NasdaqGS:MSFT
NasdaqGS:MSFTSoftware

Microsoft Deepens AI Partnerships To Embed Azure Across Real World Workflows

Microsoft (NasdaqGS:MSFT) and Bristol Myers Squibb launched a partnership focused on early lung cancer detection for underserved populations using Microsoft's Precision Imaging Network and AI tools. Microsoft entered a multi year collaboration with the Mercedes AMG PETRONAS F1 Team to integrate cloud and AI technologies into Formula 1 operations. Microsoft expanded its education relationship with Seneca Polytechnic, adding an AI lab and hands on, agentic AI curriculum integration to prepare...
NasdaqGM:TTD
NasdaqGM:TTDMedia

Trade Desk Faces Kokai Growing Pains As Amazon Threatens Ad Budgets

The Trade Desk (NasdaqGM:TTD) is moving clients to its new AI powered Kokai platform, with some advertisers leaving the platform during the transition. The shift comes as Amazon pushes further into programmatic ad buying and acquires Microsoft's advertising platform, increasing competitive pressure. These changes raise questions about The Trade Desk's ability to retain ad budgets and maintain pricing power in digital advertising. The Trade Desk runs a demand side platform that helps...
NasdaqGS:XRX
NasdaqGS:XRXTech

Assessing Xerox Holdings (XRX) Valuation After US$250 Million Shelf Registration And Share Price Reaction

Xerox Holdings (XRX) has drawn fresh attention after filing a US$250 million omnibus shelf registration for common stock and warrants, a financing step that coincided with a sharp slide in the share price. See our latest analysis for Xerox Holdings. The shelf registration arrives after a tough stretch, with the 7 day share price return of 15.07% and 90 day share price return of 35.47% pointing to fading momentum. At the same time, the 1 year total shareholder return of 75.01% underscores how...
NYSE:EQT
NYSE:EQTOil and Gas

Assessing EQT (EQT) Valuation After Weather Driven Gas Price Surge And Upbeat Analyst Outlook

Frigid weather across the U.S. has pushed natural gas demand and futures sharply higher, putting EQT (EQT), the country’s largest independent gas producer, in focus as analysts highlight its infrastructure plans and upcoming results. See our latest analysis for EQT. Beyond the current cold snap, EQT’s recent news flow has included upbeat commentary around its infrastructure build out and expectations for its upcoming fourth quarter update. Together, these factors help explain why the share...
NasdaqGS:NVDA
NasdaqGS:NVDASemiconductor

China Reopening Tests Nvidia AI Growth Story And Supply Demand Balance

Chinese regulators have signaled in principle approval for major tech firms to prepare orders for Nvidia's H200 AI chips after about a year of uncertainty. Companies including Alibaba, Tencent, and ByteDance are reportedly preparing orders, with potential volume in the millions of units. Nvidia CEO Jensen Huang is currently in China, meeting customers and stakeholders as chip shipments to the market look closer to resuming. NVIDIA (NasdaqGS:NVDA) is back in focus as China appears to reopen...
NYSE:PR
NYSE:PROil and Gas

Permian Resources Board Change And Valuation Gap After Anderson Retirement

Permian Resources (NYSE:PR) has announced that Board member Robert J. Anderson is retiring from its Board of Directors. Mr. Anderson had joined the Board only recently, making his departure a meaningful change in the company’s board composition. For shareholders, any shift on the Board of Directors at Permian Resources sits alongside how the stock has been trading. NYSE:PR last closed at $14.78, with a return of 54.4% over 3 years and a very large gain over 5 years, while the 1 year return...