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Dell’s earnings showed that demand for AI hardware extends beyond major cloud providers.
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Oracle could be “nearing the end” of its need to raise cash, a Bernstein analyst says.
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Advancements in smartphone technology have made GoPro cameras irrelevant to “anyone beyond hardcore sports enthusiasts or professional creators,” one analyst says.
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Broadcom shares have gained just 6% so far this year, lagging behind the broader chip sector, which has risen 60%. The company’s outlook offered minimal upside relative to expectations..
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Unlike Dell, HPE focuses on enterprise and sovereign customers, which one analyst noted have a better profit profile.
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Companies looking to build AI tools on top of their data are turning to Snowflake, driving robust revenue growth.
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The company is adding computing infrastructure quickly, an Oppenheimer analyst notes. SpaceX is also getting large technology players to pay handsomely for its computing power.
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After a strong postearnings rally in August, Palantir’s rich valuation multiple is under pressure once again.
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The U.S. bond market has been under pressure amid a rise in Treasury yields, but money is still flowing into bond funds.
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Rising yields are a threat to the “Magnificent Seven.” Here’s why that could hurt U.S. consumers.
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