PagerDuty Beats Earnings but Plunges on Stalling ARR Growth and Flat 2027 Guidance
Weak ARR growth and flat FY2027 outlook lead to analyst downgrades and sharp drop in PagerDuty shares.
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Adobe CEO Shantanu Narayen to Step Down After 18 Years Following Record Q1 Results
Adobe smashed Q1 2026 records with $6.4B revenue and AI growth tripling, plus strong Q2 guidance. But CEO Shantanu Narayen is transitioning out, and shares fell 6% on AI competition fears.
Himax: The Hidden Supplier Powering Nvidia's AI Revolution and Apple's Smart Glasses
Hunterbrook report reveals Himax as stealth supplier of key optical components for Nvidia's AI data centers and possibly Apple's smart glasses. Stock jumps amid massive upside potential in CPO and AR tech.
Palantir Boosts Defense and Security with New Partnerships at AIPCon 9
Palantir unveiled key defense-focused partnerships and a sovereign AI blueprint with Nvidia at its AIPCon 9 event, highlighting AI's role in national security, aerospace, and energy.
UiPath Turns GAAP Profitable for First Time Ever — Stock Drops Anyway on Weak FY2027 Guidance
UiPath (PATH) crushed Q4 expectations with 14% revenue growth and record profit, yet shares fell 6.5% after softer FY2027 guidance. CEO explains why AI won’t kill automation software.
Microsoft Targets Key Texas AI Hub as Oracle Shelves Expansion Plans
Microsoft in advanced talks to lease hundreds of MW at Abilene's Stargate AI campus after Oracle shelved expansion. Boost for Azure amid Meta interest too.