The data-warehousing company hit a revenue milestone and issued an upbeat outlook. Source link Emily Bary
Snowflake’s stock has been on fire, and earnings are fueling the rally further Read More »
Wiz was founded only five years ago but offers an increasingly important cloud-security service as cyber risks grow. Source link Emily Bary
Lip-Bu Tan will purchase about $25 million in stock shortly after taking over as CEO, giving him immediate financial alignment with the moves he makes at Intel. Source link Emily Bary
Intel’s new CEO is putting his money where his mouth is Read More »
A prominent Apple blogger says the company “squandered” its credibility by advertising Siri features as an iPhone 16 selling point — when they were nowhere near ready to use. Source link Emily Bary
Apple now faces a problem far bigger than tariffs or weak iPhone sales Read More »
Lip-Bu Tan is seen as a “transformative” leader who will move to cut costs. But both halves of Intel’s business require major fixes. Source link Emily Bary
Analysts love Intel’s CEO choice — but not enough to recommend buying the stock Read More »
With a permanent CEO, Intel now has some stability. But turning around the design and manufacturing businesses won’t be easy. Source link Emily Bary
Intel’s stock soars as Lip-Bu Tan is named CEO. But he faces a tough task ahead. Read More »
Reuters reports that TSMC has approached Nvidia, Broadcom and others about a joint venture that would run Intel’s factories. But that arrangement would face some roadblocks. Source link Emily Bary
Intel’s stock is climbing. Here’s the latest hope for a rescue. Read More »
Investors appear worried about the health of AI spending. But big AI customers don’t seem hesitant, an analyst notes. Source link Emily Bary
Nvidia’s stock has been ‘brutalized.’ Here’s the big disconnect. Read More »
Verizon calls out a more competitive wireless industry, and that’s weighing on its shares — as well as those of its peers. Source link Emily Bary
Verizon and AT&T are seeing stock drops. Here’s what’s driving the selloff. Read More »
Nvidia hosts its annual conference next week at a time when investors have soured on AI stocks. Source link Emily Bary
Nvidia’s stock is cheap by this metric. Can next week’s GTC get it going again? Read More »
