Microsoft a publié des résultats pour le troisième trimestre supérieurs aux attentes, portés par une demande soutenue pour ses services de cloud et d'intelligence artificielle.
Les services cloud Azure ont enregistré une croissance à taux de change constants de 39 pour cent, atteignant la borne supérieure des performances récentes. L'entreprise prévoit une expansion similaire pour le quatrième trimestre, se situant entre 39 et 40 pour cent.
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Dell Technologies reported robust results that drove its stock up more than 30 percent. The company raised its fiscal 2027 revenue guidance by 27 billion dollars and nearly 5 dollars in earnings per share. Artificial intelligence server revenue jumped 757 percent year over year.
Microsoft has outlined a $190 billion capital expenditure budget for artificial intelligence in fiscal year 2026. The plan highlights ongoing heavy investments in AI amid competitive pressures in the sector. Analysts express caution over the sustainability of such spending.
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Advanced Micro Devices posted first-quarter results that topped expectations, with revenue climbing 38 percent on robust server chip sales tied to artificial intelligence.
Satya Nadella said Xbox must pursue economically viable growth after years of heavy investment with limited returns. He spoke at The New York Times Hard Fork event on June 10.
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Comfort Systems USA posted 56.5 percent year-over-year revenue growth for the first quarter of 2026. The increase came from strength in both its electrical and mechanical segments. A record backlog and demand tied to AI infrastructure support further growth expectations.
Tata Consultancy Services expects muted revenue and profit growth for the June 2026 quarter. Client decision cycles are lengthening and project ramp-ups are slowing. Revenue is forecast to stay flat compared with the previous quarter.
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Asian markets surged on June 25 after Micron Technology projected robust future demand during its fiscal third quarter earnings call. The chipmaker's shares rose sharply, boosting confidence in the AI trade. Falling oil prices added to the positive sentiment across regional bourses.