IBM's modular cryogenic breakthrough aims to scale quantum computing to 1,000 programmable qubits and advance its Quantum Starling plans by 2029.

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ORCL's record AI backlog, strong cloud growth and discounted valuation give it an edge over MSFT as enterprise AI demand accelerates.

SPCX is scaling AI monetization through cloud deals, Cursor and future compute satellites as it targets a $100B annualized revenue run rate.

CRM's Agentforce ARR surges 205% as AI usage climbs, deepening CRM integration and strengthening its position in the enterprise AI race.

Oracle's AI data center bet faces financing risks, but a record backlog, expanding partnerships and strong guidance bolster the growth case.

IREN shares gained 11.7% in a month as $2.8B in new AI cloud contracts and Horizon 1 acceptance sharpen visibility on its cloud transition.

ORCL's AI data center bet carries balance-sheet risk, but record backlog, expanding partnerships and stronger guidance bolster the growth case.

The Q2 earnings season continues to wind down, which has overall shown immense strength with outsized growth. There have been several standout releases during the Q2 earnings cycle, including those from Palantir (PLTR) and Microsoft (MSFT).

INTU aims at a nearly $90 billion mid-market opportunity as strong growth in advanced products offsets pressure in its DIY tax business.