Strong Positive
Positive
Slight Positive
Neutral
Slight Negative
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Strong Negative
| Time | Symbol | Title | Source | Signal |
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MSFT
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Microsoft (MSFT) Rebounds on Azure Capacity Gains amid CoreWeave Acquisition Push | Zacks | Login to see the signal | |
CoreWeave to Acquire OpenPipe: Will the Buyout Strategy Be the Winning Play?SummaryCoreWeave acquired OpenPipe and Weights and Biases, expanding AI infrastructure but increasing debt and integration risk. Nebius and others scale AI datacenters. Microsoft Azure remains dominant with partnership-led AI and major capacity expansion. |
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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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NVDA
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CrowdStrike (CRWD) Soars on NVIDIA Integration, Accelerating AI-native Security Adoption | Zacks | Login to see the signal | |
CrowdStrike Rises 21% YTD: Is the Stock Worth Buying Now?SummaryCrowdStrike’s AI-native Falcon platform, Falcon Flex subscriptions and partnerships with NVIDIA, Amazon and Zscaler drove strong ARR and Next‑Gen SIEM growth, underpinning a bullish outlook for its cybersecurity momentum. |
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NVDA
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ServiceNow (NOW) Soars on Raised Guidance as NVIDIA (NVDA) Deepens AI Integration | Zacks | Login to see the signal | |
NOW Rides on Rich Partner Base: Is the Growth Thesis Strengthening?SummaryServiceNow reported 22.4% revenue growth and raised 2025 subscription guidance, highlighting partnerships with NVIDIA, Amazon and Cisco. NVIDIA collaboration adds NeMo microservices and Apriel Nemotron 15B AI work. Atlassian and Salesforce pose stiff competition; NOW shares have underperformed and look richly valued. |
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GOOGL
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Alphabet (GOOGL) Soars on Zacks Research After Cloud AI Growth Highlight | Zacks | Login to see the signal | |
The Zacks Analyst Blog Highlights Alphabet, Morgan Stanley, ServiceNow, New England Realty Associates and Bridger AerospaceSummaryZacks highlights Alphabet's strong cloud and search growth, AI-driven product gains and a $50B+ Google Cloud run rate, while noting litigation and cloud competition risks. |
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NVDA
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Cisco (CSCO) Soars on NVIDIA (NVDA) Collaboration as Security Revenues Rise | Zacks | Login to see the signal | |
Cisco's Security Portfolio Gains Traction: A Sign of More Upside?SummaryCisco’s security revenues rose 9% in Q4 FY25 with 750 new customers and mid-single-digit order growth. Cisco is integrating NVIDIA’s Spectrum‑X into Nexus switches and advancing Secure AI Factory solutions. Competition from Broadcom and Okta intensifies; Cisco guides Q1 FY26 revenue $14.65–14.85B. |
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BTCUSD
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IREN Soars After Best Quarter as Nvidia Partnership and Mining Gains Drive Rally | Cointelegraph | Login to see the signal | |
Bitcoin miner IREN surges 14% on BTC-driven quarter, AI playSummaryIREN posted record quarterly and fiscal revenue, swung to big profitability driven by Bitcoin mining and an Nvidia AI partnership, boosting stock and signaling miner strength amid industry consolidation and AI diversification. |
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NVDA
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NVIDIA (NVDA) Soars on Fujitsu Partnership to Power Healthcare AI Agent Platform | Japan Corporate NewsRefinitiv | Login to see the signal | |
Fujitsu develops AI agent platform for the healthcare sector to enhance operational efficiency and ensure stable medical service provisionSummaryFujitsu launched a healthcare AI agent platform with an orchestrator agent, developed with support from NVIDIA's agentic AI tech, aiming to commercialize with medical partners in 2025 to streamline workflows and improve patient care. |
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MSFT
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Microsoft (MSFT) Soars on Nadella's Quantum Endorsement During Earnings Call | Zacks | Login to see the signal | |
IonQ or Rigetti: Who Wins From Microsoft's Cloud Quantum Push?SummaryOn MSFT Q4 fiscal 2025 call, Nadella called quantum the next cloud accelerator, boosting interest in quantum firms and partnerships; IonQ and Rigetti gains highlighted, with Rigetti favored for execution and Azure integration. |
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NVDA
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Microsoft (MSFT) Soars on Nadella's Quantum Endorsement During Earnings Call | Zacks | Login to see the signal | |
IonQ or Rigetti: Who Wins From Microsoft's Cloud Quantum Push?SummaryOn MSFT Q4 fiscal 2025 call, Nadella called quantum the next cloud accelerator, boosting interest in quantum firms and partnerships; IonQ and Rigetti gains highlighted, with Rigetti favored for execution and Azure integration. |
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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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