News analysis archive
Historical analyses with original sources. Dates below are source timestamps, not Newstock analysis publication dates.
- Cash Is King as Investors Redraw the Battle Lines in the AI Spending Boom
· Reuters
Original source ↗ - Microsoft and Alphabet Earnings Put the AI Boom to the Test
· The Motley Fool
Original source ↗ - Marvell Wants Lumentum. Here’s Why Coherent Could Win.
· 24/7 Wall Street
Original source ↗ - Microsoft says OpenAI haul tops $10 billion in quarterly revenue
· GeekWire
Original source ↗ - Marvell in advanced talks to buy Lumentum, Bloomberg News reports
· Reuters
Original source ↗ - ServiceNow (NOW) Reports Q3 Earnings: What Key Metrics Have to Say
· Zacks Investment Research
Original source ↗ - Palantir Technologies Shares Fall as the Market Rallies: What’s Behind the Move
· Zacks Investment Research
Original source ↗ - Meta’s Pullback Resets the AI Risk-Reward Tradeoff
· Seeking Alpha
Original source ↗ - Microsoft Beats Q1 Earnings and Revenue Estimates
· Zacks Investment Research
Original source ↗ - Alphabet’s Post-Earnings Panic: This Market Has Lost Its Mind
· Seeking Alpha
Original source ↗ - Microsoft’s Big Bets on AI Are Starting to Pay Off
· Bloomberg Technology
Original source ↗ - Oracle Stock Jumps 11% on Rosy Long-Term Targets
· Investopedia
Original source ↗ - CoreWeave and other neocloud stocks fall after Microsoft capex comes in below expectations
· CNBC
Original source ↗ - ServiceNow Files 8-K/A on Results of Operations and Financial Condition
· SEC EDGAR
Original source ↗ - Fed Holds. AI’s Bigger Risk Isn’t Rates
· InvestorPlace
Original source ↗ - YouTube Ad Revenue Rises 9% but Alphabet Misses Q3 Targets; Shares Fall
· Deadline
Original source ↗ - SK Hynix Delivers Positive News for Micron Investors
· The Motley Fool
Original source ↗ - Microsoft shares jump as cloud growth drives an earnings and revenue beat
· CNBC
Original source ↗ - PayPal: A 24% FCF Yield Trading At 9.7x Earnings
· Seeking Alpha
Original source ↗ - Apple Shares Slip: What’s Behind the Move?
· Benzinga
Original source ↗ - Alphabet Is Only Up 3% This Year: Can Today’s Earnings Save GOOGL Stock?
· 24/7 Wall Street
Original source ↗ - Will Strong AWS Performance Boost Amazon's Q3 Earnings Report?
· Zacks Investment Research
Original source ↗ - Apple Wraps Up Fall Product Launches With Touch-Screen Notebook
· Investors Business Daily
Original source ↗ - Meta indefinitely delays rollout of new commercial terms amid publisher pushback
· Reuters
Original source ↗ - ORCL 8-K — Regulation FD Disclosure
· SEC EDGAR
Original source ↗ - Gold price drops to $4,035/oz as Fed votes 10-2 in favor of rate hold
· Kitco
Original source ↗ - What International Paper (IP) Said on Its Q3 Earnings Call
· MarketBeat
Original source ↗ - International Paper Company (IP) Q3 2026 Earnings Call Transcript
· Seeking Alpha
Original source ↗ - Intel Q3 Earnings Preview: Stock Down 34% From Highs, Could a Rally Get President Trump to Highlight Shares?
· Benzinga
Original source ↗ - PayPal Q3 Earnings Beat as Transaction Revenues and TPV Rise Year Over Year
· Zacks Investment Research
Original source ↗