IBM's robust Q4 2025 results, featuring revenue of $19.7 billion and a reaffirmed dividend, underscore its hybrid cloud and AI momentum. With a 2026 growth outlook above 5% and the addition of PepsiCo's CEO to its board, the tech giant navigates debt concerns while betting on software and integration synergies.
SanDisk's stock surged following the extension of its flash memory joint venture with Kioxia through 2034 and robust quarterly results, highlighting the company's strategic bet on sustained AI-driven demand for advanced storage solutions.
Despite a recent stock pullback, Elastic N.V. (ESTC) is showcasing robust financial performance and strategic momentum in the AI-search era, driven by cloud expansion and enterprise adoption.
Applied Digital Corporation (APLD) has secured a $50 million note to advance its Polaris Forge 2 data center, with financing terms suggesting management anticipates a near-term lease agreement with a major cloud or AI provider—a potential catalyst for the stock.
Qualys (QLYS) is set to report its fourth-quarter earnings after the market closes on Thursday. Investors will be watching to see if the cloud security leader can maintain its track record of exceeding estimates amid a turbulent period for tech stocks.
Atlassian (TEAM) reports quarterly earnings Thursday, with investors watching for signs of resilience in its core business and cloud transition progress as software stocks face broad pressure.
Despite explosive revenue growth and a massive contract backlog, AI cloud specialist CoreWeave's stock trades at a deep discount. Analysts see a potential path to $215 per share by 2027, but market skepticism over its heavy spending persists.
Lumentum Holdings Inc. (LITE) posted a blockbuster fiscal second quarter, with revenue soaring over 65% year-over-year to a record $665.5 million. Driven by surging demand for AI and cloud infrastructure, the company sees no slowdown, forecasting another all-time high next quarter.
Microsoft's recent 10% stock decline following strong quarterly results presents a potential entry point for investors, as the company's cloud and AI fundamentals remain robust.
Cloud communications firm 8x8 reports a return to top-line growth in Q3 2026, driven by surging demand for its AI and usage-based offerings. While platform consolidation marks a key milestone, the company navigates near-term revenue headwinds from legacy customer transitions.
Cloud communications provider 8x8 reports a third consecutive quarter of revenue growth, driven by a near-60% jump in consumption-based offerings and accelerating adoption of its AI solutions, particularly in voice.
Nvidia CEO Jensen Huang has robustly countered the narrative that custom AI chips from major cloud providers could displace the company's dominant GPUs. Speaking in Taipei, he argued that the immense scale of Nvidia's engineering investment and the complexity of its full-stack approach create a formidable barrier for competitors.
Despite a staggering 1,500% surge over six months, analysts see further room for SanDisk's stock to run, fueled by insatiable AI-driven storage demand and a tight NAND market that continues to boost pricing and profitability.
Cloud communications firm 8x8 (NASDAQ:EGHT) reported better-than-expected Q4 2025 results, with revenue rising to $185.1 million and forward guidance exceeding analyst projections, sending its stock price up sharply. The company highlighted strategic progress and AI-driven tailwinds.
Elon Musk reframes the U.S. energy challenge, arguing large-scale battery deployment—not new power plants—is the key to unlocking existing capacity. He highlights China's aggressive integration of storage, EVs, and solar as a model of execution the U.S. has yet to match.
A wave of selling swept through technology stocks Thursday afternoon, driven by investor fears that the rapid pace of artificial intelligence innovation is disrupting traditional business models faster than companies can adapt. The sell-off was broad, hitting everything from cloud infrastructure to enterprise software names.
Oracle's massive new fundraising effort to build AI data centers exposes a fundamental tension: it's spending like a cloud titan but carries the financial profile and investor expectations of its legacy software roots.
As its stock faces headwinds, Commvault unveils Geo Shield for regulated data and deepens its Google Cloud alliance, targeting complex compliance and ransomware recovery markets.
ExxonMobil is closing its Fife ethylene plant in Scotland, impacting the local community, as it simultaneously brings a flagship carbon capture and storage project online in Louisiana, signaling a strategic pivot in its global operations and climate strategy.
SanDisk shares surged after Bernstein's Mark C. Newman issued a bullish $1,000 price target, highlighting a 72% upside and positioning the stock as a prime play on the recovering NAND flash memory cycle and robust enterprise storage demand.
