Revenue growth accelerated and guidance rose, yet the stock sold off sharply—a reminder that excellent results can still disappoint when expectations move faster.
Bookings accelerated and AI demand strengthened—but weaker cash flow and lower gross margins reveal the cost of building the next growth engine.
The FTC and 22 states are challenging the auction mechanics behind one of Amazon’s fastest-growing businesses—and the dispute reaches beyond a routine legal expense.
Falcon IQ and Falcon Guardian extend CrowdStrike’s platform from protecting employees and endpoints to monitoring autonomous software that can act on their behalf.
The government contractor delivered an earnings beat and stronger outlook, while book-to-bill remained below one—a tension investors should watch closely.
Wall Street expects extraordinary growth tomorrow. The quality of the quarter will depend on both custom AI silicon and the recurring software business built around VMware.
The natural-gas producer is trading minority interests and future economics for outside cash that can accelerate drilling and reduce funding pressure.
Investors expect another quarter of rapid growth. The harder question is whether platform adoption can produce durable margins and cash flow.
AI server demand has transformed Dell’s growth outlook. Tonight’s results need to show how much of that demand can become durable profit.
