Amazon's growth is driven by AI-related cloud demand and ad revenue, with AWS and advertising becoming major profit ...

The fourth-quarter earnings season was another one marked by explosive growth and record profits for the top hyperscalers ...

See how Arista Networks Inc's leadership in client-to-cloud networking, margins, and tech giants' investments drive growth in ...

Nvidia’s Q3 earnings on Nov. 20 blew past expectations, proving once again why it dominates AI computing. Its revenue soared 94% year over year to $35.1 billion, driven by a 112% surge in data center ...

Not only is Amazon Web Services (AWS) now coming up short of expectations, but it's losing cloud computing market share as ...

The market is paying particularly close attention to Q4 earnings, given the S&P 500’s lofty valuation. Potential tariffs and AI adoption dominate the narrative.

The U.K.-headquartered chip design company Arm Holdings Plc. is reportedly planning to launch its first-ever complete ...

Q4 2024 Earnings Call Transcript February 13, 2025 JFrog Ltd. beats earnings expectations. Reported EPS is $0.19, ...

Ahead of its tie-up with SoftwareOne, the firm’s CEO outlined its fourth quarter performance and touched on her hopes for ...

We came across a bullish thesis on SAP SE (SAP) on Substack by Northwest Frontier Capital. In this article, we will summarize ...