Agentforce was expected to be the next catalyst for Salesforce (CRM). But CRM stock is weak as growth slows from prior years.
Salesforce (CRM) AI Investments Aren’t Converting to Revenue Fast Enough Read More »
HubSpot (HUBS) grew revenue a solid 20% last quarter as its Sales Hub and Service Hub are thriving, fueled by rapid AI innovation.
The Threat of AI is Hurting Software Stocks, But HubSpot (HUBS) is Having Success Read More »
S&P Global’s (SPGI) Indices division reported revenue growth of 15% last qtr, boosting SPGI’s results. The Ratings division weakened.
United States Stock Market Gains Fueled S&P Global (SPGI) Results Last Quarter Read More »
Arm’s (ARM) chip-building technology platform helping to build the brains of AI. But the company’s licensing fees (& profits) fluctuate.
Arm’s (ARM) Platform is Helping NVIDIA Build AI Chips for Microsoft and Google Read More »
Last quarter, Palantir (PLTR) grew revenue in its its US Commercial operating segment 93% year-over-year as new contracts surged.
Palantir (PLTR) is Rolling in Business from US Companies at an Insane Rate Read More »
Wingstop (WING) has delivered poor results the past two quarters, but the story is still positive when we look at WING’s potential.
Wingstop (WING) Results Come Back to Earth After Flying High a Year Ago Read More »
NVIDIA (NVDA) has its sights set on dominating the Robotics market with its new Thor chip, but Datacenter is still NVIDIA’s focus.
NVIDIA’s (NVDA) New Thor Processor is Set To Dominate Autos and Robots Read More »
Coffee & energy drink drive-thru shack Dutch Bros (BROS) delivered impressive results last quarter that beat analayst expectations.
Dutch Bros (BROS) is One of the Best Restaurant Concepts to Own Right Now Read More »
Cloudflare (NET) is a content delivery network (CND) that puts website files on servers around the wold to increase loading speed.
Twenty Percent of Web Traffic Already Runs on the Cloudflare (NET) Network Read More »
Booking (BNKG), parent of Priceline, delivered excellent profit growht last quarter as revenue increased an impressive 16%.
Booking (BKNG) Delivers 32% Profit Growth Driven by Europe and Asia Read More »
MasterCard (MA) is like a machine that’s been cranking out high-teens profit growth — and stock growth — for more than a decade.
MasterCard (MA) Stock Has Been a Consistent High Teen Grower Long-Term Read More »
Supermicro Computers (SMCI) management said profits were down due to tariffs. I think SMCI seems to be fixing its financials.
Supermicro Computer (SMCI) Management Said Tariffs Costs Weight on Results Read More »
