News
Salesforce's Missionforce National Security platform just cleared a major federal security hurdle, landing IL5 authorization for its Government Cloud Plus Defense deployment. The stock closed up 2.71% at $190.99 on August 4.
News
Broadcom (AVGO) inks a long-term deal with Standard Chartered to build a secure, resilient private cloud across 54 markets using VMware Cloud Foundation. The bank has already migrated ~70% of its global infrastructure to the new architecture.
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Salesforce shares fell 2.45% in after-hours trading after KeyBanc downgraded the stock, piling pressure on a name already grappling with AI competition fears and a broader tech selloff. The stock is now trading near its 52-week low.
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IT services giant Cognizant is pushing back fresh graduate hiring, a move that’s spooking investors and dragging Google parent Alphabet (GOOGL) down more than 1% in Monday trading.
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Meta is reportedly building a cloud business to sell excess AI compute capacity and model access, directly challenging AWS, Azure, and Google Cloud. Shares spiked nearly 10% in Wednesday trading as the plan eases investor fears over the company’s massive AI capex.
Hash Stock Card
AWS is the primary profit engine, retail margins are structurally improving, and advertising is emerging as a third growth curve — three businesses compounding in unison.
Hash Stock Card
Search is holding its ground against AI disruption. Gemini is closing the gap on OpenAI, while TPU infrastructure, GCP, and YouTube form three distinct growth engines.
Hash Stock Card
Azure's OpenAI alliance locks in the highest-demand AI compute use cases. Copilot is penetrating enterprise SaaS, backed by the most resilient three-engine cash flow structure in the sector.