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10 ARTICLES

2d ago

Datadog Beats Q2 Estimates but Shares Plunge on Margin and Valuation Concerns

Investor selling reflected worries that modest free-cash-flow margin compression combined with exposure to heavy-usage AI customers makes the stock’s high valuation fragile.

3 ARTICLES

2d ago

SanDisk Beats Quarter Estimates but Guidance Sends Shares Tumbling Then Rebounding

7 ARTICLES

2d ago

Bioventus Strengthens Balance Sheet and Launches Evercore‑Advised Strategic Review

7 ARTICLES

6d ago

Diamond Hill Flags Zoetis as Q2 Detractor After Flat Organic Revenue and Guidance Cut

3 ARTICLES

last wk.

ServiceNow Raises Forecast as AI Contracts Surpass $1 Billion and Revenue Accelerates

11 ARTICLES

last wk.

Palantir's August Earnings Set to Decide If Sky‑High Valuation Is Warranted

8 ARTICLES

2w ago

ServiceNow Posts Strong Q2 as AI Contracts Top $1 Billion and Security Franchise Scales

5 ARTICLES

2w ago

Palantir Posts 85% Revenue Jump as AIP Drives Fast Commercial Gain

6 ARTICLES

3w ago

Strategy Starts Selling Bitcoin to Cover Dividends as Its Funding Model Strains

4 ARTICLES

3w ago

HSBC Upgrades Apple to Buy, Lifts Price Target to $366

8 ARTICLES

3w ago

AMD Repriced Higher as Analysts Lift Targets and Commercial AI Deals Firm Up

8 ARTICLES

4w ago

Berkshire’s Abel Makes $10 Billion Alphabet Bet, Reshaping Portfolio

4 ARTICLES

4w ago

Pagaya Expands AI Underwriting Into Upgrade’s Flex Pay BNPL

11 ARTICLES

4w ago

Nvidia Drops Below $200 as Investors Split Over Whether to Sell or Buy the Dip

5 ARTICLES

last mo.

Evercore Starts Coverage of Credo With $325 Target and Outperform Rating

4 ARTICLES

last mo.

Cramer Highlights Debt-Note Claim That CoreWeave’s Backlog Could Be Larger Than Reported

3 ARTICLES

last mo.

TSMC Stock Doubles as Company Pushes Capacity Buildout to Serve Surging AI Demand

Stock Analysis

Datadog Beats Q2 Estimates but Shares Plunge on Margin and Valuation Concerns

SanDisk Beats Quarter Estimates but Guidance Sends Shares Tumbling Then Rebounding

Strategy Stock Repriced as Analysts Cut Targets and Company Sells Bitcoin

The Trade Desk Shares Plunge After Q2 Revenue Slows and Guidance Falls Short

AppLovin Shares Plunge After Q2 Miss Despite 53% Revenue Gain

Bioventus Strengthens Balance Sheet and Launches Evercore‑Advised Strategic Review

Diamond Hill Flags Zoetis as Q2 Detractor After Flat Organic Revenue and Guidance Cut

ServiceNow Raises Forecast as AI Contracts Surpass $1 Billion and Revenue Accelerates

Palantir's August Earnings Set to Decide If Sky‑High Valuation Is Warranted

ServiceNow Posts Strong Q2 as AI Contracts Top $1 Billion and Security Franchise Scales

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Stock Analysis

Palantir Posts 85% Revenue Jump as AIP Drives Fast Commercial Gain

Strategy Starts Selling Bitcoin to Cover Dividends as Its Funding Model Strains

HSBC Upgrades Apple to Buy, Lifts Price Target to $366

AMD Repriced Higher as Analysts Lift Targets and Commercial AI Deals Firm Up

Berkshire’s Abel Makes $10 Billion Alphabet Bet, Reshaping Portfolio

Pagaya Expands AI Underwriting Into Upgrade’s Flex Pay BNPL

Nvidia Drops Below $200 as Investors Split Over Whether to Sell or Buy the Dip

Evercore Starts Coverage of Credo With $325 Target and Outperform Rating

Cramer Highlights Debt-Note Claim That CoreWeave’s Backlog Could Be Larger Than Reported

TSMC Stock Doubles as Company Pushes Capacity Buildout to Serve Surging AI Demand

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Stock Analysis