Shares of several consulting companies fell on Monday after OpenAI (OPENAI) announced it is launching an OpenAI Deployment Company. However, analysts at UBS remained positive for Accenture (ACN) Cognizant Technology (CTSH) tumbled about 5%, Infosys (INFY) fell Newsl
Circle secures $222 million for its Arc blockchain, boosting USDC adoption, while Q1 earnings exceed EPS estimates despite revenue miss. Circle Internet Group (CRCL) announced a $222 million presale raise for its Arc blockchain, led by BlackRock (BLK) and other institution
DRAM contract prices are forecast to rise up to 63% this quarter, fueling Micron's stock gains amid soaring AI memory demand. Micron Technology (NASDAQ: MU) has climbed 162% in 2026, driven by robust memory chip demand outpacing supply. Investors are capitalizing on the su
DG stock hits lowest since December but nears a bullish trendline, historically yielding 6.6% gains in similar setups. Dollar General Corp (NYSE:DG) shares fell 5.3% to $107.07, deepening its year-to-date loss to 20%. The stock trades at its lowest level since December 4 b
Sally Beauty projects FY2026 net sales of $3.725B-$3.750B Sally Beauty Holdings has outlined its financial projections for FY2026, with expected net sales ranging from $3.725 billion to $3.750 billion. The company has also provided earnings per share guidance for Q
Take-Two Interactive Software Inc (NASDAQ:TTWO) has been named by UBS analysts as their top pick in the US interactive gaming sector, pointing to what it sees as improving visibility around key franchise releases and long-term monetization trends. The firm has a ‘Buy’ rati
GENI reports Q1 GAAP net loss of $55.5 million, missing EPS estimates despite 31% revenue growth to $188 million. Glenview Capital disclosed a new position in Genius Sports Limited (GENI), owning over 2 million shares as of Q4 2025. The sports tech firm serves leagues, bet
The upcoming SpaceX initial public offering (IPO) has caught the market's attention, and the buzz is getting louder as SpaceX, Anthropic, and OpenAI are all planning huge public debuts. But investing in a giant IPO may not be the right move for most individual investors</p
Hedge fund Glenview Capital increased its Zillow position by 30% in Q4 2025 as user traffic fell 3% year-over-year in Q1 2026. Glenview Capital raised its Zillow Group Inc. (NASDAQ:Z) stake to 1.1 million shares in Q4 2025, a 30% increase from the prior quarter. The hedge
Hedge fund Glenview Capital disclosed a new position in Accenture, amid concerns AI automation could cut 30–50% of routine coding work. Glenview Capital revealed a new stake in Accenture plc (ACN), holding just under 200,000 shares as of Q4 2025. The move comes as the cons