Daily Archives: Mar 12, 2026

Editor

AI’s Headscratcher, Netflix’s New Stage, Security’s Sure Footing.

Key Takeaways Marvell Technology's stock fell despite strong AI-related revenue, as its automotive segment saw a decline.Netflix received positive attention from analysts, with its push into live events seen as a significant growth area.Zscaler's shares climbed after the cybersecurity firm reported better-than-expected earnings and raised its financial outlook. Several major companies...
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AI, Zero Trust: Zscaler’s Calm Amidst Cyber Storm.

Key Takeaways Zscaler's stock jumped significantly after reporting strong third-quarter financial results.Revenue and adjusted earnings beat market expectations, largely due to demand for AI security and its zero-trust platform.The company issued an optimistic earnings forecast for the upcoming quarter.Zscaler announced Kevin Rubin as its new Chief Financial Officer. Shares of Zscaler,...
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Nvidia’s Earnings: Still Stellar, Just Less Stratospheric.

Key Takeaways Nvidia topped Q1 expectations for both earnings and sales.While growth is still robust, the explosive beat rates are moderating.China restrictions squeezed profit margins this quarter.Demand for its AI chips remains incredibly strong globally.Analysts believe future growth expectations are now more aligned with performance. Nvidia has once again delivered strong...