Emily Bary

The enterprise AI company expects sequential growth in revenue during the current quarter, but also steeper adjusted operating losses on a sequential basis. Source link Emily Bary

Investors need more confidence in the gross-margin trajectory once Blackwell volumes ramp up, and they’ll also be looking for more proof that AI is generating customer returns. Source link Emily Bary

The CFO says deals could take longer to close and smaller businesses are still “a headwind to growth.” Source link Emily Bary

The chip maker’s gross margins could fall due to a rapid product cadence, but demand remains robust. Source link Emily Bary

The chip maker’s shares have averaged declines when looking back at past September performance — but the stock is still more likely to rise than fall. Source link Emily Bary

While Intel shares look inexpensive based on their multiple of book value, one analyst says he sees “easier ways to generate returns elsewhere.” Source link Emily Bary

The cybersecurity company’s shares rallied Friday to cap off a strong August that saw them place among the biggest S&P 500 gainers. Source link Emily Bary

The semiconductor company is benefiting from AI traction and expects growing operating leverage. Source link Emily Bary

Demand for Dell’s AI servers was up 23% sequentially in the latest quarter. Source link Emily Bary

The PC maker beat revenue expectations for its latest quarter, while coming up short on a profit metric. Source link Emily Bary