Tech & Software
Kioxia’s Unsettling Arithmetic: Record Profits, a $229 Million Verdict, and a Stock Still Searching for Its Floor
The numbers coming out of Kioxia's first fiscal quarter would be the envy of almost any technology company on the...
Micron’s 30% Slide: A Story of External Noise, Not Internal Decay
The gap between a stock's price and its fundamentals can sometimes stretch so wide that it becomes the story itself....
Microsoft’s AI Bet Is Paying Off — But the Technicals and the Lawyers Are Closing In
There is a paradox at the heart of Microsoft's current stock market run. The company closed out its fiscal year...
DroneShield’s Two-Speed Market: Record Backlog Meets a Guidance Gap
The counter-drone specialist has become a study in contradiction. In the space of a single week, its shares swung from...
Nvidia’s Summer of Giants: From SpaceX’s 10-Gigawatt Bet to a Skeptic’s $250 Billion Warning
Elon Musk has a way of resetting the conversation. When SpaceX announced it would anchor its future AI computing capacity...
Palantir’s Record Quarter Puts the Fundamentals on Display — While Insider Sales and European Skepticism Cloud the Picture
There are quarters that merely beat expectations, and then there are quarters that force a wholesale rethink of what a...
D-Wave Quantum’s Backlog Balloons While the Income Statement Stays Stubbornly Flat
The gap between what a quantum computing company promises and what it actually bills has rarely been on starker display...
AppLovin Shares Sink as Q3 Guidance Overshadows Another Strong Quarter
AppLovin’s latest earnings release showed a business still growing quickly, but investors were far more focused on what came next....
Figma Shares Tumble as AI Investment Costs Eclipse Blowout Revenue
The market's verdict on Figma's latest earnings was swift and unforgiving, with the design software maker's stock shedding more than...
Apple’s Supply-Chain Squeeze Overshadows Record Quarter as Leadership Handoff Looms
The numbers were pristine. The optics were anything but. Apple delivered its strongest June quarter on record, yet investors responded...
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