Technology

800 articles in this category (Page 32 of 34)

Stock Weather AITechnologyEarnings Analysis

Nutanix – 2025-11-28 - Decrease Confidence 7/10

Revenue miss and lowered guidance outweigh strong free cash flow, triggering sell-off and near-term downside pressure.

Nov 28, 2025NTNX

Stock Weather AITechnologyCloud Computing

Oracle – 2025-11-28 - Increase Confidence 7/10

High gross margin and strong analyst consensus align with AI infrastructure demand surge, driving near-term upside.

Nov 28, 2025ORCL

Stock Weather AITechnologySaaS

Workday, Inc. – 2025-11-28 - increase Confidence 7/10

Strong free cash flow and low debt/equity paired with enterprise software demand tailwinds signal near-term upside.

Nov 28, 2025WDAY

Stock Weather AITechnologyEarnings Momentum

Apple – 2025-11-27 - increase Confidence 8/10

Strong earnings growth and China iPhone 17 demand surge signal near-term upside despite regulatory risks.

Nov 27, 2025AAPL

Stock Weather AITechnologyQuant Analysis

IBM – 2025-11-27 - increase Confidence 6/10

Strong free cash flow and low beta signal stability, while recent outperformance vs. market hints at momentum — short-term upside likely.

Nov 27, 2025IBM

Stock Weather AITechnologyEarnings

Meta Platforms – 2025-11-27 - Increase Confidence 8/10

Strong earnings beat and robust free cash flow paired with bullish analyst revisions signal near-term upside for META.

Nov 27, 2025META

Stock Weather AITechnologyArtificial Intelligence

Microsoft – 2025-11-27 - Increase Confidence 8/10

Strong free cash flow and dominant cloud margins meet sustained AI-driven demand, reinforcing bullish momentum in the near term.

Nov 27, 2025MSFT

Stock Weather AITechnologyCloud Computing

Oracle – 2025-11-27 - Increase Confidence 7/10

High gross margin and bullish analyst target amid recent dip signal rebound potential driven by AI cloud catalyst.

Nov 27, 2025ORCL

Stock Weather AITechnologyAI Growth

Alphabet – 2025-11-26 - increase Confidence 8/10

Strong free cash flow and analyst consensus align with AI-driven cloud growth catalyst, pointing to near-term upside.

Nov 26, 2025GOOGL

Stock Weather AITechnologyAI Growth

Microsoft – 2025-11-26 - Increase Confidence 8/10

Strong free cash flow and low debt/equity meet AI-driven cloud momentum — stock poised for near-term upside.

Nov 26, 2025MSFT

Stock Weather AITechnologyRisk Analysis

Oracle – 2025-11-26 - Decrease Confidence 7/10

High debt/equity and negative FCF clash with AI spending fears, triggering sell-off; stock down 25% in a month suggests further downside near-term.

Nov 26, 2025ORCL

AI NewsSoftware EngineeringTechnology

AI's False Start

Current AI adoption feels premature, causing hardware price increases and questionable utility despite massive corporate investment.

Nov 25, 2025

Stock Weather AITechnologyAI Growth

Alphabet – 2025-11-25 - increase Confidence 8/10

Strong free cash flow and AI-driven cloud growth meet positive analyst momentum, signaling near-term upside for GOOGL.

Nov 25, 2025GOOGL

Stock Weather AITechnologySocial Media

Grindr Inc. – 2025-11-25 - increase Confidence 7/10

Strong free cash flow and low beta signal stability, while recent user growth and ad revenue momentum suggest near-term upside.

Nov 25, 2025GRND

Stock Weather AITechnologySmall-Cap Growth

Ondas Holdings – 2025-11-25 - Increase Confidence 8/10

Massive 582% YoY revenue growth paired with a surge in cash and a major European contract signal strong near-term upside momentum.

Nov 25, 2025ONDS

Stock Weather AITechnologyAI Infrastructure

Oracle – 2025-11-25 - decrease Confidence 3/10

High debt/equity and falling cash sentiment clash with aggressive AI spending, triggering sell-off; near-term downside likely.

Nov 25, 2025ORCL

Stock Weather AITechnologyArtificial Intelligence

Alphabet – 2025-11-20 - increase Confidence 9/10

Strong free cash flow and AI-driven revenue growth catalyze upward momentum; Q3 beat and analyst upgrades signal near-term upside.

Nov 20, 2025GOOGL

Stock Weather AITechnologyAI Infrastructure

Microsoft – 2025-11-20 - increase Confidence 8/10

Strong free cash flow and dominant cloud position meet renewed analyst confidence in AI-driven growth, signaling near-term upside.

Nov 20, 2025MSFT

Stock Weather AITechnologySmall-Cap Growth

Ondas Holdings – 2025-11-20 - Increase Confidence 8/10

Q3 revenue surged 582% YoY and guidance was raised, while a new $8.2M counter-drone order confirms demand—catalysts for near-term upside.

Nov 20, 2025ONDS

Stock Weather AITechnologyCloud Computing

Oracle – 2025-11-20 - increase Confidence 7/10

Strong cloud revenue growth and analyst upgrades signal near-term upside despite high leverage and valuation concerns.

Nov 20, 2025ORCL

Stock Weather AITechnologySemiconductors

Sandisk Corporation – 2025-11-20 - Decrease Confidence 6/10

Negative free cash flow and high leverage clash with bearish options activity, outweighing analyst optimism ahead of earnings.

Nov 20, 2025SNDK

AI NewsLarge Language ModelTechnology

vLLM vs TensorRT-LLM vs HF TGI vs LMDeploy, A Deep Technical Comparison for Production LLM Inference

A technical comparison of vLLM, TensorRT-LLM, Hugging Face TGI, and LMDeploy reveals throughput differences of up to 10,000 tokens/second on NVIDIA H100 GPUs.

Nov 19, 2025

Stock Weather AITechnologyArtificial Intelligence

Microsoft – 2025-11-19 - increase Confidence 8/10

Strong free cash flow and dominant cloud infrastructure position align with surging AI-driven energy demand, fueling bullish sentiment and analyst price target hikes.

Nov 19, 2025MSFT

Stock Weather AITechnologyCloud Computing

Oracle – 2025-11-19 - Increase Confidence 7/10

Strong cloud-driven RPO growth and raised guidance meet bullish analyst sentiment, signaling near-term upside despite high leverage and valuation concerns.

Nov 19, 2025ORCL