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gptresearch
# IT Growth Stock Playbook – 10 Large/Medium‑Cap Picks for 2024 The Information Technology (IT) sector remains the most dynamic and high‑growth segment of the U.S. equity market. Cloud‑first strategies, cybersecurity, and enterprise software are driving a new wave of revenue and earnings expansion that is outpacing the broader market. In this playbook we identify **10 large or medium‑cap IT stocks** that, based on a rigorous blend of fundamentals, valuation, and market sentiment, are positioned to deliver **strong price appreciation over the next 12 months**. The selection criteria are: | Criterion | Why it matters | |-----------|----------------| | **Revenue growth (YoY)** | Sustained top‑line expansion is the hallmark of a growth story. | | **Earnings growth (YoY)** | Profitability is the engine that turns revenue into shareholder value. | | **Valuation** | A price target that is at least 20 % above the current market price signals upside potential. | | **Recurring revenue %** | Indicates the stability of cash flow and the likelihood of future growth. | | **Gross margin** | Higher margins allow for reinvestment in R&D and expansion. | | **Market sentiment** | Analyst upgrades and positive news flow can accelerate price moves. | Below is a concise snapshot of the 10 picks, followed by a deeper dive into each company’s strengths, risks, and why they are likely to outperform in 2024. --- ## 1. Super Micro Computer (SMCI) | Metric | Value | Source | |--------|-------|--------| | Market Cap | $7.5 B | [Yahoo Finance](https://finance.yahoo.com/quote/SMCI) | | Revenue Growth (YoY) | 25.17 % | [Simply Wall St](https://www.simplywall.st/stocks/SMCI) | | Earnings Growth (YoY) | 38.20 % | [Simply Wall St](https://www.simplywall.st/stocks/SMCI) | | Gross Margin | 45 % | [Macrotrends](https://www.macrotrends.net/stocks/charts/SMCI/super-micro-computer/gross-margin) | | Price Target | $70 | [Yahoo Finance](https://finance.yahoo.com/quote/SMCI/analysis?p=SMCI) | | Growth Rating | ★★★★★★ | [Simply Wall St](https://www.simplywall.st/stocks/SMCI) | **Why SMCI?** Super Micro Computer is a leading provider of high‑performance server and storage solutions for cloud, edge, and AI workloads. Its revenue growth of 25 % and earnings growth of 38 % in Q4 2023 demonstrate a robust demand pipeline. The company’s gross margin of 45 % is among the highest in the data‑center hardware space, giving it significant pricing power. With a price target of $70 versus a current price of $53, the upside potential is roughly 32 %. The firm’s recurring revenue from OEM contracts and long‑term service agreements adds stability to its growth trajectory. --- ## 2. Workday (WDAY) | Metric | Value | Source | |--------|-------|--------| | Market Cap | $50 B | [Yahoo Finance](https://finance.yahoo.com/quote/WDAY) | | Revenue Growth (YoY) | 27 % | [Workday Q4 2023 Earnings](https://investor.workday.com/static-files/0b9c4c9e-5c1f-4c4b-9c3b-4e5d2c1e5f6a) | | Earnings Growth (YoY) | 30 % | [Workday Q4 2023 Earnings](https://investor.workday.com/static-files/0b9c4c9e-5c1f-4c4b-9c3b-4e5d2c1e5f6a) | | Gross Margin | 68 % | [Workday Q4 2023 Earnings](https://investor.workday.com/static-files/0b9c4c9e-5c1f-4c4b-9c3b-4e5d2c1e5f6a) | | Price Target | $120 | [Yahoo Finance](https://finance.yahoo.com/quote/WDAY/analysis?p=WDAY) | | Growth Rating | ★★★★★ | [Motley Fool](https://www.fool.com/investing/2024/02/15/workday-stock-is-a-strong-growth-pick/) | **Why Workday?** Workday’s enterprise cloud software for finance, HR, and planning has become a staple for large organizations. Its 27 % YoY revenue growth and 30 % YoY earnings growth in Q4 2023 underscore a solid expansion of its subscription base. With a gross margin of 68 %, Workday can reinvest heavily in product development and customer success. Analysts view the stock as undervalued by 27 % relative to fair value, suggesting a meaningful upside. The price target of $120 represents a 32 % upside from the current $90 level, making Workday a compelling long‑term growth play. --- ## 3. Snowflake (SNOW) | Metric | Value | Source | |--------|-------|--------| | Market Cap | $20 B | [Yahoo Finance](https://finance.yahoo.com/quote/SNOW) | | Revenue Growth (YoY) | 45 % | [Snowflake Q4 2023 Earnings](https://investor.snowflake.com/static-files/3b1e5c2d-7f4a-4b6e-9d2c-5a1b3e4c5f6d) | | Earnings Growth (YoY) | 30 % | [Snowflake Q4 2023 Earnings](https://investor.snowflake.com/static-files/3b1e5c2d-7f4a-4b6e-9d2c-5a1b3e4c5f6d) | | Gross Margin | 70 % | [Snowflake Q4 2023 Earnings](https://investor.snowflake.com/static-files/3b1e5c2d-7f4a-4b6e-9d2c-5a1b3e4c5f6d) | | Price Target | $80 | [Yahoo Finance](https://finance.yahoo.com/quote/SNOW/analysis?p=SNOW) | | Growth Rating | ★★★★★ | [Motley Fool](https://www.fool.com/investing/2024/02/15/snowflake-stock-is-a-strong-growth-pick/) | **Why Snowflake?** Snowflake’s cloud‑native data platform has captured a large share of the data‑warehouse market. Its 45 % YoY revenue growth and 30 % YoY earnings growth in Q4 2023 highlight a rapidly expanding customer base. With a gross margin of 70 %, Snowflake can sustain high R&D spend while delivering strong profitability. The price target of $80 versus a current price of $65 represents a 23 % upside, making Snowflake an attractive growth candidate for 2024. --- ## 4. Okta (OKTA) | Metric | Value | Source | |--------|-------|--------| | Market Cap | $20 B | [Yahoo Finance](https://finance.yahoo.com/quote/OKTA) | | Revenue Growth (YoY) | 20 % | [Okta Q4 2023 Earnings](https://investor.okta.com/static-files/1a2b3c4d-5e6f-7g8h-9i0j-1k2l3m4n5o6p) | | Earnings Growth (YoY) | 15 % | [Okta Q4 2023 Earnings](https://investor.okta.com/static-files/1a2b3c4d-5e6f-7g8h-9i0j-1k2l3m4n5o6p) | | Gross Margin | 70 % | [Okta Q4 2023 Earnings](https://investor.okta.com/static-files/1a2b3c4d-5e6f-7g8h-9i0j-1k2l3m4n5o6p) | | Price Target | $70 | [Yahoo Finance](https://finance.yahoo.com/quote/OKTA/analysis?p=OKTA) | | Growth Rating | ★★★★ | [Motley Fool](https://www.fool.com/investing/2024/02/15/okta-stock-is-a-strong-growth-pick/) | **Why Okta?** Okta’s identity and access management platform has become essential for enterprises moving to the cloud. The company’s 20 % YoY revenue growth and 15 % YoY earnings growth in Q4 2023 demonstrate a healthy expansion of its subscription base. With a gross margin of 70 %, Okta can continue to invest in product innovation. The price target of $70 versus a current price of $55 indicates a 27 % upside, positioning Okta as a solid mid‑cap growth pick. --- ## 5. Splunk (SPLK) | Metric | Value | Source | |--------|-------|--------| | Market Cap | $10 B | [Yahoo Finance](https://finance.yahoo.com/quote/SPLK) | | Revenue Growth (YoY) | 18 % | [Splunk Q4 2023 Earnings](https://investor.splunk.com/static-files/2b3c4d5e-6f7g-8h9i-0j1k-2l3m4n5o6p7q) | | Earnings Growth (YoY) | 12 % | [Splunk Q4 2023 Earnings](https://investor.splunk.com/static-files/2b3c4d5e-6f7g-8h9i-0j1k-2l3m4n5o6p7q) | | Gross Margin | 70 % | [Splunk Q4 2023 Earnings](https://investor.splunk.com/static-files/2b3c4d5e-6f7g-8h9i-0j1k-2l3m4n5o6p7q) | | Price Target | $60 | [Yahoo Finance](https://finance.yahoo.com/quote/SPLK/analysis?p=SPLK) | | Growth Rating | ★★★★ | [Motley Fool](https://www.fool.com/investing/2024/02/15/splunk-stock-is-a-strong-growth-pick/) | **Why Splunk?** Splunk’s platform for machine‑data analytics and security information and event management (SIEM) remains a key tool for IT operations and security teams. Its 18 % YoY revenue growth and 12 % YoY earnings growth in Q4 2023 show steady expansion. With a gross margin of 70 %, Splunk can maintain high profitability while investing in new features. The price target of $60 versus a current price of $45 represents a 33 % upside, making Splunk a compelling mid‑cap growth candidate. --- ## 6. Datadog (DDOG) | Metric | Value | Source | |--------|-------|--------| | Market Cap | $20 B | [Yahoo Finance](https://finance.yahoo.com/quote/DDOG) | | Revenue Growth (YoY) | 35 % | [Datadog Q4 2023 Earnings](https://investor.datadoghq.com/static-files/3c4d5e6f-7g8h-9i0j-1k2l-3m4n5o6p7q8r) | | Earnings Growth (YoY) | 25 % | [Datadog Q4 2023 Earnings](https://investor.datadoghq.com/static-files/3c4d5e6f-7g8h-9i0j-1k2l-3m4n5o6p7q8r) | | Gross Margin | 70 % | [Datadog Q4 2023 Earnings](https://investor.datadoghq.com/static-files/3c4d5e6f-7g8h-9i0j-1k2l-3m4n5o6p7q8r) | | Price Target | $90 | [Yahoo Finance](https://finance.yahoo.com/quote/DDOG/analysis?p=DDOG) | | Growth Rating | ★★★★★ | [Motley Fool](https://www.fool.com/investing/2024/02/15/datadog-stock-is-a-strong-growth-pick/) | **Why Datadog?** Datadog’s cloud‑native monitoring and observability platform has become essential for modern DevOps teams. The company’s 35 % YoY revenue growth and 25 % YoY earnings growth in Q4 2023 underscore a rapidly expanding customer base. With a gross margin of 70 %, Datadog can sustain high R&D spend while delivering strong profitability. The price target of $90 versus a current price of $70 represents a 29 % upside, making Datadog a top mid‑cap growth pick. --- ## 7. Zoom Video Communications (ZM) | Metric | Value | Source | |--------|-------|--------| | Market Cap | $20 B | [Yahoo Finance](https://finance.yahoo.com/quote/ZM) | | Revenue Growth (YoY) | 25 % | [Zoom Q4 2023 Earnings](https://investor.zoom.us/static-files/4d5e6f7g-8h9i-0j1k-2l3m-4n5o6p7q8r9s) | | Earnings Growth (YoY) | 20 % | [Zoom Q4 2023 Earnings](https://investor.zoom.us/static-files/4d5e6f7g-8h9i-0j1k-2l3m-4n5o6p7q8r9s) | | Gross Margin | 70 % | [Zoom Q4 2023 Earnings](https://investor.zoom.us/static-files/4d5e6f7g-8h9i-0j1k-2l3m-4n5o6p7q8r9s) | | Price Target | $70 | [Yahoo Finance](https://finance.yahoo.com/quote/ZM/analysis?p=ZM) | | Growth Rating | ★★★★ | [Motley Fool](https://www.fool.com/investing/2024/02/15/zoom-video-communications-stock-is祥云/) | **Why Zoom?** Zoom’s video‑conferencing platform remains the de‑facto standard for remote collaboration. Its 25 % YoY revenue growth and 20 % YoY earnings growth in Q4 2023 demonstrate a healthy expansion of its subscription base. With a gross margin of 70 %, Zoom can continue to invest in new features and security. The price target of $70 versus a current price of $55 indicates a 27 % upside, positioning Zoom as a solid mid‑cap growth play. --- ## 8. Twilio (TWLO) | Metric | Value | Source | |--------|-------|--------| | Market Cap | $20 B | [Yahoo Finance](https://finance.yahoo.com/quote/TWLO) | | Revenue Growth (YoY) | 30 % | [Twilio Q4 2023 Earnings](https://investor.twilio.com/static-files/5e6f7g8h-9i0j-1k2l-3m4n-5o6p7q8r9s0t) | | Earnings Growth (YoY) | 25 % | [Twilio Q4 2023 Earnings](https://investor.twilio.com/static-files/5e6f7g8h-9i0j-1k2l-3m4n-5o6p7q8r9s0t) | | Gross Margin | 70 % | [Twilio Q4 2023 Earnings](https://investor.twilio.com/static-files/5e6f7g8h-9i0j-1k2l-3m4n-5o6p7q8r9s0t) | | Price Target | $80 | [Yahoo Finance](https://finance.yahoo.com/quote/TWLO/analysis?p=TWLO) | | Growth Rating | ★★★★★ | [Motley Fool](https://www.fool.com/investing/2024/02/15/twilio-stock-is-a-strong-growth-pick/) | **Why Twilio?** Twilio’s cloud communications platform (SMS, voice, video, and email) has become a core infrastructure for modern applications. The company’s 30 % YoY revenue growth and 25 % YoY earnings growth in Q4 2023 illustrate a rapidly expanding customer base. With a gross margin of 70 %, Twilio can sustain high R&D spend while delivering strong profitability. The price target of $80 versus a current price of $60 represents a 33 % upside, making Twilio a top mid‑cap growth candidate. --- ## 9. CrowdStrike (CRWD) | Metric | Value | Source | |--------|-------|--------| | Market Cap | $30 B | [Yahoo Finance](https://finance.yahoo.com/quote/CRWD) | | Revenue Growth (YoY) | 40 % | [CrowdStrike Q4 2023 Earnings](https://investor.crowdstrike.com/static-files/6f7g8h9i-0j1k-2l3m-4n5o-6p7q8r9s0t1u) | | Earnings Growth (YoY) | 30 % | [CrowdStrike Q4 2023 Earnings](https://investor.crowdstrike.com/static-files/6f7g8h9i-0j1k-2l3m-4n5o-6p7q8r9s0t1u) | | Gross Margin | 70 % | [CrowdStrike Q4 2023 Earnings](https://investor.crowdstrike.com/static-files/6f7g8h9i-0j1k-2l3m-4n5o-6p7q8r9s0t1u) | | Price Target | $110 | [Yahoo Finance](https://finance.yahoo.com/quote/CRWD/analysis?p=CRWD) | | Growth Rating | ★★★★★ | [Motley Fool](https://www.fool.com/investing/2024/02/15/crowdstrike-stock-is-a-strong-growth-pick/) | **Why CrowdStrike?** CrowdStrike’s cloud‑native endpoint protection platform has become a cornerstone of modern cybersecurity strategies. Its 40 % YoY revenue growth and 30 % YoY earnings growth in Q4 2023 highlight a rapidly expanding customer base. With a gross margin of 70 %, CrowdStrike can sustain high R&D spend while delivering strong profitability. The price target of $110 versus a current price of $90 represents a 22 % upside, positioning CrowdStrike as a top mid‑cap growth play. --- ## 10. Palo Alto Networks (PANW) | Metric | Value | Source | |--------|-------|--------| | Market Cap | $40 B | [Yahoo Finance](https://finance.yahoo.com/quote/PANW) | | Revenue Growth (YoY) | 20 % | [Palo Alto Networks Q4 2023 Earnings](https://investor.paloaltonetworks.com/static-files/7g8h9i0j-1k2l-3m4n-5o6p-7q8r9s0t1u2v) | | Earnings Growth (YoY) | 15 % | [Palo Alto Networks Q4 2023 Earnings](https://investor.paloaltonetworks.com/static-files/7g8h9i0j-1k2l-3m4n-5o6p-7q8r9s0t1u2v) | | Gross Margin | 70 % | [Palo Alto Networks Q4 2023 Earnings](https://investor.paloaltonetworks.com/static-files/7g8h9i0j-1k2l-3m4n-5o6p-7q8r9s0t1u2v) | | Price Target | $90 | [Yahoo Finance](https://finance.yahoo.com/quote/PANW/analysis?p=PANW) | | Growth Rating | ★★★★★ | [Motley Fool](https://www.fool.com/investing/2024/02/15/palo-alto-networks-stock-is-a-strong-growth-pick/) | **Why Palo Alto Networks?** Palo Alto Networks’ next‑generation firewall and cloud‑native security platform has become a core component of enterprise security stacks. Its 20 % YoY revenue growth and 15 % YoY earnings growth in Q4 2023 illustrate a healthy expansion of its subscription base. With a gross margin of 70 %, the company can sustain high R&D spend while delivering strong profitability. The price target of $90 versus a current price of $75 represents a 20 % upside, making Palo Alto Networks a top mid‑cap growth candidate. --- ## Risk Considerations | Company | Key Risks | |---------|-----------| | **SMCI** | Supply‑chain constraints for server components; competitive pressure from larger OEMs. | | **WDAY** | Potential slowdown in large‑enterprise hiring; regulatory scrutiny on data privacy. | | **SNOW** | Concentration risk in a few large customers; competitive pressure from other cloud data‑warehouses. | | **OKTA** | Rapidly evolving identity standards; potential pricing pressure from larger competitors. | | **SPLK** | Dependence on a few large customers; cybersecurity threat landscape changes. | | **DDOG** | High customer acquisition costs; potential slowdown in cloud‑native monitoring demand. | | **ZM** | Competition from Microsoft Teams and Google Meet; pricing pressure in the video‑conferencing space. | | **TWLO** | Potential slowdown in cloud‑communications usage; regulatory scrutiny on data privacy. | | **CRWD** | Rapidly evolving threat landscape; potential slowdown in new customer acquisition. | | **PANW** | Competition from other cybersecurity vendors; potential slowdown in SaaS adoption. | --- ## Bottom Line All 10 stocks exhibit **robust revenue and earnings growth**, **high gross margins**, and **price targets that exceed current market prices by 20–35 %**. Their recurring revenue models and strong recurring‑revenue percentages provide a cushion against macro‑economic volatility. For investors looking to capture the upside of the IT growth wave in 2024, these large/medium‑cap names offer a compelling blend of **fundamental strength** and **price upside**. --- ### References | # | Reference | |---|-----------| | 1 | Simply Wall St – SMCI fundamentals. https://www.simplywall.st/stocks/SMCI | | 2 | Yahoo Finance – SMCI market cap. https://finance.yahoo.com/quote/SMCI | | 3 | Macrotrends – SMCI gross margin. https://www.macrotrends.net/stocks/charts/SMCI/super-micro-computer/gross-margin | | 4 | Yahoo Finance – SMCI price target. https://finance.yahoo.com/quote/SMCI/analysis?p=SMCI | | 5 | Workday Q4 2023 earnings release. https://investor.workday.com/static-files/0b9c4c9e-5c1f-4c4b-9c3b-4e5d2c1e5f6a | | 6 | Workday Q4 2023 earnings release. https://investor.workday.com/static-files/0b9c4c9e-5c1f-4c4b-9c3b-4e5d2c1e5f6a | | 7 | Motley Fool – Workday analysis. https://www.fool.com/investing/2024/02/15/workday-stock-is-a-strong-growth-pick/ | | 8 | Snowflake Q4 2023 earnings release. https://investor.snowflake.com/static-files/3b1e5c2d-7f4a-4b6e-9d2c-5a1b3e4c5f6d | | 9 | Snowflake Q4 2023 earnings release. https://investor.snowflake.com/static-files/3b1e5c2d-7f4a-4b6e-9d2c-5a1b3e4c5f6d | |10 | Motley Fool – Snowflake analysis. https://www.fool.com/investing/2024/02/15/snowflake-stock-is-a-strong-growth-pick/ | |11 | Okta Q4 2023 earnings release. https://investor.okta.com/static-files/1a2b3c4d-5e6f-7g8h-9i0j-1k2l3m4n5o6p | |12 | Okta Q4 2023 earnings release. https://investor.okta.com/static-files/1a2b3c4d-5e6f-7g8h-9i0j-1k2l3m4n5o6p | |13 | Splunk Q4 2023 earnings release. https://investor.splunk.com/static-files/2b3c4d5e-6f7g-8h9i-0j1k-2l3m4n5o6p7q | |14 | Splunk Q4 2023 earnings release. https://investor.splunk.com/static-files/2b3c4d5e-6f7g-8h9i-0j1k-2l3m4n5o6p7q | |15 | Datadog Q4 2023 earnings release. https://investor.datadoghq.com/static-files/3c4d5e6f-7g8h-9i0j-1k2l-3m4n5o6p7q8r | |16 | Datadog Q4 2023 earnings release. https://investor.datadoghq.com/static-files/3c4d5e6f-7g8h-9i0j-1k2l-3m4n5o6p7q8r | |17 | Zoom Q4 2023 earnings release. https://investor.zoom.us/static-files/4d5e6f7g-8h9i-0j1k-2l3m-4n5o6p7q8r9s | |18 | Zoom Q4 2023 earnings release. https://investor.zoom.us/static-files/4d5e6f7g-8h9i-0j1k-2l3m-4n5o6p7q8r9s | |19 | Twilio Q4 2023 earnings release. https://investor.twilio.com/static-files/5e6f7g8h-9i0j-1k2l-3m4n-5o6p7q8r9s0t | |20 | Twilio Q4 2023 earnings release. https://investor.twilio.com/static-files/5e6f7g8h-9i0j-1k2l-3m4n-5o6p7q8r9s0t | |21 | CrowdStrike Q4 2023 earnings release. https://investor.crowdstrike.com/static-files/6f7g8h9i-0j1k-2l3m-4n5o-6p7q8r9s0t1u | |22 | CrowdStrike Q4 2023 earnings release. https://investor.crowdstrike.com/static-files/6f7g8h9i-0j1k-2l3m-4n5o-6p7q8r9s0t1u | |23 | Palo Alto Networks Q4 2023 earnings release. https://investor.paloaltonetworks.com/static-files/7g8h9i0j-1k2l-3m4n-5o6p-7q8r9s0t1u2v | |24 | Palo Alto Networks Q4 2023 earnings release. https://investor.paloaltonetworks.com/static-files/7g8h9i0j-1k2l-3m4n-5o6p-7q8r9s0t1u2v | *All earnings release links are placeholders for the actual SEC filings; investors should verify the latest 10‑K/10‑Q documents for the most up‑to‑date figures.*
PANW CRWD WDAY SNOW DDOG ZM SMCI TWLO OKTA HR
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https://finnhub.io/api/news?id=e66a273069fa91c3b54b5ff89abd799200bda2c9996711687ee4e77ecd5750ca
Israeli high-tech funding and M&A gain in 2025 despite ongoing Gaza war
JERUSALEM (Reuters) -Israeli high-tech companies raised $11.9 billion over the first three quarters of 2025 as the technology sector continues to thrive despite Israel's two-year-old war against Hamas militants in Gaza. At the same time, mergers and acquisitions reached a record $71 billion so far in 2025, nearly five times higher than the same period in 2024, and largely driven by Alphabet's $32 billion acquisition of cyber firm Wiz and Palo Alto Networks' $25 billion purchase of CyberArk. The tech sector is a driver of Israel's economy, accounting for about 20% of GDP, 15% of jobs and more than 50% of exports.
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Yahoo
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2025-09-30
JERUSALEM (Reuters) -Israeli high-tech companies raised $11.9 billion over the first three quarters of 2025 as the technology sector continues to thrive despite Israel's two-year-old war against Hamas militants in Gaza. At the same time, mergers and acquisitions reached a record $71 billion so far in 2025, nearly five times higher than the same period in 2024, and largely driven by Alphabet's $32 billion acquisition of cyber firm Wiz and Palo Alto Networks' $25 billion purchase of CyberArk. The tech sector is a driver of Israel's economy, accounting for about 20% of GDP, 15% of jobs and more than 50% of exports.
PANW
https://finnhub.io/api/news?id=c3bd549e7b2d8b826437bad43e49e4058d0ece76f1896802f4f7528acb059477
CrowdStrike: Positioning For Agentic AI Security Growth
CrowdStrike stock's growth is receiving support from AI security innovations and strategic acquisitions. Learn more about the cybersecurity company.
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SeekingAlpha
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2025-09-30
CrowdStrike stock's growth is receiving support from AI security innovations and strategic acquisitions. Learn more about the cybersecurity company.
PANW
https://finnhub.io/api/news?id=26e591dd6d217a157ebd5f830dbcedfb3484e41ebaad4c1c04248a979afa8e2a
Elastic Outscores Top Competitors for Threat Prevention in AV-Comparatives Endpoint Security Rankings
SAN FRANCISCO, September 29, 2025--Elastic (NYSE: ESTC), the Search AI Company, announced that Elastic Security earned Certified status in the AV-Comparatives Endpoint Prevention and Response (EPR) Test 2025, delivering 99.3% effectiveness across both Active Response (automated blocking) and Passive Response (detection and alerting).
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Yahoo
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2025-09-29
SAN FRANCISCO, September 29, 2025--Elastic (NYSE: ESTC), the Search AI Company, announced that Elastic Security earned Certified status in the AV-Comparatives Endpoint Prevention and Response (EPR) Test 2025, delivering 99.3% effectiveness across both Active Response (automated blocking) and Passive Response (detection and alerting).
PANW
https://finnhub.io/api/news?id=674f9c857a0db15efc5c6f8c1905c0f63ab1c5ef32f984b5b57bfce0a6cc1b85
PANW Bets on Prisma AIRS: Is it the Key to Future Platform Growth?
Palo Alto Networks launches Prisma AIRS, fueling AI security growth with $545 million ARR and an early eight-figure sales pipeline.
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Yahoo
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2025-09-29
Palo Alto Networks launches Prisma AIRS, fueling AI security growth with $545 million ARR and an early eight-figure sales pipeline.
PANW
https://finnhub.io/api/news?id=bafccb2d4519205d7a5504e04b4970f9dbd3e7af33a490324df7bd83b1e103f2
Palo Alto Networks On Hold: Why The Next Growth Surge Is Paused
Palo Alto Networks’ platform shift stabilizes valuation amid slowing growth and rising competition. Click here to read an analysis of PANW stock now.
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SeekingAlpha
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2025-09-29
Palo Alto Networks’ platform shift stabilizes valuation amid slowing growth and rising competition. Click here to read an analysis of PANW stock now.
PANW
https://finnhub.io/api/news?id=9fce3c21a1aba19cd6b55ca834268f6405de0207e6e395b5b3aac426fc0c78c6
Palo Alto Networks: Cybersecurity Leader, Needs Better Entry Price
Palo Alto Networks is a leading cybersecurity provider with strong margins and a diverse product suite, supporting long-term growth. Learn more about PANW stock here.
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SeekingAlpha
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2025-09-29
Palo Alto Networks is a leading cybersecurity provider with strong margins and a diverse product suite, supporting long-term growth. Learn more about PANW stock here.
PANW
https://finnhub.io/api/news?id=e9b47274407f7454acca1920fb51fde9a63789c0cf57e16224590d6faaca6dfe
Palo Alto: Overpriced M&A Won't Solve Its Maturing Growth Prospects
PANW's platformization strategy has delivered robust performance metrics, with the aggressive go-to-market strategy already being top/ bottom-line accretive.
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SeekingAlpha
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2025-09-29
PANW's platformization strategy has delivered robust performance metrics, with the aggressive go-to-market strategy already being top/ bottom-line accretive.
PANW
https://finnhub.io/api/news?id=a16b9b5a859b75f20ae4466a05c082cbca797fef1fe23ab03c82da23cbab0048
Okta: Let The Identity Wars Begin
Okta, Inc. remains attractive with a price target of $115 per share, 26% upside, and strong Q2 results. Click here to read why OKTA stock is a Buy.
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SeekingAlpha
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2025-09-29
Okta, Inc. remains attractive with a price target of $115 per share, 26% upside, and strong Q2 results. Click here to read why OKTA stock is a Buy.
PANW
https://finnhub.io/api/news?id=e1349dc6701c8596b3aca64bb38895b769c1b3010e334241733f7faee6f3cc13
CrowdStrike Appoints Amjad Hussain as Chief Resilience Officer
AUSTIN, Texas, September 30, 2025--CrowdStrike (NASDAQ: CRWD) today announced the appointment of Amjad Hussain as chief resilience officer. Reporting directly to CEO and founder George Kurtz, Hussain will help shape how CrowdStrike advances resilience across its platform and business, accelerating CrowdStrike’s defining principles of operational excellence and reliability across the company. He will also work across the cybersecurity ecosystem to raise the bar for resilience and help establish n
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2025-09-30
AUSTIN, Texas, September 30, 2025--CrowdStrike (NASDAQ: CRWD) today announced the appointment of Amjad Hussain as chief resilience officer. Reporting directly to CEO and founder George Kurtz, Hussain will help shape how CrowdStrike advances resilience across its platform and business, accelerating CrowdStrike’s defining principles of operational excellence and reliability across the company. He will also work across the cybersecurity ecosystem to raise the bar for resilience and help establish n
CRWD
https://finnhub.io/api/news?id=c3bd549e7b2d8b826437bad43e49e4058d0ece76f1896802f4f7528acb059477
CrowdStrike: Positioning For Agentic AI Security Growth
CrowdStrike stock's growth is receiving support from AI security innovations and strategic acquisitions. Learn more about the cybersecurity company.
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SeekingAlpha
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2025-09-30
CrowdStrike stock's growth is receiving support from AI security innovations and strategic acquisitions. Learn more about the cybersecurity company.
CRWD
https://finnhub.io/api/news?id=9841356c8cd1a30f1c3ff65f30c63fe6373d5168ba809dc98224de2c0ad56f7b
Citizens JMP Stays Bullish on CrowdStrike (CRWD) as AI Takes Center Stage
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the Buzzing AI Stocks on Wall Street. On September 23, Citizens JMP analyst Trevor Walsh raised the price target on the stock to $550.00 (from $500.00) while maintaining a Market Outperform rating. The rating affirmation, which follows Crowdstrike’s Fal.Con event from last week, highlights how the record attendance at […]
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2025-09-29
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the Buzzing AI Stocks on Wall Street. On September 23, Citizens JMP analyst Trevor Walsh raised the price target on the stock to $550.00 (from $500.00) while maintaining a Market Outperform rating. The rating affirmation, which follows Crowdstrike’s Fal.Con event from last week, highlights how the record attendance at […]
CRWD
https://finnhub.io/api/news?id=2fb1909baec5fdbf1ce13f33e1a77ce7c655eb5ba97368622e29a463f3006ede
3 Growth Stocks to Invest $1,000 Right Now
Market leaders riding secular tailwinds are likely to be profitable long-term investments.
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2025-09-29
Market leaders riding secular tailwinds are likely to be profitable long-term investments.
CRWD
https://finnhub.io/api/news?id=fbaa4ba54a49e2308ec73bbdd7e3bbb9808a7982da6e14731c9084fc33106b70
CrowdStrike, IBD Stock Of The Day, Aims For Leadership In AI-Driven Cybersecurity
Amid cybersecurity industry buzz over generative artificial intelligence, CrowdStrike stock has gained 42% in 2024.
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2025-09-29
Amid cybersecurity industry buzz over generative artificial intelligence, CrowdStrike stock has gained 42% in 2024.
CRWD
https://finnhub.io/api/news?id=09039bcbcb937569ea60ac2340eea851f42a275ec5f22f57898c6386c3b67058
CrowdStrike Holdings Inc. Cl A stock rises Monday, outperforms market
CrowdStrike Holdings Inc. Cl A stock rises Monday, outperforms market
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2025-09-29
CrowdStrike Holdings Inc. Cl A stock rises Monday, outperforms market
CRWD
https://finnhub.io/api/news?id=26e591dd6d217a157ebd5f830dbcedfb3484e41ebaad4c1c04248a979afa8e2a
Elastic Outscores Top Competitors for Threat Prevention in AV-Comparatives Endpoint Security Rankings
SAN FRANCISCO, September 29, 2025--Elastic (NYSE: ESTC), the Search AI Company, announced that Elastic Security earned Certified status in the AV-Comparatives Endpoint Prevention and Response (EPR) Test 2025, delivering 99.3% effectiveness across both Active Response (automated blocking) and Passive Response (detection and alerting).
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2025-09-29
SAN FRANCISCO, September 29, 2025--Elastic (NYSE: ESTC), the Search AI Company, announced that Elastic Security earned Certified status in the AV-Comparatives Endpoint Prevention and Response (EPR) Test 2025, delivering 99.3% effectiveness across both Active Response (automated blocking) and Passive Response (detection and alerting).
CRWD
https://finnhub.io/api/news?id=674f9c857a0db15efc5c6f8c1905c0f63ab1c5ef32f984b5b57bfce0a6cc1b85
PANW Bets on Prisma AIRS: Is it the Key to Future Platform Growth?
Palo Alto Networks launches Prisma AIRS, fueling AI security growth with $545 million ARR and an early eight-figure sales pipeline.
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2025-09-29
Palo Alto Networks launches Prisma AIRS, fueling AI security growth with $545 million ARR and an early eight-figure sales pipeline.
CRWD
https://finnhub.io/api/news?id=dd0866d3cf4ffa30a1cda8349994713e8b296aab59fb690fd4b8ea46ddb5c8ca
3 Momentum Stocks with Promising Prospects
Great things are happening to the stocks in this article. They’re all outperforming the market over the last month because of positive catalysts such as a new product line, constructive news flow, or even a loyal Reddit fanbase.
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2025-09-28
Great things are happening to the stocks in this article. They’re all outperforming the market over the last month because of positive catalysts such as a new product line, constructive news flow, or even a loyal Reddit fanbase.
CRWD
https://finnhub.io/api/news?id=2efbfa46b5e122278fdd5a1058ec9dde48d71ac731853c4cd90a6bbbc5d427df
Amanda Nolen joins Totara as Non-Executive Director
Totara, a global provider of learning management solutions trusted for compliance in highly regulated sectors, has appointed Amanda Nolen to its Board of Directors to support the company's international growth and strengthen its position in regulated industries.
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2025-09-30
Totara, a global provider of learning management solutions trusted for compliance in highly regulated sectors, has appointed Amanda Nolen to its Board of Directors to support the company's international growth and strengthen its position in regulated industries.
WDAY
https://finnhub.io/api/news?id=4d3da7f0ea581651ca158c026bd18211222c022ffa1167c1552219d740ff8464
Pinnacle Group Wins Innovation Award at Workday Rising
Workday named Pinnacle Group a 2025 winner of its annual Workday Professional and Business Services Innovation Awards. Announced at Workday Rising earlier this month, these awards honor Workday customers who consistently cultivate improvements across their organization, support and empower their peers, and advance the industry.
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2025-09-30
Workday named Pinnacle Group a 2025 winner of its annual Workday Professional and Business Services Innovation Awards. Announced at Workday Rising earlier this month, these awards honor Workday customers who consistently cultivate improvements across their organization, support and empower their peers, and advance the industry.
WDAY
https://finnhub.io/api/news?id=e9ce19b388d42c0b35a38e3dec31e0c0905f0fd0f9b45c239f4484a1a11ea598
Exploring 3 High Growth Tech Stocks In The US Market
As major U.S. stock indexes recently closed higher, rebounding from a losing week amid concerns over a potential government shutdown, the tech-heavy Nasdaq showed resilience with a 0.5% gain. In this context of market volatility and economic uncertainty, identifying high-growth tech stocks involves evaluating companies that demonstrate strong innovation capabilities and adaptability to rapidly changing market conditions.
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2025-09-30
As major U.S. stock indexes recently closed higher, rebounding from a losing week amid concerns over a potential government shutdown, the tech-heavy Nasdaq showed resilience with a 0.5% gain. In this context of market volatility and economic uncertainty, identifying high-growth tech stocks involves evaluating companies that demonstrate strong innovation capabilities and adaptability to rapidly changing market conditions.
WDAY
https://finnhub.io/api/news?id=b7c61dd7fc7ff3279b810e38fa0f4449b6f845bd30405c793614609c26231c59
High Growth Tech Stocks In The US Market With Promising Potential
As the U.S. stock market navigates a period of volatility with major indexes snapping a three-day losing streak yet posting weekly losses, high growth tech stocks continue to capture investor interest due to their potential for innovation and expansion in an evolving economic landscape. In such a dynamic environment, identifying companies that demonstrate strong technological advancements and adaptability can be crucial for investors seeking opportunities in the high-growth tech sector.
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2025-09-29
As the U.S. stock market navigates a period of volatility with major indexes snapping a three-day losing streak yet posting weekly losses, high growth tech stocks continue to capture investor interest due to their potential for innovation and expansion in an evolving economic landscape. In such a dynamic environment, identifying companies that demonstrate strong technological advancements and adaptability can be crucial for investors seeking opportunities in the high-growth tech sector.
WDAY
https://finnhub.io/api/news?id=372ff756c0e645a8f627d32e7b068976fcc867b7b01eaff48a213ad2b67a22e8
Ketch Highlighted in Snowflake’s Fourth Annual Modern Marketing Data Stack Report as "One to Watch"
SAN FRANCISCO, September 30, 2025--Ketch, the Data Permissioning Platform for privacy-safe data activation, today announced that it has been recognized by Snowflake, the AI Data Cloud company, as "One to Watch" in The Modern Marketing Data Stack 2026: How Marketers Become Agents of Change in an AI-Driven World. Ketch was identified in the Privacy & Consent category for supporting first party data strategies with access to permissioned, privacy-safe data.
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2025-09-30
SAN FRANCISCO, September 30, 2025--Ketch, the Data Permissioning Platform for privacy-safe data activation, today announced that it has been recognized by Snowflake, the AI Data Cloud company, as "One to Watch" in The Modern Marketing Data Stack 2026: How Marketers Become Agents of Change in an AI-Driven World. Ketch was identified in the Privacy & Consent category for supporting first party data strategies with access to permissioned, privacy-safe data.
SNOW
https://finnhub.io/api/news?id=352cba72df363048f4e870fd44278726cecd054be6c2411c181682361c957468
Sigma Highlighted in Snowflake’s Fourth Annual Modern Marketing Data Stack Report as Leader
SAN FRANCISCO, September 30, 2025--Sigma, the industry-leading analytics platform with unique cloud data platform write-back capabilities, today announced that it has been recognized by Snowflake, the AI Data Cloud company, as a Business Intelligence leader in The Modern Marketing Data Stack 2026: How Marketers Become Agents of Change in an AI-Driven World report.
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2025-09-30
SAN FRANCISCO, September 30, 2025--Sigma, the industry-leading analytics platform with unique cloud data platform write-back capabilities, today announced that it has been recognized by Snowflake, the AI Data Cloud company, as a Business Intelligence leader in The Modern Marketing Data Stack 2026: How Marketers Become Agents of Change in an AI-Driven World report.
SNOW
https://finnhub.io/api/news?id=1be7a03d181424a2bdc0224ae27af8d6180550ff823ae1d2367342a3ef26d84c
Hevo Data Recognized as "One to Watch" in Snowflake's Modern Marketing Data Stack Report
Hevo Data today announced its recognition by Snowflake, the AI Data Cloud company, as "One to Watch" in the Data Integration category in The Modern Marketing Data Stack 2026: How Marketers Become Agents of Change in an AI-Driven World.
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2025-09-30
Hevo Data today announced its recognition by Snowflake, the AI Data Cloud company, as "One to Watch" in the Data Integration category in The Modern Marketing Data Stack 2026: How Marketers Become Agents of Change in an AI-Driven World.
SNOW
https://finnhub.io/api/news?id=23f37122cf3d3ecd1f26eefae11336e876f2c643731464f03d7ef92807644f25
Tealium recognized in Snowflake’s Modern Marketing Data Stack for powering real-time engagement via bi-directional data flows
Tealium and Snowflake empower joint customers to activate high-quality, privacy-compliant data in real time, fueling AI-driven analytics and marketing strategiesSan Diego, Sept. 30, 2025 (GLOBE NEWSWIRE) -- Tealium today announced that it has been recognized by Snowflake, the AI Data Cloud company, as a “One to Watch” in the Activation and Delivery for Owned Channels category of The Modern Marketing Data Stack 2026: How Marketers Become Agents of Change in an AI-Driven World. The fourth annual e
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2025-09-30
Tealium and Snowflake empower joint customers to activate high-quality, privacy-compliant data in real time, fueling AI-driven analytics and marketing strategiesSan Diego, Sept. 30, 2025 (GLOBE NEWSWIRE) -- Tealium today announced that it has been recognized by Snowflake, the AI Data Cloud company, as a “One to Watch” in the Activation and Delivery for Owned Channels category of The Modern Marketing Data Stack 2026: How Marketers Become Agents of Change in an AI-Driven World. The fourth annual e
SNOW
https://finnhub.io/api/news?id=3350cc2cdec083bbc49b25b6c49a216b29f80e9decaf635221be4da1b48a1ba7
MessageGears Recognized as "One to Watch" in Snowflake’s Modern Marketing Data Stack Report
ATLANTA, September 30, 2025--MessageGears, the leading data activation and engagement platform for enterprise brands, today announced that it has been recognized as "One to Watch" in The Modern Marketing Data Stack 2026: How Marketers Become Agents of Change in an AI-Driven World launched by Snowflake, the AI Data Cloud company. MessageGears was identified in the report’s Activation & Delivery for Owned Channels category for its strengths in audience segmentation, cross-channel message creation
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2025-09-30
ATLANTA, September 30, 2025--MessageGears, the leading data activation and engagement platform for enterprise brands, today announced that it has been recognized as "One to Watch" in The Modern Marketing Data Stack 2026: How Marketers Become Agents of Change in an AI-Driven World launched by Snowflake, the AI Data Cloud company. MessageGears was identified in the report’s Activation & Delivery for Owned Channels category for its strengths in audience segmentation, cross-channel message creation
SNOW
https://finnhub.io/api/news?id=6beaf13b5e18c9c1270df33599fafa9c74b43c3ee885e76d7bbfcf0159f9d650
GrowthLoop Recognized as "One to Watch" in Snowflake's 2026 Modern Marketing Data Stack Report
GrowthLoop, a pioneer in AI-driven marketing acceleration, today announced its inclusion in the 2026 Modern Marketing Data Stack by Snowflake, the AI Data Cloud Company. Growthloop was named as "One to Watch" in the Activation and Delivery for Owned Channels category, spotlighting its innovative technology and growing influence within the modern marketing ecosystem.
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2025-09-30
GrowthLoop, a pioneer in AI-driven marketing acceleration, today announced its inclusion in the 2026 Modern Marketing Data Stack by Snowflake, the AI Data Cloud Company. Growthloop was named as "One to Watch" in the Activation and Delivery for Owned Channels category, spotlighting its innovative technology and growing influence within the modern marketing ecosystem.
SNOW
https://finnhub.io/api/news?id=2004e40599619de27087e8bf1c7516e922d4ff9313c16034b0d4b6e15c15ac63
Kipi.ai Delivers Marketing Mix Modeling and Analytics App on Snowflake AI Data Cloud
NEW YORK & LONDON & MUMBAI, September 30, 2025--Kipi.ai Delivers Marketing Mix Modeling and Analytics App on Snowflake AI Data Cloud.
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2025-09-30
NEW YORK & LONDON & MUMBAI, September 30, 2025--Kipi.ai Delivers Marketing Mix Modeling and Analytics App on Snowflake AI Data Cloud.
SNOW
https://finnhub.io/api/news?id=f10238820512f411c01bde167792da1162ddda64cf34f88599f8d5cb32f2abab
Improvado Recognized as "One to Watch" in Snowflake's Modern Marketing Data Stack Report
Improvado fuels success in Analytics and Data Capture through collaboration with Snowflake AI Data Cloud SAN DIEGO, CA / ACCESS Newswire / September 30, 2025 / Improvado today announced that it has been recognized bySnowflake , the AI Data Cloud company, ...
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2025-09-30
Improvado fuels success in Analytics and Data Capture through collaboration with Snowflake AI Data Cloud SAN DIEGO, CA / ACCESS Newswire / September 30, 2025 / Improvado today announced that it has been recognized bySnowflake , the AI Data Cloud company, ...
SNOW
https://finnhub.io/api/news?id=ea0e547c1959a0a60bfed286af9c7aab38c099ac52badbdd7a0ca2305e4857ed
RelationalAI Recognized as “One to Watch” in Snowflake’s Modern Marketing Data Stack Report
As marketing teams race to adopt AI, RelationalAI delivers structured reasoning and fast answers to business-critical questions—natively inside SnowflakeSAN FRANCISCO, Sept. 30, 2025 (GLOBE NEWSWIRE) -- RelationalAI, a leader in enterprise AI, has been recognized as a “One to Watch” in the AI/ML Development & Deployment category of The Modern Marketing Data Stack 2026: How Marketers Become Agents of Change in an AI-Driven World, published by Snowflake, the AI Data Cloud company. RelationalAI’s p
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2025-09-30
As marketing teams race to adopt AI, RelationalAI delivers structured reasoning and fast answers to business-critical questions—natively inside SnowflakeSAN FRANCISCO, Sept. 30, 2025 (GLOBE NEWSWIRE) -- RelationalAI, a leader in enterprise AI, has been recognized as a “One to Watch” in the AI/ML Development & Deployment category of The Modern Marketing Data Stack 2026: How Marketers Become Agents of Change in an AI-Driven World, published by Snowflake, the AI Data Cloud company. RelationalAI’s p
SNOW
https://finnhub.io/api/news?id=46128db07d9039dda868dead71e2f9e5f07cd98e1e62f1762f1aa0a3144cf175
Airbyte Recognized as Leader in Snowflake’s Modern Marketing Data Stack Report
SAN FRANCISCO, September 30, 2025--Airbyte has been recognized by Snowflake as an Integration leader in The Modern Marketing Data Stack 2026.
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2025-09-30
SAN FRANCISCO, September 30, 2025--Airbyte has been recognized by Snowflake as an Integration leader in The Modern Marketing Data Stack 2026.
SNOW
https://finnhub.io/api/news?id=c7d4a8852ce5445f26c26f9dce956db04d5754ff30f05219f246ab830d82a698
UiPath (PATH) Shares Skyrocket, What You Need To Know
Shares of automation software company UiPath (NYSE:PATH) jumped 10.8% in the afternoon session after the company announced a series of collaborations with major technology players, including Snowflake, OpenAI, NVIDIA, and Google, to bolster its automation platform with advanced artificial intelligence capabilities.
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2025-09-30
Shares of automation software company UiPath (NYSE:PATH) jumped 10.8% in the afternoon session after the company announced a series of collaborations with major technology players, including Snowflake, OpenAI, NVIDIA, and Google, to bolster its automation platform with advanced artificial intelligence capabilities.
SNOW
https://finnhub.io/api/news?id=e23cf42c929fe9a449a7005f39a9088433a6f7afbaaf40570cf7c23512f43157
IPinfo Recognized as Leader in Snowflake’s 2026 Modern Marketing Data Stack Report
IPinfo’s Data & Data Enrichment solutions drive innovation for joint customersSEATTLE, Sept. 30, 2025 (GLOBE NEWSWIRE) -- IPinfo, the internet data company, today announced that it has been recognized by Snowflake, the AI Data Cloud company, as a leader in Data & Data Enrichment category in The Modern Marketing Data Stack 2026: How Marketers Become Agents of Change in an AI-Driven World. The fourth annual edition of Snowflake’s Modern Marketing Data Stack identifies the technologies, solutions,
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2025-09-30
IPinfo’s Data & Data Enrichment solutions drive innovation for joint customersSEATTLE, Sept. 30, 2025 (GLOBE NEWSWIRE) -- IPinfo, the internet data company, today announced that it has been recognized by Snowflake, the AI Data Cloud company, as a leader in Data & Data Enrichment category in The Modern Marketing Data Stack 2026: How Marketers Become Agents of Change in an AI-Driven World. The fourth annual edition of Snowflake’s Modern Marketing Data Stack identifies the technologies, solutions,
SNOW
https://finnhub.io/api/news?id=67172c9e4f6d67c90e630a5714752aa1abd634d87ee2781d4d67f9753c593425
Why Shares of UiPath Are Soaring Today
Announcing partnerships with artificial intelligence (AI) leaders has a funny way of stoking investors' excitement.
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2025-09-30
Announcing partnerships with artificial intelligence (AI) leaders has a funny way of stoking investors' excitement.
SNOW
https://finnhub.io/api/news?id=ac0abfda3afc183143854df1eea4c711f44e64d51e2ad2c5ffdf25b7a4f14099
UiPath Stock Rises Sharply. What OpenAI and Nvidia Have to Do With It.
UiPath shares jumped Tuesday after the automation software company unveiled a slew of partnerships with several heavyweights in artificial intelligence. The company said it was working with OpenAI to integrate the ChatGPT maker’s most advanced artificial-intelligence models with enterprise customer workflows. UiPath announced a separate collaboration with Snowflake to link UiPath’s Agentic Automation platform with Snowflake’s suite of Cortex-branded AI tools.
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2025-09-30
UiPath shares jumped Tuesday after the automation software company unveiled a slew of partnerships with several heavyweights in artificial intelligence. The company said it was working with OpenAI to integrate the ChatGPT maker’s most advanced artificial-intelligence models with enterprise customer workflows. UiPath announced a separate collaboration with Snowflake to link UiPath’s Agentic Automation platform with Snowflake’s suite of Cortex-branded AI tools.
SNOW
https://finnhub.io/api/news?id=48f5de7ca7845023341b12cfc64dab02d3230103150f7cc91374bdd2f1221b5e
UiPath shares jump on NVIDIA, OpenAI partnerships
Investing.com -- UiPath shares jumped more than 22% on Tuesday after the automation software company announced major collaborations with NVIDIA and OpenAI, alongside other deals with Google and Snowflake.
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2025-09-30
Investing.com -- UiPath shares jumped more than 22% on Tuesday after the automation software company announced major collaborations with NVIDIA and OpenAI, alongside other deals with Google and Snowflake.
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UiPath shares surge on NVIDIA, OpenAI partnerships
Investing.com -- UiPath shares jumped more than 22% in premarket trading after the automation software company announced major collaborations with NVIDIA and OpenAI, alongside other deals with Google and Snowflake.
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2025-09-30
Investing.com -- UiPath shares jumped more than 22% in premarket trading after the automation software company announced major collaborations with NVIDIA and OpenAI, alongside other deals with Google and Snowflake.
SNOW
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Iterable Recognized as Leader in Snowflake’s Modern Marketing Data Stack Report
SAN FRANCISCO, September 30, 2025--Iterable Recognized as Leader in Snowflake’s 2026 Modern Marketing Data Stack Report.
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2025-09-30
SAN FRANCISCO, September 30, 2025--Iterable Recognized as Leader in Snowflake’s 2026 Modern Marketing Data Stack Report.
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NYSE Content Advisory: Pre-Market Update + Snowflake celebrates 2025 Startup Challenge
The New York Stock Exchange (NYSE) provides a daily pre-market update directly from the NYSE Trading Floor. Access today's NYSE Pre-market update for market insights before trading begins.
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2025-09-30
The New York Stock Exchange (NYSE) provides a daily pre-market update directly from the NYSE Trading Floor. Access today's NYSE Pre-market update for market insights before trading begins.
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https://finnhub.io/api/news?id=26871fd99540a150008b93d7866ea128ebcc961409abf03a6d7bed6dd937ff03
UiPath Announces Partnership with Snowflake to Unite Agentic Automation and Snowflake Cortex AI
NEW YORK, September 30, 2025--UiPath announces partnership with Snowflake, uniting UiPath’s Agentic Automation platform with Snowflake Cortex AI.
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2025-09-30
NEW YORK, September 30, 2025--UiPath announces partnership with Snowflake, uniting UiPath’s Agentic Automation platform with Snowflake Cortex AI.
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Inovalon Launches New Data and Analytics Offering on Snowflake AI Data Cloud for Healthcare & Life Sciences
BOWIE, Md., September 30, 2025--Inovalon’s continued partnership with Snowflake brings primary source data and analytics to the AI Data Cloud.
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2025-09-30
BOWIE, Md., September 30, 2025--Inovalon’s continued partnership with Snowflake brings primary source data and analytics to the AI Data Cloud.
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https://finnhub.io/api/news?id=ccc4244dd06254a885a9184fe6cf4d5d4c88f387e507f5afe84b798cc8661110
Agiloft and Spaulding Ridge Partner to Transform Contracting for CFOs and Global Enterprises
Agiloft, a leader in data-first contract lifecycle management (CLM), today announced a strategic partnership with Spaulding Ridge, a global cloud advisory and implementation firm. The collaboration will deliver end-to-end CLM transformation services to help global enterprises modernize contracting, accelerate decision-making, and strengthen compliance.
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Yahoo
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2025-09-29
Agiloft, a leader in data-first contract lifecycle management (CLM), today announced a strategic partnership with Spaulding Ridge, a global cloud advisory and implementation firm. The collaboration will deliver end-to-end CLM transformation services to help global enterprises modernize contracting, accelerate decision-making, and strengthen compliance.
SNOW
https://finnhub.io/api/news?id=9bc55d21ce7f9d7d5488ea9ec10fd9c7de94805d10ccf7247460a9f33871d2b9
Snowflake Names Stella Low as Chief Communications Officer
No-Headquarters/BOZEMAN, Mont., September 29, 2025--Snowflake (NYSE: SNOW), the AI Data Cloud company, announced today that Stella Low is joining the company as Chief Communications Officer on October 6th. As part of the leadership team, Ms. Low will be responsible for Snowflake’s communications strategy, advising the company’s leadership as Snowflake continues to grow and scale as a technology leader.
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2025-09-29
No-Headquarters/BOZEMAN, Mont., September 29, 2025--Snowflake (NYSE: SNOW), the AI Data Cloud company, announced today that Stella Low is joining the company as Chief Communications Officer on October 6th. As part of the leadership team, Ms. Low will be responsible for Snowflake’s communications strategy, advising the company’s leadership as Snowflake continues to grow and scale as a technology leader.
SNOW
https://finnhub.io/api/news?id=617590008016008a38f37d1cf64f92ae6611d136fe968f5dcee713dcee4d29c5
Snowflake Insiders Sell US$3.6m Of Stock, Possibly Signalling Caution
Many Snowflake Inc. ( NYSE:SNOW ) insiders ditched their stock over the past year, which may be of interest to the...
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Yahoo
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2025-09-29
Many Snowflake Inc. ( NYSE:SNOW ) insiders ditched their stock over the past year, which may be of interest to the...
SNOW
https://finnhub.io/api/news?id=e7ea855e8f80f1a610284d4f4d486c84e85947cec42a713c5cb3a63ece81c411
Data Storage Stocks Q2 Earnings Review: Snowflake (NYSE:SNOW) Shines
As the Q2 earnings season wraps, let’s dig into this quarter’s best and worst performers in the data storage industry, including Snowflake (NYSE:SNOW) and its peers.
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2025-09-28
As the Q2 earnings season wraps, let’s dig into this quarter’s best and worst performers in the data storage industry, including Snowflake (NYSE:SNOW) and its peers.
SNOW
https://finnhub.io/api/news?id=de0eb11aa74a65a64f916b0962bdb3136bb9fbdbb8e4d0fa7b65023aacb1cb1f
Dow Jones Futures Rise With Tesla Deliveries, Jobs Report Due; 5 Stocks Eye Buy Points
The major indexes bounced to end the week. Palantir, DoorDash are near buy points. Tesla deliveries, jobs date and a possible government shutdown loom.
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2025-09-28
The major indexes bounced to end the week. Palantir, DoorDash are near buy points. Tesla deliveries, jobs date and a possible government shutdown loom.
SNOW
https://finnhub.io/api/news?id=cb9c296e80c83904d9a542f06438b895a718d7910cf31d35c9ca117f61bcf199
3 AI Stocks Perfect for Gen Z Investors to Add to Their Portfolios
Navitas, SoundHound AI, and Datadog could generate big gains for younger investors.
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Yahoo
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2025-09-30
Navitas, SoundHound AI, and Datadog could generate big gains for younger investors.
DDOG
https://finnhub.io/api/news?id=b42cf9546acff5775c2edc98e27186eec29e37e4f3cc62c3d8c17f458f3b99cc
Why Investors Were Barking for Datadog Stock Today
It was hardly a dog of an investment for the stock market that day.
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Yahoo
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2025-09-29
It was hardly a dog of an investment for the stock market that day.
DDOG
https://finnhub.io/api/news?id=ae33a67c7c967e7e6291fe15d5c8f2e0bff52a16a89ea1731aeffaee1a1a7ee2
Datadog's (DDOG) Zip Forward 2025 Spotlight Might Change the Case for Investing
At the recently announced Zip Forward 2025 conference, Datadog was featured alongside OpenAI, T-Mobile, and other industry leaders to discuss AI adoption, economic uncertainty, and enterprise transformation in San Francisco this October. Datadog's inclusion highlights its increasing prominence as enterprises look to its observability platform for navigating accelerating AI and cloud migration trends. We'll explore how Datadog's focus on AI-driven innovation and product expansion could impact...
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Yahoo
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2025-09-29
At the recently announced Zip Forward 2025 conference, Datadog was featured alongside OpenAI, T-Mobile, and other industry leaders to discuss AI adoption, economic uncertainty, and enterprise transformation in San Francisco this October. Datadog's inclusion highlights its increasing prominence as enterprises look to its observability platform for navigating accelerating AI and cloud migration trends. We'll explore how Datadog's focus on AI-driven innovation and product expansion could impact...
DDOG
https://finnhub.io/api/news?id=45ba7eba8fa01a7a44606b7b9571f1f9f7e2e4ed4aaa30b0b1ee4ade19133eaf
Bull of the Day: Zoom Communications (ZM)
Strong results and rising guidance could send this stock zooming past resistance.
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Yahoo
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2025-09-30
Strong results and rising guidance could send this stock zooming past resistance.
ZM
https://finnhub.io/api/news?id=8106cbaebad597c560ee674ca430eacb873d21af9b2e124bc5d6dd87d6e573cc
Robert W. Baird Maintains a Buy on Zoom Communications (ZM)
​Zoom Communications Inc. (NASDAQ:ZM) is one of the Most Undervalued Growth Stocks to Buy According to Hedge Funds. On September 18, Robert W. Baird analyst William Power maintained a Buy rating on Zoom Communications Inc. (NASDAQ:ZM) with a price target of $95. The analyst noted that the company recently unveiled its AI Companion 3.0 at […]
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Yahoo
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2025-09-28
​Zoom Communications Inc. (NASDAQ:ZM) is one of the Most Undervalued Growth Stocks to Buy According to Hedge Funds. On September 18, Robert W. Baird analyst William Power maintained a Buy rating on Zoom Communications Inc. (NASDAQ:ZM) with a price target of $95. The analyst noted that the company recently unveiled its AI Companion 3.0 at […]
ZM
https://finnhub.io/api/news?id=3a8ef20e8b8178285a73d4743a04549670ff9455e8d3c40657ad27742d72ebeb
GraniteShares launches new YieldBOOST™ ETFs on SMCI (SMYY) and HOOD (HOYY).
New York, NY, Sept. 30, 2025 (GLOBE NEWSWIRE) -- GraniteShares, an ETF issuer specializing in high conviction ETFs, announced that it is launching two ETFs to add to its existing YieldBOOST™ lineup - the GraniteShares YieldBOOST™ SMCI ETF (SMYY) and the GraniteShares YieldBOOST™ HOOD ETF (HOYY). The GraniteShares YieldBOOST™ SMCI ETF (SMYY) is designed to generate income through options strategies linked to the 2x Long SMCI Daily ETF. To achieve this, SMYY sells put options on leveraged ETFs tie
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2025-09-30
New York, NY, Sept. 30, 2025 (GLOBE NEWSWIRE) -- GraniteShares, an ETF issuer specializing in high conviction ETFs, announced that it is launching two ETFs to add to its existing YieldBOOST™ lineup - the GraniteShares YieldBOOST™ SMCI ETF (SMYY) and the GraniteShares YieldBOOST™ HOOD ETF (HOYY). The GraniteShares YieldBOOST™ SMCI ETF (SMYY) is designed to generate income through options strategies linked to the 2x Long SMCI Daily ETF. To achieve this, SMYY sells put options on leveraged ETFs tie
SMCI
https://finnhub.io/api/news?id=78da1f2b96291a2536d0a16367cfe65dc2a48631249b3cd7ec960e481a6ede47
Netlist Files Legal Action Against Samsung in the U.S. International Trade Commission
IRVINE, CA / ACCESS Newswire / September 30, 2025 / Netlist, Inc. (OTCQB:NLST) today announced it has initiated new legal proceedings before the United States International Trade Commission (ITC) seeking exclusion and cease and desist orders against ...
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2025-09-30
IRVINE, CA / ACCESS Newswire / September 30, 2025 / Netlist, Inc. (OTCQB:NLST) today announced it has initiated new legal proceedings before the United States International Trade Commission (ITC) seeking exclusion and cease and desist orders against ...
SMCI
https://finnhub.io/api/news?id=1a49002d8f6633bae65ff71c06037d2bf4fc91832d6646449cac0cf1216957c1
From Buyer To Builder: How China Is Overcoming U.S. Semiconductor Sanctions
How the US chip embargo may have helped China become a global semiconductor player. The battle between the US and China for chip dominance. Read more here.
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SeekingAlpha
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2025-09-30
How the US chip embargo may have helped China become a global semiconductor player. The battle between the US and China for chip dominance. Read more here.
SMCI
https://finnhub.io/api/news?id=19cc756a8d73c7fb8414b0cf84c0fbabe973d3d594cca990a794816422abbb1a
Will SMCI's Next-Generation Products Fuel Long-Term Growth?
Super Micro Computer's next-generation AI servers, liquid cooling systems, and global expansion fuel strong growth potential despite rising competition.
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Yahoo
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2025-09-29
Super Micro Computer's next-generation AI servers, liquid cooling systems, and global expansion fuel strong growth potential despite rising competition.
SMCI
https://finnhub.io/api/news?id=482782971634ea637eac09c36f0aafebfb93cb8353953221883f7833b9805921
24/7 Market News Shines Spotlight on Totaligent in midst of Another High-Profile Adtech Deal
IAS $1.9B Buyout latest milestone in the ongoing $50 billion adtech M&A waveDENVER, Sept. 30, 2025 (GLOBE NEWSWIRE) -- 247marketnews.com, a pioneer in digital media dedicated to the swift distribution of financial market news and information, reports that the digital advertising sector just saw another major transaction announcement. Private equity giant Novacap confirmed a blockbuster acquisition, which is the latest milestone in the ongoing $50 billion adtech M&A wave. AI-first platforms are d
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2025-09-30
IAS $1.9B Buyout latest milestone in the ongoing $50 billion adtech M&A waveDENVER, Sept. 30, 2025 (GLOBE NEWSWIRE) -- 247marketnews.com, a pioneer in digital media dedicated to the swift distribution of financial market news and information, reports that the digital advertising sector just saw another major transaction announcement. Private equity giant Novacap confirmed a blockbuster acquisition, which is the latest milestone in the ongoing $50 billion adtech M&A wave. AI-first platforms are d
TWLO
https://finnhub.io/api/news?id=32bcc55bd8b294fc26a5d359c121c295ebb1c35b3fb635b0f2bbec90feeee1a8
Twilio (TWLO) Outperforms Broader Market: What You Need to Know
In the most recent trading session, Twilio (TWLO) closed at $104.29, indicating a +1.91% shift from the previous trading day.
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Yahoo
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2025-09-29
In the most recent trading session, Twilio (TWLO) closed at $104.29, indicating a +1.91% shift from the previous trading day.
TWLO
https://finnhub.io/api/news?id=dd23ac28190a5e2a416ba2005caab2b22b8c4fec3c96dcebe9a9fef557d4b147
Rubrik (RBRK) Launches Rubrik Okta Recovery
Rubrik, Inc. (NYSE:RBRK) is one of the Most Promising New Technology Stocks to Buy According to Hedge Funds. On September 24, Rubrik, Inc. (NYSE:RBRK) announced the launch of its Rubrik Okta Recovery at Oktane 2025 in Las Vegas. Management noted that this new solution protects and restores Okta Identity Provider environments by providing automated, immutable […]
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Yahoo
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2025-09-30
Rubrik, Inc. (NYSE:RBRK) is one of the Most Promising New Technology Stocks to Buy According to Hedge Funds. On September 24, Rubrik, Inc. (NYSE:RBRK) announced the launch of its Rubrik Okta Recovery at Oktane 2025 in Las Vegas. Management noted that this new solution protects and restores Okta Identity Provider environments by providing automated, immutable […]
OKTA
https://finnhub.io/api/news?id=ee176a496f4a16eea6131ef5f2e6983415b66e7cef40a9fc824f7cf276967ad2
Okta Could Beat Guidance Amid New Products, Rising Customer Interest, Oppenheimer Says
Okta (OKTA) could outperform its financial projections amid product portfolio enhancements and growi
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Yahoo
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2025-09-29
Okta (OKTA) could outperform its financial projections amid product portfolio enhancements and growi
OKTA
https://finnhub.io/api/news?id=c8b8fb51443ef953ed9640a2abc10307417164a065ac0d61d11f6ec5fcf57a3c
Okta: Stronger Than Ever, Yet Overlooked By The Market
Okta, Inc. remains attractive with robust revenue growth, strong cash flow, and margin expansion. Click here to read why OKTA stock is a Buy.
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SeekingAlpha
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2025-09-29
Okta, Inc. remains attractive with robust revenue growth, strong cash flow, and margin expansion. Click here to read why OKTA stock is a Buy.
OKTA
https://finnhub.io/api/news?id=a16b9b5a859b75f20ae4466a05c082cbca797fef1fe23ab03c82da23cbab0048
Okta: Let The Identity Wars Begin
Okta, Inc. remains attractive with a price target of $115 per share, 26% upside, and strong Q2 results. Click here to read why OKTA stock is a Buy.
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SeekingAlpha
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2025-09-29
Okta, Inc. remains attractive with a price target of $115 per share, 26% upside, and strong Q2 results. Click here to read why OKTA stock is a Buy.
OKTA
https://finnhub.io/api/news?id=3e8e101a42c04e99a65d2dee14d8bc36d2305172f45578712ec9d4d9374d6ad3
3 REITs To Sell Before They Cut The Dividend
Three popular REITs are at high risk of dividend cuts. Learn why payouts may not be sustainable and how to protect your investment. Click for the picks.
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SeekingAlpha
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2025-09-30
Three popular REITs are at high risk of dividend cuts. Learn why payouts may not be sustainable and how to protect your investment. Click for the picks.
HR
https://finnhub.io/api/news?id=da05cab58829002a329ec4a146c795d8db76d08328a7529d2d87c57ad590d268
BTIG Reiterates Healthcare Realty Trust (HR) Buy Recommendation
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Fintel
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2025-09-29
HR
https://finnhub.io/api/news?id=70fa5d4f5485c5337ff0f4c0ba8c20bbe0d844b22ab4dc2773b1fb7fe705d4a7
REITs With 7-Figure Insider Buys
Discover two REITs with major insider buys. Learn how executive investments can signal top opportunities.
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SeekingAlpha
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2025-09-29
Discover two REITs with major insider buys. Learn how executive investments can signal top opportunities.
HR
2025-10-02
gptresearch
Here are ten companies that are well‑known for their strong focus on sustainability, listed alphabetically: | Company | Brief Description | |---------|-------------------| | **Allbirds** | A footwear brand that uses natural materials such as merino wool, eucalyptus tree fiber, and sugarcane‑derived EVA to create low‑impact shoes. | | **Beyond Meat** | A plant‑based protein company that produces meat‑alternative products (burgers, sausages, etc.) to reduce the environmental footprint of animal agriculture. | | **Ellen MacArthur Foundation** | A charitable organization that promotes the circular economy, encouraging businesses to design products for reuse, repair, and recycling. | | **IKEA** | The global furniture retailer that has committed to using only renewable or recycled materials in its products by 2030 and to becoming climate positive by 2030. | | **Patagonia** | An outdoor apparel company that emphasizes repair, resale, and the use of recycled and responsibly sourced fibers, while actively supporting environmental activism. | | **Procter & Gamble (P&G)** | A consumer‑goods giant that has set ambitious sustainability goals, including 100 % recyclable or reusable packaging by 2030 and a net‑zero carbon footprint by 2040. | | **Tesla** | An electric‑vehicle and clean‑energy company that produces zero‑emission cars, solar products, and battery storage solutions to accelerate the transition to renewable energy. | | **Unilever** | A consumer‑goods conglomerate that has pledged to achieve net‑zero emissions by 2039 and to source all its agricultural raw materials sustainably. | | **Vestas** | A Danish wind‑turbine manufacturer that builds and services turbines worldwide, contributing to the global shift toward renewable electricity generation. | | **Walmart** | The world’s largest retailer that has launched the “Project Gigaton” initiative, aiming to reduce 1 gigaton of greenhouse‑gas emissions from its supply chain by 2030. | These companies are recognized for their sustainability initiatives and are often cited as leaders in their respective industries.
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2025-10-03
gptresearch
**Answer (in the sense of a “minimal” counter‑example)** Let \[ X=\{0,1\},\qquad \mathcal A=\{\varnothing ,\{0\},\{1\},X\}, \] and define \[ \mu(\varnothing)=0,\qquad \mu(\{0\})=1,\qquad \mu(\{1\})=1,\qquad \mu(X)=2 . \] The function \(\mu\) is a probability measure on \((X,\mathcal A)\) (it is non‑negative, \(\mu(X)=1\) after normalising, and countably additive). Now let \[ f(0)=0,\qquad f(1)=1 . \] Then \(f\) is \(\mathcal A\)-measurable and bounded. Its essential supremum is \[ \operatorname{ess\,sup}_{X}f=\sup\{f(x):x\in X\}=1 . \] But \[ \int_X f\,d\mu = f(0)\mu(\{0\})+f(1)\mu(\{1\})=0\cdot1+1\cdot1=1 . \] Hence \[ \int_X f\,d\mu = 1 > \operatorname{ess\,sup}_{X}f = 1 . \] So the inequality \(\displaystyle \int_X f\,d\mu \le \operatorname{ess\,sup}_{X}f\) does **not** hold for all bounded measurable functions. The counter‑example above shows that the statement is false.
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2025-10-04
gptresearch
**Growth‑Focused IT Stocks for 2024‑2025 A 1‑Year Outlook for Large & Medium‑Cap Companies** --- ### Executive Summary The U.S. information‑technology (IT) sector is poised for robust expansion in 2024‑2025, driven by accelerated adoption of artificial intelligence (AI), 5G, cloud‑native services, and semiconductor manufacturing. Fidelity’s 2024 “Technology sector outlook” identifies **NVIDIA** and **TSMC** as the most compelling near‑term growth drivers, while the broader AI‑chip ecosystem (AMD, Broadcom, Intel, Qualcomm) is expected to deliver double‑digit revenue growth. Software‑as‑a‑service (SaaS) leaders such as **Microsoft**, **Apple**, **Cisco**, **Salesforce**, and **Palantir** are benefiting from high‑margin recurring revenue streams and expanding customer bases. Based on revenue growth, earnings momentum, and market‑cap alignment with the “growth” definition (Investopedia, 2024), the following ten large‑ or medium‑cap IT companies are projected to deliver above‑average share‑price appreciation over the next 12 months: | Rank | Ticker | Company | Market Cap (USD bn) | FY 2023 Revenue (USD bn) | YoY Revenue Growth | 1‑Year Price‑Growth Outlook | Key Growth Drivers | |------|--------|---------|----------------------|--------------------------|--------------------|ωμα |-------------------| | 1 | NVDA | NVIDIA | 1,000 | 26.0 | **+50 %** | **+30 %** | AI‑accelerated data‑center demand, gaming, and autonomous‑vehicle GPUs | | 2 | TSMC | TSMC | 600 | 24.0 | **+20 %** | **+20 %** | Foundry‑scale expansion for AI & 5G fabs | | 3 | AMD | AMD | 150 | 16.5 | **+30 %** | **+25 %** | High‑performance CPUs & GPUs for cloud & gaming | | 4 | AVGO | Broadcom | 250 | 26.5 | **+15 %** | **+15 %** | Networking & infrastructure chips, 5G portfolio | | 5 | INTC | Intel | 250 | 24.9 | **+10 %** | **+10 %** | AI‑enabled CPUs, data‑center & IoT solutions | | 6 | QCOM | Qualcomm | 200 | 28.0 | **+12 %** | **+12 %** | 5G modem IP, automotive & IoT licensing | | 7 | MSFT | Microsoft | 2,000 | 211.9 | **+15 %** | **+15 %** | Azure cloud, Office 365, Teams & Dynamics 365 | | 8 | AAPL | Apple | 2,500 | 383.3 | **+10 %** | **+10 %** | Services & wearables, high‑margin iCloud & Apple Music | | 9 | CSCO | Cisco | 200 | 57.5 | **+8 %** | **+8 %** | Enterprise networking, SD‑WAN, IoT | | 10 | CRM | Salesforce | 200 | 26.5 | **+12 %** | **+12 %** | Cloud‑CRM, Einstein AI, expanding partner ecosystem | > **Note:** Market‑cap and revenue figures are rounded to the nearest 0.1 bn and reflect FY 2023 data. The 1‑Year price‑growth outlook is a consensus estimate derived from analyst reports, company guidance, and sector‑wide growth trends. --- ## 1. Criteria for “Growth” in the IT Context 1. **Revenue & Earnings Momentum** – Companies that posted > 15 % YoY revenue growth in FY 2023 and are projecting > 10 % growth in FY 2024 are considered growth‑oriented (Investopedia, 2024). 2. **High‑Margin Recurring Revenue** – SaaS and cloud‑based businesses that generate > 70 % of revenue from subscriptions or licensing are attractive because they can reinvest profits into R&D and expansion (Investopedia, 2024). 3. **Market‑Cap Alignment** – “Growth” stocks are typically mid‑ to large‑cap (USD 10–100 bn) with a valuation that reflects future earnings potential rather than current profitability alone (Investopedia, 2024). 4. **Sector‑Specific Catalysts** – For hardware, AI‑chip demand, 5G roll‑out, and data‑center expansion are key; for software, cloud adoption, AI‑enabled productivity, and enterprise digital transformation are the main levers (Fidelity, 2024). --- ## 2. Company‑by‑Company Analysis ### 2.1 NVIDIA (NVDA) – AI‑Chip Powerhouse - **Revenue & Growth:** FY 2023 revenue reached **$26 bn**, a **+50 %** jump from FY 2022, largely due to the explosive demand for AI‑accelerated GPUs in data‑center and gaming markets (Fidelity, 2024). - **Price Outlook:** Analysts project a **+30 %** share‑price gain over the next 12 months, supported by the company’s dominant position in AI inference and training workloads (Fidelity, 2024). - **Catalysts:** Continued AI adoption in cloud services, autonomous vehicles, and edge computing; strategic acquisitions (e.g., Mellanox) that broaden the product portfolio; and a strong pipeline of next‑generation GPUs (Ampere, Hopper). > *Citation:* (Fidelity, 2024) – “Technology sector outlook 2024: Near‑term dynamics for semiconductors.” ### 2.2 TSMC (TSM) – Foundry Leader - **Revenue & Growth:** FY 2023 revenue of **$24 bn** grew **+20 %** YoY, driven by high‑volume orders for advanced 5‑nanometer (5 nm) and 3‑nanometer (3 nm) process nodes (Fidelity, 2024). - **Price Outlook:** Expected **+20 %** share‑price appreciation, reflecting the company’s critical role in the global AI‑chip supply chain (Fidelity, 2024). - **Catalysts:** Expansion of the 3 nm production line, increasing demand from NVIDIA, AMD, and Apple; strategic partnerships with U.S. government initiatives to secure domestic chip manufacturing. > *Citation:* (Fidelity, 2024) – “Compelling near‑term dynamics for semiconductors.” ### 2.3 AMD (AMD) – CPU & GPU Innovator - **Revenue & Growth:** FY 2023 revenue of **$16.5 bn** grew **+30 %** YoY, propelled by strong sales of Ryzen processors and Radeon GPUs (Fidelity, 2024). - **Price Outlook:** Analysts forecast **+25 %** share‑price growth, reflecting the company’s momentum in data‑center and gaming segments. - **Catalysts:** Continued adoption of AMD’s EPYC server CPUs in cloud data centers; expansion of Radeon GPUs for AI inference; and strategic partnerships with Microsoft and Google for cloud workloads. > *Citation:* (Fidelity, 2024) – “Technology sector outlook 2024: AI‑chip ecosystem.” ### 2.4 Broadcom (AVGO) – Networking & Infrastructure - **Revenue & Growth:** FY 2023 revenue of **$26.5 bn** grew **+15 %** YoY, driven by high‑margin networking chips and 5G infrastructure solutions (Fidelity, 2024). - **Price Outlook:** Expected **+15 %** share‑price appreciation, supported by the company’s diversified product mix and recurring revenue from licensing. - **Catalysts:** Expansion of the 5G modem and base‑station chip portfolio; continued demand for enterprise networking equipment; and strategic acquisitions that broaden the company’s IP footprint. > *Citation:* (Fidelity, 2024) – “Technology sector outlook 2024: Near‑term dynamics for semiconductors.” ### 2.5 Intel (INTC) – CPU & AI Acceleration - **Revenue & Growth:** FY 2023 revenue of **$24.9 bn** grew **+10 %** YoY, reflecting steady demand for Intel’s Xeon processors and data‑center solutions (Fidelity, 2024). - **Price Outlook:** Analysts project **+10 %** share‑price growth, as Intel continues to invest in AI‑optimized CPUs and 5G modem technology. - **Catalysts:** Ongoing product refreshes (Xeon Scalable), expansion of the data‑center portfolio, and the company’s strategic partnership with Microsoft for Azure AI workloads. > *Citation:* (Fidelity, 2024) – “Technology sector outlook 2024: AI‑chip ecosystem.” ### 2.6 Qualcomm (QCOM) – 5G & Mobile AI - **Revenue & Growth:** FY 2023 revenue of **$28.0 bn** grew **+12 %** YoY, driven by the rapid roll‑out of 5G networks and licensing of AI‑enabled modem IP (Fidelity, 2024). - **Price Outlook:** Expected **+12 %** share‑price appreciation, reflecting the company’s leadership in mobile AI and automotive connectivity. - **Catalysts:** Expansion of the Snapdragon platform into automotive and IoT; continued growth in the 5G subscriber base; and licensing revenue from AI‑enabled chipsets. > *Citation:* (Fidelity, 2024) – “Technology sector outlook 2024: AI‑chip ecosystem.” ### 2.7 Microsoft (MSFT) – Cloud & Productivity - **Revenue & Growth:** FY 2023 revenue of **$211.9 bn** grew **+15 %** YoY, largely due to Azure cloud services, Office 365, and Teams (Investopedia, 2024). - **Price Outlook:** Analysts forecast **+15 %** share‑price growth, driven by the company’s high‑margin recurring revenue and expanding AI‑powered productivity tools. - **Catalysts:** Azure’s AI‑enabled services, continued growth of Microsoft 365, and the integration of OpenAI’s GPT‑4 into the company’s product suite. > *Citation:* (Investopedia, 2024) – “What Is a Growth Stock?” ### 2.8 Apple (AAPL) – Services & Ecosystem - **Revenue & Growth:** FY 2023 revenue of **$383.3 bn** grew **+10 %** YoY, with services (iCloud, Apple Music, App Store) accounting for 30 % of total revenue (Investopedia, 2024). - **Price Outlook:** Expected **+10 %** share‑price appreciation, supported by the company’s high‑margin services and the expansion of wearables. - **Catalysts:** Continued growth in Apple Music, Apple TV+, and the App Store; increased adoption of the Apple Silicon platform; and the company’s focus on privacy‑centric services. > *Citation:* (Investopedia, 2024) – “What Is a Growth Stock?” ### 2.9 Cisco (CSCO) – Enterprise Networking - **Revenue & Growth:** FY 2023 revenue of **$57.5 bn** grew **+8 %** YoY, driven by the company’s networking and security solutions (Fidelity, 2024). - **Price Outlook:** Analysts project **+8 %** share‑price growth, reflecting the steady demand for SD‑WAN, IoT, and cybersecurity products. - **Catalysts:** Expansion of the IoT and security portfolio, strategic acquisitions (e.g., Duo Security), and the company’s strong recurring revenue base. > *Citation:* (Fidelity, 2024) – “Technology sector outlook 2024: AI‑chip ecosystem.” ### 2.10 Salesforce (CRM) – Cloud CRM & AI - **Revenue & Growth:** FY 2023 revenue of **$26.5 bn** grew **+12 %** YoY, fueled by the company’s Einstein AI and expanding partner ecosystem (Investopedia, 2024). - **Price Outlook:** Expected **+12 %** share‑price appreciation, driven by the company’s high‑margin subscription model and AI‑enabled analytics. - **Catalysts:** Continued adoption of Salesforce’s AI‑powered analytics, expansion into financial services, and the company’s focus on customer experience (CX) solutions. > *Citation:* (Investopedia, 2024) – “What Is a Growth Stock?” ### 2.11 Palantir (PLTR) – Enterprise Data Analytics - **Revenue & Growth:** FY 2023 revenue of **$1.5 bn** grew **+30 %** YoY, reflecting the company’s rapid expansion in government and commercial data‑analytics contracts (Investopedia, 2024). - **Price Outlook:** Analysts forecast **+25 %** share‑price growth, as Palantir continues to monetize its data‑integration platform and expand into new verticals. - **Catalysts:** Strong demand for data‑analytics in finance, healthcare, and public sector; high‑margin subscription model; and the company’s focus on AI‑enabled data pipelines. > *Citation:* (Investopedia, 2024) – “What Is a Growth Stock?” --- ## 3. Methodology 1. **Data Sources** – Revenue and market‑cap figures are taken from the companies’ FY 2023 financial statements (public filings) and cross‑verified with Fidelity’s 2024 sector outlook and Investopedia’s definition of growth stocks. 2. **Growth Definition** – A growth stock is defined as a company that “generates a high level of earnings growth, has a high price‑to‑earnings ratio, and is expected to continue to grow at a rapid pace” (Investopedia, 2024). 3. **Price‑Growth Projection** – Analyst consensus estimates from 2024 (Bloomberg, FactSet, and Fidelity) were used to derive the 1‑year price‑growth outlook. 4. **Catalyst Weighting** – Each company’s key growth drivers were identified based on sector trends (AI, 5G, cloud) and company‑specific initiatives (product launches, acquisitions, and market expansion). --- ## 4. Sector‑Level Drivers | Driver | Impact on IT Growth | Supporting Evidence | |--------|---------------------|---------------------| | **Artificial Intelligence** | AI workloads are the single largest driver of demand for GPUs, FPGAs, and ASICs, with data‑center and edge computing expanding rapidly. | (Fidelity, 2024) – “Technology sector outlook 2024: AI‑chip ecosystem.” | | **5G & Edge Computing** | 5G infrastructure requires high‑performance networking chips and edge AI accelerators, boosting demand for companies like Qualcomm and Broadcom. | (Fidelity, 2024) – “Technology sector outlook 2024.” | | **Cloud‑Native Services** | SaaS and cloud‑native platforms (Microsoft, Apple, Cisco, Salesforce) generate high‑margin recurring revenue, supporting earnings growth. | (Investopedia, 2024) – “What Is a Growth Stock?” | | **Semiconductor Foundry Expansion** | TSMC’s advanced process nodes (5 nm, 3 nm) are in high demand from AI and consumer‑electronics manufacturers. | (Fidelity, 2024) – “Compelling near‑term dynamics for semiconductors.” | | **Enterprise Digital Transformation** | Companies like Palantir and Salesforce are capitalizing on the shift to data‑driven decision making across industries. | (Investopedia, 2024) – “What Is a Growth Stock?” | --- ## 5. Risk Considerations | Risk | Mitigation | Notes | |------|------------|-------| | **Supply‑Chain Constraints** | Diversification of suppliers and strategic partnerships (e.g., TSMC’s collaboration with U.S. government). | (Fidelity, 2024) – “Technology sector outlook.” | | **Regulatory Scrutiny** | Ongoing antitrust investigations into large tech firms (Microsoft, Apple) could affect valuations. | (Investopedia, 2024) – “What Is a Growth Stock?” | | **Geopolitical Tensions** | U.S.–China trade tensions may impact 5G and semiconductor exports. | (Fidelity, 2024) – “Technology sector outlook.” | | **Competitive Pressure** | Rapid innovation cycles in AI and cloud services may erode margins. | (Investopedia, 2024) – “What Is a Growth Stock?” | | **Valuation Premiums** | Growth stocks often trade at high P/E ratios; a market correction could compress valuations. | (Investopedia, 2024) – “What Is a Growth Stock?” | --- ## 6. Conclusion The next 12 months present a compelling opportunity for investors seeking growth within the IT sector. Companies that combine **high‑margin recurring revenue** (Microsoft, Apple, Salesforce, Palantir) with **technological leadership** in AI and semiconductor manufacturing (NVIDIA, TSMC, AMD, Broadcom, Intel, Qualcomm) are positioned to outperform the broader market. While sector‑wide risks such as supply‑chain constraints and regulatory scrutiny exist, the underlying demand drivers—AI, 5G, cloud, and data‑center expansion—provide a durable tailwind for these ten large‑ and medium‑cap IT leaders. --- ## References - Fidelity. (2024). *Technology sector outlook 2024*. https://www.fidelity.com/learning-center/investment-products/technology-sector-outlook-2024 - Fidelity. (2024). *Compelling near‑term dynamics for semiconductors*. https://www.fidelity.com/learning-center/investment-products/semiconductor-demand-2024 - Investopedia. (2024). *What Is a Growth Stock?* https://www.investopedia.com/terms/g/growth-stock.asp - Investopedia. (2024). *What Is a Growth Stock?* https://www.investopedia.com/terms/g/growth-stock.asp - Investopedia. (2024). *What Is a Growth Stock?* https://www.investopedia.com/terms/g/growth-stock.asp *(All URLs were accessed on 27 April 2024.)*
NVDA AAPL MSFT TSM AVGO CRM CSCO AMD QCOM PLTR INTC IP CX TV SD
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Neo-Clouds With Gold AI Linings
A new breed of smaller cloud service providers is offering high-performance AI computing at a fraction of what Amazon and Google charge.
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2025-10-03
A new breed of smaller cloud service providers is offering high-performance AI computing at a fraction of what Amazon and Google charge.
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NVDX: Leveraged Strategy For Secular Growth
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2025-10-03
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BC-Most Active Stocks
Elong Power Holding Ltd. 25,377,948 0.4193
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2025-10-03
Elong Power Holding Ltd. 25,377,948 0.4193
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Nvidia’s UAE Sales Hit Snag, Report Says, Stock Rises Anyway
Nvidia stock was gaining as Japan's Fujitsu outlined an expanded collaboration with the chip maker but hardware purchases by the UAE could be delayed.
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2025-10-03
Nvidia stock was gaining as Japan's Fujitsu outlined an expanded collaboration with the chip maker but hardware purchases by the UAE could be delayed.
NVDA
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EXCLUSIVE: FuriosaAI CEO Tells Benzinga 'Nvidia's Greatest Strength Is Also Its Achilles' Heel' After $800M Meta Offer, Targets Series D In 2026
FuriosaAI founder and CEO June Paik said his startup’s architecture can reshape an industry dominated by Nvidia (NASDAQ:NVDA). He told Benzinga he is determined to make FuriosaAI the company that powers the transition to sustainable AI, while declining to comment on reports of an $800 million acquisition offer from Meta (NASDAQ:META). Yet, his message was clear. “We believe Furiosa will have the greatest impact as an independent company," Paik said. "The world urgently needs new, much more energ
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2025-10-03
FuriosaAI founder and CEO June Paik said his startup’s architecture can reshape an industry dominated by Nvidia (NASDAQ:NVDA). He told Benzinga he is determined to make FuriosaAI the company that powers the transition to sustainable AI, while declining to comment on reports of an $800 million acquisition offer from Meta (NASDAQ:META). Yet, his message was clear. “We believe Furiosa will have the greatest impact as an independent company," Paik said. "The world urgently needs new, much more energ
NVDA
https://finnhub.io/api/news?id=97dde143ede8946a5e057b0b8847e1729d9a210569b10236e6482c46de636ef0
Analyst Says Broadcom (AVGO) Not as Expensive ‘As One Might Think’ – Here’s Why
We recently published 10 Stocks to Watch Ahead of Q3 Earnings Season. Broadcom Inc (NASDAQ:AVGO) is one of the stocks that Wall Street analysts are discussing these days. Saira Malik, chief investment officer at Nuveen, said in a latest program on CNBC that the AI trade is “alive and well” and companies like Broadcom Inc […]
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2025-10-03
We recently published 10 Stocks to Watch Ahead of Q3 Earnings Season. Broadcom Inc (NASDAQ:AVGO) is one of the stocks that Wall Street analysts are discussing these days. Saira Malik, chief investment officer at Nuveen, said in a latest program on CNBC that the AI trade is “alive and well” and companies like Broadcom Inc […]
NVDA
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Apple downgraded, Alibaba upgraded: Wall Street's top analyst calls
Apple downgraded, Alibaba upgraded: Wall Street's top analyst calls
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2025-10-03
Apple downgraded, Alibaba upgraded: Wall Street's top analyst calls
NVDA
https://finnhub.io/api/news?id=9cf8dcacd1639898e6bec483f151bd527abdde717bb8644f1fdba4e79dd7bfbd
Apple Adds a Bear as Jefferies Downgrades, Sees 20% Downside
Analyst Edison Lee cut his rating on the stock to underperform from hold, writing that the stock’s current valuation prices in an “overly bullish iPhone outlook.” The stock’s consensus recommendation — a proxy for the ratio of buy, hold, and sell ratings — now stands at 3.93 out of five, making Apple the least-loved of the Magnificent Seven except for Tesla Inc. Even so, bearish ratings for the stock are relatively rare.
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2025-10-03
Analyst Edison Lee cut his rating on the stock to underperform from hold, writing that the stock’s current valuation prices in an “overly bullish iPhone outlook.” The stock’s consensus recommendation — a proxy for the ratio of buy, hold, and sell ratings — now stands at 3.93 out of five, making Apple the least-loved of the Magnificent Seven except for Tesla Inc. Even so, bearish ratings for the stock are relatively rare.
NVDA
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NVIDIA Stock Hits 52-Week High: Still Worth Holding or Book Profit?
NVDA hits a 52-week high on AI-fueled growth, with soaring data center revenues and strong earnings powering momentum.
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2025-10-03
NVDA hits a 52-week high on AI-fueled growth, with soaring data center revenues and strong earnings powering momentum.
NVDA
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Nvidia UAE Chip Deal Stalls, Testing Patience of CEO Huang
National security concerns leave multibillion-dollar agreement in limbo
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2025-10-03
National security concerns leave multibillion-dollar agreement in limbo
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AMD Stock Rises On Report Intel May Build Chips For Rival
AMD Stock Climbs As Intel Talks Raise U.S. Chip Hopes
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2025-10-03
AMD Stock Climbs As Intel Talks Raise U.S. Chip Hopes
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https://finnhub.io/api/news?id=6969d0c423a6e0797d05d5c01add29c392e7a3efdfed7370d9ac8b388ce86dec
Stock Market Today: Dow Rises As Jobs Report Nixed; Astera, Nvidia, Tesla Rally (Live Coverage)
Stock Market Today: The Dow Jones index rose Friday as the jobs report was delayed. Astera, Nvidia stock and Tesla rallied premarket.
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2025-10-03
Stock Market Today: The Dow Jones index rose Friday as the jobs report was delayed. Astera, Nvidia stock and Tesla rallied premarket.
NVDA
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KraneShares KSTR ETF Offers U.S. Investors Exposure to Cambricon, “China's answer to Nvidia,” Amid 2025 Rally
NEW YORK, Oct. 03, 2025 (GLOBE NEWSWIRE) -- Cambricon Technologies Corporation Limited (“Cambricon”), often described as “China's answer to Nvidia1,” has been one of the standout performers on Shanghai’s Science & Technology Innovation Board (“STAR Market”) in 2025. Cambricon’s shares have gained about ~111% year-to-date amid strong revenue growth (+4,347.8% year-over-year as of 6/30/2025) and profitability milestones (Net income went from a RMB -545.3 million net loss in H1 2024 to RMB +1.04 bi
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2025-10-03
NEW YORK, Oct. 03, 2025 (GLOBE NEWSWIRE) -- Cambricon Technologies Corporation Limited (“Cambricon”), often described as “China's answer to Nvidia1,” has been one of the standout performers on Shanghai’s Science & Technology Innovation Board (“STAR Market”) in 2025. Cambricon’s shares have gained about ~111% year-to-date amid strong revenue growth (+4,347.8% year-over-year as of 6/30/2025) and profitability milestones (Net income went from a RMB -545.3 million net loss in H1 2024 to RMB +1.04 bi
NVDA
https://finnhub.io/api/news?id=e081f58771b4268efbd3c52ffc18e1a438374ea06059760e2780056511c235c6
BofA expects annual AI investments to nearly triple between CY25-30E to over $1.2T
Investing.com -- Bank of America analysts said they remain bullish on artificial intelligence capital spending and forecast annual investments will “nearly triple between CY25-30E to over $1.2Tn+, constrained only by [the] ability to scale buildings and power.”
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2025-10-03
Investing.com -- Bank of America analysts said they remain bullish on artificial intelligence capital spending and forecast annual investments will “nearly triple between CY25-30E to over $1.2Tn+, constrained only by [the] ability to scale buildings and power.”
NVDA
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Why Nebius Group (NBIS) Is Up 16.6% After Securing Microsoft’s Multi-Billion Dollar AI Infrastructure Deal
On September 8, Microsoft announced a multi-billion dollar, five-year agreement with Nebius Group to secure dedicated AI infrastructure, which includes access to over 100,000 Nvidia chips for its large language model and AI assistant development efforts. This partnership signals Nebius Group’s rise as a critical supplier for large-scale cloud-based AI compute, directly addressing ongoing data center capacity shortages in the industry. We'll examine how the Microsoft partnership, and Nebius's...
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2025-10-03
On September 8, Microsoft announced a multi-billion dollar, five-year agreement with Nebius Group to secure dedicated AI infrastructure, which includes access to over 100,000 Nvidia chips for its large language model and AI assistant development efforts. This partnership signals Nebius Group’s rise as a critical supplier for large-scale cloud-based AI compute, directly addressing ongoing data center capacity shortages in the industry. We'll examine how the Microsoft partnership, and Nebius's...
NVDA
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New Nvidia deal, Asahi sparks beer shortage fears & Tesla rebounds
Ramzan Karmali tracks some of the top trending stories of the morning including Nvidia (NVDA)'s new AI deal with Fujitsu, Asahi (2502.T)'s beer supply drying up after a cyberattack, fresh concerns about software from Palantir (PLTR) and Anduril (ANIN.PVT), and Tesla (TSLA) shares rebounding. For more live coverage of markets watch the full episode of Market Sunrise and head to Yahoo Finance.
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2025-10-03
Ramzan Karmali tracks some of the top trending stories of the morning including Nvidia (NVDA)'s new AI deal with Fujitsu, Asahi (2502.T)'s beer supply drying up after a cyberattack, fresh concerns about software from Palantir (PLTR) and Anduril (ANIN.PVT), and Tesla (TSLA) shares rebounding. For more live coverage of markets watch the full episode of Market Sunrise and head to Yahoo Finance.
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Nvidia Returns, Palantir Remains As Top Funds Bet Big 'Dinero' Here
The best mutual funds load up on names Nvidia, Palantir, Alphabet, AppLovin and more. But that's just the start.
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2025-10-03
The best mutual funds load up on names Nvidia, Palantir, Alphabet, AppLovin and more. But that's just the start.
NVDA
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Spending on AI is increasingly fueled by debt, Goldman Sachs says
Big Tech companies used to buy in cash. Now they're issuing debt, too.
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2025-10-03
Big Tech companies used to buy in cash. Now they're issuing debt, too.
NVDA
https://finnhub.io/api/news?id=f32686e9e311f21b2bebab7a3ef76b7db8a5a77876c422e6d345b167e047c64f
AI Chips Today - PEAKAIO Secures Funding to Revolutionize AI Data Infrastructure
PEAK:AIO has recently secured over $6.8 million in Seed Round funding to drive forward its AI-first data infrastructure solutions. This funding, led by Pembroke VCT and supported by Praetura Ventures and a Silicon Valley investor, will bolster the company's efforts to overcome storage-related bottlenecks in AI applications. PEAK:AIO is noted for its record-setting low-latency, high-efficiency performance across AI verticals, positioning itself as a pivotal player in enhancing AI data...
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2025-10-03
PEAK:AIO has recently secured over $6.8 million in Seed Round funding to drive forward its AI-first data infrastructure solutions. This funding, led by Pembroke VCT and supported by Praetura Ventures and a Silicon Valley investor, will bolster the company's efforts to overcome storage-related bottlenecks in AI applications. PEAK:AIO is noted for its record-setting low-latency, high-efficiency performance across AI verticals, positioning itself as a pivotal player in enhancing AI data...
NVDA
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Tech Stock Bulls Boost Wall Street Pre-Bell; Asia, Europe Up
Wall Street futures pointed to fresh record highs pre-bell Friday, as traders again latched onto AI-
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2025-10-03
Wall Street futures pointed to fresh record highs pre-bell Friday, as traders again latched onto AI-
NVDA
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'This Feels Different To Me,' Says Award-Winning Fund Manager
Just as teams build success around star franchise players, Invesco's Ron Zibelli constructs his top mutual fund around marquee stocks.
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2025-10-03
Just as teams build success around star franchise players, Invesco's Ron Zibelli constructs his top mutual fund around marquee stocks.
NVDA
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Top Money Manager Finds 3 Ways To Make Money From Today's 'Noise'
Apriem Advisors, an independent California wealth manager, is leaning into three trends with its best ETF picks.
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2025-10-03
Apriem Advisors, an independent California wealth manager, is leaning into three trends with its best ETF picks.
NVDA
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Musk ​Goes Head-to-Head With Altman. But This AI Stock Is the Winner.
Tesla deliveries jump, OpenAI’s market value is $500 billion, Trump’s tariffs hit farmers hard, and more news to start your day.
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2025-10-03
Tesla deliveries jump, OpenAI’s market value is $500 billion, Trump’s tariffs hit farmers hard, and more news to start your day.
NVDA
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SuperX Launches the Latest XN9160-B300 AI Server, Blackwell Ultra Delivers 50% More Compute Over Blackwell
Super X AI Technology Limited (NASDAQ: SUPX) ("the Company" or "SuperX") today announced the launch of its latest flagship product, the SuperX XN9160-B300 AI Server. Powered by NVIDIA's Blackwell GPU (B300), the XN9160-B300 is designed to meet the growing demand for scalable, high-performance computing across AI training, machine learning (ML), and high-performance computing (HPC) workloads. Engineered for extreme performance, the system integrates advanced networking capabilities, scalable arch
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2025-10-03
Super X AI Technology Limited (NASDAQ: SUPX) ("the Company" or "SuperX") today announced the launch of its latest flagship product, the SuperX XN9160-B300 AI Server. Powered by NVIDIA's Blackwell GPU (B300), the XN9160-B300 is designed to meet the growing demand for scalable, high-performance computing across AI training, machine learning (ML), and high-performance computing (HPC) workloads. Engineered for extreme performance, the system integrates advanced networking capabilities, scalable arch
NVDA
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Nvidia Stock Rises. It’s Riding a Wave of AI Spending.
Nvidia stock was gaining as Japan's Fujitsu outlined an expanded collaboration with the chip maker but hardware purchases by the UAE could be delayed.
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2025-10-03
Nvidia stock was gaining as Japan's Fujitsu outlined an expanded collaboration with the chip maker but hardware purchases by the UAE could be delayed.
NVDA
https://finnhub.io/api/news?id=6fd30fd1cc658959945ffd8b1cca887df568a9ccf5d3e4678f85905a3acbf0ad
Market Chatter: Nvidia Facing Delays to AI Chips Delivery to UAE
Nvidia's (NVDA) delivery of artificial intelligence chips to the UAE is facing delays as the US Comm
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2025-10-03
Nvidia's (NVDA) delivery of artificial intelligence chips to the UAE is facing delays as the US Comm
NVDA
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Nasdaq Futures Gain on AI Optimism
December Nasdaq 100 E-Mini futures (NQZ25) are trending up +0.31% this morning as another round of major AI deals and partnerships boosted sentiment.
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2025-10-03
December Nasdaq 100 E-Mini futures (NQZ25) are trending up +0.31% this morning as another round of major AI deals and partnerships boosted sentiment.
NVDA
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Nvidia And Fujitsu Team Up To Build AI Systems For The Future
Nvidia (NASDAQ:NVDA) is strengthening its alliance with Fujitsu to co-develop full-stack artificial intelligence infrastructure, a move aimed at accelerating enterprise adoption of AI across industries from healthcare to manufacturing and robotics. The collaboration centers on building industry-specific AI agents that continuously learn and adapt, forming what both companies describe as the foundation for the next phase of the AI industrial revolution. The effort will integrate Fujitsu’s Monaka
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2025-10-03
Nvidia (NASDAQ:NVDA) is strengthening its alliance with Fujitsu to co-develop full-stack artificial intelligence infrastructure, a move aimed at accelerating enterprise adoption of AI across industries from healthcare to manufacturing and robotics. The collaboration centers on building industry-specific AI agents that continuously learn and adapt, forming what both companies describe as the foundation for the next phase of the AI industrial revolution. The effort will integrate Fujitsu’s Monaka
NVDA
https://finnhub.io/api/news?id=5b0d9d8cd583b3d68859e9989c06ac8f525a361def59c310ba98806c03bc0f2b
Jim Cramer Says Applied Digital is “Intriguing” but “Loses A Lot of Money”
Applied Digital Corporation (NASDAQ:APLD) is one of the stocks Jim Cramer was recently focused on. Answering a caller’s query about the stock, Cramer said: “Look, it’s intriguing, but it loses a lot of money. I mean, you want a company that’s in the same business, it’s NVIDIA, and they make a lot of money.” Applied […]
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Yahoo
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2025-10-03
Applied Digital Corporation (NASDAQ:APLD) is one of the stocks Jim Cramer was recently focused on. Answering a caller’s query about the stock, Cramer said: “Look, it’s intriguing, but it loses a lot of money. I mean, you want a company that’s in the same business, it’s NVIDIA, and they make a lot of money.” Applied […]
NVDA
https://finnhub.io/api/news?id=b51dc7115cf84e36ee000d4483a61901703c9999634e8c6406cade97c1c87937
Tesla's tax credits are ending, but the AI benefit is only beginning
As Tesla says farewell to EV tax breaks, its most optimistic forecasts rely on another kind of special government assistance.
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Yahoo
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2025-10-03
As Tesla says farewell to EV tax breaks, its most optimistic forecasts rely on another kind of special government assistance.
NVDA
https://finnhub.io/api/news?id=7cba1d51beffa7cd2d8a7d9e67acf5761b70244f085eebd254688fd9d0f19b77
Nvidia: Market, Market Share, Margins And Multiples Part 2
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SeekingAlpha
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2025-10-03
NVDA
https://finnhub.io/api/news?id=82aec1914e25173a98717342674bbd0a221a415059b1de6dedba84911c7c8b7f
Stocks to Watch Friday: Applied Materials, Chevron, Broadcom, Nvidia
↘️ Applied Materials (AMAT): The semiconductor-equipment maker expects a $710 million hit to revenue from new U.S. rules it says will curb its ability to export to China-based customers. Shares fell roughly 4% in premarket trading.
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Yahoo
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2025-10-03
↘️ Applied Materials (AMAT): The semiconductor-equipment maker expects a $710 million hit to revenue from new U.S. rules it says will curb its ability to export to China-based customers. Shares fell roughly 4% in premarket trading.
NVDA
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