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Nvidia Anthropic Investment: $10 Billion Bet Meets AI Slowdown

Technology & AI Ishan Majumdar -
Nvidia Corporation (NASDAQ:NVDA) may soon make one of its biggest strategic AI investments yet. The chip giant is reportedly discussing an investment of up...

Adobe Earnings Preview: Can AI Defend Creative Cloud?

Technology & AI Ishan Majumdar -
Adobe reports fiscal third-quarter earnings tonight, in its first release since naming Anil Chakravarthy as the company’s next CEO. This Adobe earnings preview comes...
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Oracle Earnings Preview: The Cash Conversion Test

Technology & AI Ishan Majumdar -
THE BAPTISTA VIEW Oracle...

Varonis Systems Takeover Talks: What Could Proofpoint Pay?

Technology & AI Ishan Majumdar -
THE BAPTISTA VIEW Takeover Interest Is...

Broadcom AI Chips Face A $16 Billion Google & OpenAI Test

Technology & AI Ishan Majumdar -
Broadcom (NASDAQ: AVGO) has reached an interesting point in the AI boom. Broadcom AI Chips are now at the...

Dell Earnings Preview: AI Server Boom Faces a Margin Test

Technology & AI Ishan M. -
Dell Technologies heads into its fiscal second-quarter FY2027 report on Tuesday, September 1 with one of the most unusual...

Snowflake SaaS Apocalypse Test After Salesforce’s Rally

Technology & AI Ishan Majumdar -
Salesforce (NYSE:CRM) just handed software investors one of their biggest relief rallies of 2026. The Salesforce Snowflake SaaS Apocalypse...

Apple Foldable iPhone Launch Raises Stakes For Their New CEO

Technology & AI Ishan Majumdar -
Apple (NASDAQ:AAPL) has officially set September 9 for its next major product event. The Apple Foldable iPhone is expected...
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Nvidia Anthropic Investment: $10 Billion Bet Meets AI Slowdown

Technology & AI Ishan Majumdar -
Nvidia Corporation (NASDAQ:NVDA) may soon make one of its biggest strategic AI investments yet. The chip giant is reportedly...

Adobe Earnings Preview: Can AI Defend Creative Cloud?

Technology & AI Ishan Majumdar -
Adobe reports fiscal third-quarter earnings tonight, in its first release since naming Anil Chakravarthy as the company’s next CEO....

Oracle Earnings Preview: The Cash Conversion Test

Technology & AI Ishan Majumdar -
THE BAPTISTA VIEW Oracle...

Varonis Systems Takeover Talks: What Could Proofpoint Pay?

Technology & AI Ishan Majumdar -
THE BAPTISTA VIEW Takeover Interest Is...

Broadcom AI Chips Face A $16 Billion Google & OpenAI Test

Technology & AI Ishan Majumdar -
Broadcom (NASDAQ: AVGO) has reached an interesting point in the AI boom. Broadcom AI Chips are now at the...

Dell Earnings Preview: AI Server Boom Faces a Margin Test

Technology & AI Ishan M. -
Dell Technologies heads into its fiscal second-quarter FY2027 report on Tuesday, September 1 with one of the most unusual...

Snowflake SaaS Apocalypse Test After Salesforce’s Rally

Technology & AI Ishan Majumdar -
Salesforce (NYSE:CRM) just handed software investors one of their biggest relief rallies of 2026. The Salesforce Snowflake SaaS Apocalypse...

Apple Foldable iPhone Launch Raises Stakes For Their New CEO

Technology & AI Ishan Majumdar -
Apple (NASDAQ:AAPL) has officially set September 9 for its next major product event. The Apple Foldable iPhone is expected...

SpaceX: Starbase Louisiana Bet Tests Starship Economics

Technology & AI Ishan Majumdar -
SpaceX (NASDAQ:SPCX) has just put a staggering number behind its Starship ambitions. The company plans to invest at least...

Workday Silver Lake Buyout Math Hinges On Earnings &AI Growth

Technology & AI Ishan Majumdar -
Workday reports fiscal second-quarter results Thursday, August 27, with an unusually complicated setup as the Workday Silver Lake Buyout...

Marvell Google AI Deal: What $120 Billion Really Means

Technology & AI Ishan Majumdar -
Marvell Technology (NASDAQ:MRVL) has suddenly become one of the most closely watched names in the custom AI-chip race. The...

Nvidia OpenAI Deal: The $105 Billion AI Bet

Technology & AI Ishan Majumdar -
Nvidia (NASDAQ:NVDA) has spent years being the clearest winner of the artificial intelligence boom. It sells the chips that...
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