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AI Impact

Investment Strategies Investment Opportunities Software Industry GenAI Narratives Non-AI Industries Sector Performance Data Center Revenue Investment in Technology Customer Commitments Technology Companies

Guggenheim Upgrades ServiceNow to Buy as Shares Tick Higher Ahead of Q2 Report

The move signals a value call on ServiceNow but leaves near-term growth questions to be answered by the company’s Q2 results.

SanDisk Hits Record Highs on AI Storage Demand and Big Supply Deals

TSMC Raises 2026 Capex to $54 Billion, Prompting Investors to Buy Seagate

Polen Focus Growth Sinks 17% In Q1, Tilts To Software And Semis

Lam Research Hits Record High on Earnings Beat and Upbeat Outlook

Blackstone Tops Q1 Forecasts as Record AUM Collides With Credit Weakness

Wall Street Turns Positive on Intuit as Company Halts Insider Sales and Speeds Buybacks

Duolingo Rises 3% on Oil-Led Market Rally

Citi Slashes Atlassian Price Target to $160 as Mixed Analyst Revisions Follow Strong Q2

Elliott Builds Stake in LSEG to Push Buyback and Performance Drive

Wedbush Trims MercadoLibre Price Target to $2,700, Reaffirms Outperform

Warner Bros. Discovery Takeover Fight Enters Next Phase as Board Favors Netflix Over Paramount

Carillon’s Q3 Letter Flags AI Concentration Risk, Spotlights Corning and AbbVie

Heartland Advisors’ Q3 Letters Outline Fund Results and Conviction Calls in AI-Driven Market

Micron Caps Record FY2025 on AI-Memory Boom, Guides to Nearly 50% Margin Next Quarter

Nvidia's Market Value Surges as AI Demand and Blackwell Chip Sales Drive Growth

Credo Technology Stock Soars on Record Revenue and Strong AI Demand

Bank of America Increases Minimum Wage to $24 an Hour