Investor's Business Daily1d agobullish
Microsoft Stock Gets Another Upgrade, Price-Target HikeMicrosoft stock wavered Wednesday despite getting the latest in a series of upgrades and price-target hikes on Wall Street.
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Barrons.com6d agobullish
Stocks Are Resilient, Fairly Priced, and Probably Getting Ready to RallyThe stock market aced two big tests this week. Things got weird when CNBC’s Steve Liesman asked Warsh where the federal-funds rate is relative to the so-called neutral rate—the policy rate that is neither accommodative nor restrictive.
The Wall Street Journal7d agobullish
Nokia Shares Jump as Microsoft Partnership Expands Data OfferingNokia shares were 6.3% higher—taking their year-to-date rise to nearly 70%—after it said it would partner with Microsoft to expand its data offering to telecommunications providers.
Investor's Business Daily9d agobullish
Microsoft At Key Level After Earnings Surge; Is Microsoft A Buy Now?Microsoft stock cleared a cup base at a 466.32 buy point amid an earnings-fueled rally and is extended.
24/7 Wall St.10d agobullish
‘Whoever Wins, AI Wins’: Trump Brushes Aside Slowdown Calls as Ex-Senator Demands an AI IPO FreezeMonday morning, hours after public radio spent its morning walking through an open letter asking the AI industry to slow itself down, President Trump told CNBC the opposite: “We’re leading China in AI. We’re the most sophisticated country in the world. And frankly, I want to keep it that way because whoever wins, AI wins.” […]
Zacks13d agobullish
Is ORCL a Buy Following 121% IaaS Growth in Q1 Earnings?Oracle's cloud and AI momentum is accelerating, with surging IaaS revenues, strong visibility and improving profitability supporting ORCL's growth.
TheStreet15d agobullish
Qualcomm's new Amazon deal sent the stock soaring 9%The two companies have shared a new partnership.
Investor's Business Daily20d agobullish
Arista Networks Offers Entry After 42% Gain Amid Earnings Beat; Data Center Demand SurgingArista Networks is rebounding from its 50-day moving average, offering a buying opportunity after an earnings beat in August.
Barrons.com21d agobullish
Dow Adds 650 Points in Midday RallyStocks climbed as Wall Street let out a sigh of relief that bond yields ticked lower and the odds of a Federal Reserve rate hike fell. The S&P 500 gained 1%, and the Nasdaq Composite rose 1.4%. The Dow Jones Industrial Average added 1.
Barrons.com22d agobullish
GitLab Stock Soars 21% After Earnings. It’s Still Not a Buy, Analyst Says.Be wary of chasing the coding platform’s recent rally, with shares already up 46% over the past three months.
Barrons.com22d agobullish
GitLab Stock Soars 21% After Earnings. It’s Still Not a Buy.Be wary of chasing the coding platform’s recent rally, with shares already up 46% over the past three months.
Barrons.com24d agobullish
The Stock Market Rally Is About to Face Its Biggest TestThe new month, historically the worst for the stock market, hasn’t quite started yet but it’s already looking like being fraught with risk. The market is getting more confident that the Federal Reserve will hike interest rates on Sept. 16, even if Federal Reserve Chairman Kevin Warsh didn’t quite say as much in his Jackson Hole speech Friday. Oil prices aren’t helping, rising above $90 a barrel after the U.S. attacked Iran over the weekend.
Motley Fool25d agobullish
Nvidia's Earnings Reveal a New Buyer Class Outgrowing Microsoft, Google and AmazonFor the last few years, Wall Street has obsessed over Nvidia's revenue concentration from artificial intelligence (AI) hyperscalers.
Quartz27d agobullish
Nvidia Q2 earnings: stock surges 8.7%, adds $442 billion in valueA forecast of 70% revenue growth next fiscal year broke Nvidia's four-quarter streak of post-earnings stock declines
Bloomberg28d agobullish
Nvidia Adds $442 Billion in Second Biggest Ever Stock SurgeNvidia Corp. added $442 billion to its market value on Thursday in the second-largest one-day gain by any stock in history.
Reuters28d agobullish
Major tech companies call for defensive surge to defeat AI-driven hacksBy Raphael Satter WASHINGTON, Aug 27 (Reuters) - Major tech companies including OpenAI, Anthropic, Microsoft, Alphabet, and Amazon are calling for a society-wide defensive surge to defeat what they
24/7 Wall St.31d agobullish
Anthropic Wants to Beat SpaceX’s IPO, and It Could Reprice Every AI Stock You OwnAnthropic has stayed silent on its IPO valuation, and that silence is doing serious work. Whatever number it prints will force analysts to reprice every AI-exposed stock from Amazon to Microsoft before the next bell rings.
24/7 Wall St.34d agobullish
Chamath Palihapitiya: AI Has “Literally Zero” To Do With Big Company Earnings, as Nvidia Sits On A 945% Five Year RunA prominent venture billionaire declared AI has nothing to do with the biggest companies' earnings growth, and then eight minutes later cheered a milestone from an AI startup. Nvidia reports in days, and the numbers will settle the argument.
Stocktwits35d agobullish
NVDA Stock Heads Into Earnings Next Week With ‘Rock-Solid’ AI Demand – But The Bar For A ‘Beat-And-Raise’ Is Getting HigherInvestors will watch margins, rising HBM costs, China sales and the Rubin Ultra product roadmap.
24/7 Wall St.37d agobullish
Evercore’s Top Strategist Says the Best Earnings Are Behind Us. He Still Wants You Buy TechEvercore's top strategist calls megacap tech earnings breathtaking, then tells investors to buy more. The reasoning behind that contradiction points to a structural pattern in bull markets that has a very uncomfortable ending.