AI Stocks & Markets

Today's Stories

1. 1

   GE Vernova vs. Bloom Energy: Which AI-Power Bet Has More Upside Ahead?

   GE Vernova raised its 2026 revenue guidance to between $45.5 billion and $46.5 billion from a prior range of $44.5 billion to $45.5 billion. Its power division saw orders jump 134% year over year in Q2 2026, and its electrification division's orders more than doubled to $6.3 billion from $3.3 billion. Bloom Energy hit a milestone with quarterly revenue above $1 billion in Q2 2026 and reported net profits of $70.6 million and $196.2 million in the first two quarters, versus a $42.6 million net loss a year earlier. GE Vernova, however, has a much larger scale—$38.1 billion in 2025 revenue and a $176 billion backlog—and a joint venture with Hitachi developing small modular reactors (SMRs).

   GE Vernova's forward price-to-earnings ratio has cooled to 33.3 from a high of 59.8, and analysts' median one-year price target is $1,259, a 35.8% gain from the August 25 close. However, its wind business saw a 40% organic decline in orders to $1.2 billion in Q2 2026, a weak spot to monitor.

2. 2

   Marvell selloff deepens on Google AI deal payoff doubts

   Marvell's stock selloff deepened as investors seek clarity on the payoff from its AI deal with Google. The market is uncertain about the financial benefits of the Google AI partnership, driving investor concern.

   Further clarity on the deal's payoff could stabilize or worsen Marvell's stock performance.

3. 3

   Vertiv stock down 12% — is it a buy?

   Vertiv (VRT) stock has fallen 12% amid growing demand for AI infrastructure, with the video published on Aug. 26, 2026. The company is positioned as a key beneficiary of AI-driven data center demand, which could support its long-term growth even as the stock dips.

   Whether the pullback offers a buying opportunity for investors who believe AI infrastructure spending will continue to rise.

4. 4

   Palo Alto Networks signs multi-year AI security deal with NTT DATA

   Palo Alto Networks announced a multi-year global partnership with NTT DATA to support secure AI adoption for large enterprises. It is described as the company's first multi-year arrangement with a global systems integrator, including co-engineering and early access to platform updates. The deal supports the company's platformization strategy, which has led to larger multi-platform deals, improved cross-sell, and higher net retention rates (120%). It also strengthens Palo Alto Networks' AI cybersecurity offering across critical industries, alongside an expanded integration with Zero Networks for AI-driven threat detection and microsegmentation.

   The partnership could help Palo Alto Networks compete against rivals like CrowdStrike and Zscaler, but the company faces a flagged risk: high integration complexity and constant R&D needs could pressure costs if not managed carefully.

5. 5

   Salesforce shares surge 23% as AI fears ease

   Salesforce shares jumped almost 23% on Thursday, their best day since 2020, after the company reported a beat-and-raise quarter and announced a new partnership with Anthropic called "Claudeforce." The rally erased most of the stock's loss for the year, though it's still down about 5%. The surge marks a shift in investor sentiment, as concerns about AI disrupting traditional software had caused Salesforce's stock to slump 21% last year. The company's Agentforce AI products saw annualized revenue soar 240% to more than $1.5 billion, easing fears and leading some analysts to see renewed growth opportunities.

   Benioff said frontier models depend on CRM, not replace it, and the Anthropic partnership includes a plug-in with 37 prebuilt sales skills. Analysts on average expect growth of 11% this fiscal year, while one analyst sees potential for 15% growth.

6. 6

   IFS presents 5 AI work areas for industrial firms

   IFS, a Tokyo-based research and data company, published a list of five work areas where industrial companies are starting to use AI, with examples from overseas firms. The company reports unplanned downtime costs the industry $1.4 trillion a year, and by 2033, 2 million production-related jobs may go unfilled, so AI-assisted decision-making could help address these pressures.

   Notable results include TOMRA North America improving first-visit repair success from 84% to 97%, and William Grant & Sons expecting to cut costs by £8.4 million annually.