earnings
"Deep technical engagements across a growing set of hyperscalers, AI companies and OEM and ODM partners"
Google bumps up its yearly CapEx to $93bn as it hits record quarterly revenue
"An unmatched view of physical supply chain patterns, seasonal demand shifts and emerging trade corridors"
"The explosion of content creation and automation in the enterprise...and LLM advertising are a massive opportunity for Adobe.”
“Oracle is by far the world's largest custodian of high-value private enterprise data”
VMware squeezed until the pips squeak as revenues surge
Salesforce may be making ITSM sexy as it plans to muscle in on ServiceNow's market share.
MongoDB raises guidance after solid quarter, reports 59,900 customers.