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Workday beat Q2 revenue expectations at $2.65 billion, powered by strong AI adoption representing over 25% of new annual contract value. Operating margin expanded to 31.1%. However, management signal…
Nvidia surged 1.5% driven by a major AI startup investment, upcoming launch of NemoClaw software, and strong momentum ahead of the GTC 2026 chip conference.
Nvidia CEO dismisses fears of AI replacing software firms as premature. While AI advances pose challenges, incumbents like Nvidia should thrive by integrating AI to enhance existing enterprise softwa…
Oracle reported strong Q2 fiscal 2026 results with 14% revenue growth and 34% cloud revenue growth, highlighting increased AI integration and chip neutrality, while continuing to buy NVIDIA GPUs desp…
Box's Q3 results beat revenue expectations and show strong AI adoption, driving cautious optimism. Nvidia’s notable five-year gain highlights its growth potential amid AI trends.
Australian regulators are suing Microsoft for deceptive AI pricing in Microsoft 365 subscriptions, but analysts expect minimal impact on profitability or AI strategy, maintaining a strong buy outlook…
Dayforce expands collaboration with Microsoft to enhance HCM workflows using AI, signaling strong business growth potential for MSFT.
Microsoft will pay to use Anthropic's AI technology to power some Office 365 features, the Information reported citing two people involved.