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Tag: Narrative

NVIDIA Vera CPU Reopens China AI Market And Reshapes Growth Narrative
Nvidia

NVIDIA Vera CPU Reopens China AI Market And Reshapes Growth Narrative

vm_adminJune 15, 2026

By Simply Wall St Publication Date: 2026-06-15 10:07:00 Find winning stocks in any market cycle. Join 7 million investors using…

Will Jensen Huang’s Saaspocalypse prediction come true? According to Oracle, customers have “quickly moved away from the SaaS apocalypse narrative.”
Oracle

Will Jensen Huang’s Saaspocalypse prediction come true? According to Oracle, customers have “quickly moved away from the SaaS apocalypse narrative.”

vm_adminJune 11, 2026

By Ananya Gairola Publication Date: 2026-06-11 21:19:00 On Wednesday, Oracle Corp (NYSE:ORCL) said that the Fears of a broader SaaS…

Will Jensen Huang’s Saaspocalypse prediction come true? According to Oracle, customers have “quickly moved away from the SaaS apocalypse narrative.”
Oracle

Will Jensen Huang’s Saaspocalypse prediction come true? According to Oracle, customers have “quickly moved away from the SaaS apocalypse narrative.”

vm_adminJune 11, 2026

By Ananya Gairola Publication Date: 2026-06-11 05:12:00 On Wednesday, Oracle Corp (NYSE:ORCL) said that the Fears of a broader SaaS…

Nutanix Inc Stock (US67059N1087): Analyst Update and AI Narrative Keep Hybrid Cloud Story in Focus
Nutanix

Nutanix Inc Stock (US67059N1087): Analyst Update and AI Narrative Keep Hybrid Cloud Story in Focus

vm_adminJune 8, 2026

By Redaktion ad-hoc-news.de Publication Date: 2026-06-08 15:43:00 Nutanix stock has been volatile after a recent analyst update and the ongoing…

IBM Extends AI Narrative With Three Ws 3D Workspace Partnership
IBM

IBM Extends AI Narrative With Three Ws 3D Workspace Partnership

vm_adminJune 4, 2026

By Simply Wall St Publication Date: 2026-06-04 01:06:00 Find winning stocks in any market cycle. Join 7 million investors using…

Nutanix (NTNX) Earnings Rise and 10% Margin Reinforces Bullish Profitability Narrative
Nutanix

Nutanix (NTNX) Earnings Rise and 10% Margin Reinforces Bullish Profitability Narrative

vm_adminMay 29, 2026

By Simply Wall St Publication Date: 2026-05-29 02:11:00 Nutanix (NTNX) Q3 2026 Earnings: Top Figures Nutanix (NTNX) just released its…

Nutanix (NTNX) Earnings Rise and 10% Margin Reinforces Bullish Profitability Narrative
Nutanix

Will AMD Share the Issue and Will Cautious Outlook Change Nutanix’s (NTNX) Long-Term Narrative?

vm_adminMay 25, 2026

By Simply Wall St Publication Date: 2026-05-25 06:19:00 Nutanix has faced mixed signals in recent days, as analysts projected quarterly…

Did IBM’s Expanded Sovereign Core and watsonx Suite Just Shift International Business Machines’ (IBM) Investment Narrative?
IBM

Did IBM’s Expanded Sovereign Core and watsonx Suite Just Shift International Business Machines’ (IBM) Investment Narrative?

vm_adminMay 19, 2026

By Simply Wall St Publication Date: 2026-05-19 10:30:00 Earlier in May 2026, IBM used its Think 2026 conference and follow‑on…

Nutanix (NTNX) Earnings Rise and 10% Margin Reinforces Bullish Profitability Narrative
Nutanix

Are Nutanix’s changing revenue and earnings per share expectations rethinking its profitability narrative for NTNX?

vm_adminMay 16, 2026

By Simply Wall St Publication Date: 2026-05-16 01:45:00 Nutanix recently saw its shares move against broader market gains, as investors…

Will Microsoft’s (MSFT) Capped OpenAI Deal and New AI Alliances Change Its Platform Power Narrative?
Microsoft

Will Microsoft’s (MSFT) Capped OpenAI Deal and New AI Alliances Change Its Platform Power Narrative?

vm_adminMay 15, 2026

By Simply Wall St Publication Date: 2026-05-15 07:25:00 In recent days, Microsoft appointed former EY global chairman and CEO Carmine…

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