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    News

    Why analysts are backing Datadog after its knockout analyst day

    By Steven FrazerFebruary 17, 20260

    Datadog (DDOG) has been under a lot of pressure with investors worried about the implications of AI disruption across the…

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    Intel stock a recovery star, but warning signs flashing red

    By Steven FrazerFebruary 17, 20260

    Intel (INTC) has been one the big story stocks of the past year, but sentiment is starting to sour and…

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    AI splurge sparks Applied Materials double-digit stock surge

    By Steven FrazerFebruary 13, 20260

    Semiconductor technology supplier Applied Materials (AMAT) saw its stock surge around 12% in after-hours trading thanks to the accelerating AI…

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    Blue Whale Growth favourite Vertiv is going bonkers, here’s why

    By Steven FrazerFebruary 12, 20260

    Shares in data centres critical kit supplier Vertiv (VRT) have jumped 40% in a week, adding $27 billion to its…

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    Why Cisco sell-off could be a great opportunity for investors

    By Steven FrazerFebruary 12, 20260

    Networking equipment maker Cisco Systems (CSCO) unveiled quarterly gross margin that was short of analysts’ estimates, sending its shares down…

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    Cloudflare jumps after forecast beat: What next?

    By Steven FrazerFebruary 11, 20260

    Cloudflare (NET) delivered a clear beat in Q4 2025 overnight sparking a huge surge for the stock. The share price…

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    Amazon’s $200 billion capex shock triggers new stock sell-off

    By Steven FrazerFebruary 6, 20260

    Amazon (AMZN) ignited a sharp market backlash after the close Thursday after projecting $200 billion in capital expenditures for 2026.…

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    Strong Alphabet earnings beat overshadowed by massive AI capex plans

    By Steven FrazerFebruary 5, 20260

    Alphabet delivered a strong set of quarterly results, comfortably beating Wall Street expectations on both revenue and earnings. However, the…

    PayPal plunges to 8-year low
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    PayPal plunges to 8-year low as CEO is dumped on feeble performance

    By Steven FrazerFebruary 4, 20260

    One-time payments darling PayPal (PYPL) saw its stock tumble to an 8-year low after the company announced the shock departure…

    Wall Street dumps software stocks
    News

    Wall Street dumps software stocks as AI fears spark rout

    By Steven FrazerFebruary 4, 20260

    Wall Street’s long-running unease toward software stocks has intensified into broad capitulation. Investors rush to exit the sector amid mounting…

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