Eli Lilly’s (LLY) Growth Story Keeps Adding Chapters
On August 5, Eli Lilly (NYSE:LLY) told investors its second quarter delivered 48% revenue growth, and the days…
Cisco vs. Broadcom: One Stock Looks Like the Better AI Play
Quick Read Broadcom’s 23x P/E against 200%+ AI revenue growth undercuts Cisco’s 26x for 15% total growth, making…
CoreWeave stock soars after earnings and ‘an important inflection point’
AI cloud provider CoreWeave (CRWV) stock rocketed as much as 20% higher in premarket action after reporting revenue…
Microsoft Delivers Tough Blow to Halo Team
This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) is cutting jobs at Halo Studios shortly after launching Halo:…
Why Aug. 4 Could Be a Big Day for the Stock Market
Next Tuesday, Aug. 4, is going to be a big day in the stock market. The IPO stock…
Apple is growing without the AI spending spree engulfing Big Tech: Chart of the Day
Apple (AAPL) is growing like an AI spender. It is not spending like one. Revenue jumped 16% to…
Rockefeller CIO Warns: Big Tech’s $650B AI Buildout May Be Hiding a Massive Overbuild
Quick Read Microsoft targets $190B and Amazon $200B in 2026 AI CapEx, with Amazon’s free cash flow already…
Google’s Q2 earnings of $112.11B beat Wall Street’s expectations on AI boom
Google parent company Alphabet Inc. posted stronger-than-expected results for its second quarter, a sign that it’s massive artificial…
GE Vernova stock drops despite surging AI-driven orders as wind segment drags
What happened: GE Vernova (GEV) stock fell by roughly 6% on Wednesday. Why the stock is moving: The…
What Do SpaceX, AMD, and Palantir Have in Common?
Space Exploration Technologies (NASDAQ: SPCX), AMD (NASDAQ: AMD), and Palantir Technologies (NASDAQ: PLTR) may seem like an odd…
Jensen Huang Told CES 2026 That Memory Is Now the Biggest Bottleneck in AI. Micron and Sandisk Have Outperformed Nvidia’s Stock Ever Since.
CES, held annually in January, is one of the most important trade shows where tech companies go to…
Forget Super Micro Computer: 1 Unstoppable AI Hardware Powerhouse to Buy Hand Over Fist After the Pullback
Quick Read SMCI missed Q3 revenue estimates by 18%, burned $6.6B in operating cash, and faces an export-control…