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Revenue Growth

UBS Cuts ServiceNow to Neutral With $100 Target as Stock Hits New Low

The move signals rising doubts that AI features will offset softer software budgets.

Credo Q3 Sales Leap 202% on Hyperscaler AEC Ramps

Analysts Lift Micron on AI Memory Crunch

AI Infrastructure Race Accelerates: Nvidia Projects $1 Trillion Orders as Microsoft Tests Rubin Racks and Oracle Highlights $553 Billion Backlog

AI Infrastructure Race Accelerates on Oracle Backlog and Broadcom’s $100 Billion Chip Target

Driehaus Discloses $110 Million Eos Energy Buy as Analysts Turn Cautious

The Trade Desk Maps a Cautious 2026 as CEO Sees Strengthening Open Internet and Shares Rise on Reported OpenAI Ad Talks

IonQ Shares Leap on Q4 Beat, Upbeat 2026 Guide and Vertical-Integration Push

Ranger Takes New $14.9 Million Chime Stake as Napean Cuts Holding by $9.6 Million

Big Tech Maps $650–$700 Billion AI Spend for 2026 as Nvidia Calls the Buildout Sustainable

Intuitive Machines Surges on Target Hikes as Lanteris Deal and NASA Catalysts Draw Focus

AMD Pushes Into AI Infrastructure With CES Launches and Aggressive Targets

D-Wave to Buy Quantum Circuits for $550 Million to Add Gate-Based Computing

AMD Accelerates AI Hardware at CES 2026 With Ryzen AI 400, Halo Mini PC and MI500 Roadmap

Nvidia Viewed as the Better 2026 Buy Than Palantir on Valuation

Brown Advisory Mid-Cap Growth Trails in Q3 as Portfolio Tilts to Secular Growth

IREN Slides More Than 50% From Highs as AI Rotation Hits Shares

BAT Offloads Rs 3,856 Crore of ITC Hotels Shares in Block Deal

Sensex, Nifty Extend Rebound as Global Cues Lift IT and Auto, Bajaj Finance Slumps

Broadcom Sets New High as AI Builds Boost Outlook