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Revenue Growth

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3 ARTICLES

4d ago

Marvell’s Stock Rally Pauses as Valuation Outruns Current Growth

The market is cooling because the $220 billion chipmaker trades at very high multiples while investors await clearer revenue ramps or new contract detail.

4 ARTICLES

4d ago

Evercore Upgrades Ciena to Outperform and Raises Price Target to $550

6 ARTICLES

last wk.

DFO Management and Sequence Agree to Buy Baldwin Insurance Group for $7.7 Billion

6 ARTICLES

last wk.

Dell Shares Rally to Record High as AI Server Backlog and New Analyst Coverage Reprice the Stock

10 ARTICLES

3w ago

Okta Stock Hits Multi‑Year High After Q2 Beat and Raised Guidance

7 ARTICLES

last mo.

Maersk Beats Q2 Forecasts and Raises Full‑Year EBITDA Guidance

4 ARTICLES

last mo.

HPE Re-Rated by Morgan Stanley as Juniper Deal and AI Demand Lift Networking Growth

9 ARTICLES

3mo ago

Ciena Shares Slide After Outlook Miss Despite AI-Fueled Beat, Prompting Analyst Upgrades

8 ARTICLES

7mo ago

Palantir Draws Fresh Upgrades as De-Rating Resets Valuation After Blowout Q4

Revenue Growth

Marvell’s Stock Rally Pauses as Valuation Outruns Current Growth

Evercore Upgrades Ciena to Outperform and Raises Price Target to $550

DFO Management and Sequence Agree to Buy Baldwin Insurance Group for $7.7 Billion

Dell Shares Rally to Record High as AI Server Backlog and New Analyst Coverage Reprice the Stock

Okta Stock Hits Multi‑Year High After Q2 Beat and Raised Guidance

Maersk Beats Q2 Forecasts and Raises Full‑Year EBITDA Guidance

HPE Re-Rated by Morgan Stanley as Juniper Deal and AI Demand Lift Networking Growth

Citi’s $710 Price Target Sends Applied Materials Stock Higher

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

Wall Street Reprices Alphabet After I/O, Citing AI User Gains and Cloud Backlog

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Revenue Growth

Lam Research Shares Hit Record $300 as AI-Fueled Outlook Draws Higher Targets

Lumentum Soars On Nasdaq-100 Entry And Fresh Analyst Upgrades

Seagate’s AI-Fueled Beat Prompts Higher Targets and Strong Outlook

Ciena Draws New Bullish Targets After Q1 Beat and OFC Showcase

Google’s TurboQuant Shakes Memory Stocks as Wall Street Counters Fears

Bank of America Reinstates Buy on Oracle as AI Backlog Swells

SanDisk Slides as It Buys $1 Billion Nanya Stake and Google Unveils TurboQuant

DigitalOcean Jumps to 4-Year High After Oppenheimer Lifts Target to $100

Ciena Shares Slide After Outlook Miss Despite AI-Fueled Beat, Prompting Analyst Upgrades

Palantir Draws Fresh Upgrades as De-Rating Resets Valuation After Blowout Q4

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Revenue Growth