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The Latest Breaking News from Brad Sills

Snowflake Q3 AI Momentum Spikes Bookings 50%; Upside Falls Short Of Q2

Shares of Snowflake Inc. (NYSE:SNOW) tanked in early trading on Thursday, even after the company reported upbeat third-quarter results on Wednesday.

Benzinga

Workday Stock Is 'Undervalued,' Poised For Growth: Analyst

Workday, Inc (NASDAQ:WDAY) continues to show solid deal momentum, according to Bank of America Securities analyst Brad Sills.

Benzinga

Microsoft Builds Massive AI 'Super Factory' In Atlanta To Power OpenAI And Elon Musk's xAI

Microsoft Corp (NASDAQ:MSFT) is accelerating its data center expansion with the launch of an artificial intelligence "super factory" in Atlanta—a massive two-story complex designed to link seamlessly with similar hubs across its Fairwater network to deliver enormous computing power.

Benzinga

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CoreWeave Is 'Undervalued' Despite Temporary Supply Delay: Analyst

CoreWeave Inc (NASDAQ:CRWV) faces a short-term setback after cutting its fiscal 2025 revenue outlook due to supply constraints, though demand for its artificial intelligence infrastructure remains strong, with backlog up 50% quarter-over-quarter.

Benzinga

Microsoft's New OpenAI Deal Could Be Its Smartest AI Move Yet

Wall Street analysts see Microsoft Corporation's (NASDAQ:MSFT) restructured partnership with OpenAI as a milestone in its artificial intelligence strategy.

Benzinga

Oracle Reaches Hyperscaler Heights With $300 Billion Bet On AI: Analyst

Oracle Corp (NYSE:ORCL) is emerging as the fourth major hyperscaler, expanding its artificial intelligence-driven data center footprint to rival other big tech giants.

Benzinga

Amazon's Cloud Division Faces New AI Competition from Microsoft and Google

Amazon Web Services (AWS), a leading cloud computing provider, finds itself in the crosshairs after a difficult week that highlighted its growing challenges in the age of artificial intelligence.

Benzinga

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Microsoft Gears Up For Bigger AI Push With Rising Capex And Cloud Confidence

Microsoft Corporation (NASDAQ:MSFT) is seeing renewed momentum in its crucial cloud business, primarily fueled by robust demand for security services within Azure.

Benzinga

Salesforce Targets $60 Billion Revenue By 2030: Why Analysts See Room For Margin Expansion

Salesforce Inc (NYSE:CRM) shares rallied in early trading on Thursday, after the company set a revenue target of $60 billion for fiscal 2030.

Benzinga

Intuit's Shift To Higher-Value Services, AI Integration Seen Powering Revenue, Profit Growth: Analysts

Analysts said Intuit’s (NASDAQ:INTU) growth prospects are underpinned by strong mid-market momentum, rising TurboTax Live adoption and expanding artificial intelligence-driven capabilities across its platform.

Benzinga

Oracle's Exceptional Backlog Confirms Its Role As Key AI Enabler: Analyst

Oracle (NYSE:ORCL) shares jumped after the company reported first-quarter results, driven by stronger-than-expected growth in its cloud and AI infrastructure business and a record backlog of multi-billion-dollar contracts, highlighting its expanding role in the rapidly growing AI market.

Benzinga

Salesforce Delivers Uninspiring Quarter But Signals AI Driven Upside Ahead, Says Analyst

Salesforce Inc. (NYSE:CRM) shares fell Thursday after the company delivered stronger-than-expected fiscal second-quarter results but issued revenue and earnings guidance for the third quarter that came in below Wall Street forecasts.

Benzinga

Stocks Edge Higher With Nvidia, Fed in Focus: Stock Market Today

The AI bellwether reports earnings after today's close, while Wall Street is keeping a cautious eye on President Trump's attacks against the Fed.

Kiplinger

Workday Wins, But Wall Street Worries: Strong Q2 Results Can't Stop Stock Slip

Shares of Workday Inc (NASDAQ:WDAY) dipped on Friday, trading at around $219.30 — down 3.64% — at last check Friday despite a strong fiscal second-quarter report.

Benzinga

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Benzinga

What's Going On With Microsoft Stock Wednesday?

Microsoft (NASDAQ:MSFT) stock is trending on Wednesday, backed by a strong year-to-date performance that saw its shares climb over 20%, significantly outperforming the NASDAQ Composite Index’s over 8% returns.

Benzinga

Snowflake's AI-Powered Growth Trajectory Remains Strong, Says Analyst

Snowflake (NYSE:SNOW) stock surged on Wednesday, backed by continued AI frenzy, as the company capitalizes on growing demand for its data warehousing and AI-driven products.

Benzinga

Oracle Cloud Layoffs Mirror Big Tech's Cost Controls As AI Bills Climb

Oracle (NYSE:ORCL) stock dropped on Wednesday amid reports indicating the company has begun cutting jobs in its cloud unit as it works to rein in costs amid heavy AI infrastructure spending.

Benzinga

Oracle Gains Wall Street Attention As Microsoft, Meta Fuel AI Infrastructure Boom

As artificial intelligence continues to reshape the tech landscape, major companies are ramping up investments to capitalize on this transformative trend.

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Benzinga

Microsoft Stock Has Upside After 'Eye Popping Cloud And AI Strength' In Q4

Microsoft Corporation (NASDAQ:MSFT) analysts weigh in on the company's strong cloud growth shown in the company's fourth-quarter financial results.

Benzinga

These Two Magnificent 7 Stocks Are About To Hit Overdrive — And Wall Street's Getting Excited

Bank of America analysts are ramping up expectations for Alphabet Inc. (NASDAQ:GOOGL) and Microsoft Corp. (NASDAQ:MSFT), forecasting above-consensus earnings on strong artificial intelligence tailwinds, ad recovery and robust enterprise software demand heading into quarterly results later this month.

Benzinga

Salesforce's AI Moves Could Skyrocket Service Cloud Revenue

As the tech industry increasingly pivots towards artificial intelligence, Salesforce (NYSE:CRM) is positioning itself at the forefront of this shift with its AI-powered Service Cloud. This strategic move not only highlights the growing importance of AI in driving business growth but also reshapes investor perceptions of Salesforce’s long-term potential.

Benzinga

Salesforce Underperforms Market As Growth Concerns Plague CRM Giant

Salesforce (NYSE:CRM) stock has significantly underperformed the broader tech market this year, plummeting nearly 22% while the SP 500 Information Technology Sector Index has gained 9%.

Barchart

CoreWeave Stock Is Too ‘Expensive’ According to Analysts. Should You Sell CRWV Now?

CoreWeave’s breakout debut this year has dazzled investors, but with valuation concerns now in play, should investors sell this AI stock now?

Fortune

DeepSeek is great news for Microsoft and software stocks

DeepSeek’s success initially rattled investors’ assumptions about the AI spending wave that has swept through Silicon Valley in recent years.

Benzinga

What Analysts Are Saying About Oracle Stock

Oracle (NYSE:ORCL) has been analyzed by 31 analysts in the last three months, revealing a diverse range of perspectives from bullish to bearish.

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