Salesforce’s raised guidance lifts the stock but doesn’t change our rating
Salesforce on Wednesday reported mixed third-quarter results — a small sales miss and a huge earnings beat. Still, shares jumped
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Microsoft Corp
We’re raising our CrowdStrike price target following a beat and raise quarter
CrowdStrike on Tuesday evening reported better-than-expected fiscal 2026 third-quarter results and forward guidance. The numbers, however, were not enough to
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HP Inc shares fall on layoffs, weak guidance due to U.S. trade regulations
Enrique Lores, President and Chief Executive Officer of HP Inc. speaks at COMPUTEX forum in Taipei, Taiwan June 3, 2024.
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Dell misses on revenue, offers strong forecast driven by AI sales
The Dell Technologies logo is on display at the International Broadcasting Convention (IBC2025) on Sept. 12, 2025 in Amsterdam, Netherlands.
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A third high-profile tech leader is leaving GM as part of a software-product restructuring
Mary Barra, Chair and CEO of General Motors (right to left), Mark Reuss, President, Sterling Anderson, Chief Product Officer, and
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Nvidia sent a strong signal on AI infrastructure — but is it a bubble barometer?
Nvidia reported strong earnings and forecasts Wednesday, in what analysts saw as a clear signal for continued spending on AI
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Nvidia shares rise on stronger-than-expected revenue, forecast
Jensen Huang, NVIDIA founder and CEO, has a Q&A session at a press conference during the APEC CEO summit on
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Peter Thiel’s hedge fund dumps Nvidia stake, cuts back Tesla position
Peter Thiel ‘s namesake fund exited Nvidia in the third quarter, the latest sign of caution around the high-flying artificial
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Chinese tech giant Tencent’s quarterly revenue rises 15%, fueled by AI
Tencent on Thursday posted 15% year-on-year revenue growth, with AI boosting the Chinese tech giant’s performance in advertising targeting and
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AI spending is not all equal. Wall Street rewards hyperscalers, punishes DoorDash and
Duolingo, Doordash and Roblox apps Tiffany Heard-Grear | Bloomberg | Getty Images Across the tech sector this earnings season, companies
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