News and earnings from cloud providers, SaaS companies, and enterprise tech platforms.
JFrog's Q2 revenue grew 29% and free cash flow rose to $54 million, strengthening its position against rivals Atlassian and GitLab as AI reshapes software development and artifact management.
Nvidia’s relationship with SpaceX runs deeper than most investors have noticed. The way that stake came together is worth understanding.
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AI is chewing through electricity and hardware budgets, and the Binance hack shows what happens when digital infrastructure fails at scale. Capital is moving toward the pipes, power and data fortresses that keep the whole system running. That shift puts the physical backbone of AI in the spotlight for investors who do not want to miss the next phase. This article highlights three stocks from our AI infrastructure screen that may warrant a closer look. The three examples covered below are only...
The latest wave of hyperscaler earnings is spooking Wall Street. Bulls and bears alike have evidence to validate their wildest dreams — or their worst nightmares.
