Markets

CrowdStrike Q1 2027 Earnings: AI Security Growth Lifts Outlook

The cybersecurity leader posted record cash flow and net new ARR growth, but a deceleration in billings rattled markets even as management raised its full-year outlook.

Tech IconsJun 4, 2026AI SecurityCybersecurityEnterprise Software

Broadcom's Record Quarter Masks a Market Hungry for More

Broadcom delivered record Q2 revenue of $22.2 billion, yet a brutal after-hours sell-off exposed just how unforgiving expectations have become for the sector's defining infrastructure play.

Tech IconsJun 4, 2026AI ChipsCustom SiliconData CentersSemiconductors

Dell AI-optimized server infrastructure supporting hyperscale computing, enterprise AI deployments, and large-scale data center expansion.

Dell Shatters Records as AI Infrastructure Demand Accelerates

Dell's fiscal Q1 revenue surged 88% to $43.8 billion, powered by an eightfold jump in AI server sales, as the company sharply raised its full-year outlook.

Tech IconsMay 29, 2026Data CentersEnterprise AIHyperscalers

Salesforce Tower headquarters in San Francisco, reflecting the company’s expansion across enterprise AI, data infrastructure, and agentic software platforms.

Salesforce Beats Q1 Estimates as Agentforce Scales

The CRM giant posted record first-quarter revenue of $11.1 billion, with agentic AI and data platform metrics accelerating sharply and full-year guidance raised at the midpoint.

Tech IconsMay 28, 2026AI InfrastructureCloud ComputingEnterprise AI

Capital View

Marvell Becomes a Core Infrastructure Layer for AI Scaling

Read more

Snowflake headquarters in San Mateo, California, as the company expands its enterprise AI and agentic infrastructure strategy.

Snowflake Breaks Out as the Agentic Enterprise Takes Shape

Read more

NVIDIA CEO Jensen Huang during NVIDIA’s fiscal Q1 2027 earnings period as Blackwell systems, AI factories, accelerated computing, and data-centre revenue drive record growth.

NVIDIA Posts $81.6 Billion Quarter as AI Infrastructure Scales

Read more

Klarna branding displayed at the New York Stock Exchange during the company’s IPO as investors react to Klarna quarterly earnings and Klarna 1 billion Q1 revenue growth milestone in fintech and digital payments markets

Klarna Posts $1B Quarter as Fintech Maturity Gains Pace

Read more

Cisco branding displayed during Cisco earnings 2026 as AI infrastructure orders, networking demand, enterprise AI upgrades, and hyperscale AI infrastructure spending accelerate globally.

Cisco Raises AI Outlook to $9 Billion After Record Run

Read more

U.S. President Donald Trump reviews an honor guard alongside Chinese President Xi Jinping during the Trump Xi Beijing summit as U.S.-China trade talks, rare earth negotiations, AI competition, and semiconductor policy discussions dominate the agenda.

Two Powers, One Table: Trump and Xi Rewrite the Rules in Beijing

Read more

Donald Trump arriving in Beijing representing Trump Beijing summit, U.S.-China trade talks, semiconductor export controls, and bilateral economic relations

Trump Brings Wall Street and Silicon Valley to Beijing Summit

Read more

Alibaba cloud data center representing Alibaba cloud revenue growth, AI cloud infrastructure, cloud intelligence growth, and Chinese artificial intelligence company expansion

Alibaba's Cloud Business Surges 38% on Accelerating AI Demand

Read more

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

Roblox Bets on Safety to Unlock Its Next Growth Phase

Read more

Reed Hastings Netflix founder exit as he steps down from board after 29 years leading company into global streaming platform

Netflix Founder Reed Hastings to Exit Board After 29 Years

Read more

Snap layoffs announcement showing CEO Evan Spiegel leading AI pivot as Snap cuts workforce and restructures operations to improve profitability

Snap Cuts 1,000 Jobs as AI Reshapes Its Global Workforce

Read more