Ward: Tech Stocks

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Microsoft and Google are late to AI coding, but 'absolutely critical' they compete for growth

Coding tools are becoming an increasingly big target for Google and Microsoft as they try to catch up to Anthropic and OpenAI.

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Comfort Systems USA: A High-Quality Way To Play AI Infrastructure

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Hewlett Packard Enterprise Company (HPE) Q2 2026 Earnings Call Transcript

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CNBC's The China Connection newsletter: China learns to build without Nvidia

Chinese companies are increasingly seeking Nvidia alternatives to develop self-sufficient systems, even if their own tech remains in the early stages.

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HPE skyrockets 30% on biggest earnings beat since 2018

HPE's blowout second-quarter earnings report was highlighted by a strong Cloud & AI segment that showed soaring server revenue.

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Elbit Systems Ltd. 2026 Q1 - Results - Earnings Call Presentation

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Credo Technology Group Holding Ltd (CRDO) Q4 2026 Earnings Call Transcript

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UiPath: Can RPA And Agentic AI Coexist And Thrive? (Downgrade)

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Qiagen N.V. (QGEN) Presents at Deutsche Bank German Corporate Conference - Slideshow

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Alphabet plans to raise $80 billion from stock sales to fund AI buildout

Alphabet said it plans to sell $80 billion in stock, including through a $10 billion investment by Berkshire Hathaway.

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CIBR: Why AI Proves To Be A Tailwind, Not Cybersecurity's Demise (Rating Upgrade)

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Hewlett Packard Enterprise Company 2026 Q2 - Results - Earnings Call Presentation

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Hyperscalers Are Trying To Replace Nvidia's GPUs - TSMC Gets The Upside Either Way

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Microsoft: SaaS Scare Overdone, Compelling Cloud Growth And Valuation

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Meituan (MPNGY) Q1 2026 Earnings Call Transcript

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NowVertical Group Inc. (NOW:CA) Q1 2026 Earnings Call Transcript

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Nvidia Eats Intel's Lunch: Downgrade To Sell

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L3Harris Technologies: The Ultimate Downside Protection With A Critical Strategic Moat

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Wall Street Lunch: Nvidia Unveils New AI Chips, Partnerships At Computex In Taiwan

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