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Nike Balances DEI Probe With Football Growth And AI Operations Push
Simply Wall St.106d agobearish
Nike Balances DEI Probe With Football Growth And AI Operations Push

Nike, Inc. (NYSE:NKE) is under federal investigation by the U.S. Equal Employment Opportunity Commission (EEOC) over its diversity, equity, and inclusion practices. The company is highlighted as a key brand in projections for global football merchandise market growth. Nike's Chief Operating Officer is set to deliver a keynote at a major industry event focused on operational transformation and artificial intelligence. Nike, Inc. (NYSE:NKE) sits at the intersection of sportswear, technology,...

BigBear.ai Builds Federal AI Backlog As Investors Weigh Volatile Returns
Simply Wall St.106d agoneutral
BigBear.ai Builds Federal AI Backlog As Investors Weigh Volatile Returns

BigBear.ai Holdings (NYSE:BBAI) has secured a significant classified federal AI contract with the intelligence community. The company has acquired Ask Sage, expanding its generative AI capabilities and contributing to backlog growth. BigBear.ai is winning new contracts that apply its generative AI platforms in airport trade and travel use cases. Management is executing a transformative acquisition and organizational realignments to focus on federal AI spending. Recent results include strong...

David Sacks Says AI Could Drive 75% Of US GDP Growth As Morgan Stanley Sees Big Tech AI Capex Surging Past $800 Billion In 2026
Benzinga106d agoneutral
David Sacks Says AI Could Drive 75% Of US GDP Growth As Morgan Stanley Sees Big Tech AI Capex Surging Past $800 Billion In 2026

On Sunday, former White House AI and crypto czar David Sacks said artificial intelligence is rapidly becoming one of the most powerful drivers of the U.S. economy as Morgan Stanley raised its forecast for hyperscaler AI infrastructure spending. Morgan Stanley Projects Massive AI Capex Boom From Big Tech Morgan Stanley now expects Amazon.com Inc., Alphabet Inc., Meta Platforms Inc., Microsoft Corp. and Oracle Corp. to collectively spend about $805 billion in capital expenditures in 2026, up from

Apple settles lawsuit over late Siri AI features for $250 million
Reuters106d agobearish
Apple settles lawsuit over late Siri AI features for $250 million

Apple on Tuesday settled for $250 million a shareholder lawsuit ‌brought after the company delayed artificial-intelligence upgrades to ‌its Siri voice assistant. The lawsuit, filed by Peter Landsheft in U.S. ​federal court in California in 2024, arose after the iPhone maker announced - and started running advertisements for - a bevy of AI upgrades at its annual software developer conference ‌in 2024, saying ⁠they would become available with new iPhones that fall. In 2025, Apple said that the AI overhaul of Siri would not come ​until this ​year, and executives have ​now confirmed that the ‌new Siri features will be unveiled at Apple's annual developer conference next month.

Saylor's Strategy posts wider quarterly loss on bitcoin slump
Reuters106d agobearish
Saylor's Strategy posts wider quarterly loss on bitcoin slump

Michael Saylor's Strategy reported a wider first-quarter loss on Tuesday, hammered by a slump in bitcoin ‌prices that weighed on the value of its sizeable crypto ‌holdings amid heightened market volatility. A sharp downturn in bitcoin prices since October, later exacerbated ​by escalating Middle East tensions, has underscored the vulnerability of digital assets to broader risk aversion, with investors leaning towards safer options amid concerns over lofty AI valuations and uncertainty around U.S. Federal Reserve ‌policy. Though bitcoin prices have ⁠bounced back partially, the world's largest cryptocurrency has lost 7% in value in 2026.

CPI Card Group Q1 Earnings Call Highlights
MarketBeat106d agoneutral
CPI Card Group Q1 Earnings Call Highlights

CPI Card Group (NASDAQ:PMTS) executives said the company got off to a “solid start” in 2026, reporting first-quarter revenue growth of 20% and reaffirming its full-year outlook as it continues integrating its Arroweye acquisition and investing in its technology and go-to-market initiatives. First-q

IPG Photonics (IPGP) Q1 2026 Earnings Transcript
Motley Fool106d agoneutral
IPG Photonics (IPGP) Q1 2026 Earnings Transcript

At this time, I'd like to turn the call over to Eugene Fedotoff, IPG's Senior Director, Investor Relations for introductions. Eugene Fedotoff: Thank you, and good morning, everyone. With me today is IPG Photonics CEO, Dr. Mark Gitin, and Senior Vice President and CFO, Tim Mammen.

ServiceNow Aims To Orchestrate Enterprise AI With Otto And New Partnerships
Simply Wall St.106d agobullish
ServiceNow Aims To Orchestrate Enterprise AI With Otto And New Partnerships

ServiceNow (NYSE:NOW) used its Knowledge 2026 event to introduce major AI platform advances, including autonomous agents and an upgraded AI Control Tower for enterprise governance. The company launched ServiceNow Otto, a unified conversational AI and workflow automation experience intended to sit across the enterprise. New and expanded partnerships were announced with NVIDIA, Microsoft, Lenovo, and FedEx, focused on desktop AI agents, cross cloud governance, device lifecycle automation, and...

This ETF Is Are Outpacing Tech Stocks While Paying High Dividends
24/7 Wall St.106d agoneutral
This ETF Is Are Outpacing Tech Stocks While Paying High Dividends

You wouldn’t expect a fund stuffed with European utilities, tobacco companies, and Canadian fertilizer to keep pace with the Nasdaq-100 in 2026, but here we are. Fidelity International High Dividend ETF (NYSEARCA:FIDI) is up about 8% year-to-date, edging out Invesco QQQ Trust (NASDAQ:QQQ) at roughly 8% as well. The lead is small, and the one-year ... This ETF Is Are Outpacing Tech Stocks While Paying High Dividends

Fiserv FISV Q1 2026 Earnings Call Transcript
Motley Fool106d agoneutral
Fiserv FISV Q1 2026 Earnings Call Transcript

Michael Lyons: Thank you, Walter, and good morning, everyone. While anticipation lending volumes in Argentina remain strong, lower inflation and interest rates in Argentina were a revenue headwind to Merchant in Q1.

Workday (WDAY) Launches AI-Powered Personnel Action Request Agent to Modernize Federal HR Operations
Insider Monkey106d agoneutral
Workday (WDAY) Launches AI-Powered Personnel Action Request Agent to Modernize Federal HR Operations

Workday Inc. (NASDAQ:WDAY) is one of the best enterprise software stocks to buy right now. On April 28, Workday Government introduced a new Personnel Action Request/PAR Agent designed to modernize federal HR operations and accelerate critical transactions. The agent automates routine tasks such as hiring, promotions, and pay changes, which traditionally rely on fragmented, paper-based […]

The Stock Market Flashed This Warning Only Once Before. What Comes Next Isn’t Pretty
24/7 Wall St.107d agoneutral
The Stock Market Flashed This Warning Only Once Before. What Comes Next Isn’t Pretty

The stock market keeps climbing, even as investors wrestle with sticky inflation, elevated interest rates, and slowing earnings growth. The S&P 500 has returned over 26% over the past 12 months, driven largely by artificial intelligence enthusiasm and a small group of mega-cap technology stocks. But beneath the rally sits a number that deserves attention ... The Stock Market Flashed This Warning Only Once Before. What Comes Next Isn’t Pretty

Tech Weekly: Amazon challenges logistics giants, robotic bag handlers
Reuters Videos107d agoneutralVIDEO
Tech Weekly: Amazon challenges logistics giants, robotic bag handlers

<body><p>STORY: From Amazon's FedEx challenge to robotic bag handlers at airports... this is Tech Weekly.</p><p>:: Tech Weekly</p><p>Amazon.com has moved into the business of UPS and FedEx with its so-called "Amazon Supply Chain Services".</p><p>The firm has given other businesses access to its supply chain network that has powered the e-commerce giant’s operation for decades.</p><p>The move could make it a key logistics player and intensify competition on pricing and speed.</p><p>It has already signed up Procter & Gamble, 3M and American Eagle Outfitters.&nbsp;</p><p>///</p><p>A Chinese robotics startup is seeking a $6 billion valuation in its next financing round.</p><p>Linkerbot is the global market leader in highly dexterous robotics hands for humanoids.</p><p>The firm said it focuses on the skills of top artisans, which its CEO calls 'dexterous craft'.&nbsp;</p><p>The hands can already turn screws fast, pick up soft items, thread a needle, and do precise factory work.</p><p>///</p><p>Japanese baggage handlers are due to be joined by robotic colleagues at Tokyo's Haneda Airport.</p><p>It's part of a two-year trial of the technology by Japan Airlines.</p><p>The humanoid robots aim to contribute to tasks like baggage handling and cleaning aircraft cabins.</p><p>Japan Airlines said in a statement about the initiative the aero sector faces the duel challenges of an aging and shrinking workforce, and a higher workload.</p><p>///&nbsp;</p><p>Scientists from Project CETI have built an underwater robot to listen in to sperm whale conversations.</p><p>The creatures click to communicate in bursts of sound that can travel huge distances.</p><p>David Gruber is project CEO and explained how the robot worked.</p><p>"So it essentially is like a fully autonomous vehicle, kind of like a Waymo car, that's making decisions and being able to stay, even though it moves quite slowly, stay with whales for long periods of time. It allows us to get these longer term data sets."&nbsp;</p><p>The system could potentially show how the whales react to human-made noise and activity and how it affects them.</p><p>///</p><p>And a humanoid robot called Sophia performed with a live orchestra in AI-themed concert in Hong Kong</p><p>"Even though I don't experience emotions the same way humans do, I want to simulate that connection as authentically as I can."</p><p>Sophia was first unveiled by the Hong Kong-based Hanson Robotics ten years ago and she's even sung on "The Tonight Show Starring Jimmy Fallon".</p><p>But this was the first time Sophia had appeared with a live orchestra.</p><p>She performed three songs overall.</p></body>

Uber Jury Verdict Puts Legal Risks Beside Valuation Upside For Investors
Simply Wall St.107d agoneutral
Uber Jury Verdict Puts Legal Risks Beside Valuation Upside For Investors

A federal jury recently found Uber (NYSE:UBER) legally responsible for a 2019 passenger assault. The verdict is part of a nationwide multi-district litigation focused on passenger sexual assault. Jurors held Uber liable as a common carrier, a classification with potential implications for future cases. This is the second major verdict against Uber this year, with more bellwether trials scheduled. Uber operates a global ride hailing and delivery platform, connecting drivers, couriers and...

AMD and Pfizer earnings, job openings, Fedspeak: What to Watch
Yahoo Finance Video107d agoneutralVIDEO
AMD and Pfizer earnings, job openings, Fedspeak: What to Watch

Asking for a Trend Host Josh Lipton previews several of the biggest stories to come tomorrow,&nbsp;Tuesday, May 5, including earnings results from Advanced Micro Devices (AMD), Pfizer (PFE), and Anheuser-Busch Inbev (BUD); fresh labor data in the form of the latest Job Openings and Labor Turnover Survey (JOLTS) report; and commentary from Federal Reserve Vice Chair for Supervision Michelle Bowman and Governor Michael Barr.

S&P 500 falls from record high on Middle East worries
Reuters Videos107d agobearishVIDEO
S&P 500 falls from record high on Middle East worries

<body><p>STORY: U.S. stocks ended lower after a South Korean ship was hit by an explosion in the Strait of Hormuz.</p><p>The Dow fell more than one percent, the S&P 500 dropped four tenths of one percent after hitting a record high Friday and the Nasdaq slid about two tenths. It also climbed to a new high Friday.</p><p>Energy stocks rose after reports of the latest confrontations which appeared likely to persuade commercial shippers the strait was still unsafe after U.S. President Donald Trump said the U.S. Navy would open it.</p><p>Also, the United Arab Emirates reported a fire at an oil installation following an Iranian drone attack.</p><p>Meanwhile, in the U.S., earnings continue to far outpace predictions. S&P 500 companies are expected to post aggregate earnings growth of 28% year-over-year for the first quarter, double the expectation of 14% at the start of April, according to LSEG.</p><p>Brad Bernstein, managing director at UBS Private Wealth Management remains optimistic about stocks.</p><p>"I think markets look great going into the rest of the year. As long as this war with Iran ends, because we have incredible earnings."</p><p>(FLASH)</p><p>"Revenue growth is the best it's been in five years.&nbsp;Consumer spending, if you look at bank earnings, continues to be better than expected.&nbsp;And when you look at the underpinnings of the economy, such as manufacturing growth, we're seeing a lot of new order spend and increase&nbsp;in the underlying economy of manufacturing, which is very bullish."</p><p>:: Ebay</p><p>Individual stocks on the move Monday included GameStop which fell 10% after the video game retailer offered to buy much larger eBay for about $56 billion in a cash-and-stock deal. Shares of Ebay advanced 5%.</p><p>:: Amazon</p><p>Amazon shares gained after the e-commerce giant said it was rolling out "Amazon Supply Chain Services," opening up its logistics network for other businesses to use.</p><p>That hurt shares of UPS which plunged 10.5%, and FedEx which fell 9%.</p></body>