This highlights growing competitive pressures in the AI semiconductor sector, as rising costs and supply constraints reshape long-standing alliances.

Positron AI has raised $230 million in an oversubscribed Series B funding round at a post-money valuation exceeding $1 ...

Discusses Preliminary Financial Results, Churn Impact, and Strategic Progress in Key Verticals February 3, 2026 8:00 AM ...

Microsoft reported on cloud, AI and security growth on its Q2 earnings report, setting itself and the channel up for ...

Today, Feb. 4, 2026, investors are weighing blockbuster AI-server growth against margin pressure, mixed ratings, and ...

Western Digital Corp. today unveiled a new customer-centric storage roadmap that it says reinvents the hard drive for ...

Read here for F5 (FFIV) stock's AI and hybrid multi-cloud growth outlook, NVIDIA partnership, breach impact, and cloud-native ...

Missed the industry’s most critical AI event? Catch up fast with this expert-led virtual review of Nvidia GTC, where we’ll unpack the biggest breakthroughs in accelerated computing, generative AI, and ...

You're currently following this author! Want to unfollow? Unsubscribe via the link in your email. Follow Hugh Langley Every time Hugh publishes a story, you’ll get an alert straight to your inbox!

Continued investment in agentic AI capabilities and expanded data protection across multi-SaaS, IaaS and PaaS demonstrates ...

Providing a diverse range of perspectives from bullish to bearish, 25 analysts have published ratings on Microsoft (NASDAQ:MSFT) in the last three months. The table below summarizes their recent ...