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Investing.com -- Boeing (NYSE: BA) shares fell 6% Wednesday after President and Chief Executive Officer Kelly Ortberg spoke at the Morgan Stanley Laguna Conference, where he outlined several challenges facing the aerospace manufacturer.

The stock declined as Ortberg revealed production constraints and revised cash flow expectations. The CEO stated that Boeing is not yet stable at its target rate of 47 aircraft per month on the 737 program, with wings production serving as a constraint to rampin

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A shipping giant’s stock is tumbling on worries that higher fuel prices are going to hit its bottom line.

Shares of J.B. Hunt (JBHT) were down nearly 13% in recent trading, leading decliners in the S&P 500 after executives warned higher driver and fuel-related costs are going to squeeze its results this quarter.

CFO Brad Delco said at a conference that “in light of these costs that are sort of hitting us, we are exp

Investing.com -- BMO Capital Markets said social media platforms face mounting regulatory pressure from global age verification initiatives, with Meta Platforms (NASDAQ: META) and TikTok identified as facing the highest risk among internet companies.

The bank said age verification requirements remain in early stages following Australia's implementation of online age verification rules in December 2025. Multiple countries have since introduced similar laws restricting minors' access to online co

Investing.com -- The clearest danger is not simply a high P/E. It is high valuation plus a sharp rally plus a large fair-value gap. The screen identifies these ten as the most vulnerable major stocks if expectations reset.

All screener figures are delayed snapshots and may lag live prices. Returns and fair-value estimates are model-dependent, not guaranteed forecasts.

Cybersecurity has the sharpest valuation risk. CrowdStrike Holdings (CRWD) and Palo Alto Networks (PANW) combine extreme traili

Investing.com -- Piper Sandler advised investors to avoid aggressive equity exposure as intermediate-term breadth and momentum in the stock market show signs of weakening, according to a note released Wednesday.

The S&P 500 dropped 0.48% on Tuesday, while the equal-weight index added 0.04%. This difference indicates rotation within major indices rather than widespread selling. The Communications sector rose 2.2%, breaking above its 200-day moving average resistance.

The technology sector showe

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OpenAI CFO Sarah Friar told CNBC’s Jim Cramer she’s not worried about slowing the pace of frontier artificial intelligence development.

“Even if we stop today, the amount of intelligence that’s available in the world is massive,” Friar said.

OpenAI will decide on investments based on a “strong ROI,” even if the technology’s development has to be paced, she added.

Friar’s comments come as the debate about the safety of AI has exploded over the last week, sparked by a former An

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Nvidia CEO Jensen Huang on Tuesday slammed proposals of artificial intelligence companies antitrust exemptions that could coordinate a slowdown of developing increasingly powerful models.

Huang’s comments — in an interview with CNBC’s Jim Cramer — come during an intense debate over AI safety fueled by an essay Anthropic CEO Dario Amodei published Saturday. Amodei proposed that leading AI labs coordinate to “pace the frontier,” or deliberately slow the development of advanced mo

By Jasper Ward

Sept 15 (Reuters) - New York Governor Kathy Hochul is recommending that local governments seek community investments of at least $1 million per megawatt from developers proposing new data centers, according to a document released on Tuesday.

Her recommendations come months after New York became the first U.S. state to impose a moratorium on large new data centers.

The suggested investments of at least $1 million for every megawatt of utility demand would help communities where

By Danielle Kaye

NEW YORK, Sept 15 (Reuters) - Not every winner in the AI race makes chips. Some sell cowboy boots.

Boot Barn, a U.S. retailer best known for western wear, said on Tuesday that a growing share of its bulk workwear orders were now tied to data-center construction.

The brand has long sold boots in bulk to oil and gas and construction firms looking to outfit their entire teams. Now, "more and more often, those are data centers," CEO John Hazen said at the Goldman Sachs Global Con

Investing.com - Guggenheim initiated coverage on RBC Bearings (NYSE:RBC) with a buy rating and a price target of $600.00, according to a research note published Monday.

The price target represents 21% upside potential from current levels. The stock currently trades at a P/E ratio of 47.23, though InvestingPro data suggests the shares may be overvalued relative to its Fair Value estimate. Guggenheim analyst Michael Ciarmoli described RBC Bearings as one of the aerospace and defense industry’s be

Investing.com - Guggenheim initiated coverage on Woodward Inc. (NASDAQ:WWD) with a buy rating and set a price target of $404, representing 20% upside potential from current levels.

Analyst Michael Ciarmoli said the company offers exposure to multiple secular growth trends including commercial aerospace, defense, missiles, and data center power generation. The company trades at a P/E ratio of 36.12, though its PEG ratio of 0.82 suggests attractive value relative to growth prospects. According to

Investing.com - Guggenheim initiated coverage on Curtiss-Wright Corp. (NYSE:CW) with a buy rating and a price target of $786, the firm said Monday.

The $786 price target represents 41% upside potential from current levels. The stock currently trades at a P/E ratio of 38, and according to InvestingPro analysis, appears overvalued relative to its Fair Value estimate, placing it among the platform’s Most Overvalued stocks. Guggenheim cited two global secular trends as drivers for the rating: incre

Investing.com - Guggenheim initiated coverage on Applied Aerospace & Defense (NYSE:AADX) with a buy rating and a price target of $30.00, according to a report released today.

The firm views Applied Aerospace as a merchant supplier of established military subsystems and components positioned to benefit from growth trends across its market domains. The company has lifecycle exposure to space and defense platforms.

Guggenheim expects the company to benefit from new programs ramping and the Depart