What's driving Hut 8 (NASDAQ:HUT) isn't a single announcement today, it's investors continuing to reward a fundamental repositioning of the business that's been unfolding over several sessions. Shares are extending a multi-day rally fueled by the company's recently disclosed $9.8 billion Texas AI data …
Two months before Hugging Face made headlines, something similar had already happened, and nobody outside a small circle knew.
Globant (NYSE:GLOB), a digital-engineering and IT-services company, reported flat revenue and trimmed guidance in its core business, even as rapid growth in its AI offerings continued. For investors, the question is whether its AI-driven services can scale fast enough to offset the headwinds facing …
Lantern Pharma (NASDAQ:LTRN), an AI-driven precision-oncology company, is advancing a pipeline of cancer therapies developed using its machine-learning platform. With encouraging mid-stage lung-cancer data and multiple programs progressing, the question is whether this small biotech can secure the funding it needs, given its limited …
Yext (NYSE:YEXT), a software company that helps brands manage their digital presence across search and AI channels, reported flat revenue even as profitability improved and the company returned substantialCapitalto shareholders. For investors, the question is whether the company's sharpened focus on enterprise customers and …
EPAM Systems (NYSE:EPAM), a digital-engineering and software-services company, reported that slow growth in its core North American market and a faster-than-expected shift away from traditional services overshadowed rapid growth in its AI-native offerings. For investors, the question is whether this software and AI company …
ACV Auctions (NASDAQ:ACVA), an online marketplace for wholesale vehicle transactions, continued to grow revenue and adjusted EBITDA and reaffirmed its guidance, even as flat unit volumes and dealer-market headwinds tempered the results. For investors, the question is whether the company can expand its AI-powered …
GoDaddy (NYSE:GDDY), the domain-registration and web-presence company, reported solid revenue growth, strong free cash flow and aggressive share buybacks, even as investors weighed modest near-term growth expectations and questions about the timing of its AI monetization. For investors, the question is whether the company's …
Tyler Technologies (NYSE:TYL), the leading provider of software to the public sector, has continued to execute strongly, with record bookings, rapid cloud growth and expanding cash flow, even as investors weigh a premium valuation and the still-early stage of its AI monetization. For investors, …
Vertex (NASDAQ:VERX), a provider of indirect-tax and compliance software, climbed as the market weighed steady growth against a modest deceleration in a key retention metric. For investors, the question is whether the next catalyst, particularly from its AI initiatives and cloud momentum, can sustain …