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The Software Company Collecting Broadcom's Unhappy Customers

The Software Company Collecting Broadcom's Unhappy Customers

Broadcom's VMware price hikes pushed thousands of companies to look for an exit. One got the call.

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This Week's Market Set Up Four Earnings Prints You Can Actually Trade

This Week's Market Set Up Four Earnings Prints You Can Actually Trade

HR software, AI servers, RFID chips, and software supply chain all report within two weeks.

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The AI Workspace Rebuild Trading at a Cash-Flow Discount

The AI Workspace Rebuild Trading at a Cash-Flow Discount

Rare breed of software comeback: paying users growing again, a shrinking share count, and no "just trust us" speech.

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GoDaddy and Logitech Face Their Tests as Iridium Digests Aireon

GoDaddy and Logitech Face Their Tests as Iridium Digests Aireon

GoDaddy and Logitech report in the week ahead, and Iridium posted its first quarter with Aireon.

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The Power and Sensing Chip Maker Wall Street Dumped Before Its Best Quarter

The Power and Sensing Chip Maker Wall Street Dumped Before Its Best Quarter

A power and sensing chip maker reports October 29, and the selloff has already priced in a lot of bad news.

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Which Earnings Prints Next Week Actually Deserve Your Capital

Which Earnings Prints Next Week Actually Deserve Your Capital

Hospitality software, shopping ads, wearables, and a quantum bet, all with dates inside a week.

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An AI Chip Packager the Market Cut in Half

An AI Chip Packager the Market Cut in Half

An AI chip packager down more than half from its high, with earnings Monday.

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Firewalls, Gamers, and Snap Bounce Into Earnings Season

Firewalls, Gamers, and Snap Bounce Into Earnings Season

An app-security winner on sale. A cheap cyber incumbent getting bids. A gaming name left for dead.

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An Overlooked AI Server Supplier Reports Thursday Morning

An Overlooked AI Server Supplier Reports Thursday Morning

Record sales, a 1.49 book-to-bill, and a stock cut by more than half from its June high.

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The AI Products Already Earning Their Keep While The Hype Names Sell Off

The AI Products Already Earning Their Keep While The Hype Names Sell Off

HBM inspection, fleet agents, federal body cams and a marketing agent: AI that already ships.

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An AI Power Play With a November Catalyst

An AI Power Play With a November Catalyst

While everyone panics over the AI selloff, one AI power supplier just went on sale

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The AI Hardware Shakeout: Four Tech Names To Watch After The Selloff

The AI Hardware Shakeout: Four Tech Names To Watch After The Selloff

Rate-hike fears and a wave of downgrades hit AI hardware this week. One software name went the other way.

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