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Morgan Stanley reports that U.S. corporate earnings growth is broadening beyond megacap tech, driven by strong fundamentals and positive revision breadth. The firm favors quality companies with solid…
Insight Enterprises reported strong Q2 2026 results with 18% gross profit growth and raised FY26 guidance, driven by robust demand for AI infrastructure, cloud services (Microsoft, Google), and hardw…
Microsoft is set to benefit from accelerating IT spending growth in 2026, driven by rising demand for Azure cloud services and AI products like Copilot, supported by strong analyst ratings despite re…
Analysts foresee an AI market stumble by mid-2026, with OpenAI losing share, but Google and Amazon are expected to gain from AI adoption due to scale and cloud advantages, maintaining strong buying i…
Domo reported flat sales with mixed earnings results and longer sales cycles slowing billings, while Nvidia continues strong five-year gains, positioning it as an attractive buy amid market volatilit…
IBM is set to report strong Q3 results driven by cloud, AI, and quantum computing partnerships, while renewing collaboration with Microsoft to enhance cloud security, supporting growth. Microsoft ben…
Backblaze shows strong growth driven by AI and cloud storage, but faces tough competition from Amazon; despite valuation concerns, the outlook remains cautiously optimistic for long-term expansion.