MarketCatalystThe aerospace-metals maker earned a record $702 million in fiscal 2026 and guided higher, yet the shares have slid from about $617 to $378 as valuation, insider selling and a softer first-quarter outlook weigh ahead of its report.
Workday is bringing its Sana agents into the AI tools employees already use, while The Information reports some customers query Workday data through outside agents without opening it. New Wharton data shows AI returns are real but uneven. Here is what it means for Workday, Salesforce and ServiceNow.
Cerebras closed down 10.69% at $146.62, an all-time low, on the day Broadcom CEO Hock Tan and Intel CEO Lip-Bu Tan warned that financing could limit the AI buildout. Here is what they said, what is still unconfirmed, and why Cerebras was already under pressure.
Applied Materials unveiled its $5 billion EPIC Center with TSMC, Intel, Samsung, Micron and SK hynix on board, while its CEO says AI will let revenue double without doubling staff. The stock closed down 1.87% in a weak chip tape. Here is what is confirmed and what is still unproven.
Serve Robotics closed at $3.92 on Monday, a fresh 52-week low, two months after cutting 2026 revenue guidance to $9 million to $10 million from $26 million. There was no new company headline today, so here is the reset behind the slide and what it leaves investors to weigh.
CXMT's 4F² announcement is a real long-term competitive signal, but it does not change near-term supply, HBM demand or a shortage that suppliers expect to last into 2027 and beyond. Where the sell-off may be getting ahead of the facts, and where the bears have a point.