AMD
AMD Nutanix Partnership: Billion-Dollar AI Opportunity in the NVIDIA Showdown
AMD Nutanix partnership: How $250M AI investment strengthens AMD in competition with NVIDIA and opens new growth opportunities.
Sector
Technology
326 articles
TSM
TSMC AI Rally in Nvidia’s Wake: Opportunity or Overheating Warning?
TSMC AI Rally in Nvidia's Wake: Is the chip giant sustainably benefiting from the AI boom, or is a painful correction looming after records?
TTD
The Trade Desk Quarter: -15% Decline Following Weak Forecast
The Trade Desk Quarter with only 14% growth and weak guidance – stock down over 15% after hours.
MU
Micron AI Storage +57% Boom: How Sustainable is the Margin Record?
Micron AI storage benefits from HBM boom, 57% revenue jump, and high margin – how much potential remains for the stock?
CRM
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?
MELI
MercadoLibre Quarter -8.1%: Growth Booms, Margins Collapse
MercadoLibre Quarter shows strong revenue growth but weaker margins and an 8.1% stock drop – what’s behind it?
MSFT
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 MSFT stock?
ORCL
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
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
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.