Software
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Oracle Earnings: Strong Cloud Growth, but Cash Flow and Debt Concerns Remain
Today Markets Analysis: Oracle delivered a stronger-than-expected earnings report after the close of the US session on September 10, with…
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AI trade ignores inflation risks, as ECB set to hike, investors ponder Apple’s latest iPhone
Oil prices have pulled back slightly on Thursday, and Brent crude is back below $101 per barrel, which is giving…
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The US is pouring hundreds of millions more into quantum computing. This is only the beginning
D-Wave, Rigetti and Quantinuum have signed final agreements with the US Department of Commerce under which each company will receive…
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The State of “Memory Stocks”
Infrastructure development takes place in cycles. This is because large-scale projects require certain conditions and justifications, such as funding or…
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Chinese Company Challenges Samsung and SK hynix, But It Still Has a Long Way to Go
The headlines are strong. Chinese company YMTC has risen to third place worldwide in NAND memory shipments, overtaking Japan’s Kioxia.…
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EU chip stocks surge on Anthropic’s earnings! AstraZeneca halts trials for lung cancer therapy
Indices and Companies The session in Europe is running fairly quietly, characterized by cosmetic reshuffling between key markets and sectors.…
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Stock of the Week – Arista Networks—A Second-Tier Technology with Top-Tier Results
The larger data centers become, the less important a single processor becomes, while the network connecting thousands of computing units…
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XRP Price – Will Ripple fall to $1 again? Analysis and forecasts
Ripple is under pressure ahead of the Fed decision. Check whether the XRP price could fall to parity, and see…
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France Challenges Palantir, Market Reacts.
France has decided that Palantir’s solutions, used among others by the French domestic intelligence service DGSI, will be replaced in…
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AI trade loses momentum, as LVMH fails to impress
As we move through the week, an interesting dynamic is taking place. On the surface, stocks look good. Indices are…
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