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Dell shares surged after raising fiscal 2027 profit and revenue guidance far above consensus, driven by surging AI server demand. Dell increased its AI server forecast to $74 billion, posted record q…
US equity indexes surged over 1% led by technology and communication services, despite slightly hotter core CPI data that drove two-year Treasury yields higher. Simultaneously, crude oil prices slump…
Oracle beat Q1 earnings estimates as revenue grew 30% to $19.3 billion, propelled by a 121% surge in cloud infrastructure sales. The company booked over $30 billion in new AI cloud contracts, signali…
Apple launched its $1,999 foldable iPhone Duo powered by the A20 Pro chip and enhanced AI capabilities, lifting shares over 1%. Analysts project Apple could capture 25% of the foldable smartphone mar…
Meta launched consumer AI agent Muse, which rapidly surged to #3 on the U.S. App Store. Following strong early adoption, J.P. Morgan upgraded Meta to Overweight with an $820 price target, citing mass…
Apple unveiled the iPhone 18 Pro and its first foldable iPhone Duo, lifting shares roughly 1% in early trading. The launch represents new CEO John Ternus's first major product debut, testing consumer…
Apple unveiled its first foldable smartphone, the iPhone Duo, starting at $1,999. The announcement reversed intraday losses as investors welcomed a new ultra-premium tier expected to boost average se…
Meta shares climbed following the release of Muse Spark 1.3, an upgraded AI model enhancing coding and agentic workflows. Analysts at Bank of America and Bernstein maintained bullish stances with pri…
Snowflake surged following strong fiscal Q2 earnings, with product revenue up 37% to $1.49 billion, driven largely by enterprise AI adoption. The upbeat forecast eased worries over AI disrupting conv…
Gabelli's Equity Income Fund Q2 letter highlights strong equity gains led by technology and AI investments. Despite rising inflation and interest rate concerns, robust corporate fundamentals and soli…
Historical data shows the September Effect is not a guaranteed sell-off for top AI and tech stocks. While seasonal volatility may occur, mega-caps with strong earnings and cash flow present prime buy…
S&P 500 Q3 earnings are projected to surge 23% YoY, driven by broad market strength. Alphabet, alongside Nvidia and Micron, serves as a primary catalyst powering the tech sector's anticipated 40.5% e…
Palo Alto Networks reported strong fiscal Q4 earnings, beating expectations with revenue surging 34% to $3.41 billion and non-GAAP EPS of $1.02. Full-year revenue reached $11.5 billion, while Next-Ge…
Global manufacturing activity accelerated in August, driven by robust AI hardware demand in Asia and surging factory orders across Europe. Eurozone manufacturing PMI climbed to 52.7, with Germany hit…
Baron Global Opportunity Fund outperformed benchmarks in Q2 2026, driven by AI investments. The fund highlighted CrowdStrike as a key beneficiary of enterprise AI adoption, citing strong AI detection…
Robust guidance from hardware and chip leaders like Dell and Nvidia dispels investor fears of peak AI demand. Persistent enterprise and cloud hyperscaler spending on AI servers highlights ongoing str…
Dell and Nvidia dismantled bearish AI-peak concerns with blowout quarterly results and unprecedented long-term forecasts. Nvidia topped Q2 estimates and projected fiscal 2028 revenue growth of 70%, s…
MD Sass highlights strong AI infrastructure momentum and memory demand driven by inference and agentic AI. The firm notes High Bandwidth Memory growth and multi-year supply agreements underpin struct…
Nvidia delivered massive quarterly revenue of $96.2 billion, powered by 117% data center growth and strong platform adoption. Despite warning of margin compression due to rising memory costs, expandi…
Geopolitical tensions rise as U.S.-Iran strikes boost oil prices, yet markets track for a strong monthly close. Nvidia (NVDA) maintains momentum after stellar earnings, while Apple (AAPL) faces a maj…