Autodesk Beats Q1 Expectations and Buys MaintainX for $3.6 Billion to Expand AI Operations
Autodesk beat earnings, raised outlook, and will buy MaintainX for $3.6B to connect design and real-world operations with AI.
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SentinelOne Shares Plunge on Weak Q2 Outlook and 8% Job Cuts
SentinelOne reported 21% revenue growth and 23% ARR growth in Q1 FY2027 but missed estimates and issued weak Q2 guidance. The company will cut 8% of its workforce to invest in AI, data, and cloud security.
MongoDB Beats Wall Street Expectations in Q1 — Raises 2027 Outlook
MongoDB beat Q1 expectations with strong revenue and profit growth, raised guidance, driven by AI and enterprise demand.
AI Powers Dell to Fastest Growth Since 2018 — Q1 Revenue Up 88%, Guidance Raised
Dell crushed Q1 expectations with $43.8B revenue (+88% YoY) and $4.86 adjusted EPS. AI server revenue exploded 757% to $16.1B. Full-year guidance raised sharply — stock surges.
Super Micro Stock Soars on Heavy Call Buying as Taiwan Collaboration Stops Server Smuggling to China
Super Micro stock jumps on strong buying as traders bet higher. Company works with Taiwan to stop illegal chip shipments to China.
Rothschild Redburn Slams The Trade Desk With Sell Rating — 50% Downside Warning
Analyst says Trade Desk stock could fall 50% as big tech, Amazon, and agencies cut into its business and profits.