At a recent industry conference, Box CEO Aaron Levie shifted the AI conversation from model capabilities to organizational change, asserting that the real return on investment requires fundamental workflow redesign to empower AI agents effectively.
Elon Musk's merger of SpaceX and xAI aims to turn a decades-old sci-fi concept—space-based data centers—into a commercial reality. While promising limitless solar power and natural cooling, the ambitious vision faces formidable technical and economic hurdles.
In an exclusive interview, Samsung Electronics America CMO Allison Stransky details the brand's strategy to leverage major events like the Olympics and everyday moments to build a connected device ecosystem, moving beyond one-off product sales.
Following the landmark SpaceX-xAI merger, Wall Street and industry observers are increasingly asking if Tesla is the next piece to fall into place within Elon Musk's interconnected corporate universe, despite significant shareholder and logistical hurdles.
Lennar and Taylor Morrison are reportedly in discussions to develop up to one million entry-level homes under a proposed 'Trump Homes' program, aimed at first-time buyers through rent-to-own models, though questions remain about federal support and market impact.
In a recent cabinet meeting, former President Donald Trump outlined a housing policy focused on maintaining high home values for existing owners, while suggesting lower borrowing costs as the primary path to affordability. His comments have ignited debate about who benefits in a market where first-time buyers face record hurdles.
After years of investment, Riskified Ltd. is projected by analysts to reach breakeven by 2027. The company's debt-free balance sheet provides a cushion, but achieving the required 120% annual growth poses a significant challenge.
Samsara Inc. (NYSE: IOT), a leader in IoT operations platforms, faces intense investor scrutiny as its shares have plummeted over 53% in the past year. Despite posting positive revenue and net income growth, the stock's dramatic retreat to around $24.65 forces a fundamental reassessment: Is this a market overreaction creating a buying opportunity, or a justified correction for a richly valued stock?
Boingo Wireless has selected Globalstar's software-defined 5G platform, XCOM RAN, for deployment in its private wireless networks following successful technical trials in high-demand environments.
Oracle shares have retreated sharply from recent highs, raising questions about whether the market has overcorrected. A deep dive into key valuation metrics reveals a mixed picture for the software behemoth.
Automatic Data Processing (ADP) reported steady fourth-quarter growth, driven by demand for its HCM platforms. While CEO Maria Black pointed to record client satisfaction and international expansion, analysts pressed management on AI monetization, margin pressures, and a noted dip in small business retention.
Fair Isaac Corporation (FICO) reported strong Q4 results, driven by its core credit scoring business and new licensing models. However, analyst questions during the earnings call revealed deeper concerns about growth sustainability, regulatory hurdles, and market concentration risks.
Benchmark Electronics (BHE) reported Q4 revenue and profit that topped analyst forecasts, driven by strength in medical devices and advanced computing. While margins face pressure, management pointed to robust new bookings and a planned capacity expansion to fuel future growth.
Strong cash generation is the lifeblood of corporate longevity, but not all cash-rich companies are created equal. We examine two firms excelling at converting cash into shareholder value and one where robust cash flow masks underlying challenges.
AMD's fourth-quarter earnings surpassed expectations, fueled by a surge in data center and AI product demand. While strong guidance signals confidence, the company navigates headwinds in PC markets and geopolitical uncertainties.
Cloud communications firm 8x8 (EGHT) posted stronger-than-expected Q4 results, driven by a surge in usage-based services and AI product momentum. The company also provided optimistic guidance, signaling confidence in its post-Fuze migration strategy.
Facing a projected downturn in investment returns and a new federal tax on large endowments, Princeton University is preparing for a period of budgetary tightening, signaling potential cuts to programs and operations after a decade of rapid expansion.
Elon Musk is steering Tesla toward a high-stakes pivot into humanoid robotics, with the Optimus project targeting human-like dexterity by 2026. As the company reshapes its production for this potential $5 trillion market, investors face a critical question: is the current valuation justified by the speculative future?
A consortium led by KKR and Singtel has agreed to acquire full ownership of ST Telemedia Global Data Centres (STT GDC) in a landmark transaction valuing the company at nearly $11 billion, marking a major consolidation in the Asia-Pacific digital infrastructure sector.
A strategic partnership between SoftBank's semiconductor arm and Intel aims to commercialize a breakthrough memory technology by 2029, targeting critical bottlenecks in AI and high-performance computing.
