion in revenue, while Intel's operating margin sits at half that of its competitor.

When news breaks that Google’s Gemini can autonomously hack real companies, the story quickly shifts from science fiction to balance sheet risk. Cyber insurance and tech liability insurers suddenly move from background players to potential shock absorbers or pressure points for the AI era. This article walks through three stocks from our cyber-focused screener that appear most exposed to this news and explains why their positioning could matter for your portfolio decisions. The three insurers...

Index funds will need to buy the flash-memory specialist's stock ahead of Monday -- though maybe not much of it.

DraftKings has seen a sharp reset in sentiment, with the stock down heavily over recent years, which puts a spotlight on whether today’s share price still lines up with the scale of its sales. With the business pushing further into prediction markets and reinforcing its compliance infrastructure, the real question for investors is how much revenue power the market is baking into the current valuation. Over the past 5 years, DraftKings shareholders have seen the stock fall 57.6%, which raises...

Lucid Group (NasdaqGS:LCID) agreed to partner with Bolt to deploy 25,000 autonomous vehicles across multiple European markets. The collaboration focuses on co-developing a SAE Level 4-ready fleet using Lucid's software-defined vehicle platform within Bolt's ride-hailing network. Bolt plans to integrate Lucid powered autonomous cars into its existing app-based mobility services once the joint programme reaches commercial readiness. The Lucid and Bolt plan for 25,000 autonomous cars across...

Investing.com -- UBS now expects artificial intelligence capital expenditure to reach nearly $1 trillion in 2026 before climbing to around $1.4 trillion in 2027, with surging memory costs accounting for most of the increase.

Dow Inc. has delivered a mixed ride for shareholders, with the stock currently at US$28.73 after sizeable swings over different time frames. With that backdrop, the real question for anyone looking at Dow today is how well the current share price lines up with the cash flows the business is expected to produce. Over the past 5 years, Dow shareholders have seen the share price fall 33.5%, which puts the spotlight firmly on what the company’s cash generation can realistically support from...

QUALCOMM (NasdaqGS:QCOM) has joined Advantech and other partners in the new WEDA edge AI ecosystem to support scalable deployments across varied hardware. The WEDA collaboration focuses on simplifying edge AI solutions by standardising tools and reference designs for industrial and enterprise use cases. QUALCOMM is also participating in up to 29 cross sector agreements between US and Vietnamese firms announced during a recent state visit. The WEDA edge AI alliance and the US Vietnam trade...

Silicon Motion Technology (SIMO) is lining up a busy September conference tour, speaking at Citi, B. Riley, Piper Sandler, and UBS events. This schedule is putting fresh attention on its NAND controller business and recent share performance. Recent moves have been choppy. Silicon Motion Technology’s share price has climbed 12.07% over the past month after a period where the 90 day return declined 15.40%. At the same time, a very strong year to date share price return of 190.22% and a 3 year...

NANO Nuclear Energy (NasdaqCM:NNE) appointed Marilyn Diaz as Director of Fuel Facilities Operations, according to a company announcement. Diaz brings senior regulatory experience from her tenure at the U.S. Nuclear Regulatory Commission to NANO Nuclear's fuel operations team. The hire supports NANO Nuclear's plan to build capabilities across the nuclear fuel supply chain and aligns with U.S. energy security goals. Marilyn Diaz joining as Director of Fuel Facilities Operations is important,...

Hudbay Minerals (TSX:HBM) faces record copper prices as a global supply shortfall tightens conditions for producers in 2026. Chile, the world's largest copper producer, has reported its weakest copper output in 19 years, intensifying supply concerns. Record copper pricing alongside Chile's multi decade low output could reshape Hudbay's opportunity set and risk profile. Take a look at 2 other big wins we have identified for Hudbay Minerals. For broader context on how peers might respond to...

Amazon.com (NasdaqGS:AMZN) plans to transition its air cargo fleet from Boeing 767 aircraft to Airbus A330 freighters. Air Transport Services Group will acquire and convert 30 Airbus A330 jets into freighters to support Amazon's air network. ATSG expects to begin operating the Airbus A330 cargo aircraft for Amazon in 2027 as part of the refreshed fleet. Amazon's move to Airbus A330 freighters is a key shift in its air logistics strategy that investors may want to weigh against the rest of...

Investing.com -- The U.S. State Department has approved a potential $2.7 billion military sale to Ukraine covering air defense upgrades, weapons, and related equipment and services, according to a congressional notification late Friday.

The Public Utilities Commission of Ohio issued an order authorizing the acquisition of AES Ohio’s parent company by a consortium led by Global Infrastructure Partners, a part of BlackRock, and the EQT Infrastructure VI fund. The $33 billion acquisition, first announced in March, is not final, a spokeswoman for Dayton electric utility AES Ohio said Thursday, Sept. 17. But approval by the Public ...