- Evaluating IREN Against Peers In Software Industry
May 13, 2026
In today's rapidly changing and fiercely competitive business landscape, it is essential for investors and industry enthusiasts to thoroughly analyze companies. In this article, we will conduct a comprehensive industry comparison, evaluating IREN (NASDAQ:IREN) against its key competitors in the Software industry. By examining key financial metrics, market position, and growth prospects, we aim to provide valuable insights for investors and shed light on company's performance within the industry.
IREN Background
IREN owns data centers powered by renewable energy in Canada and the US for bitcoin mining and AI cloud infrastructure. The company is in the process of converting its existing bitcoin capacity for AI purposes and securing new power and land supply to expand its data center operation. IREN works closely with industry leaders in AI, such as Microsoft, to support their cloud infrastructure ambitions.
Company P/E P/B P/S ROE EBITDA (in billions) Gross Profit (in billions) Revenue Growth IREN Ltd 73.45 7.59 21.96 -9.58% $-0.12 $0.09 -0.02% Palantir Technologies Inc 152.81 38.59 66.90 10.99% $0.76 $1.42 84.71% AppLovin Corp 42.67 69.75 27.10 53.6% $1.52 $1.64 58.97% Salesforce Inc 21.96 2.37 3.94 3.26% $3.27 $8.69 12.09% Intuit Inc 25.23 5.63 5.43 3.61% $1.14 $3.61 17.36% Cadence Design Systems Inc 83.46 15.05 17.70 5.58% $0.54 $1.26 18.66% Synopsys Inc 78.78 3.22 11.17 0.22% $0.69 $1.77 65.52% Adobe Inc 14.03 8.51 4.14 16.39% $2.66 $5.73 11.97% Datadog Inc 512.67 17.85 19.81 1.36% $0.08 $0.8 32.15% Autodesk Inc 44.91 16.29 7.01 10.64% $0.58 $1.79 19.4% Roper Technologies Inc 20.23 1.74 4.28 2.63% $0.96 $1.45 11.29% Workday Inc 45.80 3.79 3.33 1.74% $0.39 $1.92 14.52% Zoom Communications Inc 16.66 3.09 6.50 7.06% $0.28 $0.95 5.31% PTC Inc 13.85 4.32 5.77 15.34% $0.8 $0.66 21.68% Trimble Inc 29.59 2.34 3.67 1.72% $0.2 $0.65 11.81% Tyler Technologies Inc 42.77 3.67 5.67 2.24% $0.15 $0.3 8.55% Average 76.36 13.08 12.83 9.09% $0.93 $2.18 26.27%
After a detailed analysis of IREN, the following trends become apparent:
The Price to Earnings ratio of 73.45 is 0.96x lower than the industry average, indicating potential undervaluation for the stock. The current Price to Book ratio of 7.59, which is 0.58x the industry average, is substantially lower than the industry average, indicating potential undervaluation. With a relatively high Price to Sales ratio of 21.96, which is 1.71x the industry average, the stock might be considered overvalued based on sales performance. With a Return on Equity (ROE) of -9.58% that is 18.67% below the industry average, it appears that the company exhibits potential inefficiency in utilizing equity to generate profits. With lower Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) of $-120 Million, which is -0.13x below the industry average, the company may face lower profitability or financial challenges. The company has lower gross profit of $90 Million, which indicates 0.04x below the industry average. This potentially indicates lower revenue after accounting for production costs. The company's revenue growth of -0.02% is significantly lower compared to the industry average of 26.27%. This indicates a potential fall in the company's sales performance.
Story Continues
Debt To Equity Ratiodebt to equity
The debt-to-equity (D/E) ratio gauges the extent to which a company has financed its operations through debt relative to equity.
Considering the debt-to-equity ratio in industry comparisons allows for a concise evaluation of a company's financial health and risk profile, aiding in informed decision-making.
By considering the Debt-to-Equity ratio, IREN can be compared to its top 4 peers, leading to the following observations:
IREN has a relatively higher debt-to-equity ratio of 1.49 compared to its top 4 peers. This could indicate a higher financial risk as the company is more reliant on borrowed funds, and investors may perceive it as a potential concern.
Key Takeaways
For IREN in the Software industry, the PE ratio is low compared to peers, indicating potential undervaluation. The PB ratio is also low, suggesting a possible bargain opportunity. However, the PS ratio is high, signaling rich valuation relative to revenue. In terms of ROE, EBITDA, gross profit, and revenue growth, IREN lags behind its industry peers, reflecting weaker financial performance and growth prospects.
This article was generated by Benzinga's automated content engine and reviewed by an editor.
Up Next: Transform your trading with Benzinga Edge's one-of-a-kind market trade ideas and tools. Click now to access unique insights that can set you ahead in today's competitive market.
Get the latest stock analysis from Benzinga:
IREN (IREN): Free Stock Analysis Report
This article Evaluating IREN Against Peers In Software Industry originally appeared on Benzinga.com
© 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
View Comments
- Stocks Settle Mixed on Tech Weakness and Inflation Pressures
May 12, 2026
The S&P 500 Index ($SPX) (SPY) on Tuesday closed down -0.16%, the Dow Jones Industrial Average ($DOWI) (DIA) closed up +0.11%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.87%. June E-mini S&P futures (ESM26) fell -0.16%, and June E-mini Nasdaq futures (NQM26) fell -0.90%.
Stock indexes settled mixed on Tuesday. The broader market was under pressure amid weakness in technology stocks, following Monday’s rally that pushed the S&P 500 and Nasdaq 100 to new record highs. The ongoing stalemate in the Middle East between the US and Iran is keeping the Strait of Hormuz closed, weighing on market sentiment, and pushing crude oil prices and bond yields higher. The 10-year T-note yield rose +5 bp to 4.46%.Join 200K+ Subscribers: Find out why the midday Barchart Brief newsletter is a must-read for thousands daily.
Stock indexes added to their losses on Tuesday amid signs of accelerating inflation after the US Apr CPI rose 3.8% y/y, stronger than the 3.7% y/y expected and the largest increase in almost 3 years. Also, Apr core CPI rose +2.8% y/y, stronger than expectations of +2.7% y/y and the largest increase in six months.
However, stock indexes bounced off their lows, and the Dow Jones Industrial Average moved into positive territory on the strength of health insurance stocks.
Hawkish comments on Tuesday from Chicago Fed President Austan Goolsbee were bearish for stocks and bonds, as he said the worst part of today's April CPI report is services inflation and that "the Fed has got to be thinking about how do we break the chain of escalating inflation."
In the latest developments in the Middle East, President Trump called Iran's response to his peace proposal a "piece of garbage" and said that the current ceasefire was on "life support." Mr. Trump said, "Iran will make a deal or be decimated."
WTI crude oil prices (CLM26) rose more than 4% on Tuesday, as President Trump cast doubt over the ceasefire with Iran, saying the truce was on “massive life support,” prolonging the closure of the Strait of Hormuz. The strait remains essentially closed, as about a fifth of the world’s oil and liquefied natural gas transits through the strait. Goldman Sachs estimates that the current disruption has drawn down nearly 500 million bbl from global crude stockpiles, with the drawdown potentially reaching 1 billion bbl by June.
The markets are discounting a 4% chance of a -25 bp FOMC rate cut at the next FOMC meeting on June 16-17.
Earnings reports thus far in this reporting season have been supportive of stocks. As of Tuesday, 83% of the 454 S&P 500 companies that reported Q1 earnings have beaten estimates. Q1 S&P 500 earnings are projected to climb +12% y/y, according to Bloomberg Intelligence. Stripping out the technology sector, Q1 earnings are projected to increase around +3%, the weakest in two years.
Overseas stock markets settled mixed on Tuesday. The Euro Stoxx 50 closed down -1.48%. China's Shanghai Composite fell from a 10-year high and closed down -0.25%. Japan's Nikkei Stock Average closed up +0.52%.
Interest Rates
June 10-year T-notes (ZNM6) on Tuesday closed down -12 ticks. The 10-year T-note yield rose +4.9 bp to 4.462%. Jun T-notes matched last Monday’s 6-week low on Tuesday, and the 10-year T-note yield rose to a 6-week high of 4.465%. T-notes were under pressure on Tuesday amid a +4% surge in WTI crude oil prices, which boosted inflation expectations. Also, Tuesday’s stronger-than-expected US April CPI reports signal accelerating inflation, a bearish factor for T-notes. In addition, T-notes weakened on comments from Chicago Fed President Austan Goolsbee, who said the US has an inflation problem.
T-note price fell further on Tuesday afternoon amid weak demand for the Treasury’s $42 billion auction of 10-year T-notes that had a bid-to-cover ratio of 2.40, below the 10-auction average of 2.49.
European government bond yields moved higher on Tuesday. The 10-year German Bund yield rose to a 1.5-week high of 3.105% and finished up +6.1 bp to 3.101%. The 10-year UK gilt yield surged to a 17-year high of 5.135% and finished up +10.3 bp to 5.101%.
The German May ZEW survey expectation of economic growth unexpectedly rose +7.0 to -10.2, stronger than expectations of a decline to -19.5.
ECB Governing Council member Christodoulos Patsalides said, "As things stand, inflation risks are worsening," which points to an ECB interest rate hike in June.
Swaps are discounting an 87% chance of a +25 bp ECB rate hike at its next policy meeting on June 11.
US Stock Movers
Chipmakers were on the defensive Tuesday, giving back some of Monday’s sharp gains as the AI infrastructure rally cooled. Qualcomm (QCOM) closed down more than -11% to lead losers in the S&P 500 and Nasdaq 100, and Intel (INTC) closed down more than -6%. Also, Sandisk (SNDK) and Western Digital (WDC) closed down more than -5%, and Micron Technology (MU), Marvell Technology (MRVL), and NXP Semiconductors NV (NXPI) closed down more than -3%. In addition, Applied Materials (AMAT), Advanced Micro Devices (AMD), ASML Holding NV (ASML), Seagate Technology Holdings Plc (STX), Lam Research (LRCX), ARM Holdings Plc (ARM), and Broadcom (AVGO) closed down more than -2%.
Software stocks retreated on Tuesday, weighing on the overall market. Salesforce (CRM) closed down more than -3% to lead losers in the Dow Jones Industrials. Also, Oracle (ORCL) closed down more than -3%, and ServiceNow (NOW), Adobe Systems (ADBE), and Atlassian Corp (TEAM) closed down more than -2%. In addition, Microsoft (MSFT), Intuit (INTU), Datadog (DDOG), and Workday (WDAY) closed down more than -1%.
Defensive health insurance stocks rallied on Tuesday, providing support to the overall market. Humana (HUM) closed up more than +7%, and Centene (CNC) closed up more than +5%. Also, UnitedHealth Group (UNH) closed up more than +3% to lead gainers in the Dow Jones Industrials, and Elevance Health (ELV), United Health Services (UHS), CVS Health Corp (CVS), the Cigna Group (CI), and Molina Healthcare (MOH) closed up more than +3%.
Power Solutions International (PSIX) closed down more than -38% after reporting Q1 revenue of $128.6 million, well below the consensus of $161 million.
Hims & Hers Health (HIMS) closed down more than -13% after reporting Q1 revenue of $608.1 million, weaker than the consensus of $617.5 million, and forecasting full-year adjusted Ebitda of $275 million to $350 million, the midpoint below the consensus of $319.3 million.
AST SpaceMobile (ASTS) closed down more than -11% after reporting a Q1 net loss of -$191.0 million, a wider loss than expectations of -$76.3 million.
Gitlab (GTLB) closed down by more than -9% after announcing plans to cut jobs and make operational changes, moves Raymond James said will be challenging.
Webtoon Entertainment (WBTN) closed down more than -8% after forecasting Q2 revenue of $332 million to $342 million, well below the consensus of $359.9 million.
West Pharmaceutical Services (WST) closed down more than -2% after saying it has experienced a material cybersecurity attack that has disrupted operations globally.
PACS Group (PACS) closed up more than +29% after reporting Q1 revenue of $1.42 billion, stronger than the consensus of $1.36 billion, and raising its full-year Ebitda forecast to $605 million-$625 million from a previous forecast of $555 million-$575 million, well above the consensus of $567 million.
Wendy’s (WEN) closed up more than +17% after the Financial Times reported that Trian Fund Management is seeking investor backing for a bid to take the company private.
Venture Global (VG) closed up more than +14% after reporting Q1 adjusted net income of $488.0 million, well above the consensus of $337.2 million.
Zebra Technologies (ZBRA) closed up more than +11% to lead gainers in the S&P 500 after reporting Q1 adjusted EPS of $4.75, stronger than the consensus of $4.25, and raising its full-year adjusted EPS forecast to $18.30 to $18.70 from a previous forecast of $17.70 to $18.30.
Qnity Electronics (Q) closed up more than +9% after reporting Q1 net sales of $1.42 billion, above the consensus of $1.27 billion.
Steris Plc (STE) closed up more than +4% after forecasting 202y adjusted EPS from continuing operations of $11.10 to $11.30, above the consensus of $11.08.
Earnings Reports(5/13/2026)
Amdocs Ltd (DOX), Birkenstock Holding Plc (BIRK), Cisco Systems Inc (CSCO), Doximity Inc (DOCS), Dynatrace Inc (DT). On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
More news from Barchart
Why Was Tuesday Wheat's Time to Shine?Rising Commodity Prices Create a Chance for Savvy Traders to Bet on the Australian DollarWhy is Tuesday Like Christmas to the BRACE Industry?Seasonal Tailwinds Are Aligning for 30 & 10-Year Treasuries – Here's the Setup
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
- Datadog to Present at Upcoming Investor Conference
May 12, 2026
NEW YORK, May 12, 2026 (GLOBE NEWSWIRE) -- Datadog, Inc. (NASDAQ:DDOG), the leading AI-powered observability and security platform, today announced that management will present at the following investor conferences:
The J.P. Morgan Global Technology, Media and Communications Conference. The presentation is scheduled for Tuesday, May 19, 2026 at 1:35 p.m. ET.Bernstein’s 42nd Annual Strategic Decisions Conference (SDC). The presentation is scheduled for Thursday, May 28, 2026, at 1:30 p.m. ET.The Bank of America Global Technology Conference. The presentation is scheduled for Wednesday, June 3, 2026, at 3:30 p.m. ET / 12:30 p.m. PT.
The presentations will be webcast live, and replays of each presentation will be available for a limited time under the “Events and Presentations” section of the Company’s investor relations website at https://investors.datadoghq.com/.
About Datadog
Datadog is the leading observability and security platform for the AI era, providing businesses with unified visibility across the technology stack to manage complexity at scale. It brings applications, infrastructure, data, models, and security into one place, using AI to detect and resolve issues before they impact customers. Trusted globally by Fortune 500 companies and high-growth AI leaders, Datadog enables businesses to move faster with clarity and confidence.
Contact Information
Yuka Broderick
Datadog Investor Relations
IR@datadoghq.com
Dan Haggerty
Datadog Corporate Communications
Press@datadoghq.com
- Datadog to Present at Upcoming Investor Conference
May 12, 2026
Datadog, Inc.
NEW YORK, May 12, 2026 (GLOBE NEWSWIRE) -- Datadog, Inc. (NASDAQ:DDOG), the leading AI-powered observability and security platform, today announced that management will present at the following investor conferences:
The J.P. Morgan Global Technology, Media and Communications Conference. The presentation is scheduled for Tuesday, May 19, 2026 at 1:35 p.m. ET. Bernstein’s 42nd Annual Strategic Decisions Conference (SDC). The presentation is scheduled for Thursday, May 28, 2026, at 1:30 p.m. ET. The Bank of America Global Technology Conference. The presentation is scheduled for Wednesday, June 3, 2026, at 3:30 p.m. ET / 12:30 p.m. PT.
The presentations will be webcast live, and replays of each presentation will be available for a limited time under the “Events and Presentations” section of the Company’s investor relations website at https://investors.datadoghq.com/.
About Datadog
Datadog is the leading observability and security platform for the AI era, providing businesses with unified visibility across the technology stack to manage complexity at scale. It brings applications, infrastructure, data, models, and security into one place, using AI to detect and resolve issues before they impact customers. Trusted globally by Fortune 500 companies and high-growth AI leaders, Datadog enables businesses to move faster with clarity and confidence.
Contact Information
Yuka Broderick
Datadog Investor Relations
IR@datadoghq.com
Dan Haggerty
Datadog Corporate Communications
Press@datadoghq.com
View Comments
- Datadog to Present at Upcoming Investor Conference
May 12, 2026 · globenewswire.com
NEW YORK, May 12, 2026 (GLOBE NEWSWIRE) -- Datadog, Inc. (NASDAQ:DDOG), the leading AI-powered observability and security platform, today announced that management will present at the following investor conferences:
- Datadog to Present at Upcoming Investor Conference
May 12, 2026 · globenewswire.com
NEW YORK, May 12, 2026 (GLOBE NEWSWIRE) -- Datadog, Inc. (NASDAQ: DDOG), the leading AI-powered observability and security platform, today announced that management will present at the following investor conferences: The J. P. Morgan Global Technology, Media and Communications Conference. The presentation is scheduled for Tuesday, May 19, 2026 at 1:35 p.
- DATADOG TO PRESENT AT UPCOMING INVESTOR CONFERENCE
May 12, 2026
NEW YORK, MAY 12, 2026 (GLOBE NEWSWIRE) -- DATADOG, INC. (NASDAQ:DDOG), THE LEADING AI-POWERED OBSERVABILITY AND SECURITY PLATFORM, TODAY ANNOUNCED THAT MANAGEMENT WILL PRESENT AT THE FOLLOWING INVESTOR CONFERENCES:
- AI Rally May Have Gone Too Far With Some Stocks Up 70% in a Month
May 12, 2026
Quick Read
CNBC’s Halftime Report questioned whether the AI rally has become indiscriminate, with Qualcomm surging 70% in a month despite guiding lower for next quarter. The AI trade has broadened far beyond the Mag 7, with Datadog up 68%, Oracle up 36%, and several cybersecurity and software names rallying sharply. Investors now need earnings growth to justify these moves as AI-linked stocks carry much higher expectations after massive short-term gains. The analyst who called NVIDIA in 2010 just named his top 10 stocks and Datadog wasn't one of them. Get them here FREE.
On the May 8 episode of CNBC's Halftime Report, the panel openly questioned whether the AI-driven rally has stopped discriminating between core AI plays and merely AI-adjacent names. One of the cleanest examples is Qualcomm (NASDAQ:QCOM), where the stock gained around 70% in a month despite posting merely decent results and guiding lower for the next quarter. The host's framing captured the concern: "We're not even discriminating anymore between AI and tech. If you are in AI, you are riding this wave to new highs." A cautious caller summed it up: "There are some parts of this market that are pretty darn frothy."
The analyst who called NVIDIA in 2010 just named his top 10 stocks and Datadog wasn't one of them.Get them here FREE.
The AI Trade is Broadening Fast
The rally has moved well beyond the obvious AI leaders. Beyond QCOM, other stocks have seen incredible recent gains, including Datadog (NASDAQ:DDOG) up 68%, Oracle (NYSE:ORCL) up 36%, Fortinet (NASDAQ:FTNT) up 30%, AppLovin (NASDAQ:APP) up 29%, and CrowdStrike (NASDAQ:CRWD) up 20%. Software names once feared dead by AI disruption have roared back, and cybersecurity stocks once seen as vulnerable to Anthropic have rebounded sharply.
Microsoft (NASDAQ:MSFT) shows the rally has been uneven. The stock has recovered 17% since March lows but remains 25% below its highs, even as its AI business hit a $37 billion annualized run rate, up 123% year over year.
The Bull Case
The strongest bull argument from the panel came down to valuation and earnings growth. The 493 stocks outside the Mag 7 are trading at 19 times earnings with earnings growth approaching 20%. One bull on the show argued that AI gains are flowing into "the rest of the economy, whether it's financials that are financing everything" or materials feeding data center buildouts. "The market is saying, look, we're going to be a little more in tune with what the corporate narrative is."
Story Continues
Earnings Now Need to Catch Up
The forward-looking risk lands on software. Names like DDOG, ORCL, APP, FTNT, and CRWD now need earnings delivery to sustain these moves beyond multiple expansion. Oracle's RPO already sits at $553 billion, up 325% year over year, and Datadog raised FY26 revenue guidance to $4.30B-$4.34B. Valuations outside the Mag 7 still look reasonable in aggregate, but individual names that have run 30% to 70% in a month now carry specific earnings expectations they now have to meet.
The analyst who called NVIDIA in 2010 just named his top 10 AI stocks
This analyst's 2025 picks are up 106% on average. He just named his top 10 stocks to buy in 2026. Get them here FREE.
View Comments
- Datadog (DDOG) Is Up 37.9% After First Billion-Dollar Quarter And Raised 2026 Revenue Outlook – Has The Bull Case Changed?
May 12, 2026
In the first quarter of 2026, Datadog, Inc. reported revenue of US$1,006.43 million and net income of US$52.57 million, with diluted EPS rising to US$0.15, and issued guidance calling for second-quarter revenue of US$1.07 billion–US$1.08 billion and full-year 2026 revenue of US$4.30 billion–US$4.34 billion. Beyond the headline figures, management’s raised outlook and commentary on accelerating AI-driven demand and new product adoption highlighted how Datadog is increasingly positioning its observability and security platform at the center of enterprise AI and cloud workloads. We’ll now examine how Datadog’s first-ever billion-dollar quarter and raised 2026 revenue outlook reshape its investment narrative for investors.
Outshine the giants: these 15 early-stage AI stocks could fund your retirement.
Datadog Investment Narrative Recap
To own Datadog, you need to believe its observability and security platform can stay central to modern cloud and AI workloads while fending off hyperscaler and open‑source rivals. The key short term catalyst is whether accelerating AI use and new products translate into durable, broad‑based usage rather than a few outsized AI customers. The latest results and raised 2026 outlook support that thesis, but also spotlight concentration and margin pressures as the biggest near term risks.
One development that sits in the background of this earnings story is Datadog’s April 29 proxy filing urging shareholders to vote against a proposal for simple majority voting. While this governance debate does not directly affect the AI and usage catalysts, it matters for investors who care how easily future shareholders could influence decisions if growth slows or competitive pressures intensify.
Yet against the strong AI narrative, investors should be aware that customer concentration and usage volatility could still...
Read the full narrative on Datadog (it's free!)
Datadog's narrative projects $5.9 billion revenue and $374.6 million earnings by 2029.
Uncover how Datadog's forecasts yield a $181.52 fair value, a 10% downside to its current price.
Exploring Other PerspectivesDDOG 1-Year Stock Price Chart
Some of the lowest ranked analysts were assuming revenue of about US$4.3 billion by 2028 and shrinking margins, so their more cautious view on AI customer concentration and pricing power could shift meaningfully after a billion dollar quarter like this.
Explore 6 other fair value estimates on Datadog - why the stock might be worth as much as 33% more than the current price!
Reach Your Own Conclusion
Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.
Story Continues
A great starting point for your Datadog research is our analysis highlighting 2 key rewards and 3 important warning signs that could impact your investment decision. Our free Datadog research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Datadog's overall financial health at a glance.
Want Some Alternatives?
Early movers are already taking notice. See the stocks they're targeting before they've flown the coop:
AI is about to change healthcare. These 32 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early. Explore 26 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research. Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 33 best rare earth metal stocks of the very few that mine this essential strategic resource.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include DDOG.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
View Comments
- AI Rally May Have Gone Too Far With Some Stocks Up 70% in a Month
May 12, 2026 · 247wallst.com
On the May 8 episode of CNBC's Halftime Report , the panel openly questioned whether the AI-driven rally has stopped discriminating between core AI plays and merely AI-adjacent names.
