HeyJaredBob Karr
- Indexed articles, last 90 days
- 54
- Latest publication
- Sep 27, 2026
- Outlet visibility, for insidermonkey.com
- Top 1M sites
- Earliest in this view
- Jul 4, 2026
Latest articles
AI Pivot Can Give Okta (OKTA)âs Growth Engine a Second Gear (opens the original)
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Wall Street experts believe that Okta, Inc. (NASDAQ:OKTA) is entering a potentially important phase, with companies deploying AI agents that need authentication, permissions, and continuous access controls. At Oktane 2026, it announced new Okta for AI Agents capabilities, including Agent SSO, positioning identity management as a potential infrastructure layer for autonomous AI. This opportunity remains visible in the company’s financial profile. Its Q2 2027 revenue went up by 11% to $805 million
Hewlett Packard Enterprise (HPE)’s AI Boom Fuels Growth, Margins, and Healthier Outlook (opens the original)
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Wall Street believes that the enterprise infrastructure market is expected to see a robust investment cycle. This comes amidst AI workloads, inference applications, and networking upgrades fueling demand for servers and data-center infrastructure. As a result, Hewlett Packard Enterprise Company (NYSE:HPE) continues to benefit from increased demand throughout its Cloud & AI and Networking businesses. Hewlett Packard Enterprise Company posted strong Q3 2026 revenue of $12.2 billion, reflecting a r
Snowflake (SNOW)’s AI Flywheel Transitions into a Growth Engine (opens the original)
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Snowflake Inc. (NYSE:SNOW) continues to demonstrate that enterprise AI adoption is capable of expanding rather than disrupting its data-platform opportunity. Q2 2027 product revenue ramped up 37% YoY to reach $1.49 billion. This demonstrates its 3rd consecutive quarter of growth acceleration, with total revenue increasing 35% to $1.55 billion. With stronger momentum, the company raised FY 2027 product-revenue growth guidance to 36% from 31%. The most appealing part is AI adoption. CoCo crossed 9
UBS Remains Bullish on Deere (DE) Despite Weakness in Farm Equipment Cycle: Hereâs Why (opens the original)
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The broader agricultural equipment industry is witnessing a cyclical slowdown as softness in equipment demand is impacting the manufacturers. However, there are some signs of stabilization amidst improvement in used-equipment inventories and early-order trends becoming constructive. For Deere & Company, the possibility of 2026 marking the bottom of the current cycle might be more critical than the near-term earnings pressure. Deere & Company posted a stronger-than-expected quarter amidst tough e
UBS Remains Bullish on Deere (DE) Despite Weakness in Farm Equipment Cycle: Here’s Why (opens the original)
Read excerpt
The broader agricultural equipment industry is witnessing a cyclical slowdown as softness in equipment demand is impacting the manufacturers. However, there are some signs of stabilization amidst improvement in used-equipment inventories and early-order trends becoming constructive. For Deere & Company (NYSE:DE), the possibility of 2026 marking the bottom of the current cycle might be more critical than the near-term earnings pressure. Deere & Company (NYSE:DE) posted a stronger-than-expected qu
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