CrowdStrike (CRWD) Outage Issue is Expected to Cut Into Company Profits
CrowdStrike (CRWD) management stated its customers have moved past the July 19th outage. Then why did profit estimates decline?
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Broadcom’s (AVGO) Profit Growth is Set to Accelerate as Software Revenue Rises
Broadcom (AVGO) is expected to have accelerated profit in the coming quarters as software sales and AI buildouts are strong.
Celsius (CELH) Stock Tanks as Energy Drink Sales Are About to Fall Fast & Hard
Celsius (CELH) stock has fallen from a high of $100 to just above $30 this year. Should investors sell? Here’s my take on it.
Dutch Bros (BROS) Stock Cools Off as Same Shop Sales Go From +10% to +4%
Dutch Bros (BROS) stock was hot a quarter ago, and now its cold. Hot & Cold, just like its drinks. Now, business may be slowing.
The Trade Desk (TTD) Grows Profits 39% With Connected TV and AI Assistance
The Trade Desk (TTD) has been climbing higher as Connected TV ads are strong and TTDs AI platform, Kokai continues to impress.
NVIDIA’s (NVDA) New Blackwell GPU Expected to Keep Momentum Strong in 2025
NVIDIA (NVDA) continues to double revenue year-over-year. And the new Blackwell GPU should carry momentum into 2025.
HubSpot’s (HUBS) AI “Hubs” Are Helping to Keep Profit Growth Flowing Strong
HubSpot (HUBS) has delivered 40% or greater profit growth the past four quarters as customers are subscribing to its AI hubs.
Advanced Micro Devices (AMD) is in a Steep Ramp Up of Datacenter AI GPUs
Amd (AMD) is ramping up production of its Artificial Intelligence (AI) products, with strong demand seen for its Instinct GPUs.
Datadog (DDOG) Might See its Stock Decline as Profit Growth is Slowing
Datadog (DDOG) is still seeing soft demand for data analytics. What’s more is profit growth just slowed and is expected to go negative.
Salesforce (CRM) is Redefining Enterprise Software with its Agentforce AI Platform
Salesforce (CRM) management is excited about its new Agentforce AI software, which could reinvigorate CRM’s slow sales growth.
Palo Alto Networks (PANW) is Focused on Scaling Their Next-Generation Security
Palo Alto Networks (PANW) is seeing strong results with Next-Generation Security as profits are tight due ot platformization.
Uber (UBER) is Expanding its Waymo Partnership to Austin and Atlanta
Uber (UBER) is expanding its relationship with Waymo to bring autonomous rides to Atlanta & Austin. But investors aren’t impressed.