Whale Rock Capital Management

Jefferies analyst Blayne Curtis reiterated a Buy rating and $550 price target on Broadcom, citing an improving outlook for its AI chip business. The company has a long-term agreement with Google throu…

AWS named NiCE a launch partner for its new European Sovereign Cloud Region, a move that affects data residency and compliance for enterprise AI deployments. NiCE, a leader in CX AI, gains presence in…

Whale Rock Capital Management CEO Alex Sacerdote projected at the Sohn Montreal investment conference on June 4 that Anthropic will reach 500 million users before its IPO, citing Claude's user growth …