BCE data-centre expansion could reshape long-term growth, Desjardins says
BCE Inc. plans to significantly expand its Saskatchewan data-centre capacity to 1.2 gigawatts, a move that Desjardins Capital Markets believes could add substantial long-term value to the company. Desjardins maintained its Buy rating and C$41 price target, estimating the expansion could eventually contribute C$9 per share in value and materially alter BCE's growth profile. The project, which requires over C$5 billion in investment, is contingent on customer commitments and regulatory approvals, but is seen as a shift towards higher-growth infrastructure for Canada's largest telecom operator.
Dyna Software Brings Enhanced Compliance Governance to ServiceNow Teams with Source Control Management (SCM)
Dyna Software has launched the latest generation of its GuardRails platform, featuring Source Control Management (SCM), to enhance compliance governance for ServiceNow teams. This new capability allows for code review, inline commenting, and controlled deployments, addressing the growing need for audit readiness, especially with the increase in AI-generated code. The GuardRails platform aims to improve traceability, reduce deployment errors, and support organizations in regulated industries in maintaining compliance.
Bull of the Day: Caterpillar (CAT)
Caterpillar (CAT) is highlighted as a "Bull of the Day" due to its quiet emergence as an AI dark horse, benefiting from the AI boom through demand for its turbines and generators, autonomous mining solutions, and machinery for raw material extraction. The company boasts a record $72 billion order backlog and has consistently exceeded Wall Street earnings expectations, offering investors a low-volatility entry into AI-driven growth.
Does VICI Properties' (VICI) Modest Dividend Hike Reveal Its True Capital Allocation Priorities?
VICI Properties has announced a modest 2.2% increase in its quarterly cash dividend to US$0.46 per share. This increase provides insight into the REIT's capital return strategy and cash flow capacity, reinforcing its income-focused investment narrative. Investors should also consider VICI's increasing use of mezzanine lending as it could impact cash flow stability and long-term return potential.
CRWD, BAC, MSFT, ZS, GLW: 5 Trending Stocks Today - CrowdStrike Holdings (NASDAQ:CRWD)
On Monday, major U.S. stock indices closed lower, but security software stocks saw gains. CrowdStrike (CRWD) surged over 13% after its CEO advocated for AI safety, with Jim Cramer calling it a "MUST BUY." Bank of America (BAC) dropped over 5% due to cautious guidance from its CEO, while Microsoft (MSFT) rose nearly 2% after positive feedback on its new AI safety framework.
Big Tech Issued About $220 Billion of Bonds. Alphabet and Meta Show How AI Is Warping the Credit Market
Big Tech companies like Alphabet, Amazon, Meta, Microsoft, and Oracle have issued approximately $220 billion in bonds over the past year to fund data center expansion for AI. This massive bond issuance is starting to distort the credit market, even for high-quality borrowers, as investors demand more compensation for duration and supply. While this isn't a solvency warning for companies like Alphabet and Meta, it serves as a price signal, making financing more expensive and raising the bar for returns on AI investments.
Talk of AI pause slams Nvidia, AMD and Intel as fears of doomsday scenarios spread
Artificial intelligence stocks, including Nvidia, AMD, and Intel, tumbled after AI industry leaders called for a slowdown in developing more powerful AI systems due to fears of doomsday scenarios. Anthropic CEO Dario Amodei's essay advocating for pacing AI development, along with similar sentiments from OpenAI, SpaceX, and Microsoft executives, triggered concerns. Despite some calls for a pause, analysts believe current AI models will continue to serve customers, leading to only a minor slowdown in growth, while some leaders like Nvidia CEO Jensen Huang and former President Trump dismiss the doomsday fears.
CrowdStrike and Palo Alto Networks lead software stocks to a never-before-seen feat
The software sector, led by cybersecurity stocks like CrowdStrike and Palo Alto Networks, achieved a historic outperformance against the chip sector. This feat occurred despite growing concerns about artificial intelligence, highlighted by Anthropic CEO Dario Amodei's warnings about rapid AI development and the potential for powerful models to compromise internet security. CrowdStrike's stock notably reached an all-time closing high on Monday.
[U.S. Stocks] Dow reverses lower, down $152, amid calls to slow AI development (14th) ☆ Replacement
The Dow Jones Industrial Average reversed its earlier gains to close lower by $152. The market movement was influenced by discussions surrounding calls to slow down AI development, indicating investor sensitivity to potential regulatory or technological shifts in the AI sector.
Amazon and Microsoft Can Buy GPUs. But U.S. Construction Is Short 439,000 Workers
The U.S. construction industry is facing a significant labor shortage of 439,000 workers, creating a bottleneck for the AI buildout despite major investments from companies like Amazon and Microsoft. While these tech giants can finance large AI campuses and secure GPUs, they struggle to find skilled labor such as electricians and welders. This shortage leads to project delays, increased costs, and impacts the ability to quickly bring new data centers online and convert demand into revenue.
Oracle begins new round of AI-driven layoffs: report
Oracle has reportedly initiated a new round of layoffs, impacting an estimated 3,000 to 4,000 employees. These job cuts are believed to be part of the company's strategy to reduce payroll costs and finance its significant investments in AI infrastructure buildout. This marks another substantial reduction in Oracle's workforce, following 21,000 job cuts earlier this year, as the company restructures around its AI adoption plans.
AI CEOs call for slowing AI boom as billions flow to data centers
Leaders of major AI companies like Anthropic, OpenAI, and xAI are advocating for a slowdown in frontier AI development, citing concerns over safety and the industry's ability to test and contain increasingly capable systems. This call comes despite massive investments in computing infrastructure, raising questions about potential timing and workload mismatches for data centers and power producers. The proposal emphasizes independent evaluation and coordinated safety standards to allow safeguards to catch up with rapid AI advancements.
Microsoft AI Safety Rules Send 3 Cyber Stocks Higher - Microsoft (NASDAQ:MSFT), Palo Alto Networks (NASDA
Microsoft's new AI safety framework, the "Humanist AI Code of Conduct," has led to a significant surge in three cybersecurity stocks: CrowdStrike Holdings, Palo Alto Networks, and Cloudflare. The framework emphasizes human control over AI systems, requiring them to stay within authorized boundaries and avoid independent goals. Investors are viewing these cybersecurity firms as crucial for providing the security infrastructure needed to manage increasingly autonomous AI.
Musk’s xAI and X Corp. settle antitrust case against Apple
Elon Musk's xAI and X Corp. have settled an antitrust lawsuit against Apple Inc., agreeing to dismiss the case. The lawsuit, filed in August, accused Apple of favoring OpenAI's ChatGPT over competing chatbot makers and sought billions in damages. While the settlement with Apple is finalized, claims against OpenAI for alleged monopolistic practices in the chatbot market remain active.
Tech Moves: Microsoft, Amazon and Kestra promotions; Gradial names CMO; Yoodli adds VP
This "Tech Moves" article details several notable personnel changes and promotions across prominent tech companies and organizations. Key movements include Silvia Candiani and Kevin Frey taking on new leadership roles at Microsoft, Alexis Bateman's promotion at Amazon Web Services, Lynn Girotto becoming CMO at Gradial, and Rachel Cougan joining Yoodli as VP of HR. Additionally, the article highlights the appointment of Daniel Finney as VP of R&D at Kestra Medical Technologies, Kam Ghaffarian co-founding the Fermi Explorer Mission, Dr. Jeremy Farrar joining PATH, and Emily Levesque becoming editor-in-chief of AAS journals, along with new board members for the Seattle Metropolitan Chamber.
US judge says she will stay on OpenAI case after divesting Microsoft stock
U.S. Magistrate Judge Ona Wang has decided to remain on a landmark copyright lawsuit against OpenAI and Microsoft after divesting her Microsoft stock. Wang, who is overseeing pretrial issues, stated that judicial rules would typically require recusal but that her divestment negates the conflict and her continued involvement is in the public interest. The lawsuit, brought by authors and news outlets including The New York Times, alleges that OpenAI and Microsoft used copyrighted material to train ChatGPT without permission.
Microsoft Stock (MSFT) Opinions on Bank of America Price Target Upgrade
Bank of America upgraded Microsoft's (MSFT) price target to $600, fueling optimism driven by Azure's growth and Copilot's momentum, with over 30 million paid seats. Discussions highlight Microsoft's strong cash flow, enterprise software strength, and its partnership with OpenAI as key differentiators, though some caution about high valuations. The article also details recent insider trading, congressional stock transactions, institutional holdings, government contracts, and analyst ratings for MSFT.
Essential Properties Realty Trust Submits Investor Presentation in Regulation FD Filing
Essential Properties Realty Trust, Inc. (NYSE:EPRT) has submitted a Form 8-K to the SEC, distributing an investor presentation for upcoming investor meetings. The filing, dated September 14, 2026, includes Exhibit 99.1 titled "Investor Presentation and Supplemental Information - September 2026" under Regulation FD Disclosure. The information is furnished, not filed, exempting it from certain liabilities, and was signed by Robert W. Salisbury, the company's EVP, CFO, Chief Strategy Officer, and Secretary.
Apple vs. Microsoft: This Is the Magnificent Seven Stock I’d Buy Today
This article compares Apple and Microsoft's recent quarterly performances, highlighting key financial metrics and strategic differences. While Apple reported strong iPhone sales, a portion of its gross margin came from one-time tariff refunds, making Microsoft's growth, particularly in Azure, appear cleaner. The author ultimately favors Microsoft due to its clearer enterprise AI monetization story, lower P/E ratio, and significant commercial backlog compared to Apple's higher valuation and reliance on product cycles.
Chip stocks down: AMD, Nvidia, Intel, and Sandisk lead market selloff after AI bosses call for a pause
Shares of major semiconductor companies like AMD, Intel, TSMC, and Nvidia fell after AI leaders, including Anthropic CEO Dario Amodei, OpenAI's Sam Altman, and Microsoft's Satya Nadella, called for a slowdown in AI development due to safety concerns. These leaders fear AI could reach a point of "recursive self-improvement" making it difficult for humans to control. The market selloff reflects investor reaction to these warnings.
Microsoft sets limits for future AI models as industry throttles frontier development
Microsoft has introduced a provisional code of conduct to set limits on its future AI models, aiming to be seen as a responsible actor in the AI space. This move comes after industry leaders like Anthropic and OpenAI discussed slowing AI development, and amid growing concerns from researchers about the rapid evolution of AI. Microsoft's guidelines prohibit models from engaging in activities like weapons manufacturing or creating sexually explicit content, and emphasize that AI should serve human judgment and autonomy.
Brightwater Advisory LLC Takes Position in Amazon.com, Inc. $AMZN
Brightwater Advisory LLC has acquired a new stake of 2,859 shares in Amazon.com, Inc. (NASDAQ:AMZN), valued at approximately $681,000, making it their 21st largest position. Several other institutional investors also adjusted their holdings in Amazon during the latest quarter. The article also highlights positive sentiment around Amazon's AWS, its partnership with Qualcomm for AI chips, and the expansion of its AI products and drone delivery services.
HS Management Partners LLC Buys New Position in Amazon.com, Inc. $AMZN
HS Management Partners LLC has purchased a new position of 68,740 shares in Amazon.com, Inc. (NASDAQ:AMZN), valued at approximately $16.38 million, making it their second-largest holding. Other institutional investors also made significant purchases of Amazon shares during the second quarter. Analyst ratings for AMZN are predominantly "Buy," with a consensus "Moderate Buy" rating and a target price of $323.26.
Morgan Stanley raises Target Hospitality PT on accretive contract win By Investing.com
Morgan Stanley has increased its price target for Target Hospitality (TH) from $22 to $25 and reiterated its "overweight" rating. This upgrade follows Target Hospitality's recent contract win in West Texas and increased confidence in its near-term operational execution. The new price target is based on an increased FY 2027 adjusted EBITDA estimate of $319 million, significantly above consensus.
Morgan Stanley raises Target Hospitality PT on accretive contract win
Morgan Stanley has increased its price target for Target Hospitality to $25 from $22, maintaining an "overweight" rating. This upgrade follows Target Hospitality's new 1,100-bed contract win in West Texas and increased confidence in the company's operational pipeline. The revised price target is based on an improved fiscal year 2027 adjusted EBITDA estimate of $319 million, significantly above consensus.
Goldman Sachs Says AI Is Driving Half of S&P 500 Earnings Growth. That Number Cuts Both Ways.
Goldman Sachs reports that AI investment spending accounts for roughly half of the S&P 500's earnings growth, largely driven by a few hyperscale buyers like Microsoft and suppliers like NVIDIA and Broadcom. While this indicates strong performance, it also highlights a concentration risk: if these key players reduce their AI capital expenditures, overall index earnings growth could significantly slow. Despite a seemingly healthy market with compressed P/E multiples, the reliance on a single capital spending cycle for much of the growth suggests a balanced rather than overwhelmingly bullish outlook.
Sundar Pichai Says Alphabet's Cloud Backlog Hit $514 Billion After 82% Revenue Growth Last Quarter. Is Google Cloud Becoming a Bigger Growth Driver Than Search?
Alphabet's Google Cloud reported an 82% year-over-year revenue growth in Q2 2026, with its backlog reaching $514 billion, exceeding the company's trailing 12-month revenue. While Search currently remains Alphabet's primary revenue and profit driver, the substantial growth and backlog in Google Cloud suggest it is poised to become the largest long-term growth engine, as only a small percentage of overall enterprise workloads have shifted to the cloud. CEO Sundar Pichai emphasizes the significant growth potential in both Search, through AI integrations, and Cloud, indicating a long runway for both segments.
General Dynamics Corporation $GD Shares Sold by Corient Private Wealth LP
Corient Private Wealth LP reduced its stake in General Dynamics Corporation by 22.1% in the second quarter, selling 40,576 shares but still holding 142,773 shares valued at over $50 million. Despite this, institutional investors collectively own 86.14% of the company, which recently exceeded quarterly earnings expectations with strong revenue growth. Analysts maintain a "Moderate Buy" rating, and General Dynamics continues to pay a quarterly dividend.
Week in review: Linux rootkit deployed on F5 BIG-IP APM devices, Cisco FMC bugs exploited
This week in review covers several significant cybersecurity events, including the deployment of a Linux rootkit on F5 BIG-IP APM devices and the exploitation of Cisco FMC bugs by nation-state actors. Other major topics include new AI-focused security tools, widespread data breaches affecting Trezor and Mathspace customers, and updates on actively exploited zero-day vulnerabilities in Chrome and N-able N-central.
Integrated Wealth Concepts LLC Sells 9,830 Shares of Salesforce Inc. $CRM
Integrated Wealth Concepts LLC reduced its stake in Salesforce (NYSE:CRM) by 25.4% in the second quarter, selling 9,830 shares and retaining a significant holding valued at $4.53 million. Despite this sale, institutional ownership in Salesforce remains high at 80.43%, with other major firms increasing their positions. Salesforce reported strong financial results, including increased EPS and revenue, and analysts maintain a "Moderate Buy" rating with a target price of $267.12, driven by AI acquisitions and new initiatives.
MidFirst Bank Takes Position in Amazon.com, Inc. $AMZN
MidFirst Bank has acquired a new position in Amazon.com, Inc. (NASDAQ:AMZN) during the second quarter, purchasing 176,520 shares valued at approximately $42.07 million, making Amazon its fifth-largest holding. Other institutional investors have also adjusted their stakes in Amazon, which recently reported strong earnings, beating analyst estimates for EPS and revenue. Analysts maintain generally positive outlooks on AMZN, with several reiterating "buy" or "overweight" ratings and increasing price targets.
Zscaler Conference: AI Agents, Agentic SOC Fuel Zero-Trust Growth Ambitions
Zscaler is expanding its zero-trust platform to secure AI agents and has launched an Agentic SOC to detect, investigate, and respond to security incidents using specialized AI agents. The company sees significant growth potential in its core business and new AI offerings, aiming to increase its enterprise customer base and capitalize on the emerging market for securing agent-to-agent communication.
Endava Ltd (NASDAQ: DAVA) Share Price, DAVA Stock News, DAVA Share Price & Updates
This article provides an overview of Endava Ltd (NASDAQ: DAVA), a technology services company offering digital product acceleration, advisory, delivery, engineering, data/AI, and managed services across various industries. It includes key metrics, financial statements, and a peer comparison with other technology giants. An AI summary highlights the company's growth drivers, such as IT modernization and scalable delivery models, while also noting risks like sensitivity to IT spending and geopolitical exposure.
DELL Stock Surges As AI Earnings Shock Wall Street
Dell Technologies Inc. (DELL) stock surged over 10% following a report of record Q2 FY27 earnings, driven by robust AI-optimized server demand. The company reported significant increases in revenue and EPS, along with a massive AI-related backlog, leading management to sharply raise its full-year guidance. Wall Street analysts have responded by increasing their price targets for DELL, acknowledging its transformation into a high-growth AI-levered tech name.
Oracle To Spend Another $700 Million On Job Cuts Amid AI-Led Cash Crunch
Oracle is increasing its estimated job cut costs by an additional $700 million, bringing the total to $2.8 billion, as it grapples with a cash crunch stemming from significant investments in AI data centers. Chairman Larry Ellison has also initiated a new share trading program, allowing him to sell 50 million shares. The company has already reduced its workforce by 21,000 employees over the past year due to these financial pressures.
Morgan Stanley warns of possible stock market correction
Morgan Stanley's Mike Wilson warns of a potential stock market correction within the next 30 days due to factors like rising oil prices, increased corporate fundraising, and concerns about market liquidity. While acknowledging strong corporate earnings, Wilson advises investors to remain invested but to become more selective, focusing on "quality" stocks with strong free cash flow and favoring the S&P 500. He also suggests using energy stocks as a hedge against oil price surges.
RFG Advisory LLC Has $1.30 Million Position in Salesforce Inc. $CRM
RFG Advisory LLC has reduced its stake in Salesforce Inc. by 37.0% during the second quarter, now holding 8,306 shares valued at $1.30 million. Other institutional investors have adjusted their positions, with several increasing their holdings. Salesforce's stock was up 1.8% at $247.41, with a market cap of $203.62 billion, and the company recently announced a quarterly dividend of $0.44 per share.
New Mexico Educational Retirement Board Increases Holdings in International Business Machines Corporation $IBM
The New Mexico Educational Retirement Board increased its stake in International Business Machines (IBM) by 7.6% in the second quarter, now holding 46,447 shares valued at $13.1 million. This increase is part of a broader trend of institutional investors boosting their holdings in IBM, which collectively own 58.96% of the company's stock. Despite strategic advancements in AI and quantum computing through partnerships with NASA and Lockheed Martin, IBM faces challenges including headline risk from weaker results and a shareholder-rights investigation.
How AI agents transform UCaaS workflows and ROI
AI agents are revolutionizing Unified Communications as a Service (UCaaS) workflows by automating tasks autonomously, moving beyond the capabilities of AI copilots. This article explores the benefits of integrating AI agents into UCaaS, emphasizing their ability to handle complex workflows, integrate across platforms, and support omnichannel communications. It also outlines best practices for identifying high-value workflows, establishing governance with human oversight, and defining success metrics to ensure a positive ROI.
Salesforce Enterprise AI Harness latest salvo aimed at ServiceNow
Salesforce has introduced its new Enterprise AI Harness, consolidating features from six different products, to compete with ServiceNow and other vendors in managing multi-vendor AI agents. This product aims to give users more governance tools for AI agents and the data they access, addressing concerns about the "SaaSpocalypse" and the need for cross-vendor orchestration in AI environments. Salesforce views this as a strategic move to simplify and consolidate the agentic AI control layer, similar to the evolution of cloud computing.
Microsoft comms chief Frank Shaw to exit after nearly three decades shaping the company's message
Frank X. Shaw, Microsoft's chief communications officer, is set to leave the company at the end of the year after nearly three decades of shaping its message. Shaw, 64, does not have another job lined up and plans to take a break before deciding on his next move. He was instrumental in navigating Microsoft through significant periods, including antitrust challenges, CEO transitions, and the company's recent AI push under Satya Nadella.
Accountability, oversight and AI: Inside Microsoft’s security transformation
After enduring several high-profile cyberattacks, Microsoft launched its Secure Future Initiative (SFI) in November 2023 to transform its cybersecurity approach. The initiative emphasizes cultural change, accountability, and the integration of AI scanning tools like MDASH to identify vulnerabilities early in the development process. Microsoft is also implementing secure-by-default policies and requiring multifactor authentication for Azure, indicating a significant shift towards prioritizing security across its products and operations.
Jim Cramer on Trinity Industries (TRN): “Shouldn’t Be Down This Much”
Jim Cramer commented that Trinity Industries (TRN) has pulled back too much despite its strong leasing business and stable asset base. While the company faces temporary manufacturing bottlenecks affecting margins, its high fleet utilization and positive lease renewal rates, along with growing institutional backing, suggest a favorable entry point for investors. Cramer believes TRN presents a compelling opportunity, encouraging investors to "pull the trigger" after its recent dip.
Hims & Hers Health faces class action over alleged website tracking
Hims & Hers Health is facing a class action lawsuit alleging that the company used website tracking technologies to collect and disclose consumers' sensitive health information to third parties without consent. The lawsuit claims that Hims shared this data with companies like Amplitude, Meta, and Google to boost advertising revenue, violating privacy laws and the company's own privacy policy. This complaint comes while Hims is also dealing with a Federal Trade Commission lawsuit over alleged deceptive billing practices.
Alphabet vs. Meta: One Magnificent Seven Stock Is the Better Buy
This article compares the Q2 2026 performances of Alphabet (GOOG) and Meta Platforms (META), two "Magnificent Seven" stocks. It concludes that Alphabet is a better buy due to its explosive cloud growth, lower valuation, and strong financial health, while Meta faces challenges from escalating capital expenditures and unresolved litigation, despite its robust advertising revenue. Alphabet's full-stack AI strategy and expanding margins are highlighted as key advantages over Meta's more concentrated and financially strained AI bets.
Francisco Partners, KKR to buy minority stakes in Italy's TeamSystem, sources say
Private equity firms Francisco Partners and KKR have agreed to acquire minority stakes in the Italian software company TeamSystem from its main investor, Hellman & Friedman (H&F). The deal values TeamSystem between EUR8 billion and EUR10 billion, allowing H&F to divest part of its investment amid a challenging market for software stocks. This transaction is seen as an encouraging sign for private equity firms with significant software holdings, demonstrating the ability to reduce stakes in major holdings through a private IPO process.
Needham raises ServiceNow stock price target on AI positioning
Needham has increased its price target for ServiceNow (NYSE:NOW) shares to $155 from $115, maintaining a Buy rating, citing the company's strong positioning and roadmap, especially in AI Governance. This move follows ServiceNow's impressive 37% stock climb since its Q2 fiscal 2026 earnings report, significantly outperforming the S&P 500, and is further supported by positive analyst sentiment regarding its AI strategy. The company is seen as undervalued relative to its Fair Value despite its current P/E ratio of 82.15 and a market cap of $135.6 billion.
How AI and cybersecurity are reshaping ServiceNow
ServiceNow, a leading ITSM provider, is navigating disruption from AI and shifting towards a consumption-based revenue model. The company's recent $7.75 billion acquisition of cybersecurity firm Armis is central to its strategy, aiming to supercharge traditional ITSM workflows with accurate inventory data and expand into new sectors. This move positions ServiceNow to defend against the perceived "SaaS apocalypse" and compete in an AI-converged landscape, though it also introduces new competitive dynamics and potential challenges for customers.
Analysts Offer Insights on Technology Companies: Automatic Data Processing (ADP), Backblaze (BLZE) and Microsoft (MSFT)
This article provides an overview of analyst ratings for three technology companies: Automatic Data Processing (ADP), Backblaze (BLZE), and Microsoft (MSFT). Citi maintained a Hold rating on ADP, Needham maintained a Buy rating on Backblaze, and RBC Capital maintained a Buy rating on Microsoft, with respective price targets and consensus ratings highlighted.
Tidal Investments LLC Sells 6,183 Shares of WESCO International, Inc. $WCC
Tidal Investments LLC reduced its stake in WESCO International (NYSE:WCC) by 11.1%, selling 6,183 shares but still retaining 49,489 shares valued at $17.1 million. The company reported strong Q2 earnings with EPS of $4.57 and revenue up 13% year over year to $6.67 billion, exceeding analyst estimates. WESCO also declared a quarterly dividend of $0.50 per share, and analysts maintain a "Buy" rating with a consensus price target of $394.17.
