Anthropic IPO: What it Means for Wall Street – August 25, 2026
Key Takeaways Anthropic is expected to IPO in late 2026.Anthropic has become the fastest-growing tech company in history.The…
Marvell vs. Broadcom: One AI Stock Is a Better Buy After Google’s Deal – August 20, 2026
Key Takeaways Google’s partnership expands Marvell’s hyperscaler reach and strengthens its custom AI-silicon position. Broadcom’s shares fell roughly…
Will Agentic AI Adoption Expand Micron’s Memory Growth Opportunity? – August 19, 2026
Key Takeaways Micron sees agentic AI raising memory needs across accelerator, CPU and storage racks in data centers.Micron’s…
Oracle vs. Microsoft: Which Enterprise AI Stock Is the Better Buy? – August 19, 2026
Key Takeaways Oracle’s RPO surged 363%, underscoring strong committed demand for its AI infrastructure.Microsoft delivered 43% Azure growth,…
Cadence Raises 2026 Outlook as AI Agents Drive Broader EDA Demand – August 14, 2026
Key Takeaways Cadence raised 2026 revenue and non-GAAP EPS forecasts after second-quarter results beat expectations.Systems Design & Analysis…
How Is Salesforce Challenging ORCL & MSFT in the Agentic AI Space? – August 14, 2026
Key Takeaways Salesforce’s Agentforce ARR hit $1.2B in Q1 fiscal 2027, surging 205% year over year.More than 50%…
Microsoft’s AI Data Center Push: Growth Engine or Capex Trap? – August 11, 2026
Key Takeaways Microsoft’s $175B fiscal 2026 capex and leases underscore the scale of its AI infrastructure push.Azure revenues…
Sea’s AI Push With OpenAI Could Deepen Shopee’s Competitive Edge Now – August 10, 2026
Key Takeaways Sea’s OpenAI partnership targets AI-powered e-commerce across Southeast Asia and Brazil.Shopee’s AI tools helped lift purchase…
Microsoft Azure Fiscal 2026 Sales Exceed $100B: Hold the Stock Now? – August 5, 2026
Key Takeaways Microsoft’s Azure surpassed $100B in annual revenues as fiscal 2026 cloud growth accelerated.MSFT expects Azure growth…
NVIDIA vs. Sandisk: Which AI Stock Could Deliver Bigger Returns? – July 31, 2026
Key Takeaways Sandisk expects higher Q4 revenues and EPS as AI memory demand and pricing strength continue. NVIDIA…
Microsoft Q4 Earnings Beat Estimates as Cloud and AI Drive Results – July 30, 2026
Key Takeaways Microsoft beat Q4 estimates with $90B revenues, up 18%, driven by cloud and AI demand.MSFT’s Azure…
Does Azure AI Growth Make Microsoft Stock a Buy Ahead of Q4 Earnings? – July 27, 2026
Key Takeaways Microsoft guided Azure and cloud revenue growth of 39-40% in constant currency for the quarter.MSFT expanded…