High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
NVIDIA and Dell are both surging on separate catalysts today, but the chip sector fund is barely moving, and that split reveals something important about where the real AI buildout money is actually flowing.
GTLB's fiscal Q2 revenues increase 21.3% as customer expansion, sales productivity, and AI product traction support growth.
Synopsys stock presents a clear valuation split for investors. The intrinsic value estimate from a Discounted Cash Flow (DCF) approach points to a discount to current trading levels, while market based multiples and a low overall value score suggest the shares are not obviously cheap. Over the past 1 year the share price has fallen 29.9%, which means investors are assessing Synopsys after a meaningful reset rather than at a recent peak. Stronger demand for Synopsys tools linked to AI and...
Salesforce (CRM) is back in focus after a strong fiscal Q2, with rapid uptake of its Agentforce and Data 360 AI platforms, along with the launch of Claudeforce alongside Anthropic, lifting investor confidence. The share price reaction has been sharp, with a 7 day share price return of 25.49% and a 30 day share price return of 40.26% after Salesforce surprised the market with Q2 results, Claudeforce news and higher guidance, even though the 1 year total shareholder return is 2.94% and the 5...
Cybersecurity companies have been firing on all cylinders. Here’s what I’m watching with Zscaler tomorrow.
Software's biggest winners are selling off hard today while the broader tech index barely flinches, and the disconnect between those two moves reveals something traders need to understand before Snowflake's report hits after the close.
Hewlett Packard Enterprise Co. (NYSE:HPE) reports fiscal third-quarter earnings after the bell Wednesday, and prediction traders see little suspense over whether it clears Wall Street’s earnings bar. The bigger question may be what CEO Antonio Neri says about HPE’s AI...
GitLab shares surged over 20% after Q2 FY2027 revenue rose 21.3% and guidance improved, with analysts raising price targets and institutions accumulating shares amid strong enterprise demand.
FuelCell Energy (NASDAQ:FCEL) reported third-quarter fiscal 2026 revenue of $33 million, down 29% from $46.7 million in the prior-year period, as fewer module deliveries to South Korea and lower generation output weighed on results. The company also highlighted new data-center-related commercial act
It was nearly 12 months ago that Oracle stock surged a record 36% on AI optimism. The company has had a rough run since then.
Owens Corning trades at $135.23 per share and has stayed right on track with the overall market, gaining 15.9% over the last six months. At the same time, the S&P 500 has returned 11.8%.
Palo Alto Networks Shares Slip as $1 Trillion AI Cybersecurity Risk Comes Into Focus
The Williams Companies (WMB) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Vertex (VRTX) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Whirlpool (WHR) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Sterling Infrastructure (STRL) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Snap (SNAP) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Powell Industries (POWL) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Palantir Technologies (PLTR) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Ichor Holdings (ICHR) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Grab (GRAB) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Diamondback (FANG) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
CRISPR Therapeutics (CRSP) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
CNH (CNH) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Cabot (CBT) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Advanced Energy (AEIS) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Jim Cramer wants Nvidia to announce the largest share repurchase in corporate history, and his valuation argument is harder to dismiss than his collateral logic deserves to be.
SEI Investments has had an impressive run over the past six months as its shares have beaten the S&P 500 by 21.3%. The stock now trades at $109.54, marking a 33% gain. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation.
CRDO's strong Q1 growth and AI demand face a key test as optical ramps, customer concentration and valuation raise risks.
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