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Home ai stock

Tag: ai stock

Marvell AI revenue could rise $2B+ on its Google custom chip deal, RBC says. MRVL investor day Oct. 6; RBC keeps Outperform, $360 target.
September 28, 2026

Marvell Poised to Raise AI Revenue Target by $2B+ on Google Deal, RBC Says

Marvell Technology (NASDAQ: MRVL) is likely to raise its fiscal 2029 AI revenue forecast by at least $2 billion, according to RBC Capital Markets. In…

Microsoft (NASDAQ: MSFT) unveils Autopilot, unifying Copilot's chat, coding and agentic AI. CEO Satya Nadella says user trust is the biggest hurdle.
September 25, 2026

Microsoft Corporation Launches Autopilot and Makes User Trust the Center of Its Enterprise AI Push

Microsoft Corporation (NASDAQ: MSFT) on Friday launched Autopilot, a new version of its Copilot platform that puts chat, coding and agentic AI into one enterprise…

Coherent stock fell 12% as AI-optics names cooled ahead of Q4 earnings on Aug 12. Here's what's driving the COHR pullback and what to watch next.
August 10, 2026

Coherent Slides 12% as AI-Optics Stocks Cool Ahead of Earnings

Coherent Corp. (COHR) tumbled about 12% Monday to roughly $334.47, as investors took profits across AI-optics names two days before the company reports fiscal Q4…

Alphabet's jumbo bond sale drew ~$115B in orders, over 4x its expected size, signaling renewed investor appetite for AI-linked debt after a selloff.
August 06, 2026

Alphabet’s Jumbo Bond Sale Pulls In $115 Billion of Demand as AI Debt Appetite Roars Back

Alphabet (GOOG) drew roughly $115 billion of orders for its latest jumbo bond sale on Thursday, and in doing so it signaled that investor appetite…

Amazon Q2 earnings crushed estimates as AWS grew 37% and capex guidance rose to $220B. Why AMZN stock rallied while Alphabet and Meta slid on similar news.
July 31, 2026

AWS Reignites, and Amazon Answers the Capex Question Alphabet Could Not

Amazon.com, Inc. (AMZN) blew past Wall Street’s June-quarter estimates late Thursday, and investors rewarded the print immediately. Shares jumped roughly 11% in premarket trade before…

Salesforce stock rose 1.3% after the VA awarded it a $1.6B, three-year agentic contract to modernize Veteran care with AI agents and unified data
July 24, 2026

Salesforce Stock Rises as VA Awards Company $1.6B Agentic Contract

Salesforce (NYSE: CRM) opened Friday on solid footing, as its shares gained 1.3% in morning trading. Investors moved quickly after the U.S. Department of Veterans…

BofA expects Meta Q2 earnings to top estimates on strong ad growth, reiterates its buy rating and $835 target, and flags a possible capex increase.
July 20, 2026

BofA Sees Meta Beating Q2 Estimates as Ad Growth Powers Ahead

Bank of America expects Meta Platforms, Inc. (NASDAQ: META) to clear Wall Street’s second-quarter bar, pointing to resilient advertising demand — even as rising memory…

July 16, 2026

Pagaya Closes Record $750 Million Auto ABS Deal as 2026 Issuance Pace Reaches $2.25 Billion

Pagaya Technologies Ltd. (NASDAQ: PGY), an AI-driven technology company reshaping the financial services ecosystem, announced the closing of RPM 2026-4 on July 16, 2026, a…

Nvidia's valuation has slid to pre-AI-boom levels after a $1 trillion drop, yet rising profit estimates suggest the stock may now be undervalued. Here's why.
July 08, 2026

Nvidia’s Valuation Falls to Pre-Boom Territory After a $1 Trillion Drop

Nvidia (NVDA) has erased roughly $1 trillion in market value in under two months, and that slide has pushed its stock down to its cheapest…

July 01, 2026

Meta Platforms Launches Meta Compute, a Cloud Business to Monetize Its $130 Billion AI Infrastructure Build-Out

Meta Platforms, Inc. (NASDAQ: META), the social media and AI giant, surged as much as 10% on July 1, 2026 after Bloomberg reported that the…

Vertical Data Inc. (OTCQB: VDTA) launches Vertical Edge, an edge data center platform giving the company direct equity ownership across North America — completing a fully integrated AI infrastructure stack spanning GPU provisioning, financing, and owned facilities.
June 02, 2026

Vertical Data Completes Its Infrastructure Trifecta With Vertical Edge Data Center Launch

Vertical Data Inc. (OTCQB: VDTA) isn’t just provisioning GPUs anymore — it’s building the facilities to house them. On June 1, the Las Vegas-based company…

LiveRamp stock surges 27% after Q4 fiscal 2026 earnings beat and $2.5B Publicis Groupe acquisition deal at $38.50 per share.
May 18, 2026

LiveRamp Stock Surges 27% on Fourth Quarter Beat and Publicis Acquisition Deal

LiveRamp Holdings Inc. (NYSE:RAMP) crushed analyst expectations with its fourth quarter fiscal 2026 results on Monday, while simultaneously announcing a blockbuster acquisition deal that sent…

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