Tag: Technology & AI

Technology & AI

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Applied Digital Earnings Preview: The $36 Billion Test?

Technology & AI Ishan Majumdar -
Applied Digital reports fiscal first-quarter 2027 results on October 7, covering the three months ended August 31, 2026. This...

Micron Earnings Preview: Why Forward Gross Margin Matters Most

Technology & AI Ishan Majumdar -
Micron Technology reports fiscal fourth-quarter results after the close on September 30, and almost nobody is heading into the...

Nvidia China Access: What The Trump–Xi Dinner Could Mean

Technology & AI Ishan Majumdar -
Jensen Huang’s presence at Thursday’s Trump–Xi state dinner puts Nvidia’s China problem back at the center of the AI...

Meta Platforms: $145B AI Bet Faces A Test

Technology & AI Ishan Majumdar -
Meta Platforms (NASDAQ:META) is heading into one of its most important product events of the year. Meta Connect takes...

Intel SK Hynix Memory Deal: What The Ohio Talks Could Mean

Technology & AI Ishan Majumdar -
Intel (NASDAQ:INTC) shares jumped 4% after Reuters reported something that, for now, remains only a possibility. SK Hynix (NASDAQ:SKHY)...

SpaceX Starlink Wireless Network Takes On U.S. Carriers

Technology & AI Ishan Majumdar -
SpaceX (NASDAQ:SPCX) is starting to look like something the U.S. wireless industry has not faced in years: a potential...

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...

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...
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Applied Digital Earnings Preview: The $36 Billion Test?

Technology & AI Ishan Majumdar -
Applied Digital reports fiscal first-quarter 2027 results on October 7, covering the three months ended August 31, 2026. This...

Micron Earnings Preview: Why Forward Gross Margin Matters Most

Technology & AI Ishan Majumdar -
Micron Technology reports fiscal fourth-quarter results after the close on September 30, and almost nobody is heading into the...

Nvidia China Access: What The Trump–Xi Dinner Could Mean

Technology & AI Ishan Majumdar -
Jensen Huang’s presence at Thursday’s Trump–Xi state dinner puts Nvidia’s China problem back at the center of the AI...

Meta Platforms: $145B AI Bet Faces A Test

Technology & AI Ishan Majumdar -
Meta Platforms (NASDAQ:META) is heading into one of its most important product events of the year. Meta Connect takes...

Intel SK Hynix Memory Deal: What The Ohio Talks Could Mean

Technology & AI Ishan Majumdar -
Intel (NASDAQ:INTC) shares jumped 4% after Reuters reported something that, for now, remains only a possibility. SK Hynix (NASDAQ:SKHY)...

SpaceX Starlink Wireless Network Takes On U.S. Carriers

Technology & AI Ishan Majumdar -
SpaceX (NASDAQ:SPCX) is starting to look like something the U.S. wireless industry has not faced in years: a potential...

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...

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...