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Popular Wall Street analyst who claims he has analysed 84 Microsoft earnings calls, from Steve Ballmer through Satya Nadella, says market is missing something as billions wiped from company’s stock

A Wall Street analyst who says he has studied 84 Microsoft earnings calls over the years has claimed that investors may be missing a key shift in the company’s strategy, even as billions have been wiped from its market value. The analysis, shared by EMJ Capital founder Eric Jackson on X (formerly Twitter), tracks Microsoft’s…

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Mark Zuckerberg wants to make Meta what he has called an ‘AI-native’ company, here’s what it means for company’s engineers |

Mark Zuckerberg, CEO, Meta Meta CEO Mark Zuckerberg has now made clear his ambition is to transform the company into what he calls an “AI-native” organisation. According to a report by Business Insider, the internal documents of company reveal how this vision is now being translated into concrete goals for engineers and product teams. The…

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Super Micro sued by shareholders sue company’s CEO and CFO along with co-founders, say: You hid your ‘China links’

Super Micro Computer shareholders have sued the tech firm, accusing it of committing securities fraud, reports news agency Reuters. The shareholders claim that the company hid its dependence on sales to China that violated US ‌export laws. Earlier this week, US authorities filed a class action against Super Micro computer co-founder and two others accusing…

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Julie Sweet: Accenture CEO Julie Sweet after company’s quarterly results: At this point AI is … |

Accenture seems to be proving that the “AI summer” is not all hot — it can also translate into cold, hard cash. In its second-quarter earnings (Q2) report for fiscal year 2026, the company revealed that its aggressive pivot toward artificial intelligence (AI) has fueled an 8% revenue surge in the US and record-breaking bookings….

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Amazon wants to give another shot to the gadget that is widely considered as the company’s ‘biggest flop’

Amazon is reportedly working on a new smartphone project. According to a Reuters report, this new project is internally called “Transformer,” as it revisits its earlier attempt in the category following the Fire Phone’s discontinuation in 2015. The report cited people familiar with the matter to say that the device is being developed within the…

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As PwC overhauls its services and pricing models, company’s US CEO Paul Griggs tells partners: You have no place in the company if you …

PwC’s US CEO, Paul Griggs, has reportedly told partners that those unwilling to adopt artificial intelligence (AI) will not remain at the company. This change comes as the professional network services company restructures its services and pricing models in response to the growing impact of AI, according to a report. The company is said to…

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Ai led layoffs up of up to 20000 in numbers may be coming to hsbc as ceo georges elhedery reportedly bets on ai to shrink the company39s .jpg

HSBC Layoffs : AI-led layoffs may be coming to HSBC, as CEO Georges Elhedery reportedly bets on AI to shrink the company’s … |

HSBC is reportedly planning to cut thousands of jobs due to AI. According to a report by Bloomberg, the change – likely to span over the next three to five years – could affect about 10% or nearly 20,000 of its workforce. “HSBC Holdings Plc is weighing deep job cuts over the coming years as…

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US-Iran war: Nvidia CEO Jensen Huang shares personal message for employees in Israel that he calls company’s ‘second home’

Nvidia CEO Jensen Huang send a direct personal message to the company’s employees in Israel amid the ongoing US-Israel war. The CEO of the world’s most-valuable company, Nvidia shared the message during the company’s annual Nvidia GTC in San Jose. Addressing media at the GTC conference, Nvidia CEO reportedly said that the company has 6,000…

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US lawmakers send ‘complaint letter’ to ByteDance CEO about company’s AI app; say: Seedance 2.0 poses a direct threat to the American …

FILE – Women wearing masks to pass by the headquarters of ByteDance. (AP Photo/Ng Han Guan, File) Some American senators seem very upset with artificial intelligence (AI) app of China’s ByteDance. In a letter, Senators Marsha Blackburn and Peter Welch have called for a halt to the new version of ByteDance’s AI app, Seedance. The…

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Microsoft CEO Satya Nadella on ‘another big step’ in company’s AI infrastructure, shares photo: ‘We are the first cloud company to…’

Microsoft CEO Satya Nadella has announced that his company has become the first cloud provider in the world to install Nvidia Vera Rubin NVL72 system for validation. This is seen as a significant milestone in the global race to build the next generation of artificial intelligence (AI) infrastructure. Nvidia CEO Jensen Huang unveiled the Vera…

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