Marvell Technology (MRVL) has been in focus after management affirmed a quarterly dividend of US$0.06 per share. This represents a small cash return to shareholders and sits alongside a rich AI infrastructure growth story. Recent price action has been strong. Marvell Technology shares are up 27.42% on a 1 month share price return and 199.90%…
Make better investment decisions with Simply Wall St’s easy, visual tools that give you a competitive edge. IREN (NasdaqGS:IREN) is drawing fresh attention after management outlined a pivot toward AI-focused cloud computing, highlighting plans for large scale GPU deployments and data center build outs alongside a reduced emphasis on Bitcoin mining. See our latest analysis…
Chewy (CHWY) is stepping up its use of artificial intelligence and automation in an effort to improve customer service and operational efficiency while it continues funding Chewy Health, Chewy Vet Care, fulfillment upgrades, and customer acquisition. See our latest analysis for Chewy. Recent AI and automation news has arrived after a tough stretch for Chewy…
C.H. Robinson Worldwide recently launched its Lean AI Engineer, an AI system that works with its existing Lean AI Planner to autonomously operate and enhance 4PL customers’ global supply chains across trucking, ocean, air and rail, cutting assessment times from weeks to under half an hour. By combining hundreds of interconnected AI agents with proprietary…
Make better investment decisions with Simply Wall St’s easy, visual tools that give you a competitive edge. Microsoft’s updated analyst models now point to a fair value price target of $561.93, trimmed from $579.57 as assumptions across the forecast period are refreshed. That shift sits within a broader split in analyst views, with some firms…
Rockwell Automation (ROK) is drawing fresh interest after unveiling an AI orchestrated industrial automation engineering workflow at Hannover Messe 2026. The initiative aims to simplify factory design, cut engineering time, and streamline deployment for manufacturers. See our latest analysis for Rockwell Automation. Against this backdrop, Rockwell Automation’s share price has climbed 15.47% over the past…
Find your next quality investment with Simply Wall St’s easy and powerful screener, trusted by over 7 million individual investors worldwide. Applied Digital (NasdaqGS:APLD) is moving to spin off and merge its AI cloud business with EKSO Bionics Holdings to form a new company called ChronoScale. The company has also begun a US$2.15b debt-funded expansion…
In early December 2025, Accenture’s ecosystem partners OpenAI, Anthropic, Snowflake, CrowdStrike, and AWS announced expanded collaborations with Accenture to scale enterprise AI deployment, cloud data platforms, and modern security operations, including new joint business groups, large-scale AI training programs, and co-developed solutions for regulated industries. These moves collectively position Accenture as a central implementation and…
UiPath (PATH) just checked several key boxes for investors at once, moving from GAAP losses to profit while accelerating revenue growth and doubling down on its agentic AI and automation platform strategy. See our latest analysis for UiPath. Even after a sharp post earnings jump, UiPath’s recent 22% one month share price return and roughly…
In the past quarter, Confluent reported strong results with 19% year-over-year revenue growth, beat consensus estimates, and expanded its AI-focused data streaming platform with new Intelligence features, Streaming Agents enhancements, and a private cloud solution for regulated industries. Investor interest intensified after Jackson Peak Capital named Confluent its largest position and a high-conviction event-driven idea…
