Browsing Tag
Microsoft
325 posts
Hudson River Trading picks CoreWeave for next-gen AI trading research platform
CoreWeave signs multi-billion-dollar AI cloud deal with Hudson River Trading, its third marquee quant win of 2026 after Jane Street and IMC contracts.
Marvell hands Google $12.2bn warrant to close hyperscaler custom silicon sweep
Marvell's $12.2bn Google warrant vests only against $120bn in cumulative custom silicon revenue, six times its current data centre run rate through fiscal 2033.
Microsoft earned $133.7bn, yet free cash flow fell. Where did the cash go?
Microsoft Corporation (NASDAQ: MSFT) delivered record fiscal 2026 revenue, operating income and net income, but cash property investment rose faster than operating cash flow and pushed a consistent free-cash-flow measure down 6.5%.
Databricks hits $190bn valuation as Lakebase and AI agent strategy expand
Databricks has closed $5 billion of strategic financing at a $190 billion valuation after surpassing a $7 billion revenue run-rate. The financing strengthens its push into AI agents, databases and enterprise applications, but the valuation now assumes Databricks can turn exceptional growth into a much broader software platform without sacrificing its positive cash-flow profile.
LSEG’s £3.45bn buyback puts AI monetisation under a harder valuation test
London Stock Exchange Group plc is generating record margins, cash flow and shareholder returns while pushing deeper into artificial intelligence. The harder question is whether AI can accelerate subscription growth enough to close the valuation gap that opened during the technology disruption scare.
Harworth (LSE: HWG) shares close above Peel’s £583m takeover bid as investors question the 172.5p offer
Peel Holdings Group Limited has launched an unsolicited cash takeover offer for Harworth Group plc, but the shares closed above the bid price as investors weighed the premium against Harworth’s land portfolio, data-centre potential and last reported asset value.
Persistent Systems (NSE: PERSISTENT) Q1 FY27 revenue rises 16.1% as record $1.15bn TCV raises the execution bar
Persistent Systems delivered its 25th consecutive quarter of sequential revenue growth, but the record order book was heavily influenced by one unusually large contract as the company prepares for the proposed Nagarro combination.
Amazon Q2 2026 sales climb 20% to $200.6bn on fastest AWS growth in 18 quarters
Amazon Q2 sales climbed 20% to $200.6bn and AWS grew 36.7%, its fastest in 18 quarters, but a $53.4bn Anthropic gain and $220bn capex plan reshape the read.
Why IREN’s $2.8bn AI contract win matters for IREN stock and GPU cloud growth
IREN’s $2.8 billion AI cloud contracts raise its ARR target above $4 billion, strengthening IREN stock’s GPU infrastructure story.
GitLab 19.2 shifts enterprise AI competition from code generation to governance
GitLab is extending artificial intelligence from code generation into remediation, security review and workflow automation, but enterprise adoption will depend on reliability, governance and developer trust.