Breakfast News: Week in Review

Nvidia agreed to acquire Hugging Face for $13 billion in a defensive move as customers develop competing chips, while MongoDB beat earnings expectations but fell 15% due to slower Q3 guidance. Token prices hit record lows, pressuring AI companies' business models. Uber cut 10% of workforce while lobbying against robotaxi regulations, and the Fed signals potential rate hold, impacting expensive AI stocks.

09/04/2026, 7:30 AM • The Motley Fool

Why MongoDB Stock Crashed Wednesday Morning

MongoDB stock plunged 10-14% on Wednesday despite delivering a beat-and-raise quarter with 30% revenue growth to $772M and 90% EPS growth to $1.90. The company raised full-year guidance to $3B revenue and $6.49 EPS. However, investors were disappointed by the stock's expensive valuation at 63x forward earnings and 31x next year's earnings, which couldn't justify the low-double-digit growth rate.

09/02/2026, 11:16 AM • The Motley Fool

MongoDB Stock: Buy or Sell?

The Motley Fool recommends considering MongoDB for investors bullish on artificial intelligence. The article suggests that data, which forms the foundation of AI, makes MongoDB a relevant investment opportunity in the AI-driven market.

08/28/2026, 1:13 PM • The Motley Fool

What Happens to Stocks After Joining the Nasdaq-100 (History Has a Clear Answer)

SpaceX joined the Nasdaq-100 in July 2026 following the index's new fast-track admission rules. Historical analysis of past additions shows that while stocks may see modest upward momentum around their inclusion, gains are typically limited and short-lived. SpaceX exemplifies this pattern, rising slightly after inclusion but then declining significantly. The article advises investors to focus on company fundamentals and profitability rather than index membership as an investment signal.

07/20/2026, 6:10 AM • The Motley Fool

MONGODB ALERT: Bragar Eagel & Squire, P.C. is Investigating MongoDB, Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm

Law firm Bragar Eagel & Squire is investigating MongoDB's board of directors for potential breach of fiduciary duties following significant stock price declines. MongoDB reported strong Q4 2023 results but issued lower-than-expected 2025 guidance in March 2024 due to changes in sales incentive structure, causing a $28.59 stock drop. In May 2024, further guidance cuts attributed to macro conditions resulted in a $73.94 per share decline. Long-term stockholders between August 31, 2023 and May 30, 2024 are encouraged to contact the firm.

07/02/2026, 1:34 PM • GlobeNewswire

Instruqt devient la première et la seule plateforme à associer la création de contenu assistée par l’IA à des environnements Vertex AI, Amazon Bedrock et GPU natifs

Instruqt announced major AI adoption capabilities by combining AI-assisted content creation with native support for Google Vertex AI, Amazon Bedrock, and GPU environments. The unified platform enables marketing, sales, and training teams to create AI content faster and execute it in production-like environments. According to Instruqt's 2026 State of Developer Adoption Report, 92% of software professionals face adoption challenges, with 25% citing difficulty keeping content updated as products evolve rapidly.

06/25/2026, 2:15 AM • GlobeNewswire

Software Stocks Are Sinking In 2026, But These 'Fab Five' Are Up 30% — And BofA Says They're Just Getting Started

Bank of America identifies five enterprise software stocks—Datadog, JFrog, MongoDB, Snowflake, and Twilio—as outperformers in 2026, collectively up 30% while the broader software sector declines 12%. The analyst attributes their strength to solid execution, AI exposure, and differentiated products, with AI-related revenue growing over 100% at Datadog and strong adoption across all five companies. BofA maintains Buy ratings on all five, expecting the gap between these winners and struggling peers to widen.

06/10/2026, 11:28 AM • Benzinga

MongoDB Is the Latest SaaS Apocalypse Victim to Say ‘Not Today’

MongoDB has recovered from a 40% decline since January after delivering strong Q1 earnings that beat expectations and raised full-year guidance. The company's Atlas cloud database showed robust growth, and analysts now view AI as an opportunity rather than a threat, with MongoDB positioned as an 'essential database for AI' for legacy modernization and AI workload scaling. Multiple Wall Street firms reiterated Buy ratings with price targets up to $475, suggesting 20% upside from current levels.

06/03/2026, 10:26 AM • Investing

9 Software Stocks That Could Thrive as AI Drives Enterprise Spending

The US software sector rallied strongly on June 1, 2026, with 14 large-cap software stocks gaining over 10%, led by MongoDB's 20.4% jump. Strong earnings reports from companies like Snowflake and Salesforce challenged fears that AI would reduce enterprise software demand, instead showing AI is becoming a major growth driver. Nvidia CEO Jensen Huang reinforced this view, stating it's 'an incredible time to be a software company.' The article identifies undervalued software stocks with over 25% upside potential according to analyst estimates.

06/02/2026, 1:24 PM • Investing

9 Software Stocks That Could Thrive as AI Drives Enterprise Spending

The US software sector rallied strongly on June 1, 2026, with 14 large-cap software stocks gaining over 10%, led by MongoDB's 20.4% jump. Strong earnings reports from companies like Snowflake and Salesforce challenged fears that AI would reduce enterprise software demand, instead showing AI is becoming a major growth driver. Nvidia CEO Jensen Huang reinforced this view, stating it's 'an incredible time to be a software company.' The article identifies nine undervalued software stocks with over 25% upside potential according to analyst estimates.

06/02/2026, 5:15 AM • Investing

S&P 500 Halts Gains As Oil Jumps 8% On Iran Ceasefire Standoff: Stock Market Today

Crude oil surged nearly 8% to its best day since April following U.S.-Iran military escalation, causing Treasury yields to rise and stalling the S&P 500's record run. The benchmark held flat while energy stocks led gains and software/AI stocks rallied on Nvidia's RTX Spark announcement. FedEx plunged 18.5% due to a mechanical spin-off, while MGM Resorts jumped 15.2% on an IAC takeover bid.

06/01/2026, 1:06 PM • Benzinga

Consumer Tech News (May 25-29): Dell, IBM, CrowdStrike, Meta Lead Big Tech AI Push

Major tech companies drove AI innovation this week with strong earnings and strategic initiatives. Dell reported record Q1 revenue of $43.84B, significantly beating estimates, while IBM and Red Hat launched a $5B open-source security initiative. Meta expanded into paid subscriptions across its platforms, and CrowdStrike expanded its cybersecurity initiatives. Anthropic surpassed OpenAI as the world's most valuable startup at $965B valuation. Japanese banks gained access to OpenAI's GPT-5.5 model for cybersecurity defense.

05/31/2026, 9:53 AM • Benzinga

Nasdaq 100 Hits Record Above 30,000 On Micron's 18% Rally: Stock Market Today

The Nasdaq 100 crossed 30,000 during intraday trading as semiconductor stocks surged, led by Micron Technology's 18% gain following a UBS analyst price target hike to $1,625. The rally was driven by increased AI spending expectations from hyperscalers, with chip stocks dominating market leadership. The S&P 500 rose 0.6%, while the Russell 2000 outperformed with a 1.7% gain. AutoZone plunged 10.1% after missing revenue estimates despite beating EPS.

05/26/2026, 1:57 PM • Benzinga

Google Cloud 보안 부문, Instruqt 플랫폼 활용해 ‘Google Next 2026’서 150명 이상 대상 에이전틱 AI 교육 진행

Google Cloud Security leveraged Instruqt's hands-on learning platform to conduct one of the largest practical Agentic AI training programs at Google Next 2026, with over 150 practitioners building custom AI agents in dedicated Vertex AI sandbox environments. The initiative addresses the growing adoption gap between rapid AI feature releases and actual customer implementation.

05/25/2026, 2:56 PM • GlobeNewswire

グーグル・クラウド・セキュリティ、グーグル・ネクスト2026にてインストラクト・プラットフォームを活用し、150名以上の実務者を対象にエージェント型AIのトレーニングを実施

Google Cloud Security conducted a large-scale hands-on training session using Instruqt platform to teach 150+ practitioners about agentic AI at Google Next 2026. Participants built their own AI agents in dedicated Vertex AI sandbox environments, addressing the industry-wide gap between rapid AI feature releases and actual customer adoption.

05/25/2026, 2:56 PM • GlobeNewswire