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Oracle's cloud infrastructure backlog surged to $638 billion, driven by massive demand for AI data centers. While rising capital expenditures and debt pressure near-term earnings, long-term revenue a…
Dell posted record Q2 results with revenue surging 58% to $47 billion and EPS up 203%, fueled by $60.9 billion in AI orders and a $95 billion backlog. Dell raised its full-year outlook to $192 billio…
Strong earnings beats and raised outlooks from Atlassian and Cloudflare helped ease fears of a 'SaaSpocalypse', reassuring investors that enterprise cloud and IT infrastructure spending remains resil…
IBM CEO Krishna projects quantum computing will yield measurable earnings impact by 2028-29 and $1 trillion in value by late 2030s. IBM defends recent stock plunge, citing deferred (not lost) enterpr…