Microsoft Earnings Preview: Wall Street Optimistic Despite Price Target Cuts
Wall Street analysts remain bullish on Microsoft ahead of earnings but trim price targets amid software sector selloff. Azure growth and AI adoption remain key focus areas.
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China Greenlights Nvidia H200 AI Chip Orders as Tech Giants Prepare Major Purchases
Chinese regulators grant approval for Alibaba, Tencent, and ByteDance to order Nvidia H200 AI chips, potentially unlocking $30 billion in revenue amid US-China trade tensions.
Fortinet Stock Upgraded to Buy as Analysts See Stable Growth Ahead
TD Cowen upgrades Fortinet to Buy, citing stable performance, upside to revenue, and AI boosting—not replacing—security software.
Intel's Q1 Forecast Disappoints as Manufacturing Woes Limit Supply Growth
Intel (INTC) forecasts weak Q1 revenue of $11.7-12.7B due to manufacturing yield issues and supply shortages, missing analyst expectations despite strong customer demand.
Elon Musk: Tesla Robotaxis Now Driving Without Humans
Tesla’s Robotaxis are running without safety drivers in Austin, boosting stock by 4% as Musk calls self-driving cars “essentially solved.”
Arista Networks Soars as Traders Buy Calls
Arista Networks jumps 8% on heavy call option buying, fueled by AI data center growth and bullish analyst outlooks.