Tag MSFT
Zscaler (ZS) released its first quarter results, reporting notable year-on-year revenue growth and updating investors with fresh guidance for the coming quarter and full year. The company’s outlook sparked renewed focus on its trajectory within the cybersecurity sector. See our latest analysis for Zscaler. Zscaler’s stock has seen powerful momentum this year, with a standout year-to-date share price return of nearly 60% as confidence builds around its AI-driven security platform and expanding.....
Continue Reading
Nvidia Corporation beats Q3 FY2025 expectations as revenue soars 62%. Click for my updated look at NVDA stock following earnings as we look ahead...
Continue ReadingCertain Wall Street analysts expect Broadcom and Meta Platforms to join Nvidia, Apple, Alphabet, Microsoft, and Amazon in the $2 trillion club...
Continue ReadingAfter three years of breakneck growth and soaring valuations, the AI industry enters 2026 with some of the euphoria giving way to tough questions.Anthropic founder Dario Amodei contends the next level of AI could debut in 2026 and become smarter than Nobel Prize winners...
Continue Reading
Fundsmith's Q3 2025 portfolio moves: read here for an update on the portfolio's top holdings, buys, and strategic trims in tech and healthcare...
Continue ReadingAmazon is one way to invest in cloud computing and AI infrastructure, but the business is far from perfect...
Continue ReadingFirm says AI spending cycle remains in early stages despite bubble concerns...
Continue ReadingMicrosoft Corporation (NASDAQ:MSFT) is one of the AI Stocks in Focus on Wall Street. On November 29, JPMorgan reiterated the stock as “Overweight,” stating that Microsoft has a “compelling vision” after attending the company’s Ignite Conference. The firm has a $575 price target on the stock. “We attended Microsoft’s Ignite conference held in San Francisco, CA. […]...
Continue ReadingOracle stunned markets when it unveiled a stronger-than-expected forecast for so-called Remaining Performance Obligations, or RPO, a key industry metric that often acts as a proxy for long term revenue projections. “Oracle has been studying the data center model for more than a decade as it meticulously planned to take share from established players like Amazon and Microsoft,” he added...
Continue ReadingLouis Carbonneau: Measures in this month's federal budget not nearly strong enough to protect Canadian IP for long run economic growth...
Continue Reading