Ciena Corporation (NYSE:CIEN) is one of the Trending AI Stocks on Wall Street. On December 11, Raymond James raised its price target on the stock to $250 from $120 while maintaining an “Outperform” rating. The rating affirmation follows Ciena’s fiscal fourth-quarter 2025 report. The firm noted how CIEN raised its FY26 growth outlook to 21%-29%, up from its prior projection of 17% growth. The outlook beats concerns about a soft Q1 forecast due to Ciena’s broadening business, including expanded demand, stro ...

Zscaler Inc. (NASDAQ:ZS) is one of the Trending AI Stocks on Wall Street. On December 11, Freedom Capital Markets analyst Almas Almaganbetov reiterated a Buy rating on the stock with a $320.00 price target. The affirmation reflects firm optimism driven by a strong Q1 beat, validating the company’s strategic focus and execution strength. Zscaler delivered “robust” fiscal Q12026 results, outperforming estimates and management’s own guidance. It’s performance is a reflection of the robust demand for its pla ...

Britain's competition regulator has cleared the proposed 1.2-billion-pound ($1.61 billion) merger between convenience food manufacturers Greencore and Bakkavor on Wednesday, scrapping an in-depth probe into the companies. ...

Core Insights - The article discusses the author's transition from being an investment advisor to focusing solely on personal investments while writing on financial topics [1]. Group 1 - The author has experience as an investment advisor and has owned several businesses [1]. - Currently, the author invests only for personal purposes [1]. - The author continues to write on various financial and economic topics [1].

Sam Altman-led OpenAI is reportedly in talks with Amazon.com Inc. (NASDAQ:AMZN) about a potential investment that could exceed $10 billion and a deal to use its artificial intelligence (AI) chips. The news was first reported by The Information on Tuesday and later by several news outlets, including CNBC and Reuters. OpenAI and Amazon did not immediately respond to Benzinga‘s requests for comment. OpenAI Diversifies Deals As AI Race Heats UpThe move follows OpenAI’s recent restructuring and its expanded capa ...

Most AI companies sell tools. Palantir is selling something more.Most companies building artificial intelligence (AI) today sell tools. Some sell models. Others sell dashboards, copilots, or analytics layers. Palantir Technologies (PLTR +2.60%) is doing something different -- and arguably more ambitious.Rather than selling AI features, Palantir is positioning itself as a control layer for enterprise AI. That distinction matters because in large organizations, intelligence alone isn't the bottleneck. Control ...

The New York–based News Corporation (NWSA) is a global, diversified media and information services company, creating and distributing authoritative, engaging content alongside complementary products and services. At a market capitalization of about $14.6 billion, well above the $10 billion “large-cap” threshold, the scale empowers a balanced portfolio spanning Digital Real Estate Services (REA Group and Move), Dow Jones, HarperCollins, and News Media assets, enabling diversified cash flows and geographic ...

Core Insights - Shopify has shown strong stock performance and impressive growth rates, with potential for further increases if consumer spending remains robust [1] - The company's digital ecosystem provides a competitive advantage over other e-commerce platforms, which could drive stock performance in the future [1] Business Model - Shopify's business model is akin to Costco's, where customers pay annual subscriptions to access various services and resources [3][4] - The merchant solutions revenue stream is crucial, with a 38% year-over-year growth reported in Q3 2025, indicating the importance of this segment over mere subscription growth [6] Customer Base and Retention - Shopify's customer base includes small businesses and large enterprises, which have deeper budgets, making them less sensitive to economic fluctuations [6] - Significant switching costs help Shopify retain customers, with merchant sales growth reliant on high consumer spending and business investments [7] International Expansion - The majority of Shopify's growth has been in the U.S., but there is substantial untapped potential in international markets [8] - A 42% increase in European gross merchandise volume in Q2 highlights the potential for international revenue growth through attracting more businesses and boosting international sales [9] Valuation Concerns - Shopify's current valuation is high, trading at nearly 20 times sales and a forward P/E ratio above 80, which is significantly higher than the average for software applications [10] - While high revenue growth is expected to continue, any slowdown in consumer spending or interest rate hikes could negatively impact the stock's outlook [11]

Core Viewpoint - The company emphasizes providing actionable and clear investment ideas through independent research, aiming to help members outperform the S&P 500 and avoid significant losses during market volatility [1] Investment Strategy - The company offers a service called Envision Early Retirement, which delivers at least one in-depth article per week focused on investment ideas [1] - The approach has proven effective in navigating both equity and bond market fluctuations [1]

Core Company Insights - CoreWeave, Inc. (CRWV) is positioned as a significant player in the AI infrastructure boom, indicating strong growth potential in this sector [1] - The company is recognized for its aggressive growth prospects, with expectations of becoming highly profitable within 1-2 years [1] Investment Philosophy - The investment approach associated with CRWV emphasizes long-term discipline and consistent alpha generation, while also acknowledging the inherent risks involved [1] - The investment strategy is characterized as GARP (Growth at a Reasonable Price), focusing on companies that are expected to grow rapidly [1] Analyst's Position - The analyst has a beneficial long position in CRWV shares, indicating confidence in the company's future performance [1]