CRWD·Technology·Cloud Computing
CrowdStrike Earnings Down 11% After Hours Despite AI Boom
If CrowdStrike beat estimates and raised guidance, why did the stock still plunge after hours? Maik Kemper Editor in Chief…
Cloud Computing
CRWD·Technology·Cloud Computing
ORCL·Technology·AI
Oracle Earnings -5.6%: AI Backlog Faces Debt Test
Can Oracle’s massive AI backlog outweigh a debt load that is starting to make even bullish investors nervous? Maik Kemper…
NOW·Technology·AI
ServiceNow AI Strategy -5.9%: Analyst Backing Tests Bulls
Is ServiceNow AI Strategy turning today’s 5.9% drop into a buying setup, or is Wall Street still underestimating software risk?…
NOW·Technology·AI
ServiceNow AI Strategy -5.7% as AI Growth Case Builds
Can ServiceNow AI Strategy turn a sharp sell-off into a longer-term growth re-rating for enterprise software investors? Maik Kemper Editor…
PANW·Technology·Cloud Computing
Palo Alto Networks Earnings: $3B Revenue, Outlook Raised
Did Palo Alto Networks post a strong enough quarter to justify its premium valuation, or are investors starting to demand…
GOOGL·Communication Services·AI
Alphabet Equity Raise: $80B AI Funding Shock Sends Shares Lower
Why would one of Big Tech’s richest companies sell $80 billion in stock just as the AI race gets even…
CRM·Technology·AI
Salesforce Earnings -6.2%: AI Hype Meets Analyst Doubt
Can Salesforce Earnings keep the AI story alive when the stock is already giving back a big chunk of its…
ORCL·Technology·AI
Oracle AI Funding +9.9%: Warning Signs After AI Raise
Can Oracle keep winning the AI infrastructure race without forcing investors to rethink how that growth gets funded? Maik Kemper…
WDAY·Technology·Cloud Computing
Workday AI Strategy +7.6% as Google Cloud Deal Expands
Can Workday AI Strategy turn a flashy partnership into durable enterprise growth and justify the stock’s sharp rebound? Maik Kemper…
NOW·Technology·AI
ServiceNow AI Re-rating +9.2% as AI Optimism Returns
Is the ServiceNow AI Re-rating the start of a durable comeback, or just a sharp bounce in a still-volatile software…