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Broadcom (AVGO): Trading below its high, guiding to record revenue. What retail investors should know
Broadcom (AVGO) secured long-term AI chip deals with Google and Anthropic in April 2026. Here is the full retail investor roadmap: revenue, risks, and what happens next.
COVU says insurance did not need more AI. It needed a new operating system
COVU has launched COVU OS to rebuild insurance workflows around AI-native task routing. Read what this means for agency margins and execution.
Supermicro (SMCI): Can the AI server giant survive its legal crisis and deliver on $36bn guidance?
Supermicro (SMCI) trades near USD 22 after the DOJ indicted its co-founder for alleged Nvidia chip smuggling. Here is what retail investors need to know before the May 5 earnings report.
Why is HawkEye 360’s proposed IPO more than just another space-tech listing?
HawkEye 360 has filed for an IPO under ticker HAWK. Read why its space-based signals intelligence model could test defense-tech market appetite.
NVIDIA-backed SiFive raises $400m to expand its data center CPU roadmap
SiFive has raised $400 million to accelerate RISC-V data center CPUs. Read how this could reshape AI infrastructure competition and open compute strategy.
Why Accenture (NYSE: ACN) is betting on Replit and the rise of AI-native software delivery
Accenture’s Replit investment signals a bigger shift in enterprise software delivery. Read what it means for AI development, consulting models, and ACN stock.
OpenText (NASDAQ: OTEX) looks cheap, but what is the next catalyst?
OpenText Corporation (NASDAQ: OTEX) heads into a CEO transition and May 7 earnings. See the catalyst, risks, valuation, and retail investor setup now.
Infosys (INFY) is chasing the messy middle of enterprise AI and Harness may be the missing piece
Infosys Limited and Harness are targeting enterprise AI software delivery bottlenecks. Read what the deal means for modernization, governance, and INFY stock.
TCS Q4 FY26 results: Profit up 12%, record $40.7bn deal wins and AI revenue cross $2.3bn
TCS Q4 FY26 results beat expectations with ₹13,718 crore profit, $12bn TCV and $2.3bn annualised AI revenue. What it means for NSE retail investors watching the stock.
Meta keeps building its own AI empire, so why is it still writing giant checks to CoreWeave?
Meta adds $21bn to its CoreWeave AI cloud pact through 2032. Read what it means for AI inference, capex discipline, and infrastructure competition.