Software
IBM Slides as AI Concerns Weigh on Software Sector
Mixed earnings and cautious outlook fuel sell-off despite long-term cloud and AI strategy Shares of IBM (IBM) fell sharply at...
ServiceNow Delivers Strong Q1 as AI Momentum Accelerates Growth
Beating estimates and expanding partnerships position the company for sustained enterprise demand ServiceNow (NOW) delivered a strong first-quarter performance, surpassing...
Quantum vs. GPUs: A New Rivalry Emerges in AI Computing
Why D-Wave Quantum Inc. believes it can challenge NVIDIA Corp. As artificial intelligence drives an unprecedented surge in computing demand,...
Intel’s Historic Rally Signals a Bold Comeback
Investor optimism surges as Intel Corp. pivots from survival to expansion Intel Corp. (INTC) has rapidly emerged as one of...
Marvell’s Momentum Builds as AI Infrastructure Demand Surges
Optical networking, custom silicon, and hyperscaler partnerships fuel continued strength Marvell Technology (MRVL) is emerging as one of the strongest...
Snap Doubles Down on Smart Glasses with Qualcomm Partnership
New Specs unit bets on AI-powered wearables to compete with Meta’s early success Snap (SNAP) is making a decisive push...
CoreWeave Expands AI Dominance with Anthropic Deal
New partnership highlights surging demand for computing power and strengthens revenue diversification Cloud infrastructure provider CoreWeave (CRWV) is continuing its...
AI Boom Supercharges Chip Industry Outlook to Trillion-Dollar Heights
Bank of America raises forecasts as Nvidia, AMD, and AI infrastructure drive explosive growth The artificial intelligence boom is reshaping...
CoreWeave Surges on $8.5 Billion AI Financing Breakthrough
Nvidia-backed cloud firm gains momentum as capital access fuels expansion amid rising competition Shares of CoreWeave (CRWV) surged as much...
Buying the Dip: Why Volatility Is Fueling a Long-Term Bull Case
Nancy Tengler highlights strong fundamentals, AI-driven productivity, and strategic positioning across sectors Despite heightened market volatility, Nancy Tengler, CEO and...
