Browsing Tag
Microsoft
328 posts
Amazon Q2 2026 sales climb 20% to $200.6bn on fastest AWS growth in 18 quarters
Amazon Q2 sales climbed 20% to $200.6bn and AWS grew 36.7%, its fastest in 18 quarters, but a $53.4bn Anthropic gain and $220bn capex plan reshape the read.
Why IREN’s $2.8bn AI contract win matters for IREN stock and GPU cloud growth
IREN’s $2.8 billion AI cloud contracts raise its ARR target above $4 billion, strengthening IREN stock’s GPU infrastructure story.
GitLab 19.2 shifts enterprise AI competition from code generation to governance
GitLab is extending artificial intelligence from code generation into remediation, security review and workflow automation, but enterprise adoption will depend on reliability, governance and developer trust.
GlobalData Plc (LSE: DATA) stock steadies as ÂŁ30m tender offer exposes growth pressure
GlobalData’s £30m tender offer gives DATA investors a premium exit, but slow underlying growth keeps the September value plan under pressure.
SK Hynix files SEC prospectus for biggest ever US listing by a foreign company, targets $28 billion
SK Hynix launches $28 billion Nasdaq ADR listing under symbol SKHY, set to trade July 10 in the biggest ever US listing by a foreign company. Read more.
Craneware (AIM: CRW) crashes 26% as 340B delays reset the FY27 growth and valuation case
Craneware lost 26% after 340B delays erased FY26 growth. September results must show whether deferred contracts can revive FY27 earnings.
IREN shares slide as analysts flag weaker competitive positioning against CoreWeave and Nebius
IREN shares fall as Bernstein flags weaker economics versus CoreWeave and Nebius, compounded by Meta's cloud ambitions.
Craneware (AIM: CRW) shares plunge 25% as CRW’s FY26 growth slips into FY27 on 340B delays
Craneware’s FY26 warning has shifted investor attention from identifying 340B opportunities to converting them into revenue, executing contracts and rebuilding forecast credibility.
Nasdaq-100 in 5 days, S&P 500 blocked until 2027: what SpaceX (SPCX) is still missing
Wedbush initiates SpaceX (SPCX) at Outperform, $190 target, $2.5T enterprise value; Nasdaq-100 inclusion July 7 adds $4.3B in passive inflows. Winners named.
National Grid shares fall as $1.75bn Joulent bet targets AI data centre power boom
National Grid is moving beyond conventional regulated networks with a $1.75 billion investment in Joulent, but the higher-return strategy introduces construction, technology, carbon and balance-sheet risks.