Oracle's recent stock sell-off followed its AI-focused earnings report, raising concerns about the pace of AI infrastructure investment and its impact on profitability. While Oracle emphasizes long-term growth, investor…
NVIDIA's Q3 FY2026 earnings are anticipated to show significant growth, driven primarily by the ramp-up of Blackwell GPUs in data centers. Increased demand for AI infrastructure is expected to further bolster NVIDIA's r…
Morgan Stanley projects Apple could generate $133 billion annually from humanoid robots by 2040. This analysis explores the feasibility of this projection, considering Apple's existing strengths and the challenges of th…
Despite a rally fueled by AI optimism, AMD's recent outlook has underwhelmed investors. Concerns center on the pace of AI-related revenue growth and competitive pressures. This analysis explores the factors contributing…
Uber's Q3 earnings are expected to show continued growth, with forward guidance being a critical indicator for investors. The company's progress in autonomous vehicle technology remains a key area of interest. Strong ea…
Sam Altman claims OpenAI's revenue exceeds $13 billion annually and projects a potential $100 billion by 2027. This analysis examines the feasibility of this ambitious growth, considering market trends and competitive p…
Nvidia has reached a $5 trillion valuation, driven by its dominance in the AI chip market. CEO Jensen Huang projects the company is on track for $500 billion in annual revenue. This analysis examines the feasibility and…
Wall Street's Q1 estimates for Atlassian (TEAM) are examined, focusing on key metrics and potential market impact. The analysis considers revenue projections and earnings per share (EPS) forecasts. Investor expectations…
A rumored delay in the release of Red Dead Redemption 2's new-generation port is reportedly causing internal division. Speculation suggests the delay may push the release into next year, disappointing many eager fans.
Apple's stock reached a record high in 2025, driven by strong iPhone demand and overall tech sector recovery. This surge indicates renewed investor confidence and positive market sentiment towards Apple's future growth.
Wipro's Q2 earnings reveal muted profit growth attributed to margin pressures. The analysis explores factors impacting profitability and potential future strategies. Revenue growth remains a key area of focus.
Rigetti Computing recently secured $5.7 million in quantum system orders, leading to a stock increase. This analysis examines whether these orders significantly alter the investment outlook, considering the company's ov…