Adobe's stock is cheap and the company is better monetizing AI. But analysts think defeating negative investor sentiment could take some time. ...

That's according to analysts at Deutsche Bank, who cheered the company's artificial-intelligence opportunity in a Tuesday note focused on the outlook for car companies. ...

Some analysts view Netflix's move to acquire Warner Bros. as a sign that it is worried about the growing strength of YouTube and TikTok among younger viewers ...

Some analysts see ample opportunity now that the U.S. plans to allow chip sales to China again, but others worry about further geopolitical roadblocks. ...

Rise in job openings likely tied to temporary work for holiday season ...

CVS Health's stock was up about 4% at the market open on Tuesday after the company boosted its revenue and profit guidance for the year and detailed its full-year expectations for 2026. ...

Core Insights - Rising Treasury yields may pose challenges for small-cap companies, but there are signs of improving fundamentals in the sector [1] Group 1: Market Conditions - The increase in Treasury yields could hinder the performance of small-cap stocks, which are typically more sensitive to interest rate changes [1] - Despite the potential roadblocks, there is a noted improvement in the fundamentals of small-cap companies, indicating a possible recovery [1] Group 2: Investment Outlook - One money manager suggests that the current environment may create both challenges and opportunities for investors focusing on small-cap stocks [1]

Core Insights - The article discusses the beginning of the decline in the AI boom, highlighting consumer-focused stocks that are positioned to benefit from this shift [1] Group 1: Industry Trends - The AI boom, which has significantly influenced market dynamics, is showing signs of a downturn, prompting a reevaluation of investment strategies [1] - Companies that focus on consumer products are expected to gain traction as the AI hype subsides, indicating a potential shift in investor interest [1] Group 2: Company Opportunities - Specific consumer-focused stocks are identified as likely winners in the changing landscape, suggesting that these companies may outperform their peers in the near future [1] - The article emphasizes the importance of adapting to market changes, with consumer-oriented firms potentially capitalizing on the evolving consumer preferences as AI's influence wanes [1]

Core Insights - The scarcity of ultrapure water is becoming a critical issue for Big Tech companies, which require substantial quantities for AI and semiconductor production [1] Industry Summary - Big Tech's demand for ultrapure water is driven by the increasing need for advanced technologies, particularly in AI and semiconductor manufacturing [1] - The production processes for semiconductors and AI systems are highly sensitive to water quality, necessitating the use of ultrapure water to avoid contamination [1] - As the tech industry continues to grow, the competition for ultrapure water resources is expected to intensify, potentially impacting production capabilities and costs [1]

For a few brief weeks in September and October, Oracle was on top of the artificial-intelligence revolution. ...