Capital expenditure and not new features could now become the clearest signal of cloud resilience, analysts say.
The upcoming report is expected to highlight significant sales figures, with total fiscal 2026 revenue projected at $213 billion, primarily from the data center segment. This segment alone is ...
PM EST Hello, everyone. This is Olga Levinzon, Coty's Senior Vice President of Investor Relations. Thank you for joining us today for the prepared remarks portion of Coty's Second Quarter fiscal 2026 ...
Big Tech firms like Amazon, Alphabet, and Microsoft are sharply increasing AI-related CapEx, triggering a market selloff.
CFO Paul Jacobson used a conference appearance alongside Reuters U.S. Auto Editor Mike Colias to outline how the automaker is managing a shifting policy backdrop, tariff costs, and changing electric ...
Large language models turned natural language into a programmable interface, but they still struggle when the world stops ...