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Artificial Intelligence

What Pushed Z Squared (NASDAQ:ZSQR) Up 60% in a Month?

Z Squared says it buys existing powered sites and leases them to AI andData Centerusers as a triple-net landlord, meaning tenants carry property taxes, insurance and maintenance. On September 18, 2026 chief executive David Halabu described the model on two investor podcasts, and shares …

Vinay Lochav | 08 October 2026

Why Did Palantir (NASDAQ:PLTR) Rise 3.9% on a Goldman Upgrade?

Palantir (NASDAQ:PLTR) opened higher on October 8, 2026 after reports that Goldman Sachs analyst Gabriela Borges upgraded the shares to Buy from Neutral with a USD 230 target, raised from a USD 204 Neutral target set on September 28. Reports said the call cited …

Vinay Lochav | 08 October 2026

Why Did Innodata (NASDAQ:INOD) Revenue Jump 58% in a Quarter?

The screener shows trailing revenue growth of 39.02%, gross margin of 42.31%,Operating Marginof 17.08%, net margin of 14.66%,Return on Equityof 37.74% and debt-to-equity of 0.02. The latest quarter is faster and more profitable, with revenue up 58%,GAAPgross margin of 46% and adjusted gross margin …

Vinay Lochav | 08 October 2026

Why Did SharonAI (NASDAQ:SHAZ) Fall 6.78 Percent With USD 8.8 Billion of Contracted Value but Only USD 1.9 Million of Quarterly Revenue?

SharonAI is an Australian neocloud that rents GPU capacity for AITrainingand inference, partnered with Nvidia, NEXTDC and Cisco. It listed onNasdaqin February 2026 after a USD 125 million offering at USD 30.00, and the shares have a 52-week range of USD 1.90 to USD …

Vinay Lochav | 08 October 2026

Could Revenue, Earnings and Guidance Change the Outlook for Penguin Solutions (NASDAQ:PENG)?

Penguin sells memory modules, AI infrastructure systems and software. Advanced Computing climbed 3.8 percent as non-hyperscale AI infrastructure offset the wind-down of Penguin Edge, and Optimized LED climbed 7.2 percent. AI-driven businesses grew 104 percent in the third quarter, per management. According to In …

Vinay Lochav | 08 October 2026

Could Fresh Market Catalysts Rattle Skyworks Solutions (NASDAQ:SWKS), SpaceX (NASDAQ:SPCX), TSMC (NYSE:TSM), Applied Digital (NASDAQ:APLD), and What Happens Next?

According to On September 30, 2026, Skyworks, it had received all necessary regulatory clearances, and the two-stepMergerwith Qorvo closed on October 5, 2026. Qorvo became a wholly owned subsidiary, renamed Qorvo Technologies, LLC, and Skyworks (NASDAQ:SWKS) keeps its ticker, with Phil Brace remaining chief …

Vinay Lochav | 08 October 2026

Could AI Data-Center Growth Change the Outlook for Applied Digital (NASDAQ:APLD)?

For the quarter ended August 31, 2026, Applied Digital, revenue came in atUSD 341.9 millionversusUSD 80.9 milliona year earlier. HPC Hosting contributedUSD 262.6 millionof revenue andUSD 33.4 millionof segment operating profit, whileData CenterHosting revenue was flat atUSD 37.8 millionwithUSD 13.3 millionof segment operating profit. …

Vinay Lochav | 08 October 2026

Could AI Pricing and Model Competition Change the Outlook for Anthropic?

Anthropic released Claude Haiku 5.5 on Wednesday, October 7, 2026, its first new Haiku in nearly a year. Requests under 100,000 tokens costUSD 0.10per million input tokens andUSD 0.50per million output tokens, representing a decline fromUSD 1andUSD 5for Haiku 4.5. Anthropic states about90%of Haiku …

Vinay Lochav | 08 October 2026

Baidu (NASDAQ:BIDU) Stock: Analysts Split Over the Path Ahead

Baidu (NASDAQ:BIDU) traded at US$85.30 as of 8 October 2026, against an analyst consensus price target of US$147.30, an implied upside of approximately +72.7%.

Nitish Kishor | 08 October 2026

Cerebras Systems (NASDAQ:CBRS) Stock: Analysts Point to Meaningful Upside

Cerebras Systems (NASDAQ:CBRS) traded at US$175.05 as of 8 October 2026, against an analyst consensus price target of US$291.64, an implied upside of approximately +66.6%.

Nitish Kishor | 08 October 2026
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