Jensen Huang has been one of the most prominent voices in technology for years, but he had never once posted on X (the former Twitter). On July 24, he did. What he chose to say with his first-ever post on the platform says a lot about the fight now underway over who controls the future
Wall Street usually takes a few days to digest a product event. However, UBS took less than one. Advanced Micro Devices (AMD) concluded its Advancing AI 2026 keynote in San Francisco on July 23. By the following morning, UBS analyst Timothy Arcuri had already raised his price target on the stock to $730 from $700,
Southwest Airlines just posted one of its strongest quarters in years. Revenue hit a record, margins expanded, and earnings per share nearly doubled from a year ago. But there’s a catch. Jet fuel is getting more expensive, and it’s eating into the airline’s bottom line faster than expected. Southwest (LUV) CEO Bob Jordan and his team
Seven years ago, on an earnings call, ServiceNow CEO Bill McDermott promised the company would become the defining enterprise software company of the 21st century, according to a transcript published by Benzinga. That promise rested almost entirely on IT ticket routing, the unglamorous software that logs a broken laptop or a locked account. It was
While often associated above all with the friendly casual vibe of its pub scene, Dublin periodically ranks among the most expensive cities in Europe for both residents and tourists. Depending on the season, a hotel room averages between €150 and €300 per night while food and alcohol costs are also among the highest comparatively to
Revived from the defunct 1950s-era Frontier in 1994 by former United Airlines pilot Rick Brown with his wife and business partner, Denver-based low-cost carrier Frontier Airlines quickly found a market flying to smaller cities overlooked by mainstream airlines and offering a rock-bottom base fare that it then compensated for by charging for baggage and seat
If your portfolio has been riding the same cluster of mega-cap technology stocks since 2023, Morgan Stanley has a timely warning. The S&P 500climbed about 20% from its April low to a record high near 7,620 on June 2, fueled by optimism over the U.S.–Iran ceasefire and persistent enthusiasm for artificial intelligence. Since then, the
For most of the past two years, investors bought nearly every company tied to semiconductors, from chip designers to equipment makers, and those stocks rose across the board. Enterprise software, on the other hand, got treated as collateral damage, priced as though large language models would eventually make the whole category redundant. That assumption is
International Business Machines (IBM) CEO Arvind Krishna has spent the past 10 days apologizing. On July 14, he told shareholders his company had faltered. Eight days later, he opened the second-quarter earnings call by admitting that IBM fell short on execution. Krishna then told CNBC on Thursday, July 23, that only 2% of IBM’s software
Quantum computing is one of the most talked-about emerging technology themes on Wall Street right now. The Trump administration revealed plans to invest more than $2 billion into the sector on May 21. Stocks across the space surged. Investors poured in, massively. But Jim Cramer confirmed that he’s not one of them. On the Wednesday,