MongoDB delivered a stronger-than-expected quarter, but investors quickly shifted their attention from the database company’s headline growth to a more complicated question: how much will the AI boom cost to sustain? MongoDB reported fiscal second-quarter revenue of $771.8 million, up

GitLab shares jumped more than 15% in after-hours trading after the software development company delivered stronger-than-expected fiscal second-quarter results, giving investors another sign that enterprise technology spending remains resilient despite concerns that artificial intelligence could disrupt traditional software businesses. The

For U.S. businesses, cybersecurity is becoming harder to treat as a discretionary technology expense. Palo Alto Networks’ latest earnings have reinforced that message, with strong demand for next-generation security products showing that companies are continuing to spend heavily to protect

The artificial intelligence boom is no longer just a story about powerful chips and sophisticated software. Dell Technologies’ latest results are putting the broader U.S. technology supply chain under the spotlight, showing how demand for AI servers is pulling in

Dell Technologies has delivered another powerful signal that the artificial intelligence infrastructure boom is still accelerating. The company raised its full-year revenue forecast by $25 billion, pushing its outlook to approximately $192 billion, as record demand for AI-optimized servers drives

A fresh wave of Taiwanese investment is heading toward the United States as the global artificial intelligence boom continues to reshape semiconductor manufacturing and technology supply chains. Taiwanese companies are planning roughly $20 billion in additional U.S. investments, according to