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WDAY's AI expansion is expected to support fiscal Q2 revenue growth, while higher costs, competition and cautious enterprise spending may pressure margins.
Nvidia enters earnings week with its stock priced for perfection, but a single crack in its numbers could send investors scrambling for the exits. The question is whether any weakness even exists, and what happens if the market finds out the hard way.
Nvidia (NVDA) is just days away from releasing second quarter earnings results this Wednesday, August 26, as Wall Street expects quarterly revenue of $92 billion. The Morning Brief's Jake Conley sits down with Barron's senior markets analysis writer Paul La Monica and Infrastructure Capital Advisors CEO Jay Hatfield to discuss why excellent earnings may still not be enough to impress investors in this stage of the AI cycle.
The increases will apply to systems containing Vera Rubin and Grace Blackwell chips and take effect on shipments early next year
The part of the tax franchise that lost on price is a small slice of its addressable market, and the profit line kept widening anyway.
A prediction market near certainty, buyout rumors from a major private equity firm, and four straight earnings beats have put Workday in a position few enterprise software stocks ever occupy heading into a quarterly report.
Oracle has sold off since last fall, but does that make its stock a better bargain than Amazon's?
Oracle is about to report its latest quarterly financial results, and they might be the key to reversing its sinking stock price.
AI has already gutted white-collar tech jobs by the hundreds of thousands, but the next wave targets something far bigger: the physical economy and the wages of workers who never touched a keyboard.
Investing.com -- Rising memory chip costs are pushing up the price of servers that use Nvidia Corp’s artificial intelligence chips, with some of the chipmaker’s biggest customers facing increases of more than 15%, Bloomberg News reported on Saturday, citing people familiar with the matter.
Some of Nvidia's largest customers have been told prices of servers containing its AI chips will rise by more than 15% in many cases with memory chip costs soaring, Bloomberg News reported on Saturday. The price hikes will go into effect on systems shipped early next year and will impact systems including those with the flagship Vera Rubin and Grace Blackwell chips, the report added, citing people familiar with the process. The increases will depend on Nvidia's chip generation and memory configurations, they said.
Rillet, a San Francisco-based startup founded in 2024, has reached a $1 billion valuation in roughly two years, securing $100 million in a Series C round that came together in less than 48 hours. This latest funding, which brings the company’s total raised to over $200 million across three rounds in just 14 months, highlights […]
ORCL stock also has an attractive valuation and plenty of Wall Street support.
CoreWeave's stock swings 25% up and 15% down in the same month, which makes pinning a price target on it feel reckless. Here is why our analysts did it anyway, and the single metric that pushed them to a buy.
Oracle (NYSE:ORCL) has launched a major public relations campaign to defend its massive Project Jupiter AI data center amid growing local opposition. Community groups and policymakers in several large US states are pushing moratoriums and stricter permitting rules on new data centers that support AI workloads. The pushback raises questions about timing, cost, and scale for Oracle's AI infrastructure buildout and similar projects across the tech sector. Oracle's response follows wider...
TikTok has reached a $400 million settlement with the U.S. Department of Justice, ending a 2024 lawsuit alleging the company violated federal children's privacy laws. The DOJ said Friday that TikTok will pay $300 million immediately and another $100 million after an order vacates an earlier consent decree against its predecessor company, Musical.ly. “This settlement is a major victory for American children and parents,” said U.S. Associate Attorney General Stanley E. Woodward Jr. in a statement.
Rillet CEO Nicolas Kopp shared growth numbers at a board meeting and set off a fundraising frenzy from Iconiq, Sequoia and others. Without even trying.
Here is a way to collect an attractive income on INTU now, which you keep whatever the stock does, in exchange for agreeing to sell your shares if the stock climbs above a higher price.
NVIDIA Corporation (NASDAQ:NVDA) is weighing a step that would have seemed unthinkable a year ago: shipping its next-generation Rubin Ultra GPU with less memory than originally promised. According to The Information, the company has been testing at least three versions with reduced high-bandwidth memory, some as low as 192GB to 256GB, well below the 1 […]
Mizuho says the expansion could help accelerate SaaS growth.
The investor who called 2008 before anyone else is now naming specific AI infrastructure companies and the hidden financial mechanisms he says are quietly building the next crisis. His latest warning may be easy to dismiss, but his receipts are hard to ignore.
WDAY's AI Research team is advancing enterprise AI with gains in memory, speed and accuracy while tackling privacy, explainability and governance.