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ad-tech: Archive

Mayur Thaker

Record Earnings Continue To Roll In But Yield Threat Compresses Multiples

Corporate capex continues to support record earnings - and this is likely to continue for Q4 as well.

Nilanshi Mukherjee

Should You Buy, Sell, or Hold Vertiv Stock Post Q3 Earnings?

VRT's surging AI data center demand, robust order growth, strategic partnerships, and upbeat Q4 outlook strengthen its long-term growth prospects.

VRTPositive Net Change APHPositive Net Change NVDAPositive Net Change SMCIPositive Net Change

Shaun Pruitt

Amazon (AMZN) Q3 Earnings Preview: AWS Growth Takes Center Stage

Amazon is set to report Q3 results after market hours on Thursday, Oct. 29, as Wall Street weighs accelerating AWS growth, expanding AI opportunities, and massive capital expenditures.

AMZNPositive Net Change METAPositive Net Change

Nilanshi Mukherjee

RDDT Rides on Strong Demand in Ad Business: Can It Beat META and SNAP?

Reddit's ad revenues surge 64% in Q2 2026, fueled by AI-driven ad tools and user growth, but stiff competition from Meta Platforms and Snap poses challenges.

RDDTPositive Net Change SNAPPositive Net Change METAPositive Net Change

Shaun Pruitt

Buy, Hold, or Sell Meta Stock After Q3 Earnings & Stock Split Announcement?

Meta Platforms stock sold off on Thursday despite the social media giant delivering better-than-expected Q3 results and announcing plans for a 2-for-1 stock split.

METAPositive Net Change

Mayur Thaker

Q3 Earnings Season Arrives With All Eyes on Hyperscaler Forward CapEx Guidance

The key to market is how the top 5 hyperscalers speak on 2027 capex plans.

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