Piper Sandler

Rivian expands vehicle roadmap and software capabilities

39 clusters · 117 sources · last updated about 7 hours ago

Latest: Rivian expands electric van range and adds all-wheel drive

Rivian has launched RivianOS 2, its largest software update to date, designed to unify the software stack across R1 and R2 vehicle lineups. The update features a redesigned user interface, reorganized settings, and a glo

AMD AI-infrastructure growth and supply chain expansion

31 clusters · 168 sources · last updated about 8 hours ago

Latest: Graphics card prices rise 35% globally over three months

By late September 2026, AMD achieved a historic milestone as its market capitalization surpassed $1 trillion, driven by intense interest in artificial intelligence infrastructure. To secure GPU supply, AMD issued warrant

Shopify integration of artificial intelligence

4 clusters · 10 sources · last updated about 24 hours ago

Latest: Shopify integrates agentic payment technology into Shop Pay

Shopify has introduced Canvas, a visual workspace that utilizes an AI agent named Sidekick to assist merchants in designing and redesigning online stores. The tool allows users to manage homepages, product pages, and che

DroneShield revenue grows amid share decline and ASIC probe

34 clusters · 30 sources · last updated 1 day ago

Latest: DroneShield faces scrutiny over organic growth prospects

DroneShield continues to face a disconnect between operational growth and stock performance. While the company reported a 74 percent revenue increase for the first half of fiscal year 2026, reaching A$125.8 million, and

CoreWeave expansion and financial scrutiny persist

30 clusters · 113 sources · last updated 2 days ago

Latest: CoreWeave shares rise following Denmark data center activation

CoreWeave’s expansion and financial scrutiny persist as analysts provide divergent outlooks. While JPMorgan Chase & Co. upgraded the stock to ‘overweight’, citing strong market share and significant deals with Microsoft,

SoundHound AI financial performance and market expansion

6 clusters · 11 sources · last updated 2 days ago

Latest: SoundHound AI stock experiences volatility amid revenue growth and losses

SoundHound AI has completed its acquisition of LivePerson, a strategic move designed to expand its enterprise artificial intelligence footprint. By integrating LivePerson’s digital messaging infrastructure with its own v

Take-Two Interactive digital strategy and GTA VI outlook

31 clusters · 361 sources · last updated 3 days ago

Latest: Grand Theft Auto VI promotional offers and availability

Take-Two Interactive has confirmed that Grand Theft Auto VI is scheduled to launch on November 19, 2026, exclusively for PlayStation 5 and Xbox Series X|S. The game features protagonists Jason and Lucia in the fictional

PepsiCo revises earnings guidance downward

5 clusters · 28 sources · last updated 16 days ago

Latest: PepsiCo reports revenue growth despite North American volume declines

PepsiCo reported third-quarter 2026 net revenues of $25.27 billion, a 5.6 percent increase from $23.94 billion the previous year. While organic growth reached 3.1 percent, the company continues to face significant challe

Global fuel volatility and escalating regional price hikes

17 clusters · 580 sources · last updated 16 days ago

Latest: Kenya fuel prices rise amid surging global petroleum costs

Global fuel and energy markets face intensifying volatility driven by geopolitical conflicts and refinery shortages. In the Middle East, conflict in Iran and the closure of the Strait of Hormuz have severely impacted pro

Impinj market activity and analyst outlook

2 clusters · 3 sources · last updated 18 days ago

Latest: Financial institutions see shifts in analyst price targets

In late September 2026, Impinj, Inc. CFO Cary Baker sold approximately $1.6 million in company stock via a pre-arranged Rule 10b5-1 trading plan. During a conference around that time, Baker discussed the company’s leader

AI integration in digital advertising and safety

3 clusters · 29 sources · last updated 20 days ago

Latest: Poland's Sejm passes law to block illegal internet content

The digital advertising landscape is seeing increased competition through the integration of artificial intelligence. AppLovin has established a significant presence in mobile app monetization using its Axon AI technolog

Banking sector analyst price target adjustments

2 clusters · 3 sources · last updated 25 days ago

Latest: Financial analysts adjust price targets for First Hawaiian and National Bank Holdings

Financial analysts have adjusted stock price targets for First Hawaiian and National Bank Holdings Corporation. TD Cowen reduced its price target for First Hawaiian from $31.00 to $28.00 while maintaining a ‘hold’ rati

US automotive retail stock volatility

2 clusters · 5 sources · last updated 26 days ago

Latest: Asbury Automotive Group stock hits 52-week low amid mixed analyst ratings

Recent financial disclosures and analyst adjustments have led to significant stock volatility for major US automotive retailers. AutoZone, Inc. saw its shares reach a 52-week low following price target reductions from

HP and HPE fiscal 2026 financial performance

5 clusters · 18 sources · last updated 26 days ago

Latest: Hewlett Packard Enterprise stock rises 22.3% on AI demand

HP Inc. and Hewlett Packard Enterprise (HPE) have both reported strong fiscal third-quarter 2026 financial results, driven significantly by demand for artificial intelligence technologies. HP Inc. reported a 12.5 percent

AI infrastructure energy and growth challenges

2 clusters · 6 sources · last updated about 1 month ago

Latest: Taiwan bolsters AI power infrastructure via gas engines and state investment

The rapid expansion of AI infrastructure is encountering significant challenges regarding growth sustainability and electricity availability. In the United States, market analysts have raised concerns that the momentum i