Forget Palantir: Sticky Macro Hits Tech, a Better Buy
Snowflake posts strong growth while Palantir falters amid sticky macro. Investors shift toward data platforms as the ...
Using index level provides a macro view of market direction, helping you balance stock-specific decisions with overall sentiment.
27,685 articlesSnowflake posts strong growth while Palantir falters amid sticky macro. Investors shift toward data platforms as the ...
Dell Technologies beat Q4 expectations and raised FY27 guidance, underscoring the surge in AI-optimized servers. As i...
California Gov. Gavin Newsom unveils a national wealth tax plan and a federal stake in AI firms, as a California ball...
GitLab posted its Q4 FY2026 results after the bell, showing revenue and earnings that set the stage for 2027. Stocks ...
Oracle reports a powerful cloud quarter and record backlog, signaling a potential future milestone. Yet mounting capi...
Marvell Technology defied earlier sell-offs tied to fears of losing Amazon and Microsoft to rivals, reporting strong ...
Alphabet is marching deeper into the AI stack, from models to chips to cloud, as the market watches whether Google ca...
Oracle’s $523 billion backlog raises timing concerns as capex surges. cnbc’s deirdre bosa warns that the chip upgrade...
Snowflake reports a sizable rise in remaining performance obligations, underscoring a strengthening data-backlog thes...
Two established players collide in a market shaped by AI data-center demand and inventory normalization. Microchip Te...
Broadcom reports stronger AI chip demand through custom silicon, positioning the company to outpace Nvidia in the rem...
Fresh insider purchases in three battered names point to growing belief that cash flow and demand visibility can rebo...