Strong Positive
Positive
Slight Positive
Neutral
Slight Negative
Negative
Strong Negative
| Time | Symbol | Title | Source | Signal |
|---|---|---|---|---|
MSFT
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Oracle (ORCL) Soars on NetSuite Cloud Surge, Putting Pressure on Microsoft (MSFT) ERP | Zacks | Login to see the signal | |
Oracle's NetSuite Momentum: Can It Boost Cloud Growth to New Heights?SummaryOracle’s NetSuite revenue rose 18% as AI-enabled features and bookings fuel SaaS growth; Oracle forecasts steep cloud revenue gains into fiscal 2026, pressuring ERP rivals while Microsoft’s Dynamics 365 remains a strong ecosystem alternative. |
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NVDA
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NVIDIA (NVDA) Soars on Cisco Deal to Power Enterprise Agentic AI | Reuters | Login to see the signal | |
Cisco Secure AI Factory With Nvidia Unlocks Enterprise Data For Agentic AISummaryCisco partners with NVIDIA to build an AI factory unlocking enterprise data for agentic AI, likely boosting demand for NVIDIA's AI chips and software. |
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MSFT
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C3.ai (AI) Tumbles on Q1 Revenue Miss Despite Microsoft, AWS Partnerships | Zacks | Login to see the signal | |
C3.ai Before Q1 Earnings Release: Buy, Sell or Hold the Stock?SummaryC3.ai reported preliminary fiscal Q1 revenue down ~19% and wider losses, missing prior guidance, but emphasized strong partner-driven bookings with Microsoft, AWS, Google and consulting allies that support longer-term enterprise AI traction. |
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AMZN
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C3.ai (AI) Tumbles on Q1 Revenue Miss Despite Microsoft, AWS Partnerships | Zacks | Login to see the signal | |
C3.ai Before Q1 Earnings Release: Buy, Sell or Hold the Stock?SummaryC3.ai reported preliminary fiscal Q1 revenue down ~19% and wider losses, missing prior guidance, but emphasized strong partner-driven bookings with Microsoft, AWS, Google and consulting allies that support longer-term enterprise AI traction. |
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NVDA
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Dell (DELL) Soars on AI Server Demand, NVIDIA Partnership Ahead of Aug 28 Earnings | Zacks | Login to see the signal | |
DELL Set to Report Q2 Earnings: Buy, Sell or Hold the Stock?SummaryDell expects strong fiscal Q2 growth driven by AI-optimized servers and cites NVIDIA partnerships and product acceleration, while macro headwinds and tariffs remain risks ahead of the Aug. 28 results. |
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