Tag MSFT
Explore Applied Materials' (AMAT) outlook amid AI growth and cyclical shifts. Learn if its stock valuation reflects future risks and rewards...
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Other than that, "we feel good about the investments we've made," Smith said...
Continue ReadingNebius Group N.V. posts 355% YoY growth in Q3'25, missing revenue estimates but remains strong in AI infrastructure. Click for this updated look at NBIS stock...
Continue ReadingRigetti Computing, Inc. is downgraded to Sell as the risk profile is high given current financials and valuation levels. Read more on RGTI stock here...
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Nebius Group N.V.'s strong Q3 earnings, major tech partnerships, and disciplined strategy drive growth and margins in the neocloud sector. Click for my NBIS update...
Continue ReadingIt is certainly possible that todayâs bottlenecks will prove to be rather short-lived as companies increasingly learn to utilize the full extent of AIâs (current and future) capabilities...
Continue ReadingMRVL has benefited from the ongoing AI boom, as AMZN reveals that more than half of a key AWS cloud service ...
Continue ReadingMicrosoft Corporation's strong Q1 FY'26 results and robust AI growth offer a compelling 'Strong Buy' case. Click for my updated look at MSFT post earnings...
Continue ReadingHere are five key things investors need to know to start the trading day...
Continue ReadingWhile hyperscalers are getting rewarded for their big spending plans, smaller companies are getting punished by investors...
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