AI & Quantum Computing
Palantir’s Pentagon Seal of Approval and a $300 Million USDA Win Set the Stage for Earnings
The data-analytics firm has been busy locking down government contracts even as its stock charts tell a less flattering story....
Plug Power’s AI Data Center Pivot Meets a Quantum Leap Reality Check
The math behind Plug Power’s recent stock surge tells two very different stories. On one hand, the hydrogen fuel-cell specialist...
SAP’s Cloud Margins Hit 30% But the Market Demands More
The German software giant has staged a dramatic turnaround in a matter of days, but the recovery is far from...
D-Wave Quantum’s Rally Fades as Share Overhang and Insider Sales Trigger a 9% Wipeout
The euphoria that propelled D-Wave Quantum shares more than 50% higher in just five days has evaporated almost as quickly...
Siemens Energy’s Grid Boom and AI Appetite Drive a Cash Flow Revolution
The connection between artificial intelligence and power infrastructure has never been more tangible than in Siemens Energy’s latest financial overhaul....
Microsoft’s $625 Billion Backlog Faces an OpenAI Reality Check as Burry Piles In
Michael Burry, the investor who famously shorted the US housing market before the 2008 financial crisis, has placed a fresh...
Nvidia Joins the $5 Trillion Club as Earnings Looms and Nuclear Power Plans Take Shape
Nvidia has crossed a historic threshold, closing Friday at a record $208.27 per share and pushing its market capitalization beyond...
Siemens Bets Big on Two Fronts: Autonomous Factory AI and Europe’s Lithium Lifeline
The Munich-based industrial giant is doubling down on two of the most pressing challenges facing European manufacturing — a chronic...
ASML’s AI Wager and Shrinking China Share: A Tale of Two Transformations
The Dutch lithography titan ASML is navigating a dual narrative that has investors both cheering and squinting. On one hand,...
Palantir’s CEO Manifesto Rattles Markets Even as $300 Million USDA Deal Lands
Alex Karp has never been one for quiet diplomacy. The Palantir chief executive’s mid-April manifesto, “The Technological Republic,” calls for...
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