Politics Microsoft to disclose Azure revenue as part of segment changes Finance News Sep 2, 2026 Microsoft CEO Satya Nadella speaks at the Microsoft AI Tour in Sydney on April 23, 2026.George Chan | Getty Images… Read More...
Earnings AI buildout is not a zero-sum game Finance News Aug 29, 2026 This week's impressive earnings results showed that the AI buildout is not a zero-sum game: both hardware and… Read More...
Earnings We’re raising our price target on Salesforce after results defy Finance News Aug 28, 2026 Salesforce came through in the clutch. The enterprise software giant on Wednesday delivered better-than-expected… Read More...
Politics Marvell stock tumbles 8% as outlook underwhelms despite Google deal Finance News Aug 28, 2026 An aerial view of Marvell Headquarters in Santa Clara, California, United States on June 2, 2026. Tayfun Coskun |… Read More...
Politics Salesforce stock soars, on track for second-best day ever Finance News Aug 27, 2026 Shares of Salesforce jumped more than 20% Thursday after the company reported a beat on second-quarter earnings and… Read More...
Politics Okta (OKTA) earnings Q2 2027 Finance News Aug 26, 2026 Todd McKinnon, chief executive officer of Okta Inc., during a Bloomberg Television interview, in London, UK, on… Read More...
Politics Salesforce (CRM) Q2 earnings report 2027 Finance News Aug 26, 2026 A Salesforce sign is displayed at their office on Feb. 25, 2026 in San Francisco, California.Benjamin Fanjoy | Getty… Read More...
Retail Jim Cramer highlights 5 investing themes — and the stocks to buy for each Finance News Aug 16, 2026 CNBC's Jim Cramer said Thursday earnings season has revealed investing themes he thinks will produce the market's… Read More...
Earnings Inflation moderated as Intel and Nvidia fueled the AI trade in last week’s Finance News Aug 15, 2026 No surprises on inflation and new financing developments in the artificial intelligence trade drove the… Read More...
Politics AI infrastructure debt and leverage draw market scrutiny Finance News Aug 14, 2026 As Nvidia partners with Wall Street firms to mobilize more than $500 billion of third-party capital for AI… Read More...