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Reinstated U.S. naval blockade on Iran pushed Brent above $85/barrel, raising rate-hold expectations and pressuring software/tech stocks like Zoom, AppLovin, and Doximity amid deteriorating macro sen…
Nvidia's upcoming Q4 earnings forecast massive AI-driven revenue growth, potentially boosting NVDA stock but pressuring software companies as budgets shift from SaaS to AI hardware.
Microsoft’s stock declined after earnings missed cloud growth expectations but remains attractively valued with strong projected revenue growth and resilient free cash flow, positioning it well for A…
Nvidia CEO Jensen Huang dismisses fears that AI will disrupt the software industry, calling such worries illogical amid recent software stock selloffs.
Microsoft and Tesla shares fell on disappointing cloud revenue and rising capital expenditures, while Meta rallied on strong revenue forecasts and increased spending. Apple remained flat ahead of ear…
Microsoft's shares plunged 11.3% after disappointing cloud revenue and concerns over slow AI monetization. Meta and Tesla gained on strong forecasts, while traditional software stocks declined amid A…