Workday Stock Falls After Weak Forecast. But AI Demand Keeps Wall Street Optimistic.
Management said it signed a number of large strategic deals but there will be a delay before they are recognized in revenue.
Navitas Semiconductor: The Secret Ingredient To AI's Next Leap
Financial writer bullish on Navitas despite weak earnings, citing design wins and potential for growth in GaN market.
Dell Stock Tumbles on Weak PC Sales. AI Server Strength Isn’t Enough.
The company is a leading provider of AI servers, so the results should offer a useful update about the state of demand.
Dell’s stock falls on weak guidance, as more customers hold off for next-gen AI servers
The company is forecasting lower server sales, and blamed the shortfall on enterprise customers that are waiting to snap up ...
The Economist12d
There will be no immediate productivity boost from AI
AI has made many people very rich. And yet, so far, it has had practically zero impact on America’s economy. Expect this ...
Dell forecasts downbeat fourth-quarter revenue on PC weakness
Dell forecast fourth-quarter revenue below Wall Street expectations on Tuesday, weighed down by weaker demand for its ...
HP’s stock sinks on lower guidance, despite optimism in the PC market
Profitability took a hit as well, as HP reported net earnings of $906 million for the quarter, down from $974 million one ...
Baidu's Q3 Earnings: Revenue Slides, Weak Online Ads Market Impact Margins
On Thursday, Baidu, Inc (NASDAQ: BIDU) reported fiscal third-quarter revenue of $4.78 billion, down 3% year-on-year, topping ...