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Meta’s Enterprise Push Could Turn AI From a SaaS Feature Into a SaaS Competitor
07.10.2026 02:59
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 Business Agent, Muse Code, Muse Agent, and Muse API. The market quickly interpreted the launch as a competitive […]
MongoDB, Inc. (MDB) Analyst/Investor Day Transcript
30.09.2026 01:32
MongoDB, Inc. (MDB) Analyst/Investor Day September 29, 2026 11:00 AM EDTCompany ParticipantsJess Lubert - Vice President of Investor RelationsMichael Berry...
3 Software Stocks Riding The Shift To US Digital Government Services
30.09.2026 01:09
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. Investors now have a chance to reassess which US Government Digital Services & Identity Modernization Plays might be most affected. This article walks through three stocks exposed to this news and what that may mean for your portfolio thinking. The three...
MongoDB, Inc. (MDB) Analyst/Investor Day - Slideshow
30.09.2026 00:32
2026-09-30. The following slide deck was published by MongoDB, Inc.
Meta Brings Its New Enterprise AI Push to the White House
29.09.2026 10:26
Zuckerberg joins Donald Trump and AI leaders for talks at the White House as Meta expands Muse into enterprise AI.
Jim Cramer Says Meta Must Be Seen as an ‘Enterprise Company’ as Muse AI Could Drive an '18 Times Multiple' to 24-25x
29.09.2026 08:53
Jim Cramer says Meta is now an "enterprise company" due to Muse, predicting its stock multiple could jump from 18x to 24-25x.
What's Going On With MongoDB Stock Tuesday?
29.09.2026 08:33
MongoDB stock rebounds premarket after CEO Chirantan Desai exits for Meta. Company reaffirms FY27 guidance. Analyst outlook & levels inside.
MongoDB: AI Native Customers Are Lapping Up Its Products
18.09.2026 03:12
MongoDB remains a compelling 'growth at a reasonable price' play amid market correction concerns. Find out why MDB stock is a Buy.
MongoDB (MDB) Payment Benchmark Fuels The Bull Case As Valuation Debate Continues
17.09.2026 03:14
MongoDB (MDB) just put hard numbers behind its pitch for mission-critical financial workloads. A fresh benchmark with Icon Solutions shows MongoDB Atlas handling high-volume instant payments with low latency, fault tolerance and near-linear scaling. MongoDB’s benchmark arrives after a choppy stretch for the shares, with the 30-day share price return down 13.41% even as the 90-day share price return is up 13.10%. This points to momentum that has cooled recently. Over the past year, total...
MongoDB (MDB) Payment Benchmark Fuels The Bull Case As Valuation Debate Continues
17.09.2026 03:14
MongoDB (MDB) just put hard numbers behind its pitch for mission-critical financial workloads. A fresh benchmark with Icon Solutions shows MongoDB Atlas handling high-volume instant payments with low latency, fault tolerance and near-linear scaling. MongoDB’s benchmark arrives after a choppy stretch for the shares, with the 30-day share price return down 13.41% even as the 90-day share price return is up 13.10%. This points to momentum that has cooled recently. Over the past year, total...
MongoDB Sees AI, Atlas and Enterprise Modernization Fueling Growth
14.09.2026 07:02
MongoDB (NASDAQ:MDB) CEO CJ Desai outlined the company’s focus on enterprise modernization, AI-native customers and product enhancements during Citi’s TMT Conference, following what he described as a strong fiscal second-quarter report. Desai said MongoDB reported total revenue growth above 30% in
MongoDB Sees AI, Modernization and Self-Managed Demand Fueling Growth
14.09.2026 04:01
MongoDB (NASDAQ:MDB) executives said customer demand for its database platform is being supported by enterprise modernization efforts, AI-related workloads and growing interest in self-managed deployments, while the company works to raise awareness among senior decision-makers. CJ Desai, MongoDB’s
Jim Cramer Explains Why SanDisk (SNDK) Makes MongoDB (MDB) Look Expensive
05.09.2026 10:37
When looking at stock market tickers, it is easy to fall into the trap of judging a company by its absolute dollar price rather than what is actually being paid for its earnings. During the September 2 episode of Mad Money, Jim Cramer tackled the misconception by comparing two completely different tech players, including hardware […]
Broadcom Redraws the AI Silicon Runway While Dell's 16% Sprint Pulls Wall Street Off the Mat
03.09.2026 09:00
Wall Street clawed back ground on Wednesday as long yields eased and Dell exploded 16% higher on the AI-server print. After the close, Broadcom lifted its FY27 AI revenue outlook to roughly $115 billion and, for the first time, put a $230 billion number on FY28. Snowflake set up a 20% pre-market gap on its own guidance raise.
Wall Street Breakfast Podcast: A Dell Of A Quarter
02.09.2026 06:45
An AI server boom helped Dell crush estimates. MongoDB beat estimates, raised guidance. JetBlue unveils its first domestic first-class cabin.
Stock Market Today: S&P 500, Dow, Nasdaq 100 Futures Drop After Trump Says Iran Is ‘Totally Defeated’, Brent Tops $92 — CBRS, PXS, PANW, DELL in Focus (UPDATED)
01.09.2026 08:34
U.S. stock futures were lower on Tuesday, as the Dow Jones, S&P 500 and Nasdaq 100 indices fell, following Monday's lower close.
Stock Market: Will S&P 500 Open Up or Down Today?
01.09.2026 03:11
Polymarket odds lean bullish at 56% as Wall Street weighs escalating U.S.-Iran military strikes and the domestic debate over AI data centers.
DA Davidson Maintains Buy on MongoDB, Raises Price Target to $465
26.08.2026 10:43
DA Davidson analyst Rudy Kessinger maintains MongoDB (NASDAQ:MDB) with a Buy and raises the price target from $375 to $465.
Barclays Maintains Overweight on MongoDB, Raises Price Target to $460
26.08.2026 09:10
Barclays analyst Raimo Lenschow maintains MongoDB (NASDAQ:MDB) with a Overweight and raises the price target from $387 to $460.