Nvidia’s CUDA Lock-In and Supply Scarcity Make Its AI Chip Moat Harder to Break Than It Looks
Nvidia (NVDA) enters 2026 with two reinforcing structural advantages in AI compute that are easy to underestimate when the debate...
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Broadcom (AVGO) targets long-term growth on hyperscaler deals and AI chip demand
Broadcom Inc. (NASDAQ: AVGO) is positioning for sustained growth as hyperscale customers increase spending on AI infrastructure and networking silicon....
C3.ai (NYSE: AI) Gains Attention as a Promising Large-Cap AI Stock
C3.ai (NYSE: AI) has emerged as a significant player in the artificial intelligence sector, particularly within the enterprise AI market....
Salesforce CRM FY27 Strategy: Financial Analysis and Market Position
Date: 25/03/2026 Introduction Salesforce Inc. (NYSE: CRM) is poised to navigate fiscal year 2027 with a strategic focus on three...
Vertiv Holdings (VRT) Extends 2026 Rally After 64% Surge: AI Data Center Demand and Cooling Backlog in Focus
Vertiv Holdings (NYSE: VRT) shares have surged about 64% year-to-date in 2026 through late March, placing the company squarely in...
NVIDIA (NVDA) eyes China AI chip re-entry as export licensing shifts to case-by-case review
March 20, 2026 — NVIDIA is positioning for a return to China’s AI accelerator market after the U.S. Bureau of...
Qualcomm (QCOM) authorizes $20B stock repurchase program, raises quarterly dividend to $0.92
March 20, 2026 — Qualcomm’s board approved a new $20 billion stock repurchase authorization and raised its quarterly cash dividend...
Sprinklr Inc (CXM) Beats Q4 FY26 EPS Estimates
Sprinklr Inc (CXM) delivered Q4 2025 adjusted earnings of $0.10 per share, surpassing analysts' $0.09 forecast (beat by 10.0%). Top-line…
Groupon Inc. (GRPN) Misses Q4 EPS Estimates
Groupon Inc (GRPN) posted Q4 2025 gaap EPS of $0.17, falling short of the $0.50 estimate (miss by 66.0%). Top-line…
Serve Robotics Inc (SERV) Reports Wider Q4 Loss Than Expected
Serve Robotics Inc (SERV) posted a Q4 2025 adjusted loss of $0.49 per share, wider than the -$0.44 expected loss…