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How Are IGV (CBOE:IGV), Palantir (NASDAQ:PLTR), Datadog (NASDAQ:DDOG) and Oracle (NYSE:ORCL) Handling the Pressure on Enterprise Software?

Software stocks fell on Friday, October 16, 2026 as worries about how AI infrastructure is financed spread beyond chipmakers and neoclouds. Palantir and ServiceNow (NYSE:NOW) each fell 5%, and Salesforce (NYSE:CRM) dropped 4%, according to 24/7 Wall St. The iShares Expanded Tech-Software Sector ETF …

Vinay Lochav | 20 October 2026

What Do the Data Centre Deals at Amazon (NASDAQ:AMZN), 3M (NYSE:MMM) and Microsoft (NASDAQ:MSFT) Say About Hyperscaler AI Spending?

Amazon (NASDAQ:AMZN), the online retailer that also runs the largest cloud computing business, jumped 5% on Monday, October 19, 2026. Morgan Stanley (NYSE:MS) named the shares a top pick with a USD 350 price target and forecast growth of 47% at Amazon Web Services …

Vinay Lochav | 20 October 2026

How Cheap Are Nvidia (NASDAQ:NVDA), Broadcom (NASDAQ:AVGO) and AMD (NASDAQ:AMD) After an Eight-Day, 11.4% Chip Slide?

Nvidia (NASDAQ:NVDA) designs the graphics processors that dominate AI training and inference, and its valuation has become a test of the AI trade. A Motley Fool commentary on Tuesday, October 20, 2026 put the shares at about 27 times trailing earnings and argued that …

Vinay Lochav | 20 October 2026

How Do a Taiwan Strike and a 3.7% Kospi Slide Hit Micron (NASDAQ:MU), Sandisk (NASDAQ:SNDK) and SK Hynix via EWY (NYSEARCA:EWY)?

Micron Technology (NASDAQ:MU) makes DRAM and NAND memory chips, including high-bandwidth memory used in AI accelerators. The shares rose about 3% on Monday, October 19, 2026, yet stood 28% below their June record in a TradingKey analysis, one provider's figure on a snapshot price. …

Vinay Lochav | 20 October 2026

Does an 82-Day iPhone Duo Wait at Apple (NASDAQ:AAPL) Signal Strong Demand, Tight Supply or a Fading iPhone 18 Cycle?

Apple (NASDAQ:AAPL) opened pre-orders for its first foldable iPhone, the iPhone Duo, at 8:00 a.m. ET on Friday, October 16, 2026. US delivery estimates moved from the October 23 launch date to January 25 within minutes, according to Business Today. A Benzinga report on …

Vinay Lochav | 20 October 2026

How Do a USD 1.4 Trillion OpenAI and Export Curbs Hit Microsoft (NASDAQ:MSFT), IPO (NYSEARCA:IPO), KWEB (NYSEARCA:KWEB) and QQQ (NASDAQ:QQQ)?

OpenAI, the private developer of ChatGPT, is seeking a valuation of USD 1.4 trillion in a raise of about USD 30 billion, according to reports summarised by Tech Startups on Monday, October 19, 2026. The reports are unconfirmed and frame the round as coming …

Vinay Lochav | 20 October 2026

Why Are IonQ (NYSE:IONQ), Oklo (NYSE:OKLO) and MP Materials (NYSE:MP) Being Repriced as Quantum, Reactor and Rare Earth Hype Fades?

IonQ (NYSE:IONQ) builds quantum computers based on trapped ions. A Motley Fool commentary on Tuesday, October 20, 2026 said that IonQ, Rigetti Computing (NASDAQ:RGTI), D-Wave Quantum (NYSE:QBTS) and Quantum Computing Inc (NASDAQ:QUBT) all trade above 30 times sales amid heavy insider selling. The piece …

Vinay Lochav | 20 October 2026

What Do 28%, 48.8% and 12% Debuts Signal for City Therapeutics (NASDAQ:CTY), XBI (NYSEARCA:XBI) and TCGX Acquisition II (NASDAQ:TCXB)?

City Therapeutics (NASDAQ:CTY) began trading on the Nasdaq Global Market on Friday, October 16, 2026 and rose about 28% in its debut, according to Yahoo Finance. The RNA interference developer priced 11,111,111 shares at USD 18.00, the middle of its USD 17 to USD …

Vinay Lochav | 20 October 2026

How Do Merck KGaA's 130% Premium and Hologic's Test Deal Reach Silence Therapeutics (NASDAQ:SLN), MNA (NYSEARCA:MNA) and IHI (NYSEARCA:IHI)?

Silence Therapeutics (NASDAQ:SLN) agreed on Monday, October 19, 2026 to be acquired by Merck KGaA, Darmstadt, Germany, for USD 20.00 in cash per American depositary share, according to company filings. Each depositary share represents three ordinary shares, so the price equals about USD 6.67 …

Vinay Lochav | 20 October 2026

Which Healthcare Moves Have a Known Cause: Disc Medicine (NASDAQ:IRON), Eli Lilly (NYSE:LLY) or Quest Diagnostics (NYSE:DGX)?

Disc Medicine (NASDAQ:IRON) is a clinical-stage biotechnology company focused on blood disorders, and on Monday, October 19, 2026 it reported positive topline results from its Phase 3 APOLLO trial of bitopertin. The company said the drug met all primary and secondary endpoints, with statistical …

Vinay Lochav | 20 October 2026
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