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EBay Stock Falls After Report That GameStop Weighing Dropping Bid
The Wall Street Journal2d agobearish
EBay Stock Falls After Report That GameStop Weighing Dropping Bid

Shares of eBay were down around 3% in morning trading after a report that GameStop is weighing withdrawing its bid for the online auction company. GameStop CEO Ryan Cohen is considering proposing a partnership or joint venture that would let eBay use GameStop's retail locations, Bloomberg reported.

Can Ziff Davis (ZD) Trade At A Premium After A 58% Rally?
Simply Wall St.2d agobullish
Can Ziff Davis (ZD) Trade At A Premium After A 58% Rally?

Ziff Davis stock has climbed 58.5% year to date, yet its valuation checks lean expensive and raise questions about how much upside is already reflected in the price. The 58.5% year to date gain can signal renewed confidence in the story, but it also increases the risk that expectations are running ahead of fundamentals. Recent portfolio moves and capital returns can support the long term earnings profile, while pressure on key digital media assets and changing ad economics may weigh on what...

Why This Investor Sold Autodesk (ADSK) Over AI Risks
Insider Monkey2d agoneutral
Why This Investor Sold Autodesk (ADSK) Over AI Risks

Brown Advisory, an investment management company, released its “Brown Advisory Global Leaders Strategy” for the second quarter of 2026 investor letter. A copy of the letter can be downloaded here. Brown Advisory’s Global Leaders Strategy delivered a net return of 4.6% in the second quarter of 2026, underperforming its benchmark, the MSCI ACWI Net Index, […]

BlackRock (BLK) Ties Up $14 Billion In AI Data Center Ownership Deal
Simply Wall St.2d agoneutral
BlackRock (BLK) Ties Up $14 Billion In AI Data Center Ownership Deal

BlackRock (NYSE:BLK) agreed a major infrastructure partnership with Meta to build a large AI focused data center campus in El Paso. The deal includes significant joint investment and shared ownership of the new AI oriented facilities. The El Paso campus is planned as a core hub for supporting Meta's AI workloads and related digital infrastructure. The partnership underscores BlackRock's push into large scale digital infrastructure alongside global technology companies. Consider broadening...

Workday (WDAY) Faces an AI Threat. Is the Investment Case Broken?
Insider Monkey2d agoneutral
Workday (WDAY) Faces an AI Threat. Is the Investment Case Broken?

Brown Advisory, an investment management company, released its “Brown Advisory Global Leaders Strategy” for the second quarter of 2026 investor letter. A copy of the letter can be downloaded here. Brown Advisory’s Global Leaders Strategy delivered a net return of 4.6% in the second quarter of 2026, underperforming its benchmark, the MSCI ACWI Net Index, […]

Why Visa (V) Could Be a Major Winner in the AI Payments Boom
Insider Monkey2d agoneutral
Why Visa (V) Could Be a Major Winner in the AI Payments Boom

Brown Advisory, an investment management company, released its “Brown Advisory Global Leaders Strategy” for the second quarter of 2026 investor letter. A copy of the letter can be downloaded here. Brown Advisory’s Global Leaders Strategy delivered a net return of 4.6% in the second quarter of 2026, underperforming its benchmark, the MSCI ACWI Net Index, […]