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AI Inference Costs Divide Software Stocks

Investors are punishing small margin misses as firms absorb rising compute costs for beta AI features.

O’Keeffe Stevens Urges Caution After Q2 Rally While Backing Sphere and Callaway

Thermo Fisher Tops Q2 Estimates and Raises 2026 Forecast

L1 Capital Q2 Letters Show Gains Fueled by AI Bets, Commodity Split

Value Funds Say Narrow AI-Led Rally Leaves Room for Company-Specific Gains

ClearBridge Adds ATI as SMID Growth Strategy Trails Benchmark

Palm Valley Holds 75% Cash After Modest Q2 Gain While Small Caps Surge

Analyst Upgrades Lift First Solar But Stock Stalls as Policy Decision Looms

Brown Advisory Says AI Sentiment and Stock Catalysts Drove Q1 Drawdown in Its Large‑Cap Growth Fund

Nikkei Falls Below 69,000 as AI and Chip Leaders Suffer Sharp Sell-Off

DAX Stalls Near 25,000 as Tech-Fuelled US and Asian Rallies Pull Ahead

KPIT Issues Q1 Profit Warning and Shares Plunge to 52‑Week Low

Madison Says MKS Drove Q1 Mid‑Cap Gains and Cut Its Position as Shares Soared

Tech Stocks Drive Market Pullback After Hot PCE Reading, OpenAI IPO Reports

Nvidia Management Guides at Least $1 Trillion in AI Infrastructure Demand Through 2027

Palantir Hits 52‑Week Low Despite Blowout Quarter

Keel Infrastructure Raises $458 Million With Low‑Cost Convertible Notes as Shares Rally

SoFi Shares Rise After CEO Adds to Personal Stake

Redwire Rallies as SpaceX IPO Draws Heavy Investor Flows

American Century Credits Energy Rally for Small Cap Value Fund Gain