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News
Adobe beats Wall Street estimates on AI product demand
2+ day, 7+ hour ago (187+ words) An Adobe office in Citywest Business Campus, Saggart, Ireland in October, 2021.TOM BERGIN/Reuters Adobe beat Wall Street estimates for third-quarter revenue on Thursday, as demand for its AI-integrated products and tools continued to grow. The company reported revenue of…...
Why Intel Stock Slumped Today
2+ day, 9+ hour ago (280+ words) Piper Sandler analyst David O'Connor initiated coverage of Intel stock this morning. O'Connor likes Intel's prospects in the CPU market -- but only rates the stock "neutral." The reason: Intel's shares have gone up so much already, there's little room left…...
Can MSFT Stock Rally on the Back of Dynamics 365 Business Applications?
2+ day, 12+ hour ago (200+ words) The Globe and Mail Can MSFT Stock Rally on the Back of Dynamics 365 Business Applications? Microsoft MSFT shares are facing a fresh test of whether its enterprise applications unit can move the needle for investors. The trigger is Dynamics 365 Activate,…...
Not Nvidia, Not Palantir. This Might Be September's Most Important AI Infrastructure Stock.
2+ day, 10+ hour ago (544+ words) Nvidia and Palantir have already reported this earnings season, and both companies delivered monster results. Memory is a critical component in both the hardware and software layers of the artificial intelligence (AI) stack. Despite Micron's growth, the stock remains modestly…...
Nvidia Is Suddenly Outpacing the S&P 500. Expect That to Continue.
2+ day, 18+ hour ago (541+ words) Nvidia more than doubled its revenue year over year and anticipates 70% growth in fiscal year 2028. Jensen Huang cited greater customer diversification when touting recent results. Its revenue and net income growth have comfortably outpaced its stock gains, resulting in an…...
Micron Is 1.6 Points From Taking the No. 2 Spot in DRAM
2+ day, 13+ hour ago (741+ words) Micron held 23.3% of global DRAM revenue in the second quarter, 1.6 percentage points behind SK Hynix's 24.9%, according to TrendForce. The gap between the two companies was 7.5 percentage points as recently as the third quarter of 2025. Counterpoint Research estimates Micron's share of…...
Should You Tap Snowflake's Post-Earnings Rally Via ETFs?
2+ day, 15+ hour ago (613+ words) In early September,Snowflake SNOW reported second-quarter fiscal 2027 non-GAAP earnings of 62 cents per share, up 77.1% year over year andsurpassing the Zacks Consensus Estimate by 37.78%. Revenues of $1.55 billion increased 35.1% and beat the consensus mark by 4.91%. Growth was driven by strength in…...
Wall Street Is Wrong About These 2 Chip Stocks
2+ day, 19+ hour ago (895+ words) The market doesn't know what to do with AMD and Broadcom as Wall Street grows concerned about AI spending. Sales and earnings of both companies are soaring, and AI infrastructure spending will surpass $1 trillion next year. AMD will continue tapping…...
Can New Era Energy & Digital Become the Next Nebius Group?
2+ day, 23+ hour ago (763+ words) New Era Energy & Digital has limited capital to build out its 8.4-gigawatt portfolio. Hyperscaler deals could unlock additional lending capital and lead to prepayments, making the build more financially feasible. The critical 7-gigawatt New Mexico site is secured through an…...
Google Cloud Grew 82% Last Quarter -- Here's Why Amazon and Microsoft Investors Should Care
3+ day, 11+ hour ago (684+ words) Google Cloud Platform revenue increased by 82% year over year in Q2. That outpaced the growth of Microsoft's and Amazon's larger cloud platforms. Investors are starting to demand a return on AI investments from all three companies. Google Cloud just shocked the…...