Because Broadcom sells both chips and software solutions, it has diversified revenue streams that give it a competitive moat.

OpenAI and Microsoft have a reconfigured relationship. The software giant revealed just how much OpenAI is driving its RPO.

Symbotic’s SYM high backlog positions it to generate substantial revenues in the foreseeable future. In the third quarter of fiscal 2025, for which results were released earlier this month, the ...

Microsoft's commercial remaining performance obligations climbed to $625 billion in fiscal Q2. The tech company's "Azure and ...

Oracle Corporation’s recent stock surge is largely driven by a narrative around its AI and cloud pivot rather than underlying fundamentals. While revenue in its cloud segment has grown impressively, ...

Energy & Transportation growth, rising backlog, and upside potential—plus tariff margin risks. Click for more on CAT.