Google rises on big earnings beat
Google parent beat analysts’ estimates, posting first-quarter earnings per share of $2.81, versus a FactSet consensus estimate of $2.01, and revenue of $90.2 billion, versus the Street’s $89.17 billi...
DOGE risk to consulting sinks IBM
is down by the most in almost exactly a year, despite reporting Q1 numbers Wednesday afternoon that beat analyst forecasts. In fact, the stock saw a reflexive jump in the immediate aftermath of the re...
ServiceNow soars as government sales jump, despite DOGE cuts
Subscription enterprise software company romped out of the gates Thursday after posting top- and bottom-line beats in the first quarter and reassuring analysts that its growing government contracting...
A major US regional bank CEO recited a limerick from ChatGPT to explain the economic outlook on his earnings call
The arc of history is long, but it bends toward US bank CEOs trying their darnedest to be convince everyone they’re actually tech companies. The latest amusing example: on Monday’s conference call fol...
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Palantir pops back on list of top retail stocks
Palantir has returned to the radar screens of active retail traders over the last week or so, with the defense contractor and AI software company showing up on JPMorgan’s rankings of stocks with the b...
Report spotlights Palantir’s work on ICE deportations
Independent tech news site 404 Media reported on recent payments to from US Immigration and Customs Enforcement for modifications to a database the data analytics software company built for the agenc...
Apple plans to use your emails to make its AI better
It’s no secret that Apple’s AI is not very good . The iPhone maker’s AI assistant Siri has been lagging the industry, as the company experiences executive shakeups and feature delays . Now , which has...
Palantir bull: “In the sweet spot”
strong start to the week, on news that NATO will use its Maven Smart System AI software, is consistent with bullish Wedbush analyst Dan Ives’ view that the software firm remains well positioned to wea...
Call your mother. Or just let AI do it for you.
With Mother’s Day just around the corner, a grim new market has emerged among the flurry of AI apps promising to help you with all the tasks in your busy life. Like calling your elderly parents. 404 M...
Why Palantir’s NATO deal is important
AI and defense software firm is up after NATO announced it bought Palantir’s Maven Smart System software for use within NATO’s Allied Command Operations. NATO’s purchase of Palantir software — which...
Hims & Hers, at a crossroads, wants to be the Netflix of healthcare
, the telehealth company best known for selling erectile dysfunction pills, didn’t set out to reinvent the wheel. Like DoorDash for food delivery or Uber and Lyft for taxis, Hims took things that exis...
Amazon CEO Andy Jassy defends the company’s AI investments
In CEO Andy Jassy’s letter to shareholders out today, he mentions “AI” more than 25 times. Amid tariff uncertainty that Wedbush analyst Dan Ives today said could hamper 10% to 15% of AI projects, Ja...
Shopify is looking to AI to keep its workforce lean
In an internal memo to staff, which he then made public after it got leaked yesterday, Shopify CEO Tobi Lütke announced a raft of new company policies and expectations around AI — most notably the fac...
Real estate company “couldn’t imagine a better day” to announce solana reserve plan
The crypto market is whipsawing with the rest of the market today, but this hasn’t deterred some from remaining quite bullish. Janover, an AI-powered commercial real estate company, announced its new ...
AI experts think everyone uses AI all the time. We don’t.
If you live in Silicon Valley, and spend a lot of time listening to tech CEOs , it may seem that everyone in America is using AI for everything all the time. But a new survey by Pew Research shows tha...
The feds buy a ton of software. Palantir, Microsoft, and Oracle are most exposed to cuts.
The White House’s push for deep, extra-budgetary spending cuts across the federal government has emerged as a big concern for companies that count Uncle Sam as an important customer. Wall Street analy...
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Palantir fails to hold the line as momentum cracks
Last year’s retail trading fave tumbled alongside popular tech behemoths like and in early trading on Monday. The defense, data analytics, and enterprise AI software firm is on track for its fifth ...
Why Palantir is falling
tumbled in early trading Friday, putting the vendor of defense, data analysis, and AI integration software on track for its fourth straight negative session. Some of the slump may stem from fresh news...
Goldman’s “single biggest question” on Palantir as stock slides for fourth day in a row
was on track for its fourth consecutive decline on Friday, perhaps driven by news of software-related cost cutting at the Department of Defense, a key client of the defense, data analytics, and AI in...
The AI revenue race heats up: OpenAI expecting $12.7 billion this year; Anthropic cuts deal with Databricks
AI companies have been burning hundreds of billions of investors’ dollars to grow their businesses, trying to figure out the business model along the way. Just today, it was reported that OpenAI is fi...