Enterprise Hardware

Business

GE HealthCare Caps Strong 2025 with Record Backlog, Eyes Growth from New Product Pipeline

GE HealthCare Technologies reports robust Q4 2025 results, exceeding expectations with 4.8% organic revenue growth. The company enters 2026 with a record $21.8 billion backlog and a strategic focus on its innovation pipeline, including key launches in photon-counting CT and radiopharmaceuticals, while navigating tariff headwinds.

Feb 4, 2026

Business

Fox Defies Political Ad Headwinds, Posts Broad-Based Q2 Growth on Streaming and Sports Strength

Fox Corporation reported a resilient second quarter, with total revenue climbing 2% to $5.18 billion despite a tough comparison to a record political advertising period last year. The media giant highlighted robust advertising and distribution growth, record engagement for its sports and news properties, and sustained profitability for its ad-supported streaming platform, Tubi.

Feb 4, 2026

Business

New Water Efficiency Index Aims to Sharpen Corporate Focus on a Critical Resource

CDP and Ecolab launch a benchmarking tool to help businesses measure and improve water management, starting with the water-intensive food and beverage sector.

Feb 4, 2026

Business

The AI Gold Rush Strains Finances: Tech Giants Scramble for Capital as Infrastructure Costs Soar

Major AI firms are tapping unconventional debt markets to fund a trillion-dollar infrastructure sprint, raising alarms among seasoned investors about unsustainable spending and a potential market correction.

Feb 4, 2026

Business

Super Micro Soars on AI Boom, But Faces Margin Squeeze as Customer Landscape Shifts

Super Micro Computer (SMCI) smashed revenue expectations with a 123% surge in Q4 sales, fueled by voracious demand for AI infrastructure. While its outlook remains strong, the company signals that shifting customer dynamics and supply chain pressures are beginning to pinch profitability.

Feb 4, 2026

Business

Yum Brands Caps Strong 2025 with KFC and Taco Bell Leading Growth, Eyes Strategic Shift as Pizza Hut Review Continues

Yum Brands reports robust Q4 and full-year 2025 results, driven by exceptional same-store sales growth at Taco Bell and record international unit development for KFC. The company outlines its 'Raise the Bar' strategy to accelerate growth, while the strategic review of Pizza Hut progresses.

Feb 4, 2026

Business

NETGEAR's Five-Year Plunge: Shareholders Grapple with 50% Loss as Networking Giant Struggles

Long-term investors in NETGEAR (NASDAQ: NTGR) have faced a stark reality, with shares halving in value over five years amid declining revenue and market challenges, significantly underperforming the broader market.

Feb 4, 2026

Business

Microsoft's January Slump: Strong Earnings Overshadowed by AI Capex and OpenAI Concerns

Despite posting robust quarterly results and unveiling its proprietary AI chip, Microsoft shares tumbled 11% in January as investor focus shifted to soaring capital expenditures and lingering questions about its key partner, OpenAI.

Feb 4, 2026

Business

ElevenLabs Voice AI Startup Soars to $11 Billion Valuation in Major Funding Haul

The AI voice synthesis leader has secured $500 million in a Series D round led by Sequoia Capital, more than tripling its valuation in under a year and underscoring fierce investor competition in generative AI infrastructure.

Feb 4, 2026

Business

Uber Caps Record 2025 with Strong Q4, Charts Aggressive Autonomous Vehicle Expansion

Uber Technologies reported robust Q4 and full-year 2025 results, highlighted by accelerating trip growth and surging free cash flow. CEO Dara Khosrowshahi outlined an ambitious strategy to integrate autonomous vehicles across 15 cities by year-end, while announcing a CFO transition and reaffirming aggressive shareholder returns.

Feb 4, 2026

Business

Barclays Takes Cautious Stance on Building Products as Ferguson Prepares Q4 Report

Barclays raises price target on Ferguson (FERG) ahead of earnings, but advises selectivity in the building products sector amid mixed demand and policy uncertainty.

Feb 4, 2026

Business

Datadog's AI Ambitions Face Test as OpenAI Weighs Platform Shift

As Datadog prepares to report earnings, analysts are scrutinizing a dual narrative: the company's growing prominence in AI-driven IT operations against a potential strategic shift by key client OpenAI. The outcome could influence both near-term growth and long-term valuation.

Feb 4, 2026

Business

Salesforce Secures Major Defense, Public Safety AI Deals, Signaling Strategic Shift

Salesforce's landmark $5.6 billion U.S. Army contract and its role in a new wildfire prevention consortium highlight the company's deepening integration into long-term government and critical infrastructure projects, moving its AI platforms beyond commercial CRM.

Feb 4, 2026

Business

Docebo Bets on Itself: Major Share Buyback Signals Confidence Amid Market Turbulence

Learning management platform Docebo launches a significant share repurchase program, aiming to retire over 10% of its stock. Management frames the move as a response to undervaluation and a commitment to returning capital, even as the company navigates a competitive landscape and projects steady revenue growth.

Feb 4, 2026

Business

Barclays Doubles SanDisk Price Target to $750 After Strong Earnings, Strategic Separation

SanDisk shares are in focus after Barclays dramatically raised its price target following the company's better-than-expected quarterly results and its recent corporate separation. The move echoes bullish sentiment from other major banks.

Feb 4, 2026

Business

UiPath Shares Tumble 23% in January as AI Anxiety Rattles Automation Sector

UiPath's stock faced a sharp sell-off last month, reflecting broader investor concerns that emerging AI agents could disrupt the robotic process automation (RPA) market it leads.

Feb 4, 2026

Business

Apeiron Labs Secures $9.5M to Deploy Fleet of Autonomous Ocean Drones, Promising Unprecedented Subsurface Data

Apeiron Labs, a marine robotics startup, has raised $9.5 million in Series A funding to scale production of its low-cost autonomous underwater vehicles. The company aims to create persistent, detailed monitoring networks beneath the ocean's surface, serving both commercial and defense sectors with data that has traditionally been costly and slow to obtain.

Feb 4, 2026

Business

CFOs Confront AI's Double-Edged Sword: New Data Reveals Urgent Need for Governance as Adoption Soars

As AI becomes deeply embedded in finance and daily workflows, new surveys from Workiva, Cisco, and Wiingy reveal a critical juncture: while benefits are clear, unchecked adoption by employees and uneven organizational readiness are amplifying risks, placing data governance at the top of the CFO's agenda.

Feb 4, 2026

Business

Microsoft Earnings: Strong Results Clouded by AI Spending and Capacity Concerns

Microsoft's latest quarterly earnings showcased robust revenue growth and profitability, yet a cautious outlook and heavy AI infrastructure investments have sparked a significant stock sell-off, raising questions about future margins and execution.

Feb 4, 2026

Business

Goldman Sachs Boosts Jabil Target to $282, Citing Unabated Data Center Demand

Investment bank Goldman Sachs has raised its price target on manufacturing solutions provider Jabil Inc., highlighting sustained data center demand as a key growth driver, following the company's recent strategic acquisition in the power management sector.

Feb 4, 2026