type here...
type here...
START FREE TRIAL

Technology & AI

Technology & AIHealthcareM&AConsumer & RetailMiscellaneousEnergy

Berkshire Paid BELOW Market for Alphabet & the Stock Fell; Who’s WRONG?

Technology & AI Ishan M. -
Let's start with the weird part. On Monday, Alphabet (NASDAQ: GOOGL) — Google's parent company — announced it's raising $80 billion by selling stock. That's...

Dell Beat By 26%. We Got 3 Things Right. One Signal STILL ISN’T PRICED!

Technology & AI Ishan M. -
Yesterday morning, before Dell Technologies (NYSE:DELL) reported, we at Baptista Research asked three specific questions. First: would the AI server backlog grow after $13...
spot_imgspot_img

Dell Reports Today. The Revenue Beat Is Already Priced. The Margin Is Not!

Technology & AI Ishan Majumdar -
Dell Technologies (NYSE:DELL) reports its fiscal Q1 2027 results after the market closes today, May 28, with a 4:30...

Micron Hits $1 Trillion On A UBS Call; Northland Just Called It BORROWED TIME!

Technology & AI Ishan Majumdar -
Tuesday, May 26, 2026 will be remembered as the day Micron Technology (NASDAQ:MU) entered the trillion-dollar club. Shares surged...

Salesforce Reports In 24 Hours. The Street Is Split by $242. Someone Is About To Be Very Wrong.

Technology & AI Ishan M. -
Salesforce (NYSE:CRM) reports its Q1 fiscal 2027 results on Wednesday, May 27 — and the setup is unlike anything...

Blackstone Just Made a $25 Billion Bet That Google Can Unseat NVIDIA!

Technology & AI Ishan Majumdar -
Something shifted in the AI infrastructure race this week that most investors have not fully processed. On May 18,...

NVIDIA Earnings Could Decide Whether AI Euphoria Can Outrun Bond-Market Fear!

Technology & AI Ishan Majumdar -
Nvidia is heading into fiscal first-quarter earnings with a burden that goes well beyond one company’s numbers. The market...

Is A Quiet Storage Name Becoming The REAL AI Takeover Story?

Technology & AI Ishan M. -
NetApp (NASDAQ:NTAP) is not the kind of stock that usually makes people spit out their coffee. It does not...
Load more

Berkshire Paid BELOW Market for Alphabet & the Stock Fell; Who’s WRONG?

Technology & AI Ishan M. -
Let's start with the weird part. On Monday, Alphabet (NASDAQ: GOOGL) — Google's parent company — announced it's raising $80...

Dell Beat By 26%. We Got 3 Things Right. One Signal STILL ISN’T PRICED!

Technology & AI Ishan M. -
Yesterday morning, before Dell Technologies (NYSE:DELL) reported, we at Baptista Research asked three specific questions. First: would the AI...

Dell Reports Today. The Revenue Beat Is Already Priced. The Margin Is Not!

Technology & AI Ishan Majumdar -
Dell Technologies (NYSE:DELL) reports its fiscal Q1 2027 results after the market closes today, May 28, with a 4:30...

Micron Hits $1 Trillion On A UBS Call; Northland Just Called It BORROWED TIME!

Technology & AI Ishan Majumdar -
Tuesday, May 26, 2026 will be remembered as the day Micron Technology (NASDAQ:MU) entered the trillion-dollar club. Shares surged...

Salesforce Reports In 24 Hours. The Street Is Split by $242. Someone Is About To Be Very Wrong.

Technology & AI Ishan M. -
Salesforce (NYSE:CRM) reports its Q1 fiscal 2027 results on Wednesday, May 27 — and the setup is unlike anything...

Blackstone Just Made a $25 Billion Bet That Google Can Unseat NVIDIA!

Technology & AI Ishan Majumdar -
Something shifted in the AI infrastructure race this week that most investors have not fully processed. On May 18,...

NVIDIA Earnings Could Decide Whether AI Euphoria Can Outrun Bond-Market Fear!

Technology & AI Ishan Majumdar -
Nvidia is heading into fiscal first-quarter earnings with a burden that goes well beyond one company’s numbers. The market...

Is A Quiet Storage Name Becoming The REAL AI Takeover Story?

Technology & AI Ishan M. -
NetApp (NASDAQ:NTAP) is not the kind of stock that usually makes people spit out their coffee. It does not...

The New Math Of AI Memory: Why Micron May Be Sitting On A Bigger Story Than GPUs

Technology & AI Ishan Majumdar -
Micron Technology (NASDAQ:MU) has suddenly become one of the most dramatic AI stories in the market. The stock closed...

Everyone Is Buying AI Chips. The Smartest Money Is Cornering Something Even Scarcer!

Technology & AI Ishan Majumdar -
There's a familiar story playing out in AI investing right now. Everyone is chasing GPU stocks. Everyone is watching...

AMD’s $600 Billion AI Miracle … Or The FASTEST CHIP BUBBLE Since 2000?

Technology & AI Ishan Majumdar -
Advanced Micro Devices, Inc. (NASDAQ:AMD) has suddenly become one of the hottest AI stocks on Wall Street. The stock...

Cathie Wood Just Dumped $12M of This AI Stock Days Before Earnings; Is She Smarter Than the Market?

Technology & AI Ishan Majumdar -
So here's what caught our eye this week. ARK Invest quietly sold nearly 100,000 shares of CoreWeave (NASDAQ:CRWV) on...
Load more

Baptista Research is a financial research house focused on the U.S. markets. We cover the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms.

Company

Headlines

Berkshire Paid BELOW Market for Alphabet & the Stock Fell; Who’s WRONG?

0
Let's start with the weird part. On Monday, Alphabet (NASDAQ:...

The Saaspocalypse Narrative Is Not Dead; But It Just Lost Its Most Important Assumption!

0
Two software earnings reports landed in the same week...

Toms Capital Just Put McCormick’s Flavor Empire In Focus

0
McCormick & Company (NYSE:MKC) is not usually the kind...

Dell Beat By 26%. We Got 3 Things Right. One Signal STILL ISN’T PRICED!

0
Yesterday morning, before Dell Technologies (NYSE:DELL) reported, we at...

Newsletter

Get important news delivered directly to your inbox and stay connected!

Copyright © 2026 Baptista Research. All rights reserved.