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Tag: Margins

Microsoft Azure AI margins are positive, revenue likely to top estimates: MS (MSFT:NASDAQ)
Microsoft

Microsoft Azure AI margins are positive, revenue likely to top estimates: MS (MSFT:NASDAQ)

vm_adminDecember 17, 2025

By Chris Ciaccia Publication Date: 2025-12-17 20:33:00 Following a meeting with Microsoft (MSFT) executives, Morgan Stanley analyst Keith Weiss believes…

Broadcom (AVGO) Is Down 16.4% After AI Margins Eclipse Strong Earnings And Dividend Hike – What’s Changed
Broadcom

Broadcom (AVGO) Is Down 16.4% After AI Margins Eclipse Strong Earnings And Dividend Hike – What’s Changed

vm_adminDecember 16, 2025

By Simply Wall St Publication Date: 2025-12-16 09:07:00 Earlier this month, Broadcom reported full-year 2025 results with sales of US$63.89 billion…

Broadcom Slides as AI Backlog, Margins Scrutinized
Broadcom

Broadcom Slides as AI Backlog, Margins Scrutinized

vm_adminDecember 12, 2025

By business Publication Date: 2025-12-12 21:00:00 Broadcom, a chip company vying with Nvidia for AI computing revenue, suffered the worst…

Broadcom: Bullish Into Q4 2025 Earnings, But Margins Could Bite (NASDAQ:AVGO)
Broadcom

Broadcom: Bullish Into Q4 2025 Earnings, But Margins Could Bite (NASDAQ:AVGO)

vm_adminDecember 11, 2025

By Deep Value Investing Publication Date: 2025-12-10 19:01:00 Broadcom Inc.’s partnership with OpenAI could drive massive AI revenue growth. Click…

The Oracle results face pressing questions about OpenAI and profit margins
Oracle

The Oracle results face pressing questions about OpenAI and profit margins

vm_adminDecember 10, 2025

By Adam Levine Publication Date: 2025-12-10 07:30:00 Oracle shares rose 36% the day after its latest earnings report. A quarter…

Hewlett Packard: A New Revenue Engine Driving Margins for FY26 (NYSE:HPE)
HPE

Hewlett Packard: A New Revenue Engine Driving Margins for FY26 (NYSE:HPE)

vm_adminDecember 8, 2025

By Hunting Alpha Publication Date: 2025-12-08 01:13:00 Find out why HPE’s network growth, strong order book, and fair valuation can…

Broadcom: More Expensive Than Nvidia, But Has Poorer Margins And Growth Rate (NASDAQ:AVGO)
Broadcom

Broadcom: More Expensive Than Nvidia, But Has Poorer Margins And Growth Rate (NASDAQ:AVGO)

vm_adminNovember 26, 2025

By Invest Heroes Publication Date: 2025-11-26 15:26:00 This article was written by Follow Invest Heroes LLC is a CIS-based research…

STG: AI-driven transition validated by IBM, with strong margins despite revenue decline
IBM

STG: AI-driven transition validated by IBM, with strong margins despite revenue decline

vm_adminNovember 26, 2025

By TradingView Publication Date: 2025-11-26 01:49:00 EnglishEnglish Select market data provided by ICE Data Services. Select reference data provided by…

STG: AI-driven transition validated by IBM, with strong margins despite revenue decline
Broadcom

Key facts: Fidelity sues Broadcom over VMware access; Broadcom’s margins rise; PHLX index drops over 10%

vm_adminNovember 18, 2025

By TradingView Publication Date: 2025-11-18 20:03:00 Key facts: Fidelity sues Broadcom over VMware access; Broadcom’s margins rise; PHLX index drops…

Dell, HPE Shares Fall After Morgan Stanley Warned Surging Memory Prices Could Hit Margins
Intel

Dell, HPE Shares Fall After Morgan Stanley Warned Surging Memory Prices Could Hit Margins

vm_adminNovember 18, 2025

By Nauman khan Publication Date: 2025-11-18 11:26:00 Pure storage and isolation from Apple, while Dell and HP take the hit

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