SG Americas Securities LLC significantly increased its stake in Fidelity National Information Services (NYSE:FIS) by 126.9% in the first quarter, now holding over 1.3 million shares valued at approximately $61.3 million. This increase follows FIS's better-than-expected first-quarter earnings, with EPS of $1.36 and revenue of $3.29 billion. Despite mixed analyst views, the stock maintains a "Moderate Buy" consensus rating and offers a 4.7% annual dividend yield.

Oracle has cut 21,000 jobs, or nearly 13% of its workforce, in the past year, attributing the reductions to the adoption and deployment of AI technologies. This move is part of a broader trend among tech giants, including Meta, Google, Microsoft, and Amazon, who are undertaking significant layoffs and increasing capital expenditure to fund AI infrastructure buildouts. Oracle spent $1.8 billion on restructuring costs and is facing challenges such as potential skilled employee shortages and reduced productivity as a result of these changes.

Wells Fargo analyst Jason Kupferberg maintained a Hold rating on Globant SA (GLOB) with a $50.00 price target, while TipRanks – OpenAI reiterated a Hold rating with a $33.00 price target. KLA (KLAC) received a Buy rating from Wells Fargo's Joseph Quatrochi with a $305.00 price target, with Citi also maintaining a Buy rating with a $290.00 price target. The consensus for Globant SA is a Moderate Buy with a 71.5% upside, and for KLA, it's a Strong Buy.

Morgan Stanley has upgraded CDW stock to overweight, setting a price target of $170, and suggesting a 38% upside. The bank believes the struggling tech stock is poised for a rebound despite recent underperformance, citing compelling valuation, positive estimate revisions, and a return to operating leverage in the second half of the year. Analyst Erik Woodring dismisses concerns about "IT disruption," noting strong demand for servers, storage, and networking, as well as a new $1 billion share buyback plan.

Wells Fargo analyst Jason Kupferberg maintained a Hold rating on PayPal Holdings (PYPL) with a price target of $48.00. The company reported quarterly revenues of $8.35 billion and a net profit of $1.11 billion for the quarter ending March 31. Corporate insider sentiment for PYPL is positive, with recent insider buying activity, including the Chief Fin & Op Officer purchasing 6,129 shares.

Argentum AI, a private cloud-computing firm backed by Super Micro Computer, has secured $7.8 billion in artificial-intelligence infrastructure deals. This development highlights the sustained high demand for Nvidia chips and indicates growing AI advancements beyond U.S. borders. The firm offers access to over 200,000 GPUs for AI computing.

RBC has increased its price target for Skyworks Solutions (SWKS) to $80 from $72, while maintaining a "Sector Perform" rating on the stock. The announcement was made on June 23, 2026, at 07:21 am EDT. Skyworks Solutions specializes in high-performance, mixed-signal semiconductors for various sectors including consumer electronics and mobile communication systems.

Bolla Oil Corporation has partnered with PAR Technology Corporation to launch "Bolla Rewards," its first customer loyalty program across over 160 convenience store locations in the New York Tri-State area. The PAR Retail™ platform will power the loyalty program and mobile app, aiming to drive repeat visits, deliver immediate value to customers, and provide insights for future engagement strategies, including tobacco loyalty. This collaboration marks a significant investment by Bolla Oil in customer engagement and long-term brand performance, leveraging PAR's expertise in convenience, retail, and foodservice.

Trucker Path has partnered with Verisk CargoNet to integrate cargo theft trend data into its navigation app, helping truck drivers identify high-risk areas. This collaboration provides in-app theft risk ratings by county, stolen vehicle counts, and granular theft intelligence to aid in informed routing decisions. The initiative aims to combat cargo theft, which saw 1,120 incidents and over $121 million in losses in the first five months of 2026, predominantly in California, Texas, and New Jersey.

Barclays has increased its price target for Agilent Technologies (NYSE: A) to $150, up from the previous $145, while reiterating an Overweight rating on the stock. This adjustment reflects a positive outlook from the analyst firm for the advanced medical equipment and technology company. The article also mentions recent news about Agilent Technologies' partnership with OpenAI and Boston Consulting Group, as well as FDA approval for expanded use of its cancer test.