CrowdStrike’s stock is falling in the wake of a larger-than-expected loss and disappointing profit guidance. Source link Therese Poletti
CrowdStrike sees more costs ahead in the aftermath of last summer’s outage Read More »
Microsoft shares have fallen recently along with other once-hot technology stocks in an unraveling of the artificial-intelligence trade — but Evercore ISI analysts aren’t sure that Microsoft belongs among the tech carnage. Source link Therese Poletti
Better products like Teams and Zoom have usurped the innovations of the videoconferencing pioneer. Source link Therese Poletti
Why Microsoft is killing off Skype and sending it to the tech graveyard Read More »
A Mizuho analyst has brought back his coverage of Super Micro shares — but declines to recommend them, citing competitive challenges. Source link Therese Poletti
Super Micro is back in compliance. Is that enough to make its stock a buy? Read More »
HP Inc. has been proactive in dealing with the potential impact from looming tariffs on goods manufactured in China, including an ongoing shift of its manufacturing operations and purchasing more inventory ahead of the expected tariffs. Source link Therese Poletti
HP Inc. was proactive about the impact of tariffs, and it may be paying off Read More »
The cloud software pioneer delivered an annual revenue growth rate in the single digits for the first time. Source link Therese Poletti
Salesforce’s growth hits a bad milestone. Can its AI agents provide a boost? Read More »
Even if Nvidia doesn’t deliver a huge revenue beat, some analysts say the stock still looks cheap. Source link Therese Poletti
Why Nvidia’s stock looks good to these analysts despite earnings jitters Read More »
The server maker still faces government investigations and needs to bolster its management ranks. Source link Therese Poletti
Super Micro expected to meet a key deadline, but other hurdles remain Read More »
Shares of Super Micro Computer Inc. were soaring Tuesday, continuing a four-day trading streak, with the stock now the best performer in the S&P 500 this year on hopes of some very hefty artificial-intelligence server deals in the near future.
Super Micro surges to be top performer in S&P 500 on hopes of big AI server deals Read More »
Here’s why one analyst advises, “Don’t bet against Michael Dell.” Source link Therese Poletti
