Tech & Software
ServiceNow’s Contradiction Trade: Wall Street Steps Back, Investors Lean In
The market has a peculiar way of ignoring the very signals it claims to respect. When Goldman Sachs quietly removed...
Google’s Antitrust Reprieve and AI Monetization Milestone Converge in Alphabet’s Latest Rally
The market's mood toward Alphabet shifted decisively this week as investors digested a pair of developments that, taken together, reframe...
Semiconductor ETF’s Brutal July Ends With a Thin Silver Lining — and a 125% Annual Gain Still Intact
The iShares MSCI Global Semiconductors UCITS ETF limped into the weekend with a modest 0.27 percent gain, closing Friday at...
AMD’s Pre-Earnings Squeeze: Higher Graphics Card Prices Meet a Sliding Share Price
Advanced Micro Devices heads into Tuesday's second-quarter earnings report with a curious disconnect: the company is raising prices on its...
Oracle’s $638 Billion Backlog Has a Financing Problem the Stock Rally Can’t Hide
Oracle shares closed Friday at €112.60, capping a week that saw the stock climb 11.31 percent. The bounce marks a...
MSCI World ETF: One Cloud Milestone Outweighs a Fed Jolt and Meta’s Misfire
A single earnings number from Redmond has done what a week of macro anxiety could not: put the MSCI World...
Tenable Shares Slide Despite Record Profits and Upgraded Forecast
The cybersecurity firm Tenable delivered a mixed bag of results this week, posting record profitability and raising its full-year guidance,...
Super Micro’s $7 Billion Cash Call Exposes the Gap Between AI Orders and Hard Financial Reality
Super Micro Computer is caught in a tug-of-war between an extraordinary order pipeline and a balance sheet that cannot keep...
Nvidia Diversifies Cloud Alliances and Pharma AI as Chip Rout and AMD Pressure Mount
Nvidia has quietly deepened its grip on the AI cloud ecosystem, disclosing a 9.3 percent stake in infrastructure provider Nebius...
Western Digital’s Kioxia Merger Revival Raises Hopes, but the Backlog Story Remains the Anchor
Western Digital shares climbed 2.83% on Monday to €428.50, powered by fresh reports that the storage giant has revived merger...
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