Stock analysis posts tagged "AI" from Openbook.
Hot US inflation data and mounting worries about how the AI build-out is financed gave the Nasdaq its worst week since June, dragging chip stocks down 11.41%, while the Dow rose on a rotation into staples and energy.
Synopsys guided FY2027 revenue to a USD 11.15bn midpoint and signed AWS and OpenAI deals, lifting the shares 13%. Our read on the five factors.
Record USD 84.5bn full-year bookings and an above-consensus FY2027 guide drove Accenture's best single-day gain on record. We read the five factors.
Oracle closed the quarter with a 664bn dollar backlog against revenue guided to at least 90bn. The gap, and who is on the other side of it, is the story.