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Equity Analysis

IREN Rebrands as AI Data-Center Operator as Cloud Revenue Accelerates

The company is converting its Bitcoin-mining assets into GPU-backed AI capacity to pursue large commercial deals and faster recurring revenue growth.

Qualcomm Pushes into AI Data Centers With Dragonfly Chips and Modular Deal

Tech Giants Advance AI Products and Build Data‑Center Power as Markets Lean In

SoFi Shows Strong Q1 Growth but Faces Investor Skepticism

J.P. Morgan Reclassifies Tesla as Physical‑AI Platform and Raises Target to $475

Suzlon Q4 Shows Mixed Execution and Divides Analysts on Near‑Term Upside

ServiceNow Jumps Nearly 9% After AI Suite Launch and BofA Buy Rating

Amazon’s AWS Momentum and New Logistics Push Bolster $200 Billion AI Bet

ICICI Bank Outshines HDFC in Q4 as Markets Reward Faster Loan Growth

Goldman Backs Microsoft as Shares Slide on AI Spending Fears

Zeta Global Draws Fresh Buy Calls After Record Quarter, Valuation Reset

Palantir’s Blowout Quarter Meets Whiplash Trading, Dividing Wall Street

CoreWeave Faces Timing Delays, Debt Questions as Bulls Lean on Nvidia Ties

Nvidia Leads AI Chip Race as Analysts Lift Targets and New Blackwell Hardware Rolls Out

Nebius Leans Into Full-Stack AI Push as Shares Consolidate on Dilution Overhang

Kaynes Tech Rises After Steep Slide as Nomura Cuts Target but Keeps Buy

Structure Therapeutics' Oral GLP-1 Posts Up to 15% Placebo-Adjusted Weight Loss as Company Prepares Phase 3

Indian Q2 Earnings Show Divergence: FMCG Holds, Autos Gain, Platforms Post Deeper Losses

Goldman Sachs Lifts Eternal Target to Rs 360 as Blinkit Trajectory Strengthens

SoftBank Cuts Ola Electric Stake to 15.68% as Shares Slide for Second Day