CDW Corporation closed its fiscal 2025 with a robust fourth quarter, surpassing expectations as customer focus on efficiency and security fueled growth in high-margin software, cloud, and services segments. While navigating a cautious IT spending outlook for 2026, the company aims to outpace the broader market.
Zeta Global Holdings saw its stock price drop over 11% this week, caught in a broader market retreat from AI-related names. The sell-off comes despite the company reporting continued momentum in its AI-powered marketing platform and enterprise deal flow, highlighting a disconnect between sector sentiment and business fundamentals.
Corning Inc. has inked a major supply agreement with Meta to provide optical fiber for its AI data centers, while simultaneously joining a U.S.-backed initiative to secure critical mineral supplies, positioning the materials science leader at the nexus of technology and national security.
DaVita reports Q1 adjusted EPS of $2.00, slightly ahead of expectations, while managing a recent cybersecurity incident and absorbing impacts from a severe flu season. The company maintains its full-year guidance, buoyed by stronger-than-anticipated performance in its phosphate binder business and international operations.
Palantir Technologies smashed Q4 earnings estimates, but CEO Alex Karp's focus on 'inexplicable' revenue growth over customer growth reveals a pivotal shift in its enterprise AI playbook, sending shares soaring.
The Department of Homeland Security has publicly criticized Los Angeles station KTLA for what it calls 'dishonest reporting' on a Border Patrol operation near a Methodist church, alleging the outlet omitted key context. The incident highlights ongoing tensions between federal agencies and media coverage of immigration enforcement.
IBM stock faces pressure after Anthropic's new Claude plugins encroach on core enterprise services. Despite the sell-off, analysts and prominent investors like Jim Cramer see long-term value, citing the company's AI strategy and financial forecasts.
Cognizant Technology Solutions reported solid fourth-quarter results, highlighting growth in large deals and profitability. The IT services giant is pivoting its strategy to scale what it calls "agentic AI," aiming to close the gap between massive AI investments and tangible enterprise returns.
The expiration of the last major U.S.-Russia nuclear arms pact strips Moscow of a key diplomatic platform while raising global security concerns.
At its recent AI Summit, Cisco Systems unveiled a multi-pronged strategy to cement its role in enterprise AI infrastructure, deepening its alliance with Nvidia and launching a new partner program. In a significant move for its European operations, the company also secured a 15-year renewable energy agreement to power its Polish data centers, directly linking its AI growth to sustainable power sourcing.
Mastercard is set to roll out a suite of agentic AI tools to its merchant network by late June, accelerating the race to automate and personalize digital commerce amid growing industry investment and security debates.
Ukrainian and Russian delegations concluded the first day of high-stakes negotiations brokered by the United States in Abu Dhabi, as a deadly market strike in Donetsk underscored the grim reality on the ground. Major disagreements on territorial control and security guarantees persist, casting doubt on an imminent breakthrough.
The last major nuclear arms control pact between the United States and Russia, the New START treaty, has formally expired. While Moscow pledges 'responsible' conduct, experts warn the collapse risks accelerating a new global arms race and further destabilizing strategic security.
MTF Enterprises, a major Subway franchisee across four states, has filed for bankruptcy, citing unsustainable cash flow pressures from merchant cash advances. The case highlights growing financial distress within the franchise model.
BNP Paribas begins coverage of BWX Technologies (BWXT) with a Neutral rating, arguing its robust defense business and future commercial nuclear prospects are largely reflected in its current valuation. The analysis comes as BWXT opens a key uranium enrichment facility, underscoring its strategic role in U.S. energy security.
New data reveals the net worth threshold for America's top tier in their late 60s, but the reality of wealth at this age is more about security than status.
Italian authorities announced the disruption of a series of cyberattacks, attributed to Russian actors, aimed at Olympic infrastructure and diplomatic sites just hours before the Games commence, amid heightened security and political tensions.
A temporary spending bill has averted a full government shutdown, but funding for the Department of Homeland Security remains in limbo. With a one-week deadline, lawmakers are locked in a contentious debate over reforming ICE and Border Patrol tactics, while a new study underscores immigrants' fiscal contributions to the U.S. economy.
A classified German intelligence report exposes that Russia's real defense expenditure soared to roughly half its total state budget last year, far exceeding official figures and reshaping Europe's security landscape.
Shares of biometric security firm Clear Secure have retreated nearly 8% this month, sparking debate among investors. While the stock remains up significantly over the past year, a deep dive into valuation metrics suggests the recent weakness may have created an attractive entry point for long-term investors.
