Big lesson from this week’s earnings: AI buildout is not a zero-sum game
This week’s impressive earnings results showed that the AI buildout is not a zero-sum game: both hardware and…
Salesforce earnings are sparking a breakout. Where the stock is going, according to the charts
Watch the gap! That has been a common theme we’ve seen in many of the beaten down software…
‘SaaSpocalypse’ debate intensifies as software stocks swing wildly
Michael Cannon-Brookes, co-CEO of Atlassian. Scott Mlyn | CNBC The “SaaSpocalypse” was raging this week. Then it got…
Amazon (AMZN) Q2 earnings report 2026
Andy Jassy, CEO of Amazon, speaks during an unveiling event in New York on Feb. 26, 2025. Michael…
Microsoft (MSFT) Q4 earnings report 2026
Microsoft CEO Satya Nadella attends the 56th annual World Economic Forum meeting in Davos, Switzerland, on Jan. 20,…
Google Cloud’s Kurian: Customers are spending 50% more
Google‘s cloud chief Thomas Kurian said the company’s existing customers are shelling out “roughly 50% more” than they’ve…
Salesforce AI push isn’t enough to save shares, Morgan Stanley says
Salesforce has embraced artificial intelligence as a means to boost its business, but investors should steer clear of…
Fireworks hits $17.5 billion valuation and $1B in annualized revenue
Fireworks founders pose for a photo at the startup’s headquarters in San Mateo, California. From left in front…
Jim Cramer was on the fence with Salesforce. Now he’s ready to act
Salesforce’s quarterly results didn’t convince the naysayers that AI can be a friend, not a foe, to its…
Wall Street is getting bullish on neoclouds. These stocks hold more risk than other AI plays
There’s a lot of market buzz on the emerging crop of companies known as neoclouds, but these stocks…
Japan’s Sakura Internet jumps 20% as Microsoft plans $10 billion AI push with SoftBank
Microsoft’s Vice Chair and President Brad Smith (L) and Japan’s Prime Minister Sanae Takaichi pose before their meeting…
Amazon faces further AWS disruption in Bahrain amid Iran war
PARIS, FRANCE – JUNE 11: The Amazon Web Services (AWS) logo, a division of Amazon.com’s US e-commerce group…