In our opinion, the data reminds investors and practitioners that AI hype does not equal budget immunity. While earlier data documented robust intent to invest, the C-suite view presented above ...

Mobile device management, cloud management, managed security services, collaboration software and project management are the ...

ASML leads in EUV tech with strong growth, deep moats, and solid returns despite export risks, making it key to AI. See why ...

Capital expenditure in local mining was down almost 10% in 2024, and profits decreased for a second consecutive year, falling ...

With 2025 as potentially the year of AI inferencing, Red Hat is helping lead the way with contributions to the vLLM ...

The easing of tariff wars and resilient results reported by several companies has helped revive investor sentiment, driving notable recovery in the Magnificent 7 stocks – Alphab ...

OpenAI commits an additional $4 billion to CoreWeave for AI cloud infrastructure through 2029. This deal highlights soaring ...

The hyper-converged systems market is expected to grow at a high rate between 2025 and 2035, based on the rising need for ...

Microsoft cuts 7,000 jobs to prioritize AI investments. Layoffs impact LinkedIn, Xbox, and global offices as company ...

Still, investors could be hypersensitive to Azure and the company's capital expenditure metrics. "Bottom-line, capex-heavy models like MSFT and ORCL (among others) may face rising investor ...