Microsoft's latest earnings reveal a company firing on all cylinders, with cloud revenue eclipsing $50 billion and AI products like Copilot seeing explosive growth, underscoring its resilience and long-term investment appeal despite a recent stock dip.
Driven by explosive demand for its networking silicon and custom AI accelerators, Broadcom (AVGO) posted record quarterly revenue. Analysts debate whether its premium valuation is justified by its entrenched position with hyperscalers and robust cash flow.
Monday.com Ltd. (MNDY) is drawing renewed investor interest following a strong Q3 FY25 performance, with bulls highlighting its rapid transition into an AI-powered work operating system and robust enterprise growth as key drivers for long-term value.
BTQ Technologies announces a strategic collaboration with Taiwan's Industrial Technology Research Institute to validate its quantum computing memory chip. While the deal highlights its post-quantum cryptography ambitions, the company's steep valuation premium and mounting losses present a stark contrast to its recent share price slump.
Atlassian's multi-year partnership with the Williams Racing F1 team and Anthropic, deploying Claude AI for race strategy and operations, is more than a tech showcase—it's a strategic move to accelerate its enterprise cloud and AI narrative in a competitive market.
CNBC's Jim Cramer singled out Intuit Inc. as a standout in the S&P 500, noting its resilience while broader software valuations face pressure. The commentary comes as investors scrutinize technical signals and sector business models.
As Alphabet's Google advances AI projects like the groundbreaking 'Project Genie,' its ripple effects are being felt across the tech sector. Collaborative design platform Figma, once a high-flying IPO, now finds itself as one of the worst performers in Alphabet's disclosed investment portfolio, grappling with existential questions about AI's impact on its core business.
CNBC's Jim Cramer highlighted ServiceNow's sharp decline as emblematic of the pressures facing software stocks, noting its nearly 24% pullback places it among the sector's worst performers recently.
A sharp selloff in technology shares moderated by Wednesday's close, though the sector remained under pressure as concerns over AI's disruptive potential mounted. Capital rotated decisively toward value-oriented and small-cap stocks, highlighting a significant shift in market sentiment.
Elon Musk argues that rapid advances in AI and robotics will soon dismantle traditional labor markets, potentially rendering conventional retirement planning unnecessary in a future of 'universal high income' and extreme abundance.
Once synonymous with content delivery, Akamai Technologies has successfully reshaped itself into a cybersecurity and edge computing leader. With a modest valuation and aggressive share buybacks, some investors are betting its multi-year strategic shift is finally bearing fruit.
CNBC's Jim Cramer pushed back against market panic surrounding AppLovin, suggesting Wall Street's anxiety over AI disruption has been exaggerated. The 'Mad Money' host highlighted the mobile tech firm as a notable S&P 500 laggard in January, while questioning the severity of its recent plunge.
With Nvidia's stock soaring over 1,200% since 2023 on the back of an AI spending boom, investors are grappling with a critical question: has the window of opportunity closed, or is this tech titan still a buy? Analysts project sustained growth through the decade as global data center spending is forecast to reach trillions.
As OpenAI projects explosive revenue growth, its massive compute and cloud spending is creating clear winners in the AI infrastructure layer. We examine the high-stakes bets on Microsoft, Oracle, and Broadcom.
Twilio is providing the communications backbone for Genspark's new AI-powered phone agent, enabling multilingual, automated call handling for complex workflows. The partnership signals Twilio's strategic push to embed its technology deeper into enterprise AI and automation.
Analysts at Benchmark reaffirm their bullish stance on AppLovin (APP), arguing that emerging AI tools like Google's Project Genie won't undermine the mobile advertising giant's core business, despite reshaping parts of the game development landscape.
Adobe and Cognizant have significantly expanded their partnership to deliver industry-specific generative AI solutions for enterprise content and customer experience workflows. The move aims to capitalize on soaring demand for scalable, compliant content production, as Adobe seeks to reassure investors after a prolonged period of weak stock performance.
Apple shares surged, sharply outperforming the broader tech market and pushing its market value past $4 trillion. The rally highlights a growing investor view of the iPhone maker as a relative safe haven, insulated from the immediate disruption fears currently hammering software and cloud-focused giants.
Facing sustained sales pressure, Home Depot announces a multifaceted strategy for 2026, blending smart home upgrades, an unlikely burger partnership, and AI-powered tools in a bid to re-energize its customer base.
Okta's latest earnings reveal a company in transition, with improving profitability and early success in positioning its identity platform as critical infrastructure for enterprise AI agents.
