Let's turn to the moves in a few high-profile software names. Salesforce and Snowflake out with their results. Sema Modi with us now and has more on the readthrough.Sema, a nice bounce here with these two software names. I think for Salesforce, the big focus is on Agent Force, that AI pl agent platform that continues to gain momentum as we saw in this quarter with annual reoccurring revenue jumping to $800 million from 540 in the previous quarter. And over 60% of new bookings are coming from existing custom ...

Although Ben, I mean, the way you set it up in terms of this undisprovable idea that the hyperscalers may have to throttle back on spending, it it kind of counters the idea that Nvidia was shelter from the troubles of the hyperscalers or the burdens on them or the worse earnings uh you know kind of quality of those companies because Nvidia down the road is going to be subject to whatever vulnerabilities show up in those business models. Well, well, you know, potentially. I mean, the the thing about Nvidia t ...

Key Takeaways LendingClub is poised for growth backed by its hybrid bank and marketplace model.PGY posted record $81.4M net income in 2025 as revenues rose 26.1% y/y and EBITDA jumped 76.3%.The LC stock has gained 28.5% in a year and trades at 1.24X P/B versus Pagaya's 1.78X.LendingClub Corporation (LC) and Pagaya Technologies Ltd. (PGY) operate in the same consumer credit ecosystem but with different business models. Both use advanced data analytics and technology to broaden credit access and enhance under ...

Key Takeaways SLB has secured long-term deepwater contracts and sees offshore activity rising by 2026.Enbridge derives 98% of EBITDA from take-or-pay contracts, supporting stable earnings.ENB trades at 16.63X EV/EBITDA, above SLB's 10.43X valuation multiple.In the energy sector, SLB (SLB) and Enbridge Inc. (ENB) are two leading companies with contrasting business operations. SLB is an energy technology company and a leading oilfield services provider to upstream companies worldwide. The company provides dig ...

With warnings of a white-collar “jobpocalypse” growing louder, the outlook for Gen Z college graduates can seem bleak. Among aspiring tech workers in particular, the anxiety has been especially intense. Coding tasks once left to junior developers can now be automated in minutes—fueling predictions from some industry leaders that traditional entry-level software roles could soon vanish. But new data suggests that speculation about the outright demise of computer science graduates may be overblown. Start ...

Lemonade (NYSE: LMND), the online insurer that used AI chatbots and algorithms to streamline the onboarding and claims processes, went public at $29 per share in July 2020. Its stock subsequently went through some wild swings, but it now trades at about $55. Will this volatile stock generate sweeter returns by 2030, or will it turn sour? Image source: Getty Images. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopo ...

Retail investors rushed into Nvidia on Thursday following the chipmaker's latest earnings report, according to VandaTrack.Mom-and-pop traders recorded their highest levels of net buying in the stock during the first 80 minutes of a trading day going back to at least 2012, according to analyst Viraj Patel. Retail is not behind the selling that led to a lackluster reaction to the blockbuster results, Patel said.There's a caveat: Patel said there's strong selling in addition to buying in the chipmaker. That ca ...

Additional launches included the BlueField-4 data processing unit, open models for AI weather forecasting and autonomous vehicles, and expanded partnerships with major cloud providers for Rubin deployment. Sovereign AI initiatives more than tripled to over $30 billion for the year, while enterprise demand for agentic systems was described as “skyrocketing.” The report contained no new major contract wins but reinforced broad-based momentum across customer segments, with no signs of demand softening despite ...

NVIDIA Corp (NASDAQ:NVDA) stock is trading lower on Thursday after the company beat fourth-quarter financial estimates from analysts and provided first-quarter guidance after Wednesday's market close. • NVIDIA stock is taking a hit today. Why are NVDA shares down?Here's what analysts see in the future for the semiconductor giant.The Nvidia AnalystsRosenblatt analyst Kevin Cassidy maintained a Buy rating on Nvidia and raised the price target from $245 to $300.Needham analyst Quinn Bolton maintained a Buy ra ...

Core Viewpoint - Broadcom's recent announcement of its 2nm custom compute chip positions the company favorably in the AI market, despite a temporary decline in stock prices following Nvidia's earnings report. The sell-off is viewed as a buying opportunity for investors focused on long-term growth in AI infrastructure [1][2]. Group 1: Broadcom's Innovations and Market Position - Broadcom has begun shipping the industry's first 2nm custom compute system-on-a-chip (SoC), which offers 10-15% higher performance or 25-30% lower power consumption compared to 3nm chips [1]. - The new chip is designed for high-performance AI and HPC applications, with volume shipments expected in the second half of 2026 [1]. - Analysts project that Broadcom will capture approximately 60% of the AI server compute ASIC market by 2027, supported by a substantial AI-related backlog of $73 billion [1]. Group 2: Competitive Landscape and Strategic Implications - Nvidia's strong performance has led to a reassessment of the competitive landscape for AI chip suppliers, including Broadcom, raising concerns about customer concentration and overall AI capital expenditure [1]. - Broadcom's custom ASICs are among its highest-margin products, and the company is not attempting to replace Nvidia's GPUs but rather to carve out a niche in high-margin, high-volume segments of the market [1]. - The efficiency advantages of Broadcom's 2nm designs are expected to drive demand as hyperscalers seek to optimize performance and reduce costs in their AI infrastructure [1].