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Meta’s AI Bet Draws Spending Scrutiny as SAM 3 Fuels Fresh Bullish Calls

Fresh optimism centers on SAM 3 efficiency gains despite heavy AI capex reshaping free cash flow.

Tencent Beats in Q3 as Gaming and AI-Driven Ads Power 15% Revenue Growth

Foxconn Profit Beats Forecasts as AI Servers Become Its Top Business

Arm Tops Q2 and Raises Outlook on AI Demand for Power‑Efficient Chips

Rocket Tops Q3 Guidance as Redfin, Mr. Cooper Integration Gains Traction

Riot Posts Record Q3 Revenue and Surprise Profit, Kicks Off 112 MW Data Center Build

Cramer Flags Profit-Taking Risk in SoFi as Truist Lifts Target Before Q3

Gartner Sees 35% of VMware Workloads Leaving by 2028 as Licensing Shift Reshapes Options

Tencent Tops Q2 Forecasts with AI-Powered Growth and Gaming Rebound

Pinterest Shares Tumble on Profit Miss and Tariff-Driven Ad Warning

DoorDash Tops Q2 Forecasts, Maintains Bullish Guidance Before Deliveroo Merger

Oddity Tech Boosts 2025 Revenue Forecast Following Q2 Beat

American Express Tops Q2 Estimates and Plans Largest-Ever Platinum Card Refresh

Netflix Readies Q2 Earnings as Ad Tier and Price Hikes Bolster Outlook

GE Aerospace Raises 2025 Profit Forecast on Strong Aftermarket Demand

Broadcom’s AI Chip Revenue Jumps 46% in Q2, Forecasts Continued Growth

E.l.f. Beauty Finalizes $1 Billion rhode Acquisition, Prepares $1 Price Increase