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Amazon fell 1.6% during broad tech market trading, but Morgan Stanley issued an optimistic forecast projecting the stock could reach $500 by late 2027 driven by AWS growth. Meanwhile, AI hardware sto…
Palantir posted record 93% YoY revenue growth, but Jefferies, RBC maintain Underperform ratings citing stretched valuation. Analysts see better risk-reward in hyperscalers like Microsoft and Amazon, …
Sandisk (SNDK) shares surged after CEO David Goeckeler delivered an upbeat analyst-day outlook, boosting sentiment across memory and data-storage stocks and lifting broader semiconductor sector perfo…
Markets pulled back on rising oil prices and anticipation of CPI inflation data. Nvidia-linked companies Lumentum, CoreWeave, and Super Micro reported earnings after market close.
NVIDIA posted 85% revenue growth with 75% margins on AI infrastructure demand, while Apple hit record $109B June quarter revenue but faces margin pressure from memory costs and tariff-related headwin…
Apple's stock surged 55% driven by an AI-led upgrade cycle for iPhones and Macs, evidenced early by management reports. Despite supply chain constraints and rising memory costs, demand for new AI-ena…
Markets hit record highs as Dow, S&P 500 rallied on eased AI and Iran-related fears. AMD beat Q2 estimates but shares reversed gains, reflecting profit-taking after its 142% YTD surge despite strong …
US futures rise ~0.5% on steady Eurozone PMI data and easing bond yields. Markets await AMD earnings today amid broader mega-cap, chip, and consumer earnings season.
Apple reported strong FCF growth and high margins in fiscal Q3, suggesting the stock is undervalued despite a recent price drop. While upside exists, a recommended strategy for some investors is to s…
U.S. markets rallied on reduced geopolitical tension and strong performance in tech and semiconductors, led by Microsoft. The article discusses a momentum investing strategy that identifies stocks wi…
Microsoft reported impressive fiscal Q4 2026 results, with revenue and EPS beating expectations. The cloud division, led by Azure, showed significant growth, and AI investments like Copilot are gaini…
Microsoft posted record FY2026 results with 18% revenue growth, 43% Azure growth, and strong AI/Copilot adoption. Company plans $175B FY2027 capex, forecasts double-digit growth, though margins expec…
US equities rose sharply, led by a Microsoft (MSFT) post-earnings rally and positive tech sector sentiment. However, Meta Platforms (META) slumped after issuing a soft revenue outlook. Traders also d…
Samsung reported record profits driven by AI server demand and expects chip shortages to persist through 2028, signaling strong bullish sentiment for the semiconductor sector.
Amazon's massive $200B AI capex is showing strong early returns with Bedrock revenue up 170% QoQ and a $364B backlog. Q2 earnings on July 30 could be a positive catalyst if growth continues.
US equity futures edged higher Friday premarket amid new US tariffs and mixed corporate earnings. Intel and SLB beat estimates, boosting sentiment, while oil slid 3.3% and gold/silver gained as inves…
Argus highlights Alphabet's strong 2Q beat, reflecting robust growth in advertising and cloud segments. Analyst maintains positive outlook on the company's core business performance.
Dow Jones futures gained as oil prices retreated. Intel rose on earnings, while Google and Tesla experienced significant declines.
IBM shares fell ~2% pre-market after Q2 revenue and adjusted EPS missed estimates, with software growth disappointing and full-year revenue growth guidance lowered, though management calls it a timin…
Nvidia (NVDA) is strongly positioned as a top AI chip stock heading into Q2 earnings, with analysts projecting robust growth and significant long-term opportunities in cloud infrastructure, sovereign…