Microsoft received a Strong Buy rating as analysts cited discounted valuation, 29% year-over-year cloud growth, AI…
Technology
Bragg Gaming Group Publishes Q1 2026 Presentation as Investors Parse Gaming-Tech Performance Signals
Bragg Gaming Group published its Q1 2026 results presentation on May 15, placing the TSX-listed gaming…
Red Violet’s Depressed Valuation Leaves Fundamentals in Focus as Growth Thesis Extends Through 2026
Red Violet remains rated Buy as commentary argues its depressed valuation does not reflect underlying fundamentals.…
New York and California Pension Officials Question SpaceX IPO Governance Structure
New York and California pension officials have raised concerns over SpaceX’s governance structure in a letter…
Schrödinger Talks Platform Strategy at Bank of America Global Healthcare Conference 2026
Schrödinger presented at the Bank of America Global Healthcare Conference 2026, keeping attention on its hybrid…
Cisco Q3 2026 Earnings Call Signals Continued Focus on Enterprise Demand and Network Investment
Cisco held its third-quarter fiscal 2026 earnings call on May 13, 2026, keeping investor attention on…
Enphase Energy Details Business Performance and Semiconductor Strategy in New Slide Deck
Enphase Energy published a slide deck on May 13, 2026, highlighting business performance, semiconductor innovation and…
LINK Mobility Q1 2026 Earnings Call Highlights Customer Messaging Demand and Margin Focus
LINK Mobility Group Holding ASA held its first-quarter 2026 presentation on May 12, with CEO Thomas…
Open Text Q3 2026 Earnings Call Highlights Investor Focus on Enterprise Software Performance
Open Text held its Q3 2026 earnings call on May 7, with investor relations opening the…
Chip Supply Chain Fever Pushes a Glass Company and Toilet Maker Into the AI Trade
Investor enthusiasm for AI infrastructure is lifting companies far beyond the semiconductor sector, including a glass…