Tech & Software
ServiceNow’s Las Vegas Reckoning: Can Management Win Back Trust After a Record Rout?
The numbers were supposed to be the story. ServiceNow delivered a beat-and-raise first quarter, subscription revenue guidance was bumped higher,...
Palantir’s CEO Loads Up on Shares as Swiss Central Bank Faces Heat Over $1.1 Billion Stake
The tension surrounding Palantir is building from multiple directions at once. While the company’s co-founder and CEO Alexander Karp has...
PayPal’s NFL Deal and Venmo Surge Set the Stage for a Pivotal Earnings Report
PayPal is entering one of its most consequential weeks in recent memory. The payments giant has locked in a high-profile...
Netflix’s $2.8 Billion Breakup Fee Fuels a Cash Pile as Co-Founder Hastings Prepares to Exit
Netflix finds itself at a crossroads. The streaming giant is sitting on a windfall from a failed acquisition, its ad-supported...
Oracle’s $125 Billion Debt Question Looms Over a Record $553 Billion Backlog
When Oracle reports its fiscal fourth-quarter results on June 16, the market will be looking for more than just another...
Amazon’s $200 Billion Infrastructure Gamble Faces Its First Big Test
The numbers are staggering by any measure. Amazon has committed to spending $200 billion on capital expenditures in 2026 alone...
Nvidia’s $5 Trillion Comeback Hinges on Hyperscaler Spending Spree
Nvidia has clawed its way back above the $5 trillion market capitalization threshold for the first time since October, setting...
DroneShield’s New Guard Faces a Test of Speed as Record Cash and a $2.2 Billion Pipeline Converge
DroneShield is entering a new era with a fresh leadership team, a record cash pile, and a geopolitical tailwind that...
D-Wave Quantum Faces a High-Stakes Earnings Reckoning After Technical Breakthrough
The quantum computing sector is notorious for its volatility, and D-Wave Quantum has been a textbook example in recent weeks....
ServiceNow Rebounds From Historic Rout as Armis Closing and AI Momentum Shift the Narrative
The market delivered a harsh verdict on ServiceNow last week — then changed its mind within 24 hours. Shares of...
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