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Why Blaize Holdings (BZAI) Is Down 29.9% After Fraud Probes Hit Its NeoTensr AI Deal
Simply Wall St.98d agobearish
Why Blaize Holdings (BZAI) Is Down 29.9% After Fraud Probes Hit Its NeoTensr AI Deal

Blaize Holdings, Inc. reported past first-quarter 2026 results with revenue of US$2.74 million, a net loss of US$22.65 million, and reaffirmed full-year 2026 revenue guidance of about US$130.0 million while raising roughly US$35.00 million through a completed follow-on equity offering. Amid this, Blaize entered a partnership with Winmate targeting about US$15.00 million of first-year rugged edge AI business and now faces fraud allegations tied to a US$50.00 million NeoTensr deal that have...

Tech giants are using a new buzzword to rebrand restructuring
TheStreet98d agobearish
Tech giants are using a new buzzword to rebrand restructuring

The tech sector’s relentless restructuring wave has claimed another major player, pushing 2026’s total workforce reductions to a grim milestone, as companies continue to reallocate capital towards automated systems. GitLab, an open-source web platform crucial to engineers for securely storing code, ...

BTIG Cuts Target on MercadoLibre, Inc. (MELI) as Margins Reset Near 7%
Insider Monkey98d agobearish
BTIG Cuts Target on MercadoLibre, Inc. (MELI) as Margins Reset Near 7%

MercadoLibre, Inc. (NASDAQ:MELI) is among the stocks with the best earnings growth for the next 10 years. On May 10, BTIG trimmed the price target on MercadoLibre, Inc. (NASDAQ:MELI) to $2,150 from $2,400 and reiterated a Buy rating after the first-quarter results. In a research note, the analyst said that the company surprised investors by […]

Air Canada (TSX:AC) Valuation Check As Route Cuts And New Montréal Dublin Service Reshape Its Network
Simply Wall St.98d agobearish
Air Canada (TSX:AC) Valuation Check As Route Cuts And New Montréal Dublin Service Reshape Its Network

Air Canada (TSX:AC) has overhauled its international network, cutting 13 routes while planning new year-round Montréal to Dublin service using Airbus A321XLR aircraft. This change places greater emphasis on operational efficiency and route profitability. See our latest analysis for Air Canada. The share price has eased in recent months, with a 7 day share price return of 4.2% down and a 90 day share price return of 5.28% down. The 1 year total shareholder return of 2.40% points to only modest...

Mastercard Expands Crypto And AI Payments While UK Wallet Probe Grows
Simply Wall St.98d agobearish
Mastercard Expands Crypto And AI Payments While UK Wallet Probe Grows

Mastercard (NYSE:MA) announced a deal to acquire BVNK, a platform that connects crypto and traditional payments, as part of its global digital payments strategy. The UK Financial Conduct Authority has opened a competition investigation into Mastercard's digital wallet arrangements. Mastercard also launched a new partnership with JD.com to develop AI-powered and agentic commerce solutions that integrate its payment infrastructure. For investors watching NYSE:MA, these moves highlight how a...

How The NuScale Power (SMR) Investment Narrative Is Resetting After Target Cuts And Project Updates
Simply Wall St.98d agobearish
How The NuScale Power (SMR) Investment Narrative Is Resetting After Target Cuts And Project Updates

NuScale Power’s consolidated fair value estimate has been trimmed from US$20.42 to US$16.50, a reduction of roughly 19% that puts a smaller price target at the center of the latest reset in expectations. Recent research points to execution risk, capital needs, active share sales, and long commercialization timelines as key reasons many firms are lowering fair value assumptions, even as some analysts remain constructive. As you read on, you will see how these shifting targets and the debate...

Cisco CEO reveals real reason behind 4,000 job cuts
TheStreet98d agobearish
Cisco CEO reveals real reason behind 4,000 job cuts

Cisco is positioning itself as one of the companies built to win from the artificial intelligence boom. But that shift is bringing pain for workers. Despite a record quarter, the tech giant is reducing thousands of jobs as part of a broader restructuring tied to where it sees future growth. ...

Is It Time To Reassess DLocal (DLO) After The Recent Share Price Slump?
Simply Wall St.98d agobearish
Is It Time To Reassess DLocal (DLO) After The Recent Share Price Slump?

If you are wondering whether DLocal at US$11.01 is a bargain or a value trap, the key is to understand how its current price compares with a range of fair value estimates. The stock has been under pressure recently, with the share price down 19.6% over the last week, 18.5% over the past month and 21.7% year to date. This adds extra urgency for anyone reassessing their thesis. Those moves have put a spotlight on recent company specific news, corporate updates and broader sector sentiment...

Chipotle Mexican Grill Inc (CMG) Stock Outlook: Don’t Miss the Point
Insider Monkey98d agobearish
Chipotle Mexican Grill Inc (CMG) Stock Outlook: Don’t Miss the Point

Chipotle Mexican Grill Inc (NYSE:CMG) is one of the best large cap stocks to buy in 2026 according to billionaire Dan Loeb. The Street sees Chipotle stock gaining more than 30% over the next 12 months. On May 4, Argus upgraded Chipotle’s stock rating to Buy from Hold and set a price target of $40. […]

General Motors (GM) Valuation Check As IT Layoffs And Privacy Settlement Reshape Its Technology Focus
Simply Wall St.98d agobearish
General Motors (GM) Valuation Check As IT Layoffs And Privacy Settlement Reshape Its Technology Focus

General Motors (GM) is reshaping its information technology workforce, cutting more than 10% of roles while hiring for AI and data focused positions, as it settles a US$12.75 million California data privacy case. See our latest analysis for General Motors. GM’s recent IT layoffs and the California privacy settlement come after a period where short term share price momentum has cooled, with the 7 day share price return down 5% and the year to date share price return down 7.56%, while the 1...

Amprius Warrant Exchange Cuts Dilution While Shares Trade Below Targets
Simply Wall St.98d agobearish
Amprius Warrant Exchange Cuts Dilution While Shares Trade Below Targets

Amprius Technologies (NYSE:AMPX) announced a public warrant exchange with institutional holders. The agreement results in a 62% reduction in shares issued compared with physical warrant exercise. The transaction affects the company’s capital structure and potential dilution for existing shareholders. Amprius Technologies enters this warrant exchange with a share price of $16.85 and a very large 1-year return, alongside a 92.8% return year to date. The stock is up 0.9% over the past week...

Why Comfort Systems (FIX) Stock Is Falling Today
StockStory98d agobearish
Why Comfort Systems (FIX) Stock Is Falling Today

Shares of HVAC and electrical contractor Comfort Systems (NYSE:FIX) fell 3.5% in the afternoon session after April CPI came in hot at 3.8% year-over-year, pushing the 10-year Treasury yield to 4.43% and effectively sealing higher-for-longer mortgage rates.

Why DigitalOcean (DOCN) Stock Is Falling Today
StockStory99d agobearish
Why DigitalOcean (DOCN) Stock Is Falling Today

Shares of cloud computing platform DigitalOcean (NYSE:DOCN) fell 5.6% in the afternoon session after the latest Consumer Price Index (CPI) report came in hotter than expected, signaling that inflation remained stubbornly high.

Why Oracle (ORCL) Shares Are Falling Today
StockStory99d agobearish
Why Oracle (ORCL) Shares Are Falling Today

Shares of enterprise software giant Oracle (NYSE:ORCL) fell 5% in the afternoon session after the latest Consumer Price Index (CPI) report came in hotter than expected, signaling that inflation remained stubbornly high.

Bill Gates’ Foundation Sells the Last of Its Microsoft Stock
Barrons.com99d agobearish
Bill Gates’ Foundation Sells the Last of Its Microsoft Stock

The charity foundation of Microsoft founder Bill Gates no longer owns Microsoft stock. On Friday, the charity’s endowment, the Gates Foundation Trust, disclosed the sale of its remaining 7.7 million shares, a stake worth $3.2 billion at current prices. The sales came during the first quarter, according to a filing with the Securities and Exchange Commission.