Information Technology

Zoom’s upcoming earnings reveal modest revenue decline, margin pressure and CFO share sale, but AI‑driven expansion and product diversification aim to keep growth and shareholder value strong.

Record revenue but earnings miss: Palo Alto Networks’ $3.35B observability deal promises growth, yet margin pressure raises investor concerns.

Explore how CrowdStrike’s recent security breach, $115 M F1 stake, and analyst optimism shape its future growth and valuation.

Zoom’s Q4 2025 earnings preview: modest revenue lift, $45 m insider sales, AI‑powered meeting tools, edge‑latency plans, and privacy‑driven security amid rising competition.

Intel balances IP security with 14‑nm tech and Nvidia partnership, showcasing how protection and innovation can drive investor confidence and future growth.

AMD shares dip 2% as sector pulls back, Ark investors shift to Nvidia, and the OpenAI‑Foxconn AI‑hardware deal hints at future demand shifts for chip makers.

Explore how U.S. export‑policy shifts could let Nvidia ship its H200 AI chip to China, impact $200‑$400 M in revenue, and reshape the global AI market.

Microsoft unveils its first AI superfactory—distributed data centers that lower costs, boost Azure AI margins, and power next‑gen gaming and cloud services.

Intel’s CEO defuses IP‑transfer worries, lifting shares, while previewing the “Panther Lake” Core Ultra Series 3 with AI‑boosted performance and 4K graphics.

ASML’s EUV lithography leads the semiconductor world, but rising export bans, supply‑chain risks and cyber‑threats could reshape its dominance and investor outlook.