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Arista Soars After Upbeat Revenue Outlook and Q4 Beat on AI Data-Center Spend

Rising Ethernet switching needs from hyperscalers are lifting orders from major cloud customers.

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

Stories older than 24h

Palantir Posts Blowout Quarter, Bold 2026 Targets as Cognizant Adopts AIP for Healthcare

Altria Misses Q4 EPS, Maintains 2026 Guidance as Cigarette Volumes Fall and NJOY Write-Down Hits

Intel's Foundry Gambit Draws Fresh Interest as Reports Suggest Nvidia May Tap Its Fabs for 2028 GPUs

IBM Shares Jump on Earnings Beat as AI Momentum Lifts 2026 Outlook

Jefferies Lifts Bloom Energy Target to $92, Says Valuation Allows Little Room for Error

Palantir’s AI Momentum Faces Valuation Scrutiny Ahead of Q4 Results

IBM Set to Report Q4 Results as Evercore Stays Cautious, Stifel Reaffirms Buy

Alaska Air Posts Modest Q4, Issues Wide 2026 Outlook as January Demand Rebounds

Microsoft Pledges to Cover Data-Center Power as Analysts Trim Targets Before Earnings

Adobe Faces Mixed Calls as Downgrades, Competition Pressure Stock

Analysts Lift Broadcom Outlook as Wells Fargo Upgrades After Stock Pullback

Analysts Trim Rubrik Targets Despite Strong Quarter as KeyBanc Sets $95

UPS Turnaround Shows Early Traction Ahead of Jan. 27 Earnings

Super Micro Jumps 11% on TSMC Spending Surge and AI Chip Optimism

Micron Breaks Ground on New York Megafab, Moves to Buy Taiwan Plant as AI Memory Demand Sends Shares to Record

Cantor Cuts Amazon Price Target as Street Sees AWS AI-Led Reacceleration in 2026

Cramer Backs Nike Turnaround as Shares Rise Despite Fresh Downgrade

Citi Upgrades Palantir to Buy as Volatile Rally Tests Sky-High Valuation