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U.S. Oil, Gas Rig Count Creeps Up With Strong Prices
Oilprice.com2d agoneutral
U.S. Oil, Gas Rig Count Creeps Up With Strong Prices

The total number of active drilling rigs for oil and gas in the United States rose this week, according to new data that Baker Hughes published on Friday, with the total rig count in the US rising to 595,

Week’s Best: ‘Finfluencers’ Are Rarely Qualified
Barrons.com2d agoneutral
Week’s Best: ‘Finfluencers’ Are Rarely Qualified

The internet is awash in videos created by self-styled financial influencers peddling investment strategies. Just 2% of the social-media influencers were qualified to give financial advice, the firm found. On Thursday, the Wall Street giant unveiled its 2027 advisor compensation plan, which follows the brokerage industry practice of using a grid to determine pay.

Jim Cramer Says AI Could Make Okta’s Security Software More Essential
Insider Monkey2d agoneutral
Jim Cramer Says AI Could Make Okta’s Security Software More Essential

Jim Cramer highlighted Okta, Inc. (NASDAQ:OKTA) on the September 16 episode of Mad Money, mentioning that artificial intelligence is not making the identity-security company obsolete, as he said: Now that everybody’s wringing their hands over the risk of AI, I’m going to drill down on the cybersecurity plays that I think could help mitigate the […]

GitLab (GTLB) Added Agentic Automation In GitLab 19.4
Simply Wall St.2d agoneutral
GitLab (GTLB) Added Agentic Automation In GitLab 19.4

GitLab (NasdaqGS:GTLB) released GitLab 19.4, adding new agentic automation features for software teams. The update introduces a /goal command that lets developers automate multi step objectives inside GitLab workflows. GitLab 19.4 also adds open weight model options, new platform controls, and tools to track automation usage and costs. The new agentic automation in GitLab 19.4 is only one piece of what investors should weigh about this release. We have also spotted 1 warning sign worth...

Credo (CRDO) Stock May Stay Reasonable On Fresh AI Optics News
Simply Wall St.2d agoneutral
Credo (CRDO) Stock May Stay Reasonable On Fresh AI Optics News

Credo Technology Group Holding has delivered a very large 3 year share price gain, putting a spotlight on what investors are actually paying for its cash flows today. With the stock now around US$168.25, the key issue is how that move lines up with what the business can generate in cash over time. The share price has risen by a very large amount over the past 3 years, which puts considerable weight on whether that performance is backed by the company’s cash generation profile. The launch of...

Is Sandisk (SNDK) Stock At Risk As New NAND Competition Targets AI Memory?
Simply Wall St.2d agoneutral
Is Sandisk (SNDK) Stock At Risk As New NAND Competition Targets AI Memory?

Sandisk (NasdaqGS:SNDK) faces fresh competition as China's CXMT Corp. moves to enter the NAND flash memory market. CXMT, known for DRAM, is setting up a dedicated NAND R&D line to build out its flash memory capabilities. The Chinese semiconductor firm has started early discussions with potential NAND customers, including at least one AI startup focused on memory needs. The CXMT push into NAND and AI memory is important, but it should be considered alongside other factors in Sandisk's story...

Huntington Ingalls Industries (HII) Stock Could Be 44% Undervalued After AI Vessel Expansion
Simply Wall St.2d agoneutral
Huntington Ingalls Industries (HII) Stock Could Be 44% Undervalued After AI Vessel Expansion

Huntington Ingalls Industries has delivered a 58.7% share price gain over the past 5 years, yet the recent pullback raises a simple question for investors. Is the current US$277.14 price still supported by the cash the business is expected to generate over time, or has sentiment moved ahead of those flows? That 58.7% return over 5 years puts real weight on whether the past cash flow trajectory can justify where Huntington Ingalls Industries trades today. Fresh contracts for unmanned vessels...

Time to Build Better Corporate Governance at BETR
Exec Edge2d agoneutral
Time to Build Better Corporate Governance at BETR

Better Home & Finance Holding Co. (Nasdaq: BETR) ousted founder & CEO Vishal Garg in early August coup led by interim replacement, Orange Capital Managing Partner Daniel Lewis Better Home implemented poison pill on Aug. 20, potentially preventing Mr. Garg from naming his own specific slate of directors Garg instead proceeded with a consent solicitation […] The post Time to Build Better Corporate Governance at BETR appeared first on ExecEdge.

DoorDash’s $300 Million Grubhub Deal Opens a New Venue-Commerce Opportunity
Insider Monkey2d agoneutral
DoorDash’s $300 Million Grubhub Deal Opens a New Venue-Commerce Opportunity

DoorDash, Inc. (NASDAQ:DASH) is acquiring Wonder’s Grubhub Campus Dining business for $300 million and investing another $125 million in Wonder’s Series D. The campus business operates at more than 450 colleges and universities, allowing students to order from campus dining facilities, pay with dining dollars, and schedule pickup. DoorDash plans to expand the technology beyond […]

Coca-Cola Bets $10 Billion on U.S. Infrastructure to Drive Growth
Insider Monkey2d agoneutral
Coca-Cola Bets $10 Billion on U.S. Infrastructure to Drive Growth

The Coca-Cola Company (NYSE:KO) plans to invest $10 billion in U.S. infrastructure from 2026 through 2030, reinforcing its manufacturing, distribution, and bottling network in one of its most important markets. The commitment is system-wide and therefore includes investments by Coca-Cola’s bottling partners, rather than representing $10 billion of Coca-Cola’s own capital expenditure. Bigger U.S. Network […]

General Motors (GM) Bets on Software to Strengthen its Pickup Truck Franchise
Insider Monkey2d agoneutral
General Motors (GM) Bets on Software to Strengthen its Pickup Truck Franchise

General Motors Company (NYSE:GM) is introducing a redesigned software experience on the 2027 Chevrolet Silverado 1500 and GMC Sierra 1500, its two important full-size pickup nameplates. The new interface expands screen real estate to more than 60 inches on some configurations, simplifies controls for functions such as trailering and off-roading, and allows GM’s native system […]

Novo CEO Says Drugmaker Needs to “Rethink” its Obesity Strategy
Insider Monkey2d agoneutral
Novo CEO Says Drugmaker Needs to “Rethink” its Obesity Strategy

Novo Nordisk A/S (NYSE:NVO) decision to use “Novo” as its day-to-day name is part of a broader attempt by CEO Mike Doustdar to reset the company’s culture and sharpen its competitive focus. The rebrand comes as Novo tries to regain momentum in obesity drugs after losing ground to Eli Lilly. Doustdar’s new “Novo Way” emphasizes […]