AI’s $15 Trillion Opportunity Is Just Getting Started
Quick Read NVIDIA guided $91 billion for Q2 FY27 (excluding China) after Q1 Data Center revenue surged 92%…
Bang & Olufsen AS (BGOUF) Q4 2026 Earnings Call Highlights: Record Gross Margin Amid …
This article first appeared on GuruFocus. Release Date: July 02, 2026 For the complete transcript of the earnings…
Micron stock soars after blowout earnings expose AI’s memory bottleneck
The AI memory scare ran straight into Micron’s (MU) profit machine on Wednesday, sending its stock surging as…
The Billionaire Who Called the 2008 Bubble Just Dumped Google to Buy These 5 AI Hardware Stocks
Quick Read Druckenmiller dumped Alphabet and rotated into AI hardware plays SNDK and MU, which surged 4,586% and…
ServiceNow Had Problems Long Before Agentic AI. Here’s Why.
Over the last couple of months, some growth investors have rotated away from SaaS stocks over fears that…
Super Micro Surges on AI Forecast, but Questions Remain
Quick Read Super Micro Computer (SMCI) beat EPS by 34.51% at $0.84 but missed revenue expectations at $10.24B,…
ServiceNow Targets Over $30 Billion in Subscription Revenue by 2030
ServiceNow made a more forceful case to investors that it can thrive in the age of AI, outlining…
The Shocking Similarity Between Micron and Nvidia as AI Turns Memory Into a Goldmine
Quick Read Micron (MU) posted gross margins of 74.4% on record revenue of $23.86B in fiscal Q2 2026,…
Super Micro Computer Surges on Blowout Earnings Fueled by AI Server Demand
Super Micro Computer (NASDAQ:SMCI), high-performance server and storage solutions maker, closed Wednesday at $33.76, up 13.78% as investors…
This Artificial Intelligence (AI) Stock Is Trading at a Massive Discount Despite Red-Hot Growth
One of the more important artificial intelligence (AI) stocks on the market isn’t one that the public interacts…
The GLP-1 Blockbuster Maker Widens Its Lead as the Diversified Healthcare Giant Posts Steady Growth
jetcityimage / iStock Editorial via Getty Images Lilly posted 53.9% revenue growth and 480% net income growth driven…
Record Revenue and AI Growth Propel …
This article first appeared on GuruFocus. Consolidated Revenue: $64 billion for fiscal 2025, up 24% year over year.…