​NICE Ltd. (NASDAQ:NICE) is one of the Undervalued Stocks with Biggest Upside Potential. On December 10, NICE Ltd. (NASDAQ:NICE) announced the launch and general availability of NiCE CXone Mpower in South Africa, with full local hosting and infrastructure. ​Management noted that the platform is now live and being hosted at redundant data centers in Cape Town and Johannesburg. The platform allows financial institutions, regulated industries, and large enterprises to provide personalized customer experience ...

ServiceNow executed a 1-for-5 stock split to make shares more accessible, yet faced an 11% decline post-announcement of a $7 billion acquisition of Armis Security.The acquisition aims to enhance cybersecurity offerings but led to an analyst downgrade and investor unease, impacting stock prices.ServiceNow (NYSE: NOW) is a prominent player in the enterprise software industry, specializing in digital workflows that enhance productivity and efficiency for businesses. The company is known for its cloud-based pla ...

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Shares of Palantir Technologies traded slightly higher over the past month, a solid continuation of its exceptional year as the market’s premier artificial intelligence pure-play. The stock is currently reflecting intense investor interest driven by its rapidly adopted Artificial Intelligence Platform (AIP). Against that backdrop, we ran Palantir Technologies through an AI price-prediction agent powered b ...

Group 1 - The article discusses the importance of diversifying growth stock investments beyond data centers, highlighting healthcare and aerospace as potential sectors for growth [1][2] - It notes that the collapse of speculative stocks has led to a rotation of investment towards more stable growth areas, such as healthcare and resource-based companies [3][4] - The article emphasizes that the current market dynamics differ from the 2000 tech bubble, with more capital available and a broader range of growth stocks benefiting from AI advancements [8][10] Group 2 - The article points out that the enterprise software sector has faced significant challenges, with a notable decline in stock performance [5][6] - It mentions the impact of retail investors being affected by the burst of the data center bubble, leading to a significant exit from the market [7][9] - The article concludes that the current market environment is more resilient due to the presence of institutional money and a shift towards sustainable growth stocks, contrasting with the capital destruction seen in 2000 [8][9][10]

Group 1 - Oracle Corporation is included among the 15 Best Blue-Chip Stocks with Growing Dividends [1] - Oracle pushed back against a Bloomberg report claiming a delay in completing data centers for OpenAI, stating that the timeline remains on track [2][4] - Following the report, Oracle shares fell more than 4% on December 12 [2] Group 2 - RBC Capital reiterated its Sector Perform rating and $250 price target on Oracle, confirming the company's denial of the delay claims [3] - An Oracle spokesperson emphasized that site selection and delivery timelines were established in coordination with OpenAI, with no delays reported [4] - The partnership between Oracle and OpenAI is valued at over $300 billion over the next five years, highlighting the significance of their relationship [4][5]

Core Insights - ServiceNow has successfully closed the acquisition of Move Works, a company specializing in AI-driven employee experience solutions, which enhances its organic growth strategy [1][2][3] - The company has consistently achieved over 20% organic revenue growth annually for the past decade, positioning itself as a leader in the enterprise software sector [2] - ServiceNow differentiates itself from competitors by emphasizing its platform capabilities rather than relying on acquisitions for growth, stating it is not a traditional SaaS company [5] Acquisition Strategy - The role of mergers and acquisitions (M&A) in ServiceNow's growth strategy is minimal, as the company is already experiencing significant organic growth [4][5] - The acquisition of Move Works is seen as a strategic enhancement rather than a necessity for growth [2][4] AI and Control Tower - ServiceNow's AI Control Tower integrates various data sources and models, allowing for seamless interaction across different software environments, which is crucial for managing both human and non-human agents [10][11] - The Control Tower provides a unified view of workflows and security, which is unique to ServiceNow and adds significant value to its offerings [8][12] Market Position - The company currently manages 75 billion workflows, showcasing its extensive operational scale and capability [8] - ServiceNow's confidence in its market position is reflected in its decision to execute a five-for-one stock split, indicating strong performance expectations [7]

Core Viewpoint - ServiceNow has demonstrated strong organic growth, consistently achieving over 20% revenue growth annually for the past decade, positioning itself as a leader in the enterprise software sector [2][5]. Group 1: Company Growth and Acquisitions - ServiceNow announced the acquisition of Move Works, a pure play AI employee experience company, enhancing its capabilities in providing a unified platform for employee data and actions [3][4]. - The company emphasizes that it does not rely on acquisitions for growth, as it is already outpacing other SaaS companies in terms of growth rates [5][6]. - The integration of AI into ServiceNow's platform is expected to create significant economic value for customers, further driving growth [6][7]. Group 2: Market Position and Strategy - ServiceNow differentiates itself from competitors like Salesforce by focusing on organic growth rather than acquisitions to drive its business model [4][5]. - The company is not classified merely as a SaaS company but as a platform company, which broadens its market appeal and operational scope [5]. - The upcoming stock split (5-for-1) reflects the company's confidence in its growth trajectory and market position [7].

Core Insights - The focus is shifting from pure-play quantum computing startups to companies enabling quantum technology through classical infrastructure and secure IT environments [1][9] - The quantum computing market is projected to grow significantly, with a CAGR of 20.5% from $1.4 billion in 2024 to over $4.2 billion by 2030, while the post-quantum cryptography market is expected to grow from $0.42 billion in 2025 to $2.84 billion by 2030, at a CAGR of 46% [4] Company Summaries - **Advanced Micro Devices (AMD)**: Partnering with IBM to develop quantum-centric supercomputing architectures that integrate quantum and classical computing technologies. Expected earnings growth of 26.8% and revenue growth of 57.8% in 2026 [5][6] - **Teradyne (TER)**: Acquiring Quantifi Photonics to enhance testing capabilities for photonic integrated circuits, crucial for next-generation quantum systems. Expected earnings growth of 44.6% and revenue growth of 22% in 2026 [7][8] - **Broadcom (AVGO)**: Launched Brocade Gen 8 Fibre Channel networking platforms with quantum-safe encryption, indicating a move towards monetizing quantum-resilient security capabilities. Expected earnings growth of 34.9% and revenue growth of 34.1% in fiscal 2026 [10][11] - **Applied Materials (AMAT)**: Collaborating with Xanadu and Qolab to advance quantum hardware fabrication processes, emphasizing its role in materials engineering for quantum devices. Expected earnings growth of 1.3% and revenue growth of 2% in fiscal 2026 [12][13] - **Oracle (ORCL)**: Engaging in partnerships to provide advanced quantum-safe security solutions and launching the Oracle Defense Ecosystem to foster innovation in defense technologies. Expected earnings growth of 15.4% and revenue growth of 16.6% in fiscal 2026 [14]

Core Viewpoint - Vertiv Holdings Co. experienced a nearly 10% stock price drop due to market reactions to external factors, particularly Oracle's earnings report and an analyst downgrade, rather than a decline in its business fundamentals [3][4][8] Group 1: Market Reaction - The decline in Vertiv's stock was linked to Oracle's revenue miss, which raised concerns about the demand for AI infrastructure, leading to sympathy selling in related stocks, including Vertiv [4][6] - The market's reaction was characterized by headline fear regarding the timeline for AI monetization, which may have resulted in an overreaction to Vertiv's stock price drop [5][6] Group 2: Business Fundamentals - Despite the stock price decline, Vertiv's underlying business fundamentals remain strong, with a significant backlog of $9.5 billion and a 60% surge in organic orders [8] - Oracle's increase in capital expenditure guidance for fiscal year 2026 to $50 billion, up $15 billion from prior guidance, signals rising infrastructure demand, which is expected to benefit Vertiv's business in cooling and power distribution [7][8] Group 3: Investment Opportunity - The current sell-off in Vertiv's stock may present an attractive entry point for investors willing to look beyond immediate market noise, as the company's fundamental demand drivers are still robust [5][8]

Key Takeaways PATH stock has surged 51% in three months, reflecting a sharp shift in market sentiment toward the company.PATH is seeing larger deals as agentic AI gains traction, with 450 customers and nearly 1M agent runs logged.PATH holds $1.4B in cash, no debt and strong liquidity, supporting continued investment and long-term growth.UiPath Inc. (PATH) stock has skyrocketed 51% in the past three months, while gaining 29% in the past month, indicating that market sentiment has shifted meaningfully in the ...