Despite excitement over Intel’s new CEO, shares are still below the company’s year-to-date highs — in February, when investors were expecting an imminent breakup. Source link Therese Poletti
Intel’s stock is on a 5-day hot streak — but it’s still below last month’s highs Read More »
Investors hoping for a surprise new revenue stream instead got an energetic keynote that was lacking in fresh developments. Source link Therese Poletti
Nvidia’s stock falls after GTC. Here’s why Wall Street wasn’t so impressed. Read More »
No one is expecting a miracle overnight. But investors and analysts are applauding the possibilities brought about by new Intel CEO Lip-Bu Tan. Source link Therese Poletti
Intel is the best chip stock this year in a surprising reversal Read More »
Microsoft is getting more disciplined on AI spending and is better positioned than rivals for a consumer-spending slowdown, according to one analyst. Source link Therese Poletti
Microsoft has been the worst Big Tech stock lately. Here’s why it may become the best. Read More »
Adobe Systems Inc. shares fell in after-hours trading Wednesday after disappointing quarterly earnings guidance, amid criticism on Wall Street that the software company is not yet monetizing artificial intelligence. Source link Therese Poletti
While Wall Street may be worried about the sustainability of AI spending, a BofA analyst thinks gross margins are more crucial to the stock trajectory. Source link Therese Poletti
Nvidia’s stock is rebounding, but the key to a real recovery may surprise investors Read More »
Oracle Corp. regaled Wall Street on Monday with talk about the future, enormous demand and some very large cloud-services contracts, but its stock continued a downward trend over concerns about growing costs associated with building out more data centers. Source
Oracle won some big cloud contracts. Here’s why its stock is falling. Read More »
Oracle Corp. shares fell in after-hours trading Monday, shaking off an initial gain as investors digested the software giant’s disappointing quarterly revenue, much of it from a cloud-services miss, rather than focusing on the large number of big cloud-computing contracts
Oracle shares turn lower as quarterly revenue miss overshadows cloud deals Read More »
Investors are concerned about delayed AI features and the looming threat of tariffs. Source link Therese Poletti
Apple’s stock may see its worst day since since 2022. Here are 2 major worries. Read More »
Super Micro is a “show-me story,” says a Rosenblatt analyst, but he sees room for gross margins to expand as the company sells more to enterprise customers. Source link Therese Poletti
Super Micro’s stock has its doubters, but it just got a vote of confidence Read More »
