AI Software

Business

Super Micro Computer: The Quiet Engine Powering the AI Boom

As the race for AI supremacy intensifies, Super Micro Computer (SMCI) is emerging from the shadows of its flashier tech peers. With a pivotal role in building the world's largest AI data centers and a unique modular approach, the server maker presents a compelling, if understated, investment case in the infrastructure underpinning artificial intelligence.

Feb 5, 2026

Business

AMD's AI Ambitions Fuel Bullish Outlook: Chiplets and Cash Flow Drive Growth Narrative

Advanced Micro Devices (AMD) is capturing Wall Street's attention with a compelling growth thesis centered on its chiplet architecture and surging free cash flow. As AI workloads expand, analysts see a structural market opportunity that could propel the semiconductor giant beyond near-term stock volatility.

Feb 5, 2026

Business

Tempus AI: The Data Flywheel Powering a New Era in Precision Medicine

As Tempus AI reaches a key financial milestone, investors are betting its unique combination of diagnostic testing and AI-driven data insights will redefine healthcare profitability.

Feb 5, 2026

Business

Tech Rout Deepens as AI Investment Fears Spark Global Sell-Off

Asian markets tumbled Thursday, extending a Wall Street retreat fueled by growing investor skepticism over soaring AI expenditures and stretched tech valuations. Analysts warn of a fragile sentiment shift as capital rotates away from high-flying tech names.

Feb 5, 2026

Business

Meta's AI Bet: Why Wall Street's Capex Fears May Be Missing the Bigger Picture

Despite recent investor jitters over soaring capital expenditures, a closer look at Meta Platforms' strategy reveals a deliberate, infrastructure-heavy push into AI that is already driving measurable gains in user engagement and ad performance.

Feb 5, 2026

Business

Beyond the Hype: Can Lemonade's AI-Driven Model Finally Deliver Profits?

A detailed analysis of the bullish investment thesis for insurtech disruptor Lemonade, Inc. (LMND), examining its path to profitability, AI-powered scaling, and the significant challenges that remain.

Feb 5, 2026

Business

DHI Group Navigates Defense Boom and Tech Hiring Slump, Eyes AI Talent as Key Growth Driver

DHI Group reports mixed Q4 2025 results, with its defense-focused ClearanceJobs brand returning to growth amid a record budget surge, while its commercial tech hiring platform, Dice, continues to face headwinds. The company outlines a dual-track strategy, betting on national security spending and specialized AI talent acquisition for future growth.

Feb 5, 2026

Business

PTC Posts Solid Q1, Points to Deferred ARR Surge and AI Integration as Future Growth Drivers

PTC kicked off its fiscal 2026 with steady revenue growth and expanding cash flow, while management highlighted a significant build-up in deferred annual recurring revenue from strategic deals and detailed its push to embed AI across its product lifecycle portfolio.

Feb 5, 2026

Business

Super Bowl Ad Spat Escalates: Altman's Fiery Retort to Anthropic's 'Dishonest' AI Ad Campaign

OpenAI CEO Sam Altman launched a lengthy social media critique against rival Anthropic's Super Bowl commercials, accusing the company of dishonesty and authoritarianism in a heated exchange that lays bare the growing tensions in the AI industry's battle for users and ethics.

Feb 5, 2026

Business

Varonis Systems Plunges 11% as Earnings Disappoint, AI Acquisition Fails to Soothe Investors

Despite posting solid revenue growth and announcing a strategic AI security acquisition, Varonis Systems shares tumbled after its quarterly earnings guidance fell sharply short of Wall Street expectations.

Feb 5, 2026

Business

Cisco's AI Ambitions Fuel Analyst Optimism, But Valuation Questions Loom

A series of analyst upgrades and bullish AI infrastructure forecasts have thrust Cisco Systems back into the spotlight, driving a reassessment of the networking giant's stock. While recent momentum is strong, investors are weighing whether the AI growth story is already priced in.

Feb 5, 2026

Business

IonQ's Stock Slump Tests Investor Faith in Quantum Computing's Long-Term Promise

Despite a steep sell-off in recent months, IonQ's long-term valuation narrative remains bullish. We examine the widening gap between its current share price struggles and the lofty projections for the quantum computing pioneer.

Feb 5, 2026

Business

CSG Systems International: Is the Stock Still a Bargain Near Fair Value?

CSG Systems International (CSGS) shares are trading near analyst fair value estimates and a key cash offer price, prompting investors to assess whether the current valuation fully reflects the company's prospects and risks.

Feb 5, 2026

Business

Nike Under Federal Scrutiny: EEOC Probes Whether Diversity Initiatives Discriminated Against White Employees

The U.S. Equal Employment Opportunity Commission is formally investigating Nike Inc. over allegations that its diversity, equity, and inclusion programs may have unlawfully discriminated against white workers, escalating a legal and cultural battle over corporate DEI practices.

Feb 5, 2026

Business

Alphabet Posts Stellar Earnings, Bets Big on AI with Record $180bn Capex Plan

Google's parent company Alphabet shattered profit forecasts with a $34.5bn quarterly haul, fueled by a 48% cloud revenue surge, as it outlines aggressive plans to nearly double capital expenditures to dominate the AI infrastructure race.

Feb 5, 2026

Business

Oracle's $50 Billion AI Bet Sends Shares Tumbling: Can the Cloud Giant Execute?

Oracle's ambitious plan to raise up to $50 billion for a massive AI infrastructure expansion has rattled investors, sending its stock down sharply. While the move underscores its commitment to competing with cloud leaders, concerns over execution risk and debt levels are taking center stage.

Feb 4, 2026

Business

XPeng's Global P7+ Rollout: A Strategic Pivot Towards Sustainability or a Scale Play?

XPeng reports January 2026 deliveries of 20,011 vehicles alongside a major global launch of its P7+ sedan across 36 markets, framing the expansion not just in terms of growth but also significant emissions savings. The move highlights the Chinese EV maker's dual focus on scaling its AI-powered electric vehicles internationally while bolstering its environmental credentials.

Feb 4, 2026

Business

AI Anxiety Grips Wall Street: Inside the Room as Anthropic's Announcement Roils Markets

At a major Wall Street Journal conference in Palm Beach, financial leaders from Blackstone, Citi, and Lazard grappled with the immediate market fallout and long-term implications of an AI startup's latest move, revealing a stark divide between panic and opportunity.

Feb 4, 2026

Business

Bank of America Defies Tech Selloff, Calls Market Fears 'Illogical' Amid AI Investment Boom

Bank of America pushes back against the recent tech stock rout, arguing investor fears of both weak AI returns and massive AI disruption are contradictory. The firm sees the selloff as a buying opportunity, forecasting AI infrastructure spending to hit $1.2 trillion by 2030.

Feb 4, 2026

Business

AI's Hidden Winners: Memory Chip Stocks Soar Over 1,000% as Data Center Boom Fuels Critical Shortage

Beyond the spotlight on Nvidia and ChatGPT, the AI infrastructure rush is creating a historic surge for memory and storage chipmakers, with stock gains eclipsing 1,000% as supply struggles to meet explosive data center demand.

Feb 4, 2026