…The firm also pointed to Apple's capital allocation, including a new $100 billion share buyback , as evidence of continued financial strength. Questions remain about whether increased spending on AI and research…
…Penetration in the U.S., however, still hovers just around 10%, according to the International Energy Agency’s Global EV Outlook 2026 report released on May 20. Over the past year, average…
…While the financial hub eventually moved back to Windows after Microsoft moved its German headquarters to Munich, its government is once more supporting open source. Today, it's not Windows so much…
…That puts it on course for its best annual return since 1999, according to Bloomberg data cited by the Financial Times . The index has added more than $5 trillion in market value…
…In March, analysts speculated that Microsoft was on the verge of closing its worst quarter since the 2008 financial crisis . However, the tech giant isn't giving up on its AI ambitions…
…Looking ahead, AMD’s optimistic outlook—highlighted by a significantly expanded server CPU market opportunity exceeding $120 billion by 2030 and robust expected growth through 2027—reflects its ability to capitalize on…
…I’m told that Microsoft’s Experiences + Devices team, which includes the engineers responsible for Windows, Microsoft 365, Outlook, Microsoft Teams, and Surface, is winding down its usage of Claude Code by…
…While LG recently celebrated 11 years of OLED innovation and continues to promote its 2026 lineup, the financial outlook for its TV business appears concerning. If the deal with Hisense moves forward…
…Microsoft 365 Copilot to all 56,000 Atos employees worldwide, embedding AI directly within the Microsoft 365 applications they use every day (Outlook, Teams, Word, Excel, PowerPoint and SharePoint). Microsoft 365 E7…
…At the end of the report, we provide a longer-term outlook on Anthropic, AWS Bedrock and internal models, and explain why everything isn’t rosy. First, a step back on why…