Alphabet and Broadcom are both benefiting from the rise of TPUs. Broadcom is generating a lot of TPU revenue, while Alphabet ...
Shares of software companies have taken a beating in 2026 as investors reassess valuations and the potential risks introduced by artificial intelligence (AI). Three software stocks worth calling out ...
HubSpot (HUBS) revenue +20%, EPS up high-teens, PEG ratio 1; Sanmina (SANM) revenue +7%, earnings +17% to $1.67 EPS; GoDaddy (GDDY) $1.27B revenue +7%, stock -14%, $5.2B year guidance; Shopify.
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