AI's $3 trillion debate centers on whether the Chinchilla approach will remain critical for building massive AI systems or if ...
Barclays values HubSpot at 12 times its estimated 2026 sales of $3.5 billion, a premium to the peer group average of 8 times, citing the company’s “right to win” in AI-powered SMB solutions ...
Investing.com -- Barclays upgraded HubSpot (NYSE: HUBS) to “Overweight” from “Equal Weight” and set a price target of $815 given company’s ability to capitalize on AI-driven monetization and pricing ...
AI has been generating headlines and hype, and for good reason. It’s the once-in-a-generation technology that is in the ...
Nvidia faces rising competition in AI inference as rivals like DeepSeek, Cerebras, and Big Tech firms target the growing ...
Rivals focus efforts on how AI is deployed, in their efforts to disrupt the world’s most valuable semiconductor company ...
Stock analysts at Roth Capital raised their Q1 2025 earnings per share (EPS) estimates for Airship AI in a report issued on Sunday, March 9th. Roth Capital analyst S. Searle now anticipates that the ...
Ariel Investments, an investment management company, released its “Ariel Global Fund” fourth-quarter 2024 investor letter. A ...
New data bucks the narrative that ChatGPT is eating at Google's business. Agents could shake things up.
Enter Barclays analysts, who are putting two AI stalwarts – Nvidia (NASDAQ:NVDA) and Super Micro Computer (NASDAQ:SMCI) – under the microscope. Let’s take a closer look at their findings.
Kristin Roth DeClark, Barclays global head of technology investment banking, joins 'Money Movers' to discuss what investors are looking for from earnings, if 'animal spirits' from the election are ...