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Snowflake Inc. (NYSE:SNOW) and MongoDB, Inc. (NASDAQ:MDB) let investors own different layers of enterprise data spending. Snowflake focuses on analytics and governed data workloads; MongoDB supports application databases. Both stocks depen…
AI enthusiasm just hit a reality check as OpenAI's revenue reset and eye catching $1.4b valuation talks whipsawed cloud and chip stocks, yet the company still targets an annualized $70b run rate by year end. That mix of excitement and doub…
MongoDB has had a mixed share price journey, with a small gain over three years but a decline over five, which puts fresh focus on whether the current US$371.35 level lines up with the cash the business can produce over time. The question…
Q2 Rundown: Commvault (NASDAQ:CVLT) Vs Other Data Storage Stocks Let's dig into the relative performance of Commvault (NASDAQ:CVLT) and its peers as we unravel the now-completed Q2 data storage earnings season. Data is the lifeblood of the…
MongoDB (MDB) used its late September Investor Day to roll out Atlas Agent Engine, MongoDB 9.0, and Atlas Infinite, a trio of releases aimed at AI-heavy, real-time application workloads. MongoDB shares at US$363.03 have inched higher over…
Meta Platforms, Inc. (NASDAQ:META) launched the Meta Enterprise Platform on September 28 as a new business pillar focused on its AI technology stack. The platform will give businesses and developers access to tools such as the Meta Busines…
AbbVie Inc. (NYSE:ABBV) was trading at around $263 on October 5, up 14.18% over twelve months. Its payout ratio is 190.40%. The company distributes nearly twice what it reports as profit. A dividend that large is either about to be cut or…
McKesson Corporation (NYSE:MCK) was trading at around $916 on October 5, up 1.53% on the day and 21.72% over twelve months. The company collected $410.98 billion in revenue and kept $4.59 billion, a net margin of 1.12%. Its book value per…
Block's XYZ Square has been selected by Seattle's famous Pike Place Fish Market as its unified commerce platform, helping the nearly century-old seafood business modernize payments and daily operations. The market, which has operated at Pi…
The Goldman Sachs Group, Inc. (NYSE:GS) closed at $902.56 on October 2, and The Charles Schwab Corporation (NYSE:SCHW) at $96.70. Both grew earnings sharply last quarter. Both are priced as though that will not continue. What separates the…
The Walt Disney Company (NYSE:DIS) closed at $102.19 on October 2, down 9.37% over twelve months. Revenue grew 6.80% in the most recent quarter. Earnings fell 49.90%. Revenue rising while profit halves is the whole story here, and it point…
For Immediate Release Chicago, IL – October 6, 2026 – Today, Zacks Investment Ideas features NVIDIA's NVDA, Alphabet's GOOGL, Meta Platforms META, Expedia EXPE, Apple AAPL and MongoDB MDB Meta Muse: Sparking the AI Revolution The Four Wave…
The Trade Desk, Inc. (NASDAQ:TTD) closed at $11.95 on October 2, down 77.51% over twelve months. The wider market rose over the same period. Very few companies manage that combination while remaining profitable. That is the unusual part he…
Cloudflare, Inc. (NYSE:NET) closed at $349.07 on October 2, up 57.93% over twelve months. The company reported a net loss over the past twelve months and positive free cash flow over the same period. Both statements are true, and the dista…
[Wall street sign in New York with New York Stock Exchange background] naphtalina/iStock via Getty Images Wall Street ended the week on a mixed note as cooler-than-expected September jobs data cut Fed rate-hike odds even as Treasury yields…
Salesforce, Inc. (NYSE:CRM) authorized a $50 billion share repurchase program in February 2026, then executed half of it within weeks through the largest accelerated share repurchase in corporate history. Buying back stock is what companie…
Roblox Corporation (NYSE:RBLX) closed at $44.12 on October 2, down about two-thirds over twelve months. A fall that steep normally means something broke. Users left, growth stalled, a competitor took the category. None of that happened. Ro…
The tech sector remained in the spotlight this week as investors assessed headlines from top companies including Micron, AMD and Accenture. The tech-focused Nasdaq Composite Index (COMP:IND [https://seekingalpha.com/symbol/COMP:IND]) close…
For the better part of a year, Meta (META) founder Mark Zuckerberg has been in what techies call founder mode. And for Zuck, there is much more to being in founder mode than showing up at product demos in comfy clothing as if he's pulling…
Firing on All Cylinders: MongoDB (NASDAQ:MDB) Q2 Earnings Lead the Way As the craze of earnings season draws to a close, here's a look back at some of the most exciting (and some less so) results from Q2. Today, we are looking at data stor…
Investing.com -- Corporate upheaval drove much of the week's action, with a surprise CEO departure and takeover interest in a household name resulting in sharp moves. Before you buy NVIDIA: our AI model's stock picks are beating the market…
Oracle Corporation's ORCL database business is being repositioned around cloud consumption, raising a central question: can its historically lucrative database franchise sustain margins as delivery shifts from licenses to usage? Oracle mad…
It has been about a month since the last earnings report for MongoDB (MDB). Shares have lost about 7.1% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings release, or is…
What Happened? Shares of database platform company MongoDB (NASDAQ:MDB) jumped 6% in the afternoon session after the company hosted its Investor Day, prompting Wall Street analysts to reiterate positive ratings and express confidence in it…
MongoDB stock regained some ground Wednesday after news its CEO was leaving for a job at Meta Platforms caused a sell-off. Continue Reading
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. CNBC host Jim Cramer stated that Meta Platforms Inc. must be viewed as an "enterprise company" following the deployment of its Muse artifi…
MongoDB (NasdaqGM: MDB) introduced MongoDB 9.0 and Atlas Infinite as new AI focused data platform offerings. The company described Atlas Infinite as an elastic service aimed at handling large scale AI workloads more efficiently. MongoDB 9.…
In late September 2026, MongoDB, Inc. announced that CEO and President Chirantan "CJ" Desai resigned to take a senior role at Meta Platforms, with longtime former chief Dev Ittycheria returning as interim CEO and President while the board…
MongoDB, Inc. (NASDAQ:MDB) fell 18.46% on Monday to close at $334.68 after chief executive Chirantan Desai left to lead a new business unit called Meta Enterprise Platform. Snowflake Inc. (NYSE:SNOW) fell 2.33% the same day to $328.12. Bot…
Artificial intelligence has just moved from tech talking point to government plumbing, with America.gov and a looser US stance on AI rules signaling a fresh phase for digital public services. That shift could reshape where money flows next…
MongoDB Interim President and CEO Dev Ittycheria discusses the outlook for the company after Meta Platforms tapped former CEO Chirantan "CJ" Desai to lead a new AI platform for enterprise customers. He speaks on "Bloomberg The Close." Vide…
Meta Platforms (META) just drew a clear line into enterprise AI, unveiling the Meta Enterprise Platform and hiring former MongoDB chief executive Chirantan Desai to run the new pillar alongside its consumer Muse agent push. The new enterpr…
This article first appeared on GuruFocus. Meta Platforms (NASDAQ:META), the social media and advertising giant, launched its Enterprise Platform on Monday, pushing deeper into business AI. Shares rose about 1.3% to $724.87 at 9.57am ET tim…
This article first appeared on GuruFocus. MongoDB (NASDAQ:MDB) shares edged higher Tuesday after an 18.5% plunge a day earlier, as Wall Street analysts tried to separate near-term leadership uncertainty from what they still see as a strong…
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Meta Platforms Inc. CEO Mark Zuckerberg is expected to join President Donald Trump and House Speaker Mike Johnson for an AI-focused lunch…
Yahoo Finance Executive Editor and Sozzi Unleashed host Brian Sozzi breaks down why AMD (AMD)is acquiring World Labs in a deal valued at $8.2 billion. As part of the deal, World Labs co-founder Fei-Fei Li will join AMD, adding to the chipm…