CRM·Technology·AI
Salesforce Quarter: -4.6% After-Hours Despite Record Numbers and $50B Buyback
Salesforce Quarter with record numbers and $50B buyback – yet shares fall over 4% after-hours. What unsettles investors?
Technology
CRM·Technology·AI
MSFT·Technology·AI
Microsoft Cloud Regulation +3%: Data Boundary, AI Boom, and Antitrust Risks
Microsoft Cloud Regulation: Data boundary in Europe, antitrust scrutiny in Japan, and AI boom – what does this mean for…
ORCL·Technology·AI
Oracle Forecast with $523B RPO: AI Boom or Debt Shock?
Oracle forecast in the AI era: $523B mega RPO, aggressive cloud expansion plans, and rising debt in focus.
MSTR·Technology·Crypto-related Stocks
MicroStrategy Bitcoin Strategy +5.7%: Record Buys and Short Shock
MicroStrategy Bitcoin strategy: stock +5.7%, 100th BTC purchase, billions in book loss, and record short interest—how risky is the leverage...
WDAY·Technology·Cloud Computing
Workday Earnings: Weak 2027 Outlook Sends Stock Plummeting
Workday Earnings beat expectations, but the weak 2027 outlook and AI concerns trigger a sharp stock decline.
AMD·Technology·AI
AMD Meta-Deal $100B: +8.8% Rally in AI Chips
AMD Meta-Deal worth up to $100B boosts stock by +8.8% – what does this mean for AI chips, market shares,…
INTC·Technology·AI
Intel Forecast +5.7%: Can the AI Rally Hold Up to $55?
Intel forecast after +5.7% rally: How sustainable is the support and how realistic is a comeback toward $55?
NVDA·Technology·AI
NVIDIA Quarter in AI Stress Test: 68% Revenue Surge and Margin Boom
NVIDIA quarter ahead of earnings: Wall Street expects around 68% revenue growth, strong margins, and clarity on AI demand and…
CLVT·Technology
Clarivate Earnings: Stock Jumps 32.4% After Rally on Strong Numbers
Clarivate Earnings exceed expectations, stock soars 32.4% – what’s behind the numbers, outlook, and Life Sciences sale.
CRM·Technology·AI
Salesforce Earnings Q4: Stock Rallies 4.3% Despite AI Shock
Salesforce Earnings Q4: Stock +4.3%. How Agentforce, Anthropic, and the controversial 'AI ghost trade' shape prospects for CRM investors.