Also: Agentic AI will drive campus upgrades, Splunk was more than a revenue buy, and tariff uncertainty looms.

I remain bullish on Kyndryl, driven by its HPE alliance and focus on accelerating private cloud and AI adoption.

Nvidia Breaks a New Record: Nvidia (NVDA) continues to climb, rising just 0.6% yesterday, but its market cap of $4.47 ...

Innoviz Technologies (NASDAQ:INVZ) reported Q2 2025 earnings on August 13, 2025, reporting revenues of $9.7 million and first-half 2025 revenues of $27.1 million, surpassing full- ...

Live Updates Live Coverage Has Ended Guidance is In 5:27 pm Here’s what the company said: “Now turning to guidance for Q3 and ...

Stock markets pushed higher in July, fuelled by progress on tariff negotiations and strong earnings, boosting investor sentiment.

Being in the high performance computing business, as AMD most definitely is, has its ups and downs. Choppiness of revenues ...

Nvidia Corporation's pre-earnings rally hints at a Q2 beat. Explore hyperscaler trends, expectations & risks influencing ...

Goldman Sachs just gave a bullish nod to Nvidia heading into its fiscal Q2 results. Analyst James Schneider raised his price ...

NVIDIA has considerably outperformed the broader market over the past year, and analysts are highly optimistic about the ...

Pluses: Google Cloud is hitting a nice combo of scale and improving profitability — ~32% growth with ~20.7% operating margin ...

After being a laggard to start the year, Advanced Micro Devices ( AMD 0.17%) has rallied strongly during the summer. However, its shares took a dip following the announcement of its second-quarter ...