Arm Holdings CPU Forecast +14.3% as Nvidia CPU Bet Lifts ARM
Can Nvidia’s aggressive CPU push turn Arm’s AI story into a much bigger royalty machine than investors expected? Maik Kemper Editor in Chief We have a nice sized…
Rigetti Computing Funding Deal Sends RGTI Up 26.7%
Can a proposed $100 million U.S. funding package turn Rigetti into quantum computing’s next serious market winner? Maik Kemper Editor in Chief We are honored that the U.S.…
Adobe Forecast -3.1%: AI Hopes, Margin Pressure, Value Case
Can Adobe’s AI push outweigh margin pressure and leadership concerns before investors give up on the stock? Maik Kemper Editor in Chief Conclusion The Adobe Forecast now comes…
D-Wave Quantum Funding Deal Sends QBTS Up 24% on Award
Can a proposed $100 million federal award turn D-Wave Quantum from a speculative trade into a serious strategic bet? Maik Kemper Editor in Chief Conclusion The D-Wave Quantum…
NVIDIA Earnings Hit Record as $91B Outlook Resets AI Trade
Can NVIDIA Earnings keep justifying the AI frenzy as revenue surges and a massive new outlook raises the bar again? Maik Kemper Editor in Chief The buildout of…
Analog Devices Acquisition: ADI Drops -5.5% Despite Q2 Beat
Can the Analog Devices Acquisition turn AI power delivery into a long-term growth engine even as ADI stock slides? Maik Kemper Editor in Chief Energy is the most…
NVIDIA Earnings +2.1%: Can Tonight’s AI Report Extend the Boom?
Can NVIDIA Earnings still shock Wall Street when even explosive growth may no longer be enough? Maik Kemper Editor in Chief Conclusion NVIDIA Earnings now look like a…
Meta Layoffs: 8,000 Jobs Cut as AI Spending Surges
Can Meta cut 8,000 jobs and still convince Wall Street that its massive AI bet will actually pay off? Maik Kemper Editor in Chief We believe this will…
NVIDIA Earnings: AI Boom Faces China Risk and Big Expectations
Can NVIDIA Earnings still impress a market that now treats blockbuster growth as the bare minimum? Maik Kemper Editor in Chief The demand in China is so incredible.…
ServiceNow Forecast +8.8% Rally: Can BofA’s AI Bet Last?
Is the new bullish ServiceNow Forecast after Bank of America’s AI-driven upgrade the start of a lasting turnaround or just a squeeze? Maik Kemper Editor in Chief Conclusion…