Amazon's growth is driven by AI-related cloud demand and ad revenue, with AWS and advertising becoming major profit ...

HubSpot faces strong competition from Salesforce, Microsoft, Oracle, SAP, and others both large and small. We believe the legacy providers are most at risk for market share loss, but we also believe ...

As a result of covid, Marriott's 2020 revPAR declined 60% and 2021 revPAR reached just 64% of 2019 levels. Then 2022 revPAR reached mid-90% of 2019 levels as travel demand broadened to business and ...

Biogen expects Leqembi and new rare disease and depression treatments to help offset revenue lost from multiple sclerosis ...

Nutanix improves financials with robust strategies against VMware, offering cost efficiencies. Strong margins ahead, but high ...

AI is revolutionizing e-commerce returns, cutting costs, reducing waste, and improving efficiency. Discover how automation ...

A revolutionary piece of legislation could force theaters to completely rethink their business strategy, changing how we ...

Despite the robust performance, Microsoft's shares are down by nearly 9% since the earnings release (at the time of this writing). Investors are disappointed with weaker-than-expected revenue guidance ...

We came across a bullish thesis on Microsoft Corporation (MSFT) on Substack by Long-term Investing. In this article, we will ...

As lawmakers look to pass a transportation package in 2025, our investigation finds Oregon failed to follow accountability ...

Google parent Alphabet, Amazon, Meta, and Microsoft have all deepened their AI commitments for the fiscal year 2025.

AWS has already embraced China’s DeepSeek R1 frontier model in Amazon Bedrock and Amazon SageMaker, Jassy told financial ...