Meta’s AI Push is Driving Layoffs

Earlier this week Meta (Nasdaq: META) announced its first quarter results that outpaced the market. But disappointing usage metrics sent the stock down 7% in the after-hours trading session.

IBM Consulting Business Should Yield Success

Earlier this week IBM (NYSE:IBM) announced its quarterly results that outpaced market expectations. But a conservative guidance driven by uncertainty around AI sent the stock falling 6% in the after-hours trading session.

Block’s Layoffs are a Sign of Times to Come

Recently, Square’s owner Block (NYSE: XYZ) was in the news for the massive layoffs announced at the organization as it adopts AI for its operations. Block firmly believes in the advancements in AI tools that are showing it how to operate more efficiently.

Analysis of NVIDIA’s SchedMD Acquisition

The AI boom helped NVIDIA (NASDAQ: NVDA) deliver a record breaking fourth quarter recently. With most tech players announcing mega AI investments, that trend is expected to continue. NVIDIA is focusing on product offering expansion through acquisition and innovation to meet the demand.

Cloud Stocks: Palantir Enables Warfare?

Palantir beat expectations with strong revenue growth, driven by U.S. government contracts and expanding AI partnerships, boosting outlook and momentum.

Cloud Stocks: Amazon Raises Stakes in AI with $200 Billion Investment

The invest in AI frenzy continues with Amazon (NASDAQ: AMZN) announcing $200 billion AI related capital investment this year. Like other tech players, Amazon wants to invest heavily in building infrastructure and computing power for AI.

Cloud Stocks: Analysis of Veeva’s Ostro Acquisition

Last week Veeva (NYSE: VEEV) reported its quarterly results that continue to impress the market. The company is adding to its AI capabilities with its latest acquisition as well.

Cloud Stocks: ServiceNow Goes on an Acquisition Spree in Israel

With the increased adoption of AI, the market has been concerned about the fate of software companies like ServiceNow (NYSE:NOW). Some analysts believe that the agentic AI market will disrupt Service now’s business model, resulting in its stock losing 40% of its value over the last year. ServiceNow meanwhile continues to deliver strong results and

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