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Oracle dropped 5% following a $700 million restructuring cost increase, dragging AI compute peers lower. Concurrently, calls from OpenAI and Anthropic leaders to decelerate AI model development raise…
Apple rose 1.81% to $332.48, beating broader benchmarks ahead of earnings. Analysts expect 7.03% EPS growth to $1.98 and revenue of $112.84 billion. The stock trades at an elevated forward P/E of 36.…
Alphabet closed up 1.92% at $338.99 ahead of earnings, where consensus projects EPS of $2.93 and revenue of $111.44 billion. Holding a Zacks Rank #3 (Hold), the stock trades at a forward P/E of 16.21…
MongoDB reported Q2 revenue up 30% year-over-year to $771.8 million, driven by 29% Atlas growth and a 91% surge in RPO. The company achieved GAAP operating profitability and raised its full-year reve…
The Trump administration proposed eliminating the 60-day grace period for H-1B and other visa holders after job loss, requiring immediate departure. The rule could disrupt tech staffing, limit foreig…
Palo Alto Networks plunged 10.3% this week despite topping fiscal Q4 revenue and earnings expectations and providing upbeat full-year guidance. Strong high-valuation expectations and profit-taking tr…
Alphabet shares slipped 2.2% after investors discovered its headline earnings beat was heavily inflated by a $77.1 billion unrealized gain on equity holdings. Stripping out volatile non-operating inc…
Commerce Secretary Howard Lutnick urged G20 nations to adopt the US AI tech stack and data centers, warning of potential semiconductor and server tariffs for non-compliance. Proposed tariffs on impor…
Adobe shares declined following the announcement that Anil Chakravarthy will succeed long-time CEO Shantanu Narayen in December. The unexpected leadership succession and executive departures prompted…
Stifel raised Microsoft's price target to $530 from $450 following executive meetings, citing accelerating Copilot adoption and Azure efficiency gains. However, the brokerage maintained a Neutral rat…
Adobe dropped 7% after announcing Anil Chakravarthy as its new CEO days before its earnings report, sparking investor anxiety over generative AI threats. Enterprise software peer Workday fell 4% in s…
U.S. stock index futures slipped after a robust August jobs report raised concerns over tighter Federal Reserve monetary policy. Dow and S&P 500 futures each dropped 0.2%, while tech-heavy Nasdaq 100…
Google unveiled WeatherNext 3, an advanced AI model delivering high-resolution, hourly global weather forecasts outperforming traditional systems. The model will enhance Google Search, Maps, Gemini, …
Broadcom shares fell in premarket trading after issuing weak fourth-quarter guidance despite beating third-quarter fiscal expectations. Meanwhile, U.S. stock futures advanced slightly as investors we…
Rosenblatt has reiterated its Buy rating on Alphabet (GOOGL), maintaining a positive outlook on the company's market position and growth prospects.
An accounting analysis highlights how non-operating gains from AI investments like OpenAI distort Microsoft's headline earnings. The piece explains that paper valuation gains and equity-method accoun…
Meta launched its flagship AI model Muse Spark 1.3, delivering superior coding and agentic capabilities to rival OpenAI and Anthropic. The new model integrates across Facebook and Instagram at existi…
Palo Alto Networks slid 8% following fiscal Q4 results as next-generation security ARR growth decelerated despite headline beats. Cybersecurity peers CrowdStrike and Fortinet dropped 3% in sympathy, …
Microsoft, alongside other notable software companies like Palantir, Shopify, and ServiceNow, is currently trading in or near technical buy zones, offering potential upside entry points for traders.
Investors are penalizing tech giants with unclear AI returns while rewarding companies showing proven monetization. Microsoft and Amazon gained over 15% following earnings after demonstrating that ag…