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.
Technology
WDAY·Technology·Cloud Computing
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.
TSM·Technology·AI
Taiwan Semiconductor Investment Plan: +4.8% AI Boom Drives TSMC
Taiwan Semiconductor investment plan of up to $56B: How AI boom, margins, and record price align.
AMD·Technology·AI
AMD Meta Deal Worth $60B: AI Boom Despite -1.8% Stock Drop
AMD Meta Deal worth up to $60B and 6GW AI GPUs: What this mega pact means for AMD, NVIDIA, and…
IBM·Technology·Dividend Aristocrats
IBM AI Disruption -13.1%: How Hard Does the Mainframe Shock Hit?
IBM AI Disruption: After a 13.1% stock plunge, investors fear for the mainframe business—how significant is the risk?
TSM·Technology·AI
Taiwan Semiconductor AI Boom: Revenue Grows 20% Thanks to AI
Taiwan Semiconductor AI Boom: Revenue +20.5%, Profit +35%. How sustainable is the growth and what does US expansion mean?