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A Look At Arista Networks (ANET) Valuation After Renewed AI Data Center Optimism
04.02.2026 06:11
Arista Networks (ANET) is back in focus after recent research coverage and institutional letters highlighted its zero long-term debt, sizeable liquidity, and central role in AI data center buildouts for hyperscalers such as Meta and Microsoft. See our latest analysis for Arista Networks. Those bullish research notes and fund letters come after a period where momentum has cooled in the short term, with a 7 day share price return of 4.98% and a relatively flat 90 day move. However, the 1 year...
Microsoft Conference: Kevin Scott Says AI Outpacing Use Cases as Code Review, Compute Constraints Bite
04.02.2026 06:08
In a wide-ranging conversation about artificial intelligence, software development, and infrastructure constraints, Microsoft (NASDAQ:MSFT) executive Kevin Scott said AI progress has accelerated faster than he expected, even if the direction of change has been foreseeable for years. Scott described
Microsoft Is Still Getting Drubbed in the Software Sell-Off, But It Has a Cheat Code
04.02.2026 06:05
After falling 26% in three months, Microsoft looks oversold.
Anthropic's new AI tools deepen selloff in data analytics and software stocks, investors say
04.02.2026 05:45
A significant selloff among U.S. and European data analytics, professional services and software companies deepened on Tuesday, with some investors pointing to a recently updated artificial intelligence chatbot by Anthropic as the main culprit. AI developer Anthropic launched plug-ins for its Claude Cowork agent on Friday that would automate tasks across legal, sales, marketing and data analysis. Toronto-based Thomson Reuters, which owns the Westlaw legal database, slumped by nearly 18%.
Alphabet Looks Stronger Ahead of Earnings. Focus Is on the Cloud.
04.02.2026 05:30
A year ago, Alphabet’s core property, Google Search, looked like it was in trouble. Despite a decade of well-funded research on artificial intelligence, Google was still surprised by the capabilities of ChatGPT when it debuted in November 2022. Google struggled to match AI models coming out of start-ups OpenAI and Anthropic, and web search was changing.
Microsoft AI Chip Push Tests Market Confidence In OpenAI Reliance
04.02.2026 04:35
Microsoft has rolled out its second generation Maia 200 AI chip, expanding its in house AI infrastructure offerings. The company is deepening AI collaborations with partners including Itron, Richtech Robotics, and Perplexity across utilities and autonomous systems. Investors are weighing heavy AI infrastructure spending and growing cloud exposure to OpenAI, which now represents a substantial share of Microsoft's backlog. NasdaqGS:MSFT is pushing into custom AI hardware at a time when its...
Asian shares gained and gold and silver climb higher after a retreat on Wall St
04.02.2026 04:09
Asia shares traded mostly higher on Wednesday despite a retreat on Wall Street on selling of technology stocks, while gold and silver continued to regain ground after a recent sell-off. U.S. futures edged higher and oil prices advanced. The future for the S&P 500 edged up 0.2%, while that for the Dow Jones Industrial Average rose 0.3%.
Microsoft Spent Billions on AI -- But One Start-Up Just Proved Speed Beats Scale
04.02.2026 03:05
The software giant is being out-innovated by AI start-ups.
Why Figma Stock Lost 31% in January
04.02.2026 02:49
Weakness in the software sector punished Figma.
Microsoft’s Pivotal AI Product Is Running Into Big Problems
04.02.2026 02:00
After leaning on its partnership with OpenAI, Microsoft is playing catch-up in the chatbot race. But data shows that it is losing ground with users.
ONDO Flat on MetaMask Tokenized Securities Integration Following 37% Monthly Drop
04.02.2026 01:40
ONDO token fell 37% monthly and stayed flat on MetaMask integration news, reflecting RWA sector's token-TVL disconnect.
3 Reasons to Buy the Dip on Microsoft Stock
04.02.2026 00:35
Microsoft's recent 10% sell-off offers a great potential stock-buying opportunity.
Intapp Q2 Earnings Call Highlights
04.02.2026 00:07
Intapp (NASDAQ:INTA) reported fiscal second-quarter results that management said were driven by new client additions, account expansions, and continued migration to the cloud, alongside growing demand for the company’s applied artificial intelligence capabilities in highly regulated industries. Sec
Stock market today: Nasdaq, S&P 500 slide as investors digest flood of tech earnings, government shutdown
03.02.2026 17:33
Stocks are leaning higher following a strong start to February trade.
Dow Hits Record, Nasdaq Sinks as Tech Stocks Retreat
03.02.2026 17:30
Nvidia and Microsoft Slide, Palantir Surges on Strong Q4 Earnings
625 Billion Reasons to Buy the Dip in Microsoft Stock Right Now
03.02.2026 17:20
Microsoft stock is getting hammered following its recent earnings report.
ISG to Study Microsoft AI, Cloud Ecosystem Partners
03.02.2026 17:00
STAMFORD, Conn., February 03, 2026--ISG has launched a research study examining service providers helping enterprises redesign business processes using Microsoft’s AI-embedded platforms.
Opening Day: York Space Systems, Ethos make public debuts
03.02.2026 16:40
According to media reports, OpenAI is accelerating its plans for a public listing as rivalry with Anthropic intensifies, now planning on listing in Q4 of this year. Meanwhile, York Space Systems and Ethos each made their public debut last week as the first month of the year came to an end. Claim 50% Off TipRanks PremiumUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Stay ahead of the market with the latest news and analysis and maximize your portfolio's p
MAXHUB Presents Groundbreaking Products at ISE 2026
03.02.2026 16:30
As MAXHUB takes part in Integrated Systems Europe (ISE) 2026, the solution provider in integrated commercial display & UC is presenting its latest developments in collaboration technology. The exhibition runs from February 3–6, 2026, at Fira de Barcelona.
Wall Street Expects Big Things From Advanced Micro Devices’ Earnings Today
03.02.2026 16:10
Advanced Micro Devices (NASDAQ: AMD) reports FY2025 full-year and Q4 earnings on Feb. 3, 2026, after market close. Wall Street is expecting EPS of $1.32 on revenue of approximately $9.6 billion, representing 21% year-over-year (YOY) growth and 25% YOY growth, respectively. Shares have gained 115% over the past year, significantly outpacing the broader technology sector. ... Wall Street Expects Big Things From Advanced Micro Devices’ Earnings Today