MSFT’s AI flywheel spins faster: Azure growth accelerates, dividend rises to $0.98, and Microsoft readies an October 7 Windows & Surface event.
Marvell stock spikes after Jensen Huang calls it the “next trillion‑dollar company,” capping strong AI‑driven earnings and a $2B Nvidia tie‑up.
Nokia (NOK) rallies on AI momentum: Q1 2026 beat, higher optical/IP outlook, dividend declared, and portfolio moves sharpen the stock’s story.
Marc Benioff doubles down on the agentic enterprise with a $50B buyback, Headless 360, and a projected $300M Anthropic token bill—amid investor skepticism.
Navitas’ Q1 2026 beat, raised Q2 guide and GlobalFoundries GaN pact fuel NVTS’s rally—what’s driving the surge and what risks remain.
Corning (GLW) jumps on a new Nvidia partnership and strong Q1. Here’s what drove the move, the numbers, risks, and what to watch next.
