3+ day, 23+ hour ago   (275+ words) TradingKey - OpenAI Chief Financial Officer Sarah Friar stated that the company's enterprise business is becoming a key engine for revenue growth, according to Reuters. From June to July, OpenAI's enterprise revenue grew by 32%, outpacing the 20% growth rate of the company's…...

3+ day, 20+ hour ago   (766+ words) The most important change from the previous AMD set up is the management view of the market. At Citi, AMD said its total AI opportunity is potentially $2 trillion, with the server CPU opportunity in the range of $220 billion. More importantly…...

3+ day, 21+ hour ago   (938+ words) IBM in Q2 came in at $17.2 billion in revenue, a 1% increase year over year. The quarter was somewhat of a mixed bag, with software growing revenue 5%, while consulting was flat and infrastructure declined by 7%, respectively. The more critical detail regarding Red…...

3+ day, 22+ hour ago   (740+ words) Apple’s largest September event is undoubtedly the unveiling of the iPhone Duo. Priced at $1,999 it is Apple’s first foldable device and features a 7.6” internal display and uses the A20 Pro chip along with the opportunity for customers to purchase up to…...

3+ day, 23+ hour ago   (861+ words) The success of Muse could validate their move away from ad based products and services to something more AI related. Given that investors have been staying on the sidelines until AI based products were available, the adoption of Muse will…...

4+ day, 8+ hour ago   (494+ words) Top Meta AI researcher Andrew Tulloch has resigned less than a year after returning to the company on a massive compensation package, dealing a setback to Mark Zuckerberg’s high-stakes artificial intelligence strategy. Tulloch’s departure—following similar exits at Anthropic—threatens…...

4+ day, 21+ hour ago   (1286+ words) As vendas no mercado de reposição — incluindo peças sobressalentes, reparos, serviços e suporte — responderam pela maior parte da receita no 2º trimestre fiscal. A administração caracterizou esse negócio como mais recorrente do que os pedidos de novos sistemas, já que os…...

4+ day, 15+ hour ago   (609+ words) Gloo (Nasdaq: GLOO) reported fiscal Q2 2026 revenue of $46.6 million, up 188% from $16.2 million a year earlier, while GAAP diluted loss per share narrowed to $0.25 from $6.45. Net loss fell to $21.2 million and adjusted EBITDA improved to negative $8.3 million, although the company remained unprofitable…...

5+ day, 5+ hour ago   (733+ words) One of the biggest changes to the September set-up is SanDisk’s new contract structure. The company has signed New Business Model agreements with eight customers representing 50% of FY27 bits and 2/3 of FY28 bits. The contracts provide improvements to cash flow predictability and…...

4+ day, 20+ hour ago   (844+ words) Applied Materials reported fiscal Q3 revenue of $9.12 billion, up 25% year over year. GAAP gross margin reached 50.3%, non-GAAP gross margin was 50.4%, and non-GAAP EPS rose 41% to a record $3.50. The company also generated record quarterly operating cash flow of $3.04 billion. What stands out…...