Cloud Stocks: Broadcom Chipping Away at NVIDIA’s Market

Yesterday, Broadcom (NASDAQ: AVGO) reported its quarterly results that continued to outpace market expectations. The company is riding high on the demand for AI chips. Its stock has climbed more than 30% since the start of the year.

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Cloud Stocks: Zscaler Builds on Red Canary Acquisition for AI Growth

Yesterday, cloud security provider Zscaler’s (NASDAQ: ZS) announced its fourth quarterly performance that outpaced market expectations. The company continues to focus on growth through AI offerings.

Cloud Stocks: Can NVIDIA Sustain the Most Valuable Public Company Status?

Yesterday NVIDIA (NASDAQ: NVDA) reported its second quarter results that continued to beat all estimates. The company expects sales to continue to grow more than 50% even in the coming quarters, clearly signaling that the demand for AI remains strong. At a $4 trillion market cap, NVIDIA is now the most valuable company in the world.

Cloud Stocks: ARM Wants to Pivot to Chip Building from Chip Designing

The current global trade uncertainties and macro conditions have caused companies to revisit their product supply strategies. According to IDC, the global smartphone market for instance, registered a modest 1% growth in the last quarter. Recently, ARM Holdings (Nasdaq: ARM) announced its own pivot of the chip strategy as it finds a way to accelerate its growth amid these conditions.

Can CRISPR Therapeutics Build on Gene-Editing Treatments?

The CRISPR gene editing market has grown explosively over the past few years. According to a market report, the global CRISPR market is expected to grow 16% annually to become a $17.8 billion market by 2034. Switzerland-based CRISPR Therapeutics AG is a pioneer in the industry that is leveraging gene editing to create treatment plans for rare and common diseases.

Cloud Stocks: Analysis of ServiceNow’s Data.World Acquisition

Last month, ServiceNow (NYSE:NOW) reported its second quarter results that outpaced market expectations. The company continues to invest in building its AI portfolio through innovation and acquisitions.

Apple Wants to Build an AI Robot

Last month, Apple (Nasdaq: AAPL) reported its quarterly earnings that outpaced all market expectations. As tariff policy remains undecided, consumers appear to be rushing to buy Apple products before the new rates kick in.

Will Meta Win the Digital Advertising Race?

Meta’s (Nasdaq: META) recently announced quarterly results that outpaced market expectations and sent the stock climbing 10% in the after-hours trading session. This was the tenth straight quarter that Meta surpassed the outlook.

Cloud Stocks: Atlassian Targets Enterprises with System of Work Offerings

Enterprise collaboration solutions provider Atlassian (Nasdaq: TEAM) announced its results yesterday that outpaced market expectations. However, a weaker outlook did not please the market.

Cloud Stocks: Palantir Crosses $1 Billion Quarterly Revenues

Yesterday Palantir (NYSE: PLTR) announced its second quarter earnings that outpaced market expectations. For the first time ever, the company crossed the quarterly run rate of billion dollars in revenues. The company is benefitting from the present US government.