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Insight Enterprises reported strong Q2 2026 results with 18% gross profit growth and raised FY26 guidance, driven by robust demand for AI infrastructure, cloud services (Microsoft, Google), and hardw…
IBM's Q2 results matched lowered guidance after last week's warning, but infrastructure sales fell 7% and software growth slowed to 5%, with 2026 revenue outlook trimmed from 'more than 5%' to 4-5%, …
NetApp's strong AI-driven flash storage growth and major hyperscaler partnerships boost its outlook, despite macroeconomic headwinds and cautious spending. The AI and cloud momentum favors related pl…
Morgan Stanley raised Microsoft’s price target to $625, citing Azure cloud momentum and AI integration with OpenAI, naming MSFT a top pick and highlighting broad analyst buy consensus and upside from…
Dell raised annual revenue and profit forecasts, citing demand for AI-optimized servers using Nvidia's Blackwell GB300 chips. Analysts say AI server tailwinds offset traditional infrastructure weakne…