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AI
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Dell surges 40% amid very strong earnings report. The next AI winner?
Dell Technologies (DELL.US) reported fiscal Q1 2027 results that reinforce its position as one of the biggest beneficiaries of the…
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Nvidia and 150 Billion Reasons Why Taiwan Is Becoming the Center of the AI World
Nvidia’s latest investment in Taiwan could become one of the most important geopolitical and technological developments of this decade. Jensen…
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Nvidia results overview
Key takeaways Record breaking revenues and forecasts were the highlight Costs rose and so did shareholder returns, including the dividend…
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Quantum Computing – results drive market euphoria, but industry remains early stage
Recent quarterly results from companies in the quantum computing sector have once again triggered a strong wave of investor interest…
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Target Hospitality – Is AI pivot paying off?
Target Hospitality is a niche company that provides accommodation for workers in remote parts of the United States. So far,…
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Will OpenAI help companies implement AI?
As countless consulting firms, companies, and research centers—such as S&P Global, Deloitte, MIT, IBM, and Bloomberg – have pointed out,…
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Microsoft – Hedge Fund Sharply Cuts Position and Warns About AI Risks
Microsoft is down more than 1% after reports that hedge fund TCI Fund Management significantly reduced its position in the…
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Palantir Earnings – Just below expectations
Palantir released its results after Monday’s session ended. The numbers – good enough to put most companies to shame –…
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AI and Cloud push Alphabet into a new phase of growth
Market reaction to Alphabet’s latest results is clearly positive. Following the earnings release, the company’s shares are up around 3…
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Stock of the Week – Schneider Electric: The Quiet Foundation of the AI and Global Electrification Revolution
The race for artificial intelligence is most often presented as a competition for more powerful chips, better models, and larger…
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