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We came across a bullish thesis on HEICO Corporation on Compound & Fire’s Substack. In this article, we will summarize the ...
First-quarter losses for AI stocks were caused by a combination of macroeconomic uncertainty and DeepSeek’s debut. AI stocks ...
Shares of SoundHound AI, Inc. SOUN and BigBear.ai Holdings, Inc. BBAI have soared 182.2% and 423.7% over the past year due to the rapid growth of artificial intelligence (AI). Let’s explore which of ...
CyberArk Software CYBR and Zscaler ZS are two key players in the cybersecurity space, serving different areas of the security ...
When it comes to cloud computing, Amazon (NASDAQ: AMZN) and Microsoft (NASDAQ: MSFT) are the clear leaders. Both are seeing ...
Nvidia and Microsoft are knocking on the door of $4 trillion market caps. Nvidia deserves a lot of credit for being the ...
Nvidia has ascended to become the world's most valuable company, surpassing tech giants Apple and Microsoft with a market ...
Coherent's AI datacom demand and next-gen optics drive growth. Our model predicts 12% FY26 revenue rise and a 490bps margin ...
Micron Technology manufactures and sells memory chips that are used for both computing and storage purposes, and the likes of ...
SoundHound AI provides a voice AI platform where its customers can create conversational AI assistants and voice-based AI ...
Both Microsoft (NASDAQ:MSFT) and Nvidia (NASDAQ:NVDA) are racing toward the historic $4 trillion market cap milestone this summer, with analysts predicting these AI heavyweights will be the first ...
AI has propelled the two companies toward an exclusive club, but Microsoft’s path forward is more complicated.