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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 […]

Investors need something that evolves with a changing economy.

The assessment isn't a permanent indictment. Indeed, if anything, it's a clarion call.

This cybersecurity stock is on a historic run fueled by the AI boom, forcing investors to evaluate whether the growth engine has enough fuel left to justify its expanding multiple.

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.

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.

AI Boom Is Supercharging S&P 500 Profits. Goldman Sachs Warns the Boost Won't Last

The real divide may be revenue, not model quality

One of the world’s largest companies has become a cash-return machine of historic scale, but its engine is now facing a serious test.

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?

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.

Coinbase Global (NASDAQ: $COIN) has filed for regulatory approval to list perpetual futures tied to individual larg...

Commercial momentum is easing fears of an AI slowdown.

AI spending is reshaping how investors value tech giants

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.

Karandeep Anand, head of Character.AI, will report directly to Disney CEO Josh D’Amaro, who has made tech a focus.

Salesforce’s new AI layer could change how millions of workers access company data, and Benioff made sure Microsoft heard about it.

Long before Pope Leo voiced concerns about AI, tech leaders actually warned about 'AI extinction risks.' What's at stake now that fears are spreading.

Microsoft's accelerating cloud growth and NVIDIA's unmatched hardware dominance in the AI era mean investors are getting rock-solid earnings power at multiples that look very reasonable relative to their long-term growth trajectories.

NOK expands its Microsoft partnership to build an AI-ready data foundation, helping telecom operators automate network operations.

One training choice could complicate future AI control

Oracle's AI backlog is exploding while its stock has been cut nearly in half, and that contradiction is forcing a fundamental question about whether Wall Street has this completely backwards.

Polls show most Americans want data centers out of their neighborhoods, yet millions of retirement savers are quietly funding the same buildout they oppose. The connection runs through something almost nobody checks: their bond fund.

Microsoft (MSFT) stock has returned about 32% since mid-June 2026. The S&P 500 returned about 3% over the same window, and peers moved in both directions: Alphabet fell 4.5% while Apple returned 14.0%. Neither came close to Microsoft, so this was not a sector tide. It was one company, and Microsoft had spent three quarters explaining out loud how internal capacity allocation decisions had constrained Azure's reported growth.

CRWV's $104.2B backlog and surging AI demand support strong growth visibility, but heavy capex, rising interest costs and execution remain key tests.

Microsoft (MSFT) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.