Factset Resarch (FDS) used to be a buy-and-hold stock. Now its down-and-out. But if profits can grow 12% again, the stock can rise.
Factset Research (FDS) Growth Slows as AI Threatens this Financial Data Provider Read More »
Adobe (ADBE) stock remains under pressure even though ongoing AI investments have produced impressive results, like Firefly.
Adobe (ADBE) Extends Downtrend Amid Continued AI Innovation & Steady Growth Read More »
Oracle (ORCL) made it clear demand is not an issue, the challenge is building capacity fast enough to deliver already-signed deals
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Oracle (ORCL) Demand Remains Strong as Execution Becomes the Bottleneck Read More »
CrowdStrike’s (CRWD) growth is being driven by customers consolidating more security needs onto the Falcon platform.
CrowdStrike (CRWD) Saw Rising Customer Demand Amid More Platform Adoption Read More »
Nebius (NBIS) is one of the fastest growing companies I’ve ever seen. Here’s what’s going on with this cloud company built for AI.
AI Cloud Company Nebius (NBIS) is Growing Faster Than I Could Imagine Read More »
Intuit (INTU) reported a strong quarter as its all-in-one platform boosts profits. And with a P/E of 29, the stock seems undervalued.
Intuit’s (INTU) AI-Powered Solutions Drive Solid Growth with Profits Up 34% Read More »
Arista Networks (ANET) is providing premium quality servers for AI networks, as ANET’s AI business has seen exponential demand.
Arista Networks (ANET) Scales AI Networking from Zero to Hundreds of Millions Read More »
Last quarter, Broadcom’s (AVGO) saw a massive rise in 74% AI semiconductor revenue growth, helping to boost profits 37%.
AI Semiconductor Demand is a Key Driver Behind Broadcom’s (AVGO) Growth Read More »
Sea (SE) is getting faster at delivering packages for its ecommerce business. But the stock is in a downtrend as profit estimates decline.
Sea (SE) its Strenghtens Logistics and Delivery Capabilities, Profit Estimates Decline Read More »
Eli Lilly (LLY) stock reaches an All-Time High in late November, fueled by strong performances from Mounjaro and Zepbound.
Mounjaro and Zepbound Drive Eli Lilly (LLY) Stock to an All-Time High Read More »
CoreWeaave (CRWV) is growing fast as hyperscalers like OpenAI and Meta sign compute contracts. But what is CRWV worth?
AI Workload Company CoreWeave (CRWV) Grows Rapidly Via Rising AI Adoption Read More »
McDonald’s (MCD) boosts promotions and menu offerings as it faces slowrevenue & profit growth amid weak consumer spending.
Consumer Spending Pressures Slow McDonald’s (MCD) Profit & Revenue Growth Read More »
