Motley Fool83d agoneutral
Opinion: The Stock Market May Have Dodged a Bullet With Jerome Powell Staying at the FedThe chances of market mayhem are lower with Powell remaining at the Fed.
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Bloomberg83d agoneutral
Key Themes to Watch at Asia’s Biggest AI Tech Show(Bloomberg) -- Nvidia Corp.’s Jensen Huang leads a parade of AI computing leaders in Taiwan for Asia’s biggest technology showcase, Computex. Over a jam-packed week, the hardware linchpins of the post-ChatGPT era will debate the most pressing issues facing their industry, from growing bottlenecks in the supply of essential components like memory chips to the rise of challengers to Nvidia at the apex of the semiconductor hierarchy.Most Read from BloombergSingapore Hands Byju's Founder His First E
Reuters83d agoneutral
Taiwan raises 2026 GDP growth outlook to 16-year high on strong AI demandTAIPEI, May 29 (Reuters) - Taiwan's tech-driven economy is expected to grow at its fastest pace in 16 years in 2026, the government statistics agency said on Friday, thanks to booming demand for
The Wall Street Journal83d agoneutral
Thursday Recap: Stocks Hit Record as Investors Cling to Hope of U.S.-Iran DealStocks rose on reports that Iran and the U.S. had reached a preliminary deal. Meanwhile, Snowflake stock surged after the cloud-software company reported strong earnings and struck a $6 billion deal with Amazon.
Reuters83d agoneutral
At Computex, Nvidia and Taiwan's expanding role in AI infrastructure set to take centre stageTAIPEI, May 29 (Reuters) - At Taiwan's annual Computex trade show next week, the spotlight is likely to be dominated, as usual, by Nvidia and its products, but also by the island's central and growing role in AI infrastructure. Nvidia CEO Jensen Huang, arriving in Taipei more than a week ahead of the show, more than made that point when he said on Wednesday that his company would spend as much as $150 billion a year in Taiwan, which he called the epicentre of the AI revolution.
Motley Fool83d agoneutral
The SpaceX IPO Is Coming Next Month: Here's What You Need to KnowThe company filed a prospectus with important information for potential investors.
Fortune83d agoneutral
Top analyst has harsh words for SpaceX debut: ‘We recommend that investors avoid this IPO’Research firm CEO David Trainer says SpaceX's $1.75 trillion IPO valuation is mathematically indefensible
Barrons.com83d agoneutral
Treasury Yields Can Keep Rising Even if the War Ends. It’s About More Than Oil.A decline in oil prices won’t bring Treasury yields down much, because there was never a surge in long-term inflation expectations to begin with.
Stocktwits83d agoneutral
COST Stock In Focus: Costco’s Record Fuel Sales Have Wall Street Worried About Inflation AgainInvestors focused on inflation risks tied to surging fuel demand, rising gas prices, and consumer spending pressures.
Zacks83d agoneutral
COST Q3 Earnings Call Shows Value Focus, Digital PushCostco's Q3 earnings call spotlights strategic price cuts, record fuel volumes and surging digital demand as it doubles down on member value.
GuruFocus.com83d agoneutral
Viasat Inc (VSAT) Q4 2026 Earnings Call Highlights: Record Backlog and Strategic Advances Amid ...Viasat Inc (VSAT) reports a 15% increase in backlog and strategic progress in satellite deployment, despite facing revenue declines in key segments.
GuruFocus.com83d agoneutral
Ambarella Inc (AMBA) Q1 2027 Earnings Call Highlights: Record Automotive Revenue and Strategic ...Ambarella Inc (AMBA) reports strong automotive growth and a significant $800 million agreement with Hanhwa, despite challenges in consumer IoT and cash flow management.
GuruFocus.com83d agoneutral
Dell Technologies Inc (DELL) Q1 2027 Earnings Call Highlights: Record Revenue and AI Growth ...Dell Technologies Inc (DELL) reports an impressive 88% revenue increase and strong AI server demand, while navigating supply chain constraints.
GuruFocus.com83d agoneutral
American Eagle Outfitters Inc (AEO) Q1 2026 Earnings Call Highlights: Strong Revenue Growth and ...American Eagle Outfitters Inc (AEO) reports a 10% revenue increase, driven by Aerie's 34% growth, while navigating challenges in women's bottoms and macroeconomic uncertainties.
GuruFocus.com83d agoneutral
Costco Wholesale Corp (COST) Q3 2026 Earnings Call Highlights: Strong Sales Growth and Digital ...Costco Wholesale Corp (COST) reports a 15% increase in net income and significant digital sales growth amid challenges in gross margin and transportation costs.
GuruFocus.com83d agoneutral
Autodesk Inc (ADSK) Q1 2027 Earnings Call Highlights: Strong Revenue Growth and Strategic ...Autodesk Inc (ADSK) reports robust Q1 results with significant revenue growth and strategic acquisition of MaintainX to enhance operational capabilities.
GuruFocus.com83d agoneutral
Okta Inc (OKTA) Q1 2027 Earnings Call Highlights: Strong Start to FY27 with Strategic AI and ...Okta Inc (OKTA) showcases robust growth and strategic positioning in AI and identity security, despite early-stage market penetration challenges.
GuruFocus.com83d agoneutral
MongoDB Inc (MDB) Q1 2027 Earnings Call Highlights: Strong Revenue Growth and Expanding ...MongoDB Inc (MDB) reports a robust 25% revenue increase and significant customer acquisition, while navigating AI opportunities and competitive challenges.
GuruFocus.com83d agoneutral
UiPath Inc (PATH) Q1 2027 Earnings Call Highlights: Record Revenue and First-Time GAAP ProfitabilityUiPath Inc (PATH) reports a 17% revenue increase and achieves GAAP profitability for the first time, driven by strong AI integration and robust customer growth.
GuruFocus.com83d agoneutral
SentinelOne Inc (S) Q1 2027 Earnings Call Highlights: Strong Revenue Growth and Strategic ...SentinelOne Inc (S) reports a 21% revenue increase and outlines strategic initiatives amidst workforce reductions and competitive challenges.
Reuters83d agoneutral
Analysis-Huawei bets on speed over shrinking transistors to sidestep US chip sanctionsBy Eduardo Baptista and Che Pan BEIJING, May 29 (Reuters) - Huawei's new chip design principle focused on boosting transmission speed rather than continuing to shrink semiconductors offers a path for
Reuters Videos83d agoneutralVIDEO
Dell shares rocket on bullish forecast for AI demand<body><p>STORY: :: Dell</p><p>Dell shares rocketed higher in after-hours trade Thursday, jumping around 39%.</p><p>The surge came after the computer maker lifted revenue and profit expectations.</p><p>Dell says it is seeing soaring demand for AI-optimized servers used in data centers.</p><p>It’s benefiting as tech giants like Alphabet and Amazon plan to spend over $700 billion on AI-related infrastructure this year.</p><p>Dell now expects annual revenue of up to $169 billion - way up on the previous forecast of up to $142 billion.</p><p>AI server revenue is expected to hit $60 billion for fiscal 2027, $10 billion up on previous expectations.</p><p>The company has been adjusting prices constantly as strong global demand causes the cost of memory chips to soar.</p><p>:: Dell</p><p>On a call with analysts, Chief Operating Officer Jeff Clarke said he knew customers were feeling the pain.</p><p>But he said there was little sign of inflationary pressure easing.</p><p>One analyst told Reuters that Dell looked well placed to cope with the chip shortage, helped by its scale and strong relationships with suppliers.</p></body>
TheStreet84d agoneutral
Barclays resets Marvell stock price target after earningsMarvell Technology has gained more than 200% in the past 12 months. It just reported record revenue, guided above expectations, and told investors that growth would accelerate every single quarter through the rest of the fiscal year. For Barclays analyst Tom O'Malley, that was enough to nearly ...
Motley Fool84d agoneutral
Are Hot IPOs a Sign of a Market Top? One Analyst Thinks So. Here's What Investors Should Do.The IPO market is heating up, but that shouldn't change investors' core strategies.
Associated Press84d agoneutral
Japan, South Korea markets hit records on hopes for a winding down of the Iran warMarkets in Japan and South Korea hit fresh records as Asian shares advanced Friday on expectations the U.S. and Iran will agree to extend the ceasefire in their war by 60 days. Oil prices slipped, but remain above pre-war levels as the Strait of Hormuz remains largely closed.
TheStreet84d agoneutral
Pepsi makes big change to counter Coca-ColaFor years, bigger was better. Customers wanted their fast-food meals supersized, their pre-packaged snacks in bulk, and their movie theater concessions large enough to last a triple feature. These days, consumer preferences have changed. Diet trends and growing financial pressures have shoppers ...
Reuters84d agoneutral
Minority union at Samsung Electronics to challenge pay deal in courtSEOUL, May 29 (Reuters) - A minority labour union at Samsung Electronics representing its consumer electronics workers will ask a South Korean court to suspend the implementation of a pay deal that
TheStreet84d agoneutral
Analyst warns Salesforce has an AI problemSalesforce has spent much of the past year trying to convince investors that the next version of enterprise software will be built around AI agents. A new bearish note says that story still has a harder test in front of it. Salesforce (CRM) reported a record fiscal first quarter, giving bulls ...
Reuters84d agoneutral
Oil eyes weekly drop on Hormuz deal hopes; AI sends stocks to record highsBy Tom Westbrook SINGAPORE, May 29 (Reuters) - World stocks stood at record highs on Friday and oil futures eyed the steepest weekly drop for nearly two months as traders waited for details on a
TheStreet84d agoneutral
Paramount makes bold legal move for Warner Bros. dealParamount's (PSKY) largest Hollywood gamble is already under pressure. The company’s proposed $110 billion deal for Warner Bros. Discovery (WBD)merges two media powerhouses at a time when traditional entertainment firms are grappling with streaming losses, decreasing cable audiences, and growing ...