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Palantir NASDAQ:PLTR is essentially unchanged as its strong 2026 performance on AI and government contract momentum runs into an elevated forward multiple that continues to limit institutional appetite for adding exposure.Key HighlightsPalantir is trading essentially flat at $116.60, masking intraday divergence between its constructive …
Palo Alto Networks NASDAQ:PANW is declining nearly 1.4% as easing geopolitical tensions reduce the threat-driven demand narrative for cybersecurity, while the stock's near-45x forward earnings multiple invites profit-taking during cyclical rotation.Key HighlightsPalo Alto Networks is falling to $286.97 as the Iran-US ceasefire reduces the …
Qualcomm NASDAQ:QCOM is falling more than 3% after confirming the all-stock acquisition of AI software startup Modular Inc. for approximately $3.9 billion, with plans to issue up to 19.2 million new shares triggering immediate dilution concerns.Key HighlightsQualcomm is declining to $197.18, the sharpest fall …
Microsoft NASDAQ:MSFT is advancing modestly as a 2.67-gigawatt natural gas power plant partnership for AI infrastructure underscores its capital commitment, while a class-action lawsuit maintains a near-term overhang.Key HighlightsMicrosoft is trading up to $374.91, gaining modestly as the broader technology sector stages a morning …
NVIDIA (NASDAQ:NVDA) is stabilising at $201.11 in Wednesday's session, recovering from sharp losses earlier in the week as the chip sector broadly finds its footing ahead of Micron Technology's after-market earnings report, which is widely expected to be one of the most consequential semiconductor …
Oracle NYSE:ORCL is dropping nearly 3% after its annual regulatory filing disclosed a 13% workforce reduction in fiscal 2026 and $1.84 billion in severance costs, raising near-term margin concerns even as the company pursues a $70 billion AI data-centre buildout.Key HighlightsOracle is falling to …
As of the latest intraday update, Cisco Systems (NASDAQ:CSCO) slipped a fraction to $120.95 on Wednesday, reversing a small pre-market gain as broader technology-sector profit-taking offset continued optimism around networking demand tied to artificial intelligence infrastructure investment.
In intraday trading, Corning Inc NYSE:GLW surged nearly 10% to a record 52-week high as hyperscaler demand for optical fibre connectivity inside AI data centres drove a parabolic rerating of the company's revenue outlook.Key HighlightsAs of the latest intraday update, Corning surged to a …
In intraday trading, CrowdStrike Holdings NASDAQ:CRWD fell nearly 0.6% as cybersecurity stocks experienced profit-taking after a strong post-outage recovery that has lifted the stock approximately 39% over the past year.Key HighlightsAs of the latest intraday update, CrowdStrike declined to $676.91, a slightly larger drop …
In intraday trading, Dell Technologies NYSE:DELL gained nearly 0.9% as AI-optimised server demand remained robust, though profit-taking tempered gains following a staggering advance of more than 250% over the past year.Key HighlightsAs of the latest intraday update, Dell advanced to $431.57, below early session …
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