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The significance is twofold. For Workday, the metric suggests AI is helping win and expand contracts rather than only adding features to existing ones. For investors, it tests a widely debated risk in enterprise software: that AI could shrink the number of employees, and …
The rally built on a larger development two weeks earlier. On September 8, Qualcomm announced a multi-generational collaboration with Amazon (NASDAQ:AMZN) toSupplycustom AI inference silicon and optical connectivity for Amazon's data centers. Under that deal, Amazon could buy up to $60 billion of products …
Chief Executive Neil Hunn set out the thesis in the release, saying Roper's "vertical market-leading businesses, with deep domain expertise and proprietary data, are well positioned to create differentiated value for customers." He also said the company is "focused on attractive acquisition targets" that …
The rally was a company-specific move. The InvescoQQQTrust was essentially flat on Tuesday morning while Shopify was up about 7%, suggesting investors were reacting to the deal itself rather than to a broad technology bid. The announcement came a day earlier, on Monday, September …
S&P Dow Jones Indices announced the change on Sept. 4 as part of its quarterly rebalance. Sandisk entered alongside Dell Technologies (NYSE:DELL), Palo Alto Networks (NASDAQ:PANW) and Arista Networks (NYSE:ANET), while Nike (NYSE:NKE), Colgate-Palmolive (NYSE:CL), Simon Property Group (NYSE:SPG) and Honeywell Aerospace were removed. …
TheAcquisitionisn't the whole story. Management said on the call that organic growth also improved. Electronic design automation (EDA) grew about 8.5% year over year, and the Design IP business, which stumbled badly in 2025, returned to double-digit growth. Synopsys beat the high end of …
Taken together, the update suggests Strategy has moved from defense back to accumulation, while putting a priority on supporting its preferred securities. Only six weeks earlier, it had sold bitcoin to fund similar buybacks. The market responded strongly. MSTR shares rose about 8% on …
The increase follows a fiscal year in which, in Chief Executive Officer Satya Nadella's words, "Azure revenue surpassed $100 billion for the first time." Azure and other cloud services revenue grew 43% in the quarter ended Jun. 30, and Microsoft Cloud revenue reached $59.3 …
Micron confirmed the date in an Aug. 26 announcement and will hold its conference call at 2:30 p.m. Mountain time. In June, management guided fiscal fourth-quarter revenue to $50.0 billion, plus or minus $1.0 billion, with a gross margin of about 86% and non-GAAP …
The build-out is expensive. Nebius spent about $5.66 billion on property, equipment and intangibles in the second quarter alone, and more than $8.1 billion in the first half. That spending turns into revenue only when capacity comes online. Adjusted EBITDA swung to a $236.2 …
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