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Matt Phillips
Posts
Oklo says it’s partnering with Nvidia, sending the stock up
Oklo shares ripped early after the pre-revenue researcher and developer of small modular nuclear reactors announced a collaboration with Nvidia.
ServiceNow dives after reporting sequential decline in profit margins
Here’s what the SaaS giant — which has been badly battered by AI-related worries this year — said in its report.
IBM falls despite posting better-than-expected Q1 results
The latest quarterly results from Big Blue are out.
GE Vernova and Vertiv are giving us a glimpse into the future of the AI boom
GEV’s backlogs are bursting at the seams. One analyst told us he thinks that by the end of this year, GEV could be completely sold…
GE Vernova, top AI energy play, rises after Q1 report
Here’s how the turbine maker did in Q1.
Vertiv drops after offering uninspiring Q2 guidance, overshadowing solid Q1 beat
The maker of electrical equipment and chip-cooling systems for data centers has become a bellwether of the AI build-out.
GE Aerospace falls after leaving earnings guidance unchanged
It posted better-than-expected Q1 sales and earnings, but the market seems miffed by the unchanged outlook.
With their recent surge, Intel shares just hit their highest level since the dot-com era
But wait, there’s more.
Oil plunges and stocks jump as Trump and Iranian foreign minister say Strait of Hormuz is open
Citing Israel-Lebanon agreement, Iranian Foreign Minister Seyed Abbas Araghchi said on social media that the strait is “completely open for the remaining period of ceasefire.”…
Oracle is on track for its best week since 1999
The stock is up for its fifth straight session after announcing a collaboration deal with AWS.