Dan Ives went on live TV and named six AI stocks he says will lead the next leg up. Every single one was already sitting inside a fund that bears his name,…
Salesforce spent months as the broken name in enterprise software, dragging the sector's AI credibility down with it. Now one earnings report and a surprise Anthropic partnership are forcing the bears to…
Palantir just staged one of the sharpest recoveries in enterprise software, but the stock still sits below where the year began and trades at a valuation that makes most analysts nervous. The…
Gorilla Technology stock collapsed 11% on its earnings filing Tuesday, then did something traders did not expect on Wednesday. The question now is whether the buyers piling back in actually read the…
Palantir just delivered one of the most explosive earnings reports in enterprise tech history, and September options positioning suggests traders are bracing for another major move. The question is whether the fundamentals…
Gorilla Technology just posted revenue that nearly doubled and raised its full-year guidance for the second time, yet the stock is sinking while every comparable is green. Something in the numbers is…
Palantir's U.S. commercial revenue is exploding and its Rule of 40 score just hit 155, yet Wall Street analysts barely see any upside from here. Our model tells a very different story,…
Vandita Jadeja Every bond a hyperscaler sells to fund its next GPU cluster competes directly with Treasuries for the same pool of capital, and the ripple is now hitting five companies in ways most…
The investor who called 2008 before anyone else is now naming specific AI infrastructure companies and the hidden financial mechanisms he says are quietly building the next crisis. His latest warning may…
Government AI stocks and enterprise software names are trading on the same tape Friday, yet they are telling completely different stories about where traders think the real money flows next.
Palantir just posted one of the most explosive growth quarters in software history, yet the stock sits nearly flat for the year. Here is what has to happen next for shares to…
Vandita Jadeja Palantir and Snowflake just reported quarters that force a real choice between two competing visions of how agentic AI reaches enterprise workflows, and the numbers reveal something surprising about which model actually…
Palantir just delivered the kind of quarter that silences critics, but with a valuation that makes even bulls nervous, the real debate is whether the growth story can actually justify what the…
A bullish analyst just slapped a $44 price target on a stock trading near $15, but Gorilla Technology's convertible debt, reset provisions, and gap between pipeline promises and recognized revenue raise serious…
Snowflake has surged over 170% since April, and Wall Street bulls are just now starting to reprice what agentic AI could mean for the company's consumption growth. Whether this rally is the…
