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Analysts Back Palo Alto Networks After Earnings Beat as Integration Costs Trim Targets

Analysts point to strong platform demand despite near-term profit pressure from integration costs.

TSMC Posts Stronger Year-Over-Year Sales as Board Clears NT$115.6 Billion Dividend

Alphabet’s AI Momentum Builds With Big 2026 Capex and Gains for Gemini

Immersion Says PAR Technology Remains on Track for 2026 Profit Targets Despite Stock Slump

Baron Discovery Fund Reports 2025 Lag Versus Benchmark, Sets Conviction Bets for 2026

Diamond Hill Large Cap Fund Lags in Q4 as AI Rally Lifts Tech Leaders

Nvidia Completes $5 Billion Intel Stake as Intel 18 Testing Report Stirs Doubts

Marvell Faces Split Calls as Citi Flags CES Catalyst and Moody’s Moves Credit Rating to Baa3

Investors Weigh Tech-Heavy VGT Against Low-Cost S&P 500 ETFs for 2026

Nebius’s Explosive Growth Tests Investor Nerves Over Losses and Spending

Palantir’s AI Surge Collides With Lofty Valuation as BofA Reaffirms Buy

Ondas Shares Rebound on AI Demining Pilot and Roboteam Acquisition as Company Flags One-Time Charge

Harding Loevner’s Q3 Letter Flags AI-Driven Dispersion, Backs TSMC and Thermo Fisher, Adds Elevance

Applied Materials Extends Rally as Analysts Lift Targets on AI Chip Spending

Cramer Calls Disney a Hold as Bernstein Reaffirms Outperform

Carillon Q3 Mid-Cap Growth Letter Highlights AI-Fueled Rally, Value’s Edge, and Three Pivotal Stock Updates

Google and Accel Launch Joint Push to Fund Early-Stage Indian AI Startups

CoreWeave Extends Credit Line to $2.5 Billion as Stock Halves After Guidance Cut

Netflix Sets 10-for-1 Stock Split as Street Highlights Ad-Tier Upside

Columbia Threadneedle Tech Fund Rises 12.06% in Q3, Slightly Trails IT Benchmark