Even If There Is an AI Bubble, Wall Street Says You Should Keep Buying This Magnificent 7 Stock DA Davidson says that whether there is or is not a bubble, Microsoft is a solid buy here. Barchart · Dec 9, 2025
Snowflake Q3 AI Momentum Spikes Bookings 50%; Upside Falls Short Of Q2 Shares of Snowflake Inc. (NYSE:SNOW) tanked in early trading on Thursday, even after the company reported upbeat third-quarter results on Wednesday. Benzinga · Dec 4, 2025
Nvidia Quells 'AI Bubble' Fears With 'Drop The Mic Quarter/Guidance' Analysts raise estimates and price targets on NVIDIA Corporation (NASDAQ:NVDA) after third-quarter revenue and earnings per share beat estimates and guidance came in ahead of expectations. Benzinga · Nov 20, 2025
Top Analyst Says Oracle's 'Irresponsible' AI Bet Differs From 'Healthy' Microsoft And Google Demand: A 'Bad Business' With 'Very Low Margins' A prominent technology analyst has slammed Oracle Corp.'s (NYSE:ORCL) high-profile AI strategy, labeling it “bad behavior” and an “irresponsible investment” that relies on speculative demand, unlike the “healthy” and established customer-driven AI buildouts at Microsoft Corp. (NASDAQ:MSFT), Amazon.com Inc. (NASDAQ:AMZN), and Alphabet Inc.‘s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google. Benzinga · Nov 13, 2025
Data-center operator CoreWeave is a stock-market darling. Bears see it as a symbol of the AI infrastructure bubble Cloud-computing giant CoreWeave is valued at more than $50 billion, but a heavy debt load represents a major vulnerability. Fortune · Nov 8, 2025
Datadog Posts 'Great' Q3 Beat, Analysts Praise 'Compounding Growth Ahead' Shares of Datadog Inc (NASDAQ:DDOG) came under pressure in trading on Friday, despite an upbeat third-quarter results on Thursday. Benzinga · Nov 7, 2025
Shopify's 'Standout' Growth And 'Major Untapped' Ad Opportunity Impress Wall Street Shopify Inc. (NASDAQ:SHOP) is gaining momentum, driven by accelerating growth, an expanding international footprint, and rising influence in artificial intelligence-powered "agentic commerce." Benzinga · Nov 5, 2025
Meet the power broker of the AI age: OpenAI's 'builder-in-chief' helping to turn Sam Altman's trillion-dollar data center dreams into reality Greg Brockman is OpenAI's master builder, steering a $1.4 trillion infrastructure buildout with stakes that go far beyond the tech sector. Fortune · Nov 5, 2025
What's next for the Big Tech stocks? Five of the Magnificent 7 reported earnings this week: All but Meta jumped afterward, with Amazon hitting a record high. Axios · Nov 1, 2025
Amazon's Record-Smashing Stock Rally Isn't Over, Analyst Says: 'AWS Remains The Star Of The Show' Amazon.com Inc (NASDAQ:AMZN) analysts are raising their price targets on the stock after the company beat revenue and earnings-per-share estimates in the third quarter and posted strong growth in the AWS cloud segment. Benzinga · Oct 31, 2025
Apple Experts Bullish After Q4—'Eventual Winner' In AI Apple, Inc. (NASDAQ:AAPL) reported strong fourth-quarter results on Thursday, delivering record sales in both iPhone and Services and showing solid underlying demand. Benzinga · Oct 31, 2025
OpenAI's future IPO frenzy The prospect of taking the ChatGPT-maker public is unleashing a financial frenzy. Axios · Oct 31, 2025
OpenAI Big Chip Orders Dwarf Its Revenues -- For Now OpenAI is ordering hundreds of billions of dollars worth of chips in the artificial intelligence race, raising questions among investors about how the startup will finance these purchases. International Business Times · Oct 20, 2025
Adobe Beats Expectations As Analysts Weigh Strong AI Growth Against Market Risks As technology companies navigate the rapidly evolving landscape of artificial intelligence, industry giants are increasingly under pressure to demonstrate robust financial performance and strategic innovation. This backdrop of heightened competition and technological advancement sets the stage for Adobe Inc.‘s (NASDAQ:ADBE) latest financial results, which have captured the attention of analysts and… Benzinga · Sep 12, 2025
Benzinga · Sep 2, 2025 Salesforce Q2 Earnings Preview: Market Expert Says This Is The Key AI Question Technology giant Salesforce Inc (NYSE:CRM) is likely to show growth in the company's AI initiatives when the company reports second-quarter financial results after market close Wednesday.
Barchart · Aug 20, 2025 Starboard Value Is Betting Big on Salesforce Stock. Should You Snap Up CRM Here? As Starboard Value's activist push ignite a rebound in CRM? Or is Salesforce stock still too risky to chase?
Benzinga · Aug 15, 2025 Salesforce Rallies As Investors Bet On Refocus And Margin Expansion Salesforce (NYSE:CRM) shares climbed Friday as renewed investor optimism signaled a potential turning point for the software giant, which has faced slowing growth, rising competition, and mounting pressure to refocus on its core cloud business.
Barchart · Aug 11, 2025 Should You Buy the Post-Preliminary Earnings Plunge in C3.ai Stock? C3.ai stock crashes on disappointing preliminary Q1 financials. D.A. Davidson warns AI shares could tumble further in the days ahead.
The Independent UK · Jul 15, 2025 Mark Zuckerberg to invest hundreds of billions into AI that can outperform humans Mark Zuckerberg has revealed Meta Platforms is set to invest hundreds of billions of dollars into constructing vast AI data centers, aiming to achieve superintelligence.
Benzinga · Jul 14, 2025 Salesforce Underperforms Market As Growth Concerns Plague CRM Giant Salesforce (NYSE:CRM) stock has significantly underperformed the broader tech market this year, plummeting nearly 22% while the SP 500 Information Technology Sector Index has gained 9%.
Al Jazeera · May 11, 2025 Fact-checking Trump’s claim of securing $10 trillion in investments for US The White House reports $5.1T in promised investments, with $4.3T newly pledged. Experts say $2.1T may not fully happen.
Barchart · Apr 25, 2025 Alphabet Revenue Jumped 12% in Q1. How Should You Play GOOGL Stock Here? Alphabet reported market-beating results for its Q1. But one analyst recommends caution in buying Google stock at current levels.
Fortune · Apr 7, 2025 Here’s why tariff shock could hit AI’s data center boom The data centers critical to generative AI services like ChatGPT are made of more than just chips. And that's just one of the tariffs risks facing AI.
Fortune · Apr 1, 2025 Inside Amazon’s stealthy chip lab powering its $8 billion AI bet on Anthropic Amazon acquired a stealthy chip startup a decade ago. Now that company is a key player in Amazon's cloud AI strategy—and its huge investment in Anthropic.
The Guardian - US · Feb 18, 2025 Elon Musk’s startup rolls out new Grok-3 chatbot as AI competition intensifies Billionaire CEO claims bot is ‘maximally truth-seeking’ as he looks to rival DeepSeek, OpenAI and Google Gemini