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.
Microsoft's fair value estimate faces downward pressure as analysts factor in soaring AI infrastructure spending, though revenue forecasts remain robust on sustained cloud and AI demand.
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.
The residential battery startup has now raised over half a billion dollars to scale its fleet of home energy storage systems, positioning itself as a key player in the rapidly growing virtual power plant market aimed at stabilizing the national grid.
Cloud communications firm 8x8 (EGHT) surged over 43% after posting Q4 results that handily topped analyst forecasts, fueled by robust demand for its AI-powered customer experience platform and an upbeat revenue outlook.
The cloud contact center specialist Five9 saw its shares tumble as a broad sell-off hit software stocks, fueled by investor concerns over AI's disruptive impact on traditional SaaS models. With its stock trading at a significant discount to analyst targets, the market is questioning whether this represents a buying opportunity or reflects deeper growth anxieties.
Alphabet (GOOGL) reports Q4 2025 earnings after the bell, with Wall Street anticipating strong growth. All eyes are on Google Cloud's profitability as investors weigh massive AI investments against the tech giant's historic margin performance.
Amazon files notice for over 2,200 corporate job cuts, signaling a continued push for efficiency as it ramps up spending on AI and cloud infrastructure, leaving investors to weigh near-term profit pressures against long-term growth bets.
Lean hog futures posted solid gains to start the week, buoyed by a stronger cash market and firming pork cutout values. Traders are positioning cautiously ahead of Wednesday's USDA Cold Storage report, which could dictate near-term price direction.
Investment firm Immersion Investment Partners projects strong profitability targets for PAR Technology, citing its cloud-based solutions for the restaurant sector, despite recent stock volatility and broader AI investment concerns.
French specialty chemicals leader Arkema and China's Senior Technology have entered a comprehensive collaboration to fast-track the development and industrial-scale production of advanced materials for lithium-ion batteries, targeting the booming electric vehicle and energy storage markets.
Despite a recent lull in share price performance, Wall Street is overwhelmingly positive on Amazon's strategic positioning to capitalize on the AI revolution, from cloud infrastructure to internal automation.
Analysts at Evercore ISI project a significant turnaround for Amazon's AI ambitions, upgrading the stock with a $335 target and highlighting 2026 as a potential inflection point for its cloud and advertising units.
Bank of America Securities has raised its price target on MongoDB, citing the company's accelerating cloud revenue and its strategic positioning to capitalize on the surge in enterprise AI and application modernization projects.
While Veeva Systems continues to invest heavily in its future, a five-year slide in its return on capital employed (ROCE) signals potential headwinds for the life sciences cloud giant. We examine whether the current growth-at-all-costs strategy will pay off for long-term shareholders.
Data security firm Varonis Systems beat revenue expectations for Q4 2025, fueled by its accelerating transition to a cloud-based SaaS model. However, shares fell post-earnings as the market focused on near-term profitability pressures linked to the business model overhaul.
Cloud communications firm 8x8 (EGHT) posted stronger-than-expected Q4 results, driven by a surge in usage-based services and AI product momentum. The company also provided optimistic guidance, signaling confidence in its post-Fuze migration strategy.
IBM's fourth-quarter results topped analyst forecasts, fueled by robust software growth and sustained demand for its AI and mainframe platforms. As the tech giant navigates its hybrid cloud and AI strategy, Wall Street is scrutinizing the path to lasting profitability and integration of recent acquisitions.
New Jersey Resources (NJR) has raised its full-year earnings guidance following a robust first-quarter performance, where its diversified portfolio, particularly the Energy Services unit, capitalized on market volatility during a severe cold snap. Management reaffirmed its long-term, utility-anchored growth strategy and detailed expansion plans across its storage, transportation, and clean energy ventures.
Microsoft unveils its second-generation Maia 200 AI accelerator, deepening hardware independence while expanding AI collaborations with Itron, Richtech Robotics, and Perplexity. As the tech giant's cloud backlog swells—with a significant portion tied to OpenAI—investors are weighing the capital intensity and concentration risks of its all-in AI infrastructure bet against its long-term growth narrative.
