In a landmark deal, Snowflake will integrate OpenAI's latest models, including GPT-5.2, into its Cortex AI platform, granting its global customer base secure, governed access to powerful AI agents for data analysis.
Despite posting robust quarterly results and a booming AI business, ServiceNow's stock has stumbled amid a broader sector sell-off. The disconnect between operational strength and share price performance is raising questions about market sentiment and long-term value.
Evercore ISI has upgraded Cisco Systems (CSCO) to Outperform, raising its price target to $100. The firm cites a confluence of AI momentum, a critical campus refresh cycle, and margin expansion as key drivers for sustained growth.
As generative AI floods the digital landscape with 'slop,' tech giants from Microsoft to Anthropic are engaged in a high-stakes bidding war for a different kind of talent: master communicators and storytellers commanding salaries nearing $1 million.
While rivals like AMD and Broadcom chip away at the edges, Nvidia's most pressing challenge comes from its own biggest customers—tech giants now building their own AI chips.
OpenText announces a strategic divestiture of its Vertica analytics unit to Rocket Software, coupled with the appointment of a new CEO, signaling a sharpened focus on core cloud and AI platforms while strengthening its balance sheet.
AppLovin faces investor scrutiny following money-laundering accusations from short sellers, while Google's new AI model Genie 3 signals potential disruption for the gaming and adtech sectors where AppLovin operates.
Top executives from OpenAI, Nvidia, and Oracle have publicly dismissed reports of internal friction surrounding Nvidia's landmark planned investment in the AI research lab, seeking to project a united front amid intense market scrutiny.
Surging global demand for AI memory chips has ignited a record-breaking rally in South Korean equities, with Samsung Electronics and SK Hynix leading the charge and pushing the benchmark Kospi to unprecedented levels.
Japan's benchmark Nikkei 225 index surged nearly 4% to a historic close, powered by robust earnings from technology and financial heavyweights and a broader revival of investor confidence across Asian markets.
Palantir Technologies smashed fourth-quarter revenue expectations, reporting a 70% year-over-year surge to $1.41 billion, driven by accelerating demand for its AI platforms in the U.S. market. The company's bullish forecast for the coming quarter further signals its deepening integration into critical government and commercial operations.
Synchrony Financial's Q4 earnings revealed a resilient but complex picture, with flat revenue masking divergent trends in consumer behavior and digital growth. Analysts probed management on the sustainability of key partnerships, the impact of shifting payment rates, and the road ahead in a tightening regulatory environment.
Baidu's shares have soared nearly 70% in the past year, but a deep dive into its valuation metrics suggests investors may be getting ahead of themselves. We analyze the DCF models, P/E ratios, and market narratives to assess if there's real value left after the run-up.
Avnet's shares have surged over 28% this year, riding the wave of tech hardware demand cycles. But as the stock hovers around $63, a critical question emerges: is the rally justified by fundamentals, or has momentum outpaced value? A deep dive into the numbers reveals a starkly divided picture.
Electronics manufacturer Sanmina reports stronger-than-anticipated revenue, driven by surging demand for AI infrastructure and high-performance networking systems. The company's recent acquisition of ZT Systems is poised to significantly bolster its position as new platforms enter volume production, with further growth expected from industrial, energy, and medical sectors later this year.
While investors chase AI's flashiest names, a foundational player in data storage is quietly capitalizing on the boom, presenting a compelling opportunity that may be flying under Wall Street's radar.
Tenet Healthcare has finalized a complex $2.65 billion transaction restructuring its Conifer unit's long-standing contract with CommonSpirit Health. The deal bolsters Tenet's cash flow, returns full control of Conifer, and sets the stage for accelerated share repurchases and investments in automation and AI-driven efficiency.
Snowflake CEO Sridhar Ramaswamy addresses investor fears that AI will disrupt traditional software firms, arguing data platforms are uniquely positioned for growth as his company announces a major new deal with OpenAI.
Nintendo's net profit surged over 50% in the first nine months of its fiscal year, fueled by the record-breaking launch of its Switch 2 console. However, the company faces mounting pressure from a global memory chip shortage, driven by intense demand for AI hardware, which threatens to increase manufacturing costs and potentially affect future pricing.
After a sharp recent pullback, Palantir Technologies' lofty valuation is under the microscope. While its long-term growth narrative remains compelling, traditional metrics suggest the stock may be pricing in near-perfect execution. We examine the numbers behind the debate.
