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Snowflake surged following strong fiscal Q2 earnings, with product revenue up 37% to $1.49 billion, driven largely by enterprise AI adoption. The upbeat forecast eased worries over AI disrupting conv…
Salesforce (CRM) reported a strong Q2 earnings beat, raised guidance, and announced an AI partnership with Anthropic, sending its stock soaring. This positive momentum boosted the broader enterprise …
monday.com reported Q2 2026 revenue of $365 million, up 22% year-over-year, while crossing $1.5 billion in ARR. AI ARR doubled quarter-over-quarter, accounting for 17% of net new additions. Following…
IBM's stock plunged 26% after preliminary Q2 results showed software growth slowdown and infrastructure revenue decline, as enterprise clients redirected spending toward AI infrastructure amid supply…
Broadcom is increasing investments in Spring and Java ecosystem security to mitigate emerging AI-related cyber threats, aiming to bolster enterprise environment protections for its customers.
Google is immediately launching a global update for its AI Ultra web-based tools, extending these capabilities to both general users and Workspace business clients. This expansion signals a broader p…
Microsoft is deploying its 365 Copilot AI to over 500,000 NHS England staff following a successful trial. This large-scale public sector adoption demonstrates significant AI productivity gains and se…
Nvidia has acquired predictive AI software firm Kumo AI for over $400 million. This move bolsters Nvidia’s enterprise software capabilities, integrating advanced predictive analytics like fraud preve…
Microsoft is hosting its annual developer conference to showcase expanded AI integration across Windows PCs and cloud platforms. CEO Satya Nadella will detail new tools for developers and business AI…
Microsoft is aggressively expanding its AI ecosystem through a strategic Nvidia partnership, hardware integration with the N1X processor, and monetization of its business user base, offsetting potent…
Microsoft shares surpassed their 200-day moving average, signaling potential bullish momentum and a recovery in the software sector. The technical breakout, combined with the anticipation of AI devel…
Microsoft is surging due to a major defense contract, a strategic AI hardware partnership with Nvidia, and plans to consolidate its Copilot suite into a single super app. These initiatives, alongside…
Broadcom renewed its five-year partnership with LSEG, expanding VMware Cloud Foundation deployment across LSEG's infrastructure to enhance operational efficiency and security in regulated environment…
Broadcom (AVGO) and London Stock Exchange Group (LSEG) extended their technology partnership for five years, with AVGO providing VMware Cloud Foundation services to support LSEG's private cloud infra…
Bank of America highlights investor skepticism around Microsoft’s AI adoption but notes its strong enterprise software and cloud infrastructure supporting growth amid rising competition from OpenAI a…
Evercore maintains a strong Buy on Microsoft, anticipating Azure revenue growth over 40% by 2026 driven by AI demand, despite concerns over Copilot's limited paid user adoption and enterprise subscri…
Microsoft announces Wave 3 of Microsoft 365 Copilot with new AI models, pilot programs, and upcoming product launches in March and May, enhancing its AI-driven productivity tools.
BMO Capital and other analysts reaffirm bullish outlook on Microsoft, highlighting strong AI strategy, cloud growth, and rising recurring revenue with price targets up to $730.
Alphabet reports strong revenue growth with a slight slowdown expected next quarter; consistent earnings beats make it an appealing buy going into upcoming results.
Microsoft invests $4.4 million to expand its collaboration with Cyviz globally, including new envisioning theater and upgrades, signaling strategic tech enhancement.