Oracle stock booms 40%, on pace for best day since 1992
cnbc - The cloud giant is on pace for its best day since 1999, and is now quickly approaching the $1 trillion market cap benchmark
Back to Top / Wednesday, September 10, 2025, 9:21 am / permalink 14247 / 3 stories in 5 months
Oracle pops 22% on cloud growth projections even as earnings miss estimates
cnbc - Oracle said total remaining performance obligations jumped 359% from a year earlier, indicating big growth prospects.
Back to Top / Tuesday, September 9, 2025, 4:21 pm / permalink 14185 / 6 stories in 5 months
Broadcom projects robust AI chip sales with impressive forecast growth
Broadcom has delivered an upbeat forecast predicting a significant surge in AI chip sales amid a booming demand for next-generation semiconductors. The company’s optimistic projections highlight its strategic positioning in the rapidly evolving AI landscape, much to the delight of investors and industry watchers alike.
Back to Top / Thursday, September 4, 2025, 5:21 pm / permalink 13845 / 3 stories in 6 months
Job Growth Slowed in August Amid Continued Uncertainty
PYMNTS / pymnts - Private sector job growth slowed in August, while the rate of pay gains was little changed, ADP said Thursday (Sept. 4). The private sector added 54,000 jobs during the month, a figure that was down from the revised total of 106,000 added in July, the hum…
Back to Top / Thursday, September 4, 2025, 10:21 am / permalink 13785 / 1 stories in 6 months
BYD slashes annual sales targets amid cooling EV demand
Facing softer market sentiments and intensifying competition in China’s hyper‐competitive electric vehicle sector, BYD has lowered its sales forecasts significantly. The manufacturer’s recalibrated targets reflect cautious optimism and a strategic pivot in response to a demand slowdown that has industry insiders raising their eyebrows.
Back to Top / Thursday, September 4, 2025, 6:21 am / permalink 13756 / 0 stories in 6 months
Figma shares slide as first post-IPO results miss profit expectations
Duncan Riley / siliconangle - Shares in Figma Inc. plunged more than 13% in after-hours today after the graphic design software provider fell well short of expectations on earnings in its first quarterly results after going public in July. For the quarter that ended on June 30, Figma …
Back to Top / Wednesday, September 3, 2025, 6:21 pm / permalink 13733 / 2 stories in 6 months
Salesforce posts mixed earnings with warning of softer future revenue
Salesforce reported a surprising break from its low-growth streak with better-than-expected quarterly earnings yet issued weak future revenue guidance. The report paints a picture of a company enjoying short-term gains while cautioning investors about dimmer prospects ahead.
Back to Top / Wednesday, September 3, 2025, 5:21 pm / permalink 13728 / 3 stories in 6 months
Nvidia dominates GPU shipments with 94% share — shipment surge likely caused by customers getting ahead of tariffs
tomshardware - Research shows that GPU sales increased by 27% in 2Q25 over the last quarter.
Back to Top / Wednesday, September 3, 2025, 8:21 am / permalink 13657 / 3 stories in 6 months
More than 50% of Nvidia’s data center revenue comes from three customers — $21.9 billion in sales recorded from the unnamed companies
tomshardware - One customer made up more than 20% of Nvidia's second-quarter revenue.
Back to Top / Sunday, August 31, 2025, 9:20 am / permalink 13452 / 2 stories in 6 months
Levchin Says Affirm ‘Firing on All Pistons’ as Active Card Users Surge 97%
PYMNTS / pymnts - Affirm notched new highs across several business lines in the June quarter, as buy now, pay later (BNPL) momentum continued online and in-store, underpinned by 0% APR monthly installment loans. The company’s materials, released Thursday (Aug. 28) showed t…
Back to Top / Thursday, August 28, 2025, 8:20 pm / permalink 13354 / 2 stories in 6 months
Nvidia Q2 Earnings Spur Market Rally Amid ASIC Challenges
Nvidia reported robust second‐quarter revenue of $46.7B, propelling market indices to record highs as the impressive results boosted investor confidence. Despite intensifying ASIC competition that threatens future growth, the semiconductor giant continues to assert its market dominance in AI‐driven technologies, keeping the tech sector abuzz with cautious optimism.
Back to Top / Thursday, August 28, 2025, 7:21 pm / permalink 13351 / 1 stories in 6 months
Dell quarterly earnings reveal split signals
Dell’s latest quarterly earnings report delivered mixed signals as the company reported softer-than-expected revenue that led to a decline in share prices, even as it raised its annual forecasts on the back of strong AI server demand. The conflicting numbers have left investors scratching their heads over the future outlook.
Back to Top / Thursday, August 28, 2025, 6:21 pm / permalink 13343 / 2 stories in 6 months
Nvidia posts $46 billion revenue in another record quarter — Data center and gaming GPU sales break records
tomshardware - Nvidia posts a record-breaking Q2 FY2026 with $46.7 billion in revenue driven by record sales of AI GPUs and forecasts even stronger Q3 results despite ongoing uncertainities with H20 exports to China.
Back to Top / Thursday, August 28, 2025, 5:20 am / permalink 13264 / 7 stories in 6 months
Snowflake’s stock pops as AI momentum drives solid earnings and revenue beat
Mike Wheatley / siliconangle - Shares of Snowflake Inc. popped in extended trading after the cloud-based data storage giant reported better-than-expected second-quarter earnings and revenue and issued upbeat guidance for the rest of the year. The company reported adjusted earnings of 3…
Back to Top / Wednesday, August 27, 2025, 7:21 pm / permalink 13255 / 1 stories in 6 months
Nvidia’s earnings miss stokes AI slowdown fears and share selloff
Nvidia’s recent earnings report revealed disappointing data center revenues that fell short of solid guidance. The lackluster forecast has rattled investors and stoked fears of an AI momentum slowdown, resulting in a notable dip in its share price and unsettling market watchers.
Back to Top / Wednesday, August 27, 2025, 4:20 pm / permalink 13234 / 4 stories in 6 months
Nvidia earnings spotlight AI demand amid China risk concerns
Nvidia’s most recent earnings report has put the spotlight on soaring AI demand while investors mutter about looming China risks. The chip giant is navigating a volatile geopolitical landscape as it continues to post robust numbers—a balancing act worthy of an acrobat, if not a juggler.
Back to Top / Wednesday, August 27, 2025, 7:20 am / permalink 13172 / 6 stories in 6 months
Palo Alto Networks founder Nir Zuk retires following strong fourth quarter
Maria Deutscher / siliconangle - Palo Alto Networks Inc. today announced that founder and Chief Technology Officer Nir Zuk has retired. The executive’s departure follows two major milestones for the company. In conjunction with the leadership change, Palo Alto Networks reported fiscal fo…
Back to Top / Monday, August 18, 2025, 7:20 pm / permalink 12569 / 2 stories in 6 months
Applied Materials Issues Downbeat Forecast Amid Trade Concerns
Applied Materials delivered a disappointing quarterly outlook amid persistent trade headwinds and macroeconomic uncertainties, resulting in a sharp 10% dip in its stock. The downbeat forecast has raised alarm bells among investors, as the semiconductor and electronics sectors continue to struggle in a challenging global market environment.
Back to Top / Thursday, August 14, 2025, 6:20 pm / permalink 12368 / 2 stories in 6 months
Klarna’s quarterly losses more than double amid IPO speculation
sifted -
Back to Top / Thursday, August 14, 2025, 10:21 am / permalink 12322 / 2 stories in 6 months
Hungry hyperscalers boosted Cisco's AI sales by a cool billion bucks
Simon Sharwood / theregister - Big Tech is spending vastly more on AI infrastructure but Switchzilla thinks its piece of the pie will be fat and juicy Cisco sold twice as much AI kit as it forecast during its 2025 fiscal year and expects the market for binary brainboxes will continue t…
Back to Top / Wednesday, August 13, 2025, 9:20 pm / permalink 12293 / 3 stories in 6 months