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The Latest Breaking News from Gregg Moskowitz

Microsoft AI Sales Growth Limited By Capacity Constraints

Microsoft stock dropped Thursday following the company's fiscal second-quarter earnings report and outlook, which provided mixed signals.

Investors Business Daily

Peeling Back The Layers: Exploring Atlassian Through Analyst Insights

In the latest quarter, 21 analysts provided ratings for Atlassian (NASDAQ:TEAM), showcasing a mix of bullish and bearish perspectives.

Benzinga

The Latest Analyst Ratings For Confluent

20 analysts have shared their evaluations of Confluent (NASDAQ:CFLT) during the recent three months, expressing a mix of bullish and bearish perspectives.

Benzinga

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Credo Stock Surges On Earnings, Blowout Guidance Amid AI 'Inflection Point'

Credo Technology surged on strong fiscal Q2 earnings and booming guidance as it hailed an AI "inflection point" and new cloud customers.

Investors Business Daily

A Glimpse Into The Expert Outlook On ServiceNow Through 32 Analysts

In the latest quarter, 32 analysts provided ratings for ServiceNow (NYSE:NOW), showcasing a mix of bullish and bearish perspectives.

Benzinga

Adobe Is Already Monetizing AI, CFO Says

Digital media and marketing software firm Adobe impressed Wall Street analysts with generative AI innovations at its Adobe Max conference.

Investors Business Daily

Adobe Investors Will Need Patience For AI Windfall, Analyst Says

Adobe isn't likely to reap the rewards of its investments in generative artificial intelligence until late this year, an analyst says.

Investors Business Daily

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Microsoft Stock Hits Record High On Security Copilot Launch

Microsoft stock surged to a record high after the company announced the launch of its latest AI assistant, Microsoft Copilot for Security.

Investors Business Daily

Gitlab Profitability On Fast Track Amid Market Share Gains

Gitlab is the IBD Stock Of The Day as the company emerges as a strong player in a fast-growing software market.

Investors Business Daily

Microsoft Stock Has These Major Catalysts Ahead In 2024

A host of Wall Street analysts have put Microsoft stock on their lists of top stock picks for 2024.

Investors Business Daily

Figma is unlikely to find another buyer willing to pay $20 billion

“There are not any buyers that can get near that price,” one banker told Fortune.

Fortune

Microsoft’s Hiring Of Sam Altman Sparks Analysis Of AI Sector Position

Analysts examine Microsoft's AI position after hiring Sam Altman, co-founder fired by OpenAI.

Zenger

Microsoft's Next Act: Betting On AI To Regain Tech Leadership

As generative AI takes the world by storm, Microsoft is plowing billions into artificial intelligence. Here's what it means for Microsoft stock.

Investors Business Daily

Adobe's Generative AI Product Firefly Takes Flight

Creative software leader Adobe on Wednesday announced the commercial availability of its Firefly generative artificial intelligence tool.

Investors Business Daily

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Fortune

How to stay afloat in the generative A.I. tidal wave

Experts offer real-world advice for business to harness the power of generative A.I., during a special panel at Fortune Brainstorm Tech.

Investors Business Daily

Microsoft Stock Upgraded On AI News Amid Fears Of AI Stock Bubble

Microsoft stock received a flurry of price-target hikes after announcing its artificial intelligence-powered Bing search engine.

Benzinga

Datadog Is A Top Observability Player Leveraging Its Scale, Analysts Hail Company After 5th Dash Conference

Datadog, Inc (NASDAQ: DDOG) held its 5th Dash Conference over two days in New York, unveiling over a dozen new products and features.

Benzinga

This Highly Differentiated Cybersecurity Stock Gives Lot Of Confidence To Analysts Amid Improving Demand Trends

Analysts attended CrowdStrike Holdings, Inc's (NASDAQ: CRWD) annual user conference called Fal.Con, where management also hosted an investor briefing

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Benzinga

5 Adobe Analysts React To Earnings Beat, Guidance Miss, Figma Acquisition

Adobe Inc (NASDAQ: ADBE) shares traded lower by another 4.5% on Friday after the stock dropped 17% on Thursday, its worst day since 2010.

Benzinga

6 Zscaler Analysts Give Their Takes On Upbeat Earnings, Guidance

Shares of Zscaler Inc (NASDAQ: ZS) spiked close to 11% in Thursday’s after-hours session, after the company reported upbeat quarterly results, with earnings and revenue beating Street expectations. BMO Capital Markets On Zscaler

Benzinga

Okta Stock Is Sliding Down, Despite 6 Analysts' Mixed Takes on Q2 Earnings, Guidance

Shares of Okta Inc (NASDAQ: OKTA) fell in after-hours trading, despite the company reporting a lower-than-expected loss for the second quarter. JMP Securities On Okta

Benzinga

6 CrowdStrike Analysts Offer Takes On Earnings Beat And Raise Quarter

CrowdStrike Holdings Inc (NASDAQ: CRWD) reported its quarter revenue at $535.2 million, up 58% from the year-ago quarter, and adjusted earnings of 36 cents per share, beating analyst expectations. Management guided to earnings for the third quarter and fiscal year ahead of the consensus estimates.

Benzinga

Analysts Cut Price Targets On Splunk After Q2 Performance, Lower ARR Outlook

Splunk Inc (NASDAQ: SPLK) clocked 32% revenue gro

Benzinga

6 Analysts Offer Takes on Snowflake's 'Truly Impressive' Q2 Earnings, Revenue Beat

Shares of Snowflake Inc. (NYSE: SNOW) soared in after-hours trading on Wednesday, after the Bozeman, Montana-based company reported its quarterly revenues ahead of expectations.

Benzinga

Analysts Continue To See Upside In Salesforce Post Q2 Beat Despite Challenging Macros

Salesforce, Inc (NYSE:CRM) clocked 22% revenue growth to $7.72 billion in Q2, beating consensus. The EPS of $1.19 topped the consensus. The board approved a buyback of up to $10 billion. The Q3 and FY guidance were below the consensus. Mizuho analyst Gregg Moskowitz reiterated a Buy and cut the price target from $245 to $235.…

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