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5 ARTICLES

10h ago

AMD’s Quarter Confirms Pivot to AI Data Centers as Investors Worry About Cash Flow and Execution

Strong Q2 sales and named hyperscaler commitments boost the H2 revenue case while a jump in capital spending and supplier‑payment timing raise near‑term risk for margins and free cash flow.

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5 ARTICLES

3w ago

Oracle's AI Pivot Leaves $638 Billion Backlog but Raises Big Financing and Execution Questions

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4w ago

Broadcom Secures Apple ASIC Deal Through 2031, Shares Rise

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last mo.

Palantir’s AIP-Fueled Growth Meets Skeptical Market

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Palantir’s AIP Drives Blowout Q1 While Investors Wrestle With Valuation and Supplier Risk

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2mo ago

CrowdStrike Expands Falcon to Ingest Claude AI Activity and Boosts German Distribution

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2mo ago

Oracle’s AI Buildout Gets Fresh Tailwind With $1.65 Billion Datapod Deal and Bullish Analyst Support

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3mo ago

Qualcomm Soars After Q2 Beat as AI Data-Center Chip Nears First Shipments

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3mo ago

POET Technologies Lurches After Surge as Short Bets Build

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GSK Gains After Cramer Endorsement as Company Pushes Into Weight-Loss Drugs

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Leak of Anthropic Draft on ‘Claude Mythos’ Hits Cybersecurity Stocks

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4mo ago

Salesforce Presses Agentforce Into Operations With New Contact Center and Reported Adecco Rollout

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Intuitive Surgical Takes Over Southern Europe Distribution After Closing Distributors Deal

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5mo ago

Carnival Slumps as Gulf Conflict Lifts Oil Prices and Upends Travel

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Avis Plunges Over 20% After Q4 Miss Tied to EV Fleet Write-Down

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6mo ago

Kratos Secures $65 Million in Avionics Training Contracts as Shares Edge Up

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Stock Recommendations

AMD’s Quarter Confirms Pivot to AI Data Centers as Investors Worry About Cash Flow and Execution

Oracle's AI Pivot Leaves $638 Billion Backlog but Raises Big Financing and Execution Questions

Broadcom Secures Apple ASIC Deal Through 2031, Shares Rise

Palantir’s AIP-Fueled Growth Meets Skeptical Market

Palantir’s AIP Drives Blowout Q1 While Investors Wrestle With Valuation and Supplier Risk

CrowdStrike Expands Falcon to Ingest Claude AI Activity and Boosts German Distribution

Nebius Leaps on Blowout Quarter as It Lifts 2026 Power Target Beyond 4 GW

Applied Optoelectronics Soars on AI Optics Demand and Texas Capacity Ramp

Lemonade's Q1 Shows Fast Growth and Narrowing Losses

Oracle’s AI Buildout Gets Fresh Tailwind With $1.65 Billion Datapod Deal and Bullish Analyst Support

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Stock Recommendations

Qualcomm Soars After Q2 Beat as AI Data-Center Chip Nears First Shipments

POET Technologies Lurches After Surge as Short Bets Build

GSK Gains After Cramer Endorsement as Company Pushes Into Weight-Loss Drugs

Leak of Anthropic Draft on ‘Claude Mythos’ Hits Cybersecurity Stocks

Salesforce Presses Agentforce Into Operations With New Contact Center and Reported Adecco Rollout

Intuitive Surgical Takes Over Southern Europe Distribution After Closing Distributors Deal

Carnival Slumps as Gulf Conflict Lifts Oil Prices and Upends Travel

Avis Plunges Over 20% After Q4 Miss Tied to EV Fleet Write-Down

Kratos Secures $65 Million in Avionics Training Contracts as Shares Edge Up

Piper Sandler Reaffirms Reddit as Strategic AI Asset as Cramer Calls Shares Undervalued

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Stock Recommendations