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AI Adoption & “Customer Zero” Strategy: Pax8 President & Chief Commerce Officer Nick Heddy, Live from Pax8 Beyond 2026
Exec Edge56d agoneutral
AI Adoption & “Customer Zero” Strategy: Pax8 President & Chief Commerce Officer Nick Heddy, Live from Pax8 Beyond 2026

Watch Video Highlights Below, or Click HERE: Tech Edge hosted a fireside chat on June 7 at Pax8 Beyond 2026 in Salt Lake City with Nick Heddy, President and Chief Commerce Officer at Pax8. The in-person interview was joined by Editor-in-Chief John Jannarone and they discussed why AI is creating opportunities for managed service providers and […] The post AI Adoption & “Customer Zero” Strategy: Pax8 President & Chief Commerce Officer Nick Heddy, Live from Pax8 Beyond 2026 appeared first on ExecEd

What Makes Microsoft (MSFT) a Strong Position Amid Challenges?
Insider Monkey56d agoneutral
What Makes Microsoft (MSFT) a Strong Position Amid Challenges?

Aoris Investment Management, a specialist international equity manager, released its Q1 2026 investor letter for “Aoris International Fund”. A copy of the letter is available to download here. The fund invests in high-quality, wealth-generating businesses managed by prudent and capable teams, targeting an annual return of 8–12% after fees over a 5–7-year market cycle. During […]

Cloud AI Today - AI Investment Shifts Focus to Growth Amid Scaling Challenges
Simply Wall St.56d agoneutral
Cloud AI Today - AI Investment Shifts Focus to Growth Amid Scaling Challenges

Akkodis' recent report highlights a shift in the landscape of AI investment, where innovation has overtaken efficiency as the primary driver, signaling a focus on growth and new business models. Despite accelerating AI adoption, CTO confidence in scaling AI has dropped significantly, hindered by challenges in integrating AI across enterprise systems. The report identifies agentic AI as a crucial trend, demanding new governance frameworks, as tasks increasingly require clarification for human...

Here Are Tuesday’s Best Wall Street Analyst Research Calls: Centene, Darden Restaurants, Flutter Entertainment, GE Healthcare, IBM, Nike, SpaceX, Synopsys, Target, and More
24/7 Wall St.56d agoneutral
Here Are Tuesday’s Best Wall Street Analyst Research Calls: Centene, Darden Restaurants, Flutter Entertainment, GE Healthcare, IBM, Nike, SpaceX, Synopsys, Target, and More

Pre-Market Stock Futures: Futures are trading lower after a mixed start to trading on Monday, following the holiday-shortened week due to the Juneteenth Federal holiday. We may start to see some end-of-the-quarter reallocations and selling for Hedge funds, ETFs, and Mutual Funds this week, and today looks like a starting point. With most corporate buybacks ... Here Are Tuesday’s Best Wall Street Analyst Research Calls: Centene, Darden Restaurants, Flutter Entertainment, GE Healthcare, IBM, Nike,

Will The Stock Split Spark CrowdStrike’s Next Big Run?
Trefis56d agoneutral
Will The Stock Split Spark CrowdStrike’s Next Big Run?

Cybersecurity provider CrowdStrike (CRWD) authorized its first-ever stock split at a 4-for-1 ratio, scheduled for distribution after the market close on July 1. A single share, trading near $680, drops to approximately $170 after the split. The split follows a sustained operational recovery from the global IT outage of July 2024. CrowdStrike shares bottomed at $217.89 on August 2, 2024, under severe regulatory scrutiny. Over the next 22 months, the stock rebounded by more than 210%. The comeback

The ‘Tech Wreck’ Forces Wall Street to Ask How Much Upside Is Left in the High-Flying Stocks
Barrons.com56d agoneutral
The ‘Tech Wreck’ Forces Wall Street to Ask How Much Upside Is Left in the High-Flying Stocks

Stocks could be facing the end-of-quarter reckoning many investors feared when Elon Musk’s SpaceX unveiled plans for its multibillion-dollar initial public offering and Federal Reserve Chairman Kevin Warsh took over the central bank’s policy reigns earlier this month. The early signs of a late June “tech wreck” started to formulate Monday, with Google parent Alphabet shedding more than $225 billion in market value, its biggest slump in more than a year, and SpaceX extending its three-day decline to more than $600 billion. Shares in SpaceX were falling 4.3% in premarket trading Tuesday, putting them below $150 a share.

Microsoft's CEO Takes Aim At AI Companies: 'We Have To Walk The Walk' To Convince The Public
Benzinga56d agoneutral
Microsoft's CEO Takes Aim At AI Companies: 'We Have To Walk The Walk' To Convince The Public

Microsoft Corp. CEO Satya Nadella says a few companies should not be allowed to capture all of AI’s value, and he is building a strategy to stop them. In an interview with the Wall Street Journal this week, Nadella took aim at the firms warning about lost jobs and safety risks while demanding vast resources to expand, a clear shot at OpenAI and Anthropic. "No amount of just narrative is going to do it because where we are now, we have to sort of walk the walk," according to Nadella. The company

Jim Cramer Reveals What He’d Like To See With Microsoft (MSFT)
Insider Monkey56d agoneutral
Jim Cramer Reveals What He’d Like To See With Microsoft (MSFT)

We recently published Jim Cramer Discussed Expensive Phones, A Cheap Stock Sector & These 18 Stocks. Microsoft Corporation (NASDAQ:MSFT) is one of the stocks discussed by Jim Cramer. Software giant Microsoft Corporation (NASDAQ:MSFT)’s shares have been among the weakest this year. Over the year, they are down by 20% while year-to-date they are down by […]

Microsoft (MSFT) And Chevron Build A Huge Power Backing For AI Data Centers
Simply Wall St.56d agoneutral
Microsoft (MSFT) And Chevron Build A Huge Power Backing For AI Data Centers

Chevron and Microsoft announced a large co-located natural gas power plant and data center project in the US, focused on supporting AI infrastructure. The project is designed to secure dedicated energy capacity for Microsoft's growing AI data center workloads. The development plans to use non-freshwater sources and is expected to have a meaningful economic impact on the surrounding region. For investors watching Microsoft, ticker NasdaqGS:MSFT, this energy partnership comes at a time when...

Caterpillar (CAT) Lands Key Role In Chevron Microsoft AI Data Center Build
Simply Wall St.56d agoneutral
Caterpillar (CAT) Lands Key Role In Chevron Microsoft AI Data Center Build

Caterpillar (NYSE:CAT) is supplying engines and turbines to power a massive Microsoft AI data center in West Texas. The project is tied to a 20-year natural gas supply agreement between Chevron and Microsoft. Caterpillar's Power Generation segment is seeing strong demand, with record order backlogs linked to AI-related infrastructure projects. This new role in powering a large AI data center puts Caterpillar directly in the path of long-term computing and energy buildouts. While the company...

Why Fastly (FSLY) Stock Is Nosediving
StockStory56d agoneutral
Why Fastly (FSLY) Stock Is Nosediving

Shares of edge cloud platform Fastly (NASDAQ:FSLY) fell 5.2% in the afternoon session after a confluence of high-profile AI talent departures from Alphabet, and a regulatory overhang pulled the entire communication-services and software complex lower.