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Adobe shares slipped after Q4 guidance missed consensus and long-time CEO Shantanu Narayen announced his departure. Despite record Q3 revenue and 150% AI ARR growth, executive turnover unnerved inves…
Oracle posted strong Q1 earnings, driven by a 121% surge in cloud infrastructure revenue and over $30 billion in new AI bookings. Management highlighted that AI training and inferencing demand contin…
Microsoft is overhauling its financial reporting into two segments starting in fiscal 2027: Agents and Infra, and Devices and Consumer. Crucially, Microsoft will disclose quarterly Azure dollar reven…
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…
Meta shares rallied following the rollout of its Muse personal AI agent, boosting Mark Zuckerberg's net worth by $13.7 billion. Despite pulling back slightly on Thursday, the stock touched its highes…
Nvidia director Mark Stevens sold over $350 million in stock following an earnings rally, representing under 10% of his holdings. While discretionary, the sale reflects routine profit-taking rather t…
Broadcom delivered exceptional quarterly results, with revenue jumping 85.5% year-over-year to $29.59 billion and diluted EPS soaring 215.3% to $2.68. Explosive growth was fueled by massive demand fo…
Oracle reports massive AI infrastructure expansion with accelerating IaaS growth and 97.5% GPU utilization. Its strategy of embedding datacenters inside AWS, Azure, and Google Cloud highlights sustai…
Apple unveiled the $2,000 foldable iPhone Duo alongside the iPhone 18 Pro lineup, which carries a $100 price increase. Under new CEO John Ternus, Apple delayed entry-level models to spring, prioritiz…
U.S. stocks fell broadly as Brent crude crossed $100 and yields spiked, but Meta surged over 6% following the launch of its new AI product Muse. Wall Street analysts highlighted the release as the st…
Productivity software stocks showed strong Q2 results, with Microsoft exceeding expectations after generating $90.01 billion in revenue, up 17.7% year-over-year. Microsoft also delivered a solid EPS …
Palo Alto Networks posted record fiscal Q4 results, beating guidance across all metrics. RPO surged 34% to $21.2 billion, while next-generation security ARR climbed 63% to $9.1 billion. Strong enterp…
Meta released Muse Spark 1.3, an advanced AI model designed for agentic coding workflows. While soaring AI capital expenditures and declining free cash flow have pressured profits, robust 28% revenue…
Micron's explosive data center revenue growth and record margins underscore booming AI infrastructure demand. However, historical semiconductor cyclicality and potential oversupply present risks of m…
Apple has reportedly cancelled plans for a foldable MacBook and mid-sized OLED laptop, streamlining its future product roadmap. Despite the adjustments, Apple continues working on core OLED MacBook P…
Amazon trades at 18x forward earnings with AWS accelerating 37% alongside a $496 billion backlog. Despite heavy AI capex spending that flipped free cash flow negative, analysts maintain a bullish out…
Netflix stock faces downward pressure due to slowing growth, leadership changes, and margin risks from potential acquisition rumors. Trading at 25 times earnings, analysts warn macroeconomic headwind…
Microsoft faces a neutral outlook as soaring AI-driven capital expenditures, reaching $116 billion, pressure free cash flow. Despite robust Azure cloud expansion and a strong commercial backlog, high…
Dell and HPE reported surging AI server demand and massive backlogs, with Dell booking $60.9 billion in orders. While margins and component costs present challenges for server makers, the sustained b…
SK hynix reported record demand and earnings driven by surging AI high-bandwidth memory orders from Nvidia and Apple. South Korea's FX fund absorbed $20 billion in proceeds from SK hynix's massive U.…