BABA heads into Q4 earnings with rising revenue estimates but steep profit declines, heavy subsidies and AI-driven spending clouding the near-term...

Microsoft faces Azure capacity limits and rising competition, but AI momentum and Copilot adoption fuel cloud growth and enterprise demand.

Microsoft faces Azure capacity limits and rising competition, but AI momentum and Copilot adoption fuel cloud growth and enterprise demand.

ADI rides AI-driven data center demand and broad-based growth as margins expand despite higher spending and competition.

ADSK's cloud expansion, AI push and resilient subscription model support long-term growth despite execution risks and YTD stock weakness.

GE Vernova gains from rising AI-driven power demand, strong orders and global project wins, but tariff costs and premium valuation may temper appeal.

AMZN rides on 28% AWS surge and AI momentum, but soaring capex and weak cash flow cloud outlook-leaving investors weighing whether to hold at premium...

Micron surges as AI-driven HBM shortages fuel record growth, while Intel's turnaround and partnerships power a massive stock rally.

Micron surges as AI-driven HBM shortages fuel record growth, while Intel's turnaround and partnerships power a massive stock rally.

ADSK's AI-driven cloud push, rising subscription revenues and lower valuation may give it an edge over NOW.