Total 401 articles
Palo Alto Networks Earnings Preview: Can PANW Keep Riding the AI Security Boom Into September?
PANW reports Sept 1 after Q3 beat (31% revenue growth, NGS ARR +60% to $8.1B). AI security expanding with Prisma AIRS, CyberArk integration. Organic NGS ARR +28% ex-acquisitions. China cybersecurity review adds risk. Jackson Hole will test capex confidence.
Mon, Aug 17

Lumentum Stock Forecast: Can Nvidia Demand Push LITE Above $1,000?
Lumentum revenue doubled to $1.006 billion as AI networking demand accelerated. Nvidia’s investment supports expansion, but supply risks remain as LITE approaches $958 resistance.
Mon, Aug 17

CoreWeave Stock Forecast: Can AI Demand Justify CRWV’s Debt and Capex?
TradingKey - CoreWeave’s revenue doubled as Meta and Anthropic expanded AI-cloud commitments, but debt, capital expenditure and weak cash flow continue to pressure CRWV.
Mon, Aug 17

NVIDIA Earnings in 9 Days — Why BofA Expects a $95B Beat and Multi-Quarter Upgrade Cycle
TradingKey - NVDA earnings in 9 days (Aug 26). Q1 $81.6B (+85%), guidance $91B. BofA expects $94-95B beat, $107-108B Q3 guidance. Vera Rubin in production, networking +199%, $500B financing launched. Technical: $221 support holding, $229.51 breakout target.
Mon, Aug 17

SK Hynix Stock Forecast: Can HBM4 Demand Drive a Breakout Toward $194?
SK Hynix reports record revenue, a 76% operating margin and initial HBM4 shipments. Can sustained AI-memory demand lift the stock beyond $168.56 toward $194?
Sun, Aug 16

Palantir Calls Q2 "Otherworldly" and Raises Guidance — Will Jackson Hole Derail the AI Sovereignty Momentum?
PLTR Q2: Revenue +93% to $1.94B, U.S. Commercial +149% to $764M, RDV $6.24B, Rule of 40 score 155. CEO calls it 'otherworldly.' Weekly chart breaks above $159.58, targets $205. Jackson Hole (Aug 21-22) will test if AI capex momentum holds.
Sun, Aug 16

New CEO Ternus Launches iPhone 18 Pro on September 9 — Can Apple Reverse Q3 China Miss Before Jackson Hole?
AAPL Q3 missed China estimates ($18.8B vs. $19.5B), services softened. New CEO Ternus takes over Sept 1, iPhone 18 Pro launches Sept 9. Can the new flagship reverse momentum before Jackson Hole, or will macro uncertainty cap the stock?
Sat, Aug 15

Cerebras Cloud Revenue Nearly Quadrupled — But Why Did the Stock Crash 17% on "Confusing" GAAP Results?
CBRS Q2: Cloud revenue +287% to $127.7M, core revenue beat $209.9M, but GAAP missed $194M target. Stock crashed 17%. Next week's Jackson Hole speech will test if Fed policy rescues AI infrastructure confidence.
Sat, Aug 15

SpaceX Q2 Beat 92% Revenue Growth — But SPCX Faces Major $146.86 Resistance Before August 20 Lockup
SPCX at $141.20 rallying from $105.75 but facing $146.86-$154.36 major resistance zone. 92% Q2 growth, Starlink 12M, AI $2.56B. August 20 lockup expiration risk.
Fri, Aug 14

NVIDIA Crushed Data Center at +92% — So Why Is the Stock Still Climbing Toward $229?
NVDA at $225.34 breaking above $221 with $229.51 target. Q1 revenue $81.6B (+85%), Data Center +92%. Rubin production ramping, SpaceX exclusive NVIDIA builder.
Fri, Aug 14

Applied Materials Guides 30% Equipment Boom — But AMAT Rejected at $554.94 Before Earnings
AMAT at $547.25 rejected at $554.94 heading into Q3 earnings (Aug 13 US close). Guides 30%+ equipment growth, 50%+ packaging. Critical breakout at $555.
Fri, Aug 14

Cisco Beat Revenue at 18% Growth and $9.3B AI Orders — So Why Did the Stock Plunge 9% to $112?
CSCO beat Q4 earnings with $17.25B revenue (+18%), $9.3B AI orders, but stock plunged 9% to $112.81 on gross margin decline to 66.3% from 68.4%.
Fri, Aug 14

Intel Stock Forecast: $20 Billion Offering, AI Growth and Foundry Risks
TradingKey - Intel stock is gaining after its $20 billion offering, but AI growth, foundry losses and possible memory expansion will shape the INTC outlook.
Fri, Aug 14

Micron Stock Forecast: Can AI Memory Demand Push MU Above $1,000?
TradingKey - Micron stock remains supported by AI-driven memory demand and tight supply, but China competition and legal risks could shape MU’s next move.
Fri, Aug 14

SpaceX Beat Revenue at +92% and Reclaimed $135 IPO Price — Can SPCX Hold $154.36 Breakout?
SPCX at $146.24 reclaimed $135 IPO price after 92% Q2 revenue growth. Starlink 12M subs, AI $2.56B, $14.1B contracts. Testing $154.36 breakout on bullish technicals.
Thu, Aug 13

Palantir Beat Revenue at 93% Growth — But the Stock Just Pulled Back to $171 to Test Support
Palantir crushed Q2 with 93% revenue growth, Rule of 40 at 155%. Stock pulled back to $171.10 after hitting $179.45. $166.32 support critical, $179.45 resistance next.
Thu, Aug 13

Applied Materials Recovered to $548 and Is Testing $554.94 Breakout — Earnings Tonight Will Confirm
AMAT recovered from $436 low to $548.34, testing $554.94 breakout. Q3 earnings tonight (Aug 13 AC): $9B revenue expected. Breakout could expose $582-650 on beat.
Thu, Aug 13

Cisco Raised AI Orders to $9B — And Now the Stock Is Attacking $124.62 Trendline Breakout
Cisco rallied to $123.88 testing $124.62 descending trendline. Q4 earnings tonight: $9B revenue expected. Stock poised for breakout toward $129.75 on AI networking demand.
Thu, Aug 13

Oracle Stock Forecast: ORCL Faces Layoffs, $70B Capex and Rising Debt
TradingKey - Oracle stock rebounds after a sharp decline as investors weigh new layoffs, rising AI spending, debt, backlog growth and upcoming earnings.
Thu, Aug 13

Alphabet Stock Forecast: GOOGL Faces AI Spending, Debt and Regulatory Pressure
TradingKey - Alphabet stock fell to $342 as investors weigh rising AI spending, new debt, Google Cloud growth and regulatory risks. Here’s what GOOGL investors should watch next.
Thu, Aug 13



