Enterprise & Cloud

Oracle headquarters building illustrating Oracle Q1 2027 earnings, cloud infrastructure revenue growth, AI infrastructure spending, rising debt pressure and the outlook for Oracle stock

Oracle's Cloud Boom Collides With a Debt Reckoning

Oracle's fiscal first quarter showed cloud infrastructure revenue more than doubling and a record $664 billion backlog, even as capital spending drove free cash flow deeply negative.

Tech IconsSep 11, 2026Cloud ComputingData CentersEarnings ReportEnterprise Software

Sydney Salesforce Tower headquarters representing Salesforce AI growth as Agentforce, Data 360, enterprise AI and the Anthropic partnership drive its expanding AI business

Salesforce's Beat Hides a Story Worth a Closer Look

A blowout quarter, lifted in part by a stake in Anthropic, revived a growth story investors had all but written off, though the details deserve more scrutiny than the headline invites.

Tech IconsAug 27, 2026AI InfrastructureCloud ComputingEarnings ReportEnterprise AI

CoreWeave AI infrastructure powering high-performance cloud computing and artificial intelligence workloads as revenue doubles and backlog reaches $104 billion

CoreWeave Revenue Doubles to $2.6 Billion, Backlog Hits $104B

CoreWeave's second-quarter revenue more than doubled to $2.575 billion and its backlog swelled past $104 billion, though a wider net loss and mounting debt tempered how far investors were willing to celebrate.

Tech IconsAug 12, 2026AI CloudCloud ComputingData CentersEarnings Report

Palantir's Blowout Quarter Reshapes the AI Trade Narrative

Revenue climbed 93 percent and margins widened at once, a combination rare enough in enterprise software that it forced Wall Street to reconsider what Palantir is actually worth.

Tech IconsAug 4, 2026Data PlatformsEarnings ReportEnterprise AIGovernment Contracts

SAP headquarters representing SAP enterprise software, cloud computing, AI and second-quarter earnings.

SAP's Cloud Backlog Rebounds, but Growth Now Costs More

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Cursor AI code editor following SpaceX’s $60 billion acquisition of Anysphere, expanding the company’s AI software and developer platform strategy.

SpaceX Drops $60 Billion on Cursor Four Days After Going Public

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ChatGPT and Claude mobile app icons displayed on a smartphone screen, highlighting growing competition between OpenAI and Anthropic in the AI market.

OpenAI Eyes Deep Price Cuts as Anthropic War Escalates

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Oracle AI infrastructure expansion driven by cloud growth, enterprise AI adoption, and record demand for Oracle Cloud Infrastructure services.

Oracle Q4 Shows AI Buildout Reaching Escape Velocity

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CoreWeave Times Square signage representing CoreWeave Q1 2026 revenue growth, AI infrastructure expansion, GPU cloud infrastructure, hyperscale AI compute demand, NVIDIA AI infrastructure, and large-scale AI data centre growth across the global cloud computing market

CoreWeave Revenue Doubles to $2.1B With $99B in Backlog

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Palantir's Q1 Proves Operational AI Has Become Infrastructure

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Atlassian office illustrating Atlassian Q3 2026 results with strong Atlassian cloud revenue growth, enterprise software growth and expanding Atlassian AI platform adoption across global enterprise customers

Atlassian Posts 32% Revenue Growth on Cloud and AI Gains

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CoreWeave AI infrastructure Meta deal AI compute GPU cloud growth hyperscale data center infrastructure CoreWeave AI deals expansion

CoreWeave Locks In Meta and Anthropic in Back-to-Back Deals

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AI Cyberattacks Surge as Deepfakes and ML Breach Defenses

Workday Reports Data Breach Through Third-Party CRM System

Security Flaw in Perplexity's Comet AI Browser Exposes User Data

DDoS Attacks Overwhelm Global Digital Networks via IoT Botnets

AI Tools Turn Hackers Into Sophisticated Cybercrime Threat

The New York Stock Exchange building in New York representing the S&P 500 rally, semiconductor earnings growth, and AI-driven market momentum

S&P 500 Reaches New Historic High on Strongest Earnings in Years

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Samsung Electronics corporate operations as the company expands AI memory production, semiconductor investment, and hyperscale infrastructure partnerships, and surpasses $1 trillion

Samsung Crosses $1 Trillion as AI Memory Demand Surges

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U.S. markets suffer whipsaw volatility as Trump tariff threats spark sell-offs, tech earnings disappoint, Intel plunges, and geopolitical risk drives investor sentiment.

Markets Navigate Volatility as Sell-Off Collides With Tech Earnings

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