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Seagate Technology Holdings plc STX is benefiting from a shift in AI workloads from short-lived compute jobs to persistent data reuse. Inference, agentic applications, robotics and autonomous systems all create reasons to retain historical, video and sensor data. That supports a tiered storage model in which cost-efficient hard drives remain central. Seagate’s AI Workloads Expand the ...
Key Points Nvidia has reportedly begun shipments of its Vera server CPUs to customers. Intel and AMD have been enjoying solid growth in the server CPU market lately, but they now face a major threat from Nvidia. Nvidia stock looks like a better buy from an investment perspective compared to Intel and AMD right now. ...
Key Points A Palantir bull expects the data analytics company to deliver a “solid beat and raise” when it reports earnings on Aug. 3. “The Big Short” investor Michael Burry calls Palantir a “sand castle” that is vulnerable to AI slowdowns. 10 stocks we like better than Palantir Technologies › Palantir Technologies (NASDAQ: PLTR) has ...
Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Here’s a quick recap of the crypto landscape for Wednesday (July 29) as of 10:00 a.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$64,650.02, up by 1.6 percent over the past 24 hours. Bitcoin price chart ...
Key Points Microsoft reported better-than-expected earnings on Wednesday after market close. The company’s Azure cloud platform saw massive revenue growth, similar to its rivals AWS and Google Cloud. The company also kept its capex forecast unchanged, which caused its stock to rise in after-hours trading. 10 stocks we like better than Microsoft › After the ...
Netflix NFLX and Roku ROKU sit on opposite ends of streaming, yet chase the same ad dollar. Netflix has built an ad tier and live events, while Roku, the top U.S. platform by hours, monetizes viewing via its Home Screen and Roku Channel. Both firms’ recent results reaffirmed ad-supported streaming as a growth engine, leaning ...
The Vita Coco Company, Inc. COCO is benefiting from a broader consumer shift toward everyday hydration, with coconut water moving beyond niche wellness shelves into more frequent use occasions. That shift is showing up in results. Vita Coco’s core coconut water brand, international expansion and premium segment ambitions are giving the company several paths for ...
Key Points The prospect of high robotaxi and humanoid robot sales is the main reason Tesla gets away with a P/E ratio close to 300. Ford is working on self-driving technology that can position it to offer robotaxis, and other automakers may follow suit. If more competitors pile into robotaxis, it can put pressure on ...
A blockbuster earnings season doesn’t make every technology giant a strong stock. Listen to the audio version of this article (generated by AI). South Korea’s stock market came to a screeching halt this morning. After the benchmark KOSPI index plunged more than 8%, a marketwide circuit breaker automatically halted trading for 20 minutes to prevent ...
Oracle Corporation ORCL and Alibaba Group BABA sit at opposite ends of the globe but occupy strikingly similar ground in today’s technology race. Both transformed from legacy roots, enterprise software for Oracle and e-commerce for Alibaba, into full-stack cloud and AI powerhouses, pouring billions into data centers, custom silicon, and language models. The comparison feels ...
