Workday Stock Falls After Weak Forecast. But AI Demand Keeps Wall Street Optimistic.
Management said it signed a number of large strategic deals but there will be a delay before they are recognized in revenue.
Dell Stock Tumbles on Weak PC Sales. AI Server Strength Isn’t Enough.
The company is a leading provider of AI servers, so the results should offer a useful update about the state of demand.
Dell’s stock falls on weak guidance, as more customers hold off for next-gen AI servers
The company is forecasting lower server sales, and blamed the shortfall on enterprise customers that are waiting to snap up ...
Dell Q3: Rapid AI Server Growth Offset Weak Consumer PC Sales, Remain 'Strong Buy'
Dell's new AI server products and partnerships with Nvidia, AMD, and Intel position it well for future growth. Find out why ...
Ambarella: Riding The Next Wave
Ambarella reported strong FQ3 growth, but faces challenges with weak ADAS demand and reduced automotive backlog. Read why I maintain a Buy rating on AMBA stock.
Applied Materials' revenue forecast signals weak spending outside AI chips
Applied Materials forecast first-quarter revenue below Wall Street estimates on Thursday, a sign of sluggish demand for the ...
HP’s stock sinks on lower guidance, despite optimism in the PC market
Profitability took a hit as well, as HP reported net earnings of $906 million for the quarter, down from $974 million one ...
Dell: Mizuho cuts PT on weak earnings, but sees long-term AI tailwinds
Investing.com-- Analysts at Mizuho cut their price target on Dell Technologies (NYSE: DELL) following weak earnings and guidance from the PC maker, but noted that Dell remains wel ...
Baidu's Q3 Earnings: Revenue Slides, Weak Online Ads Market Impact Margins
On Thursday, Baidu, Inc (NASDAQ: BIDU) reported fiscal third-quarter revenue of $4.78 billion, down 3% year-on-year, topping ...