WD closed fiscal 2026 with gross margin of 54.4% and the 40TB ePMR platform shipping on schedule, with roughly two-thirds of sequential revenue growth coming from price and nearline exabyte growth running at half Seagate’s rate.

Second quarter FY2026 results reinforce recurring revenue momentum while Cloud Clean Room expands recovery validation for IBM Power environments.

Why identity, permissions, and cross-application behavior must be actively governed before autonomous agents execute commands in the enterprise.

Dynatrace posts strong revenue and ARR gains, yet shifting cloud budgets and aggressive AI expansion trigger questions around long-term margins.

Revenue and EPS beat, AI segment EBITDA turned positive, and the capital allocation now points toward compute rather than launch. Connectivity carries the revenue, AI carries the capital, and the August 6 unlock tests whether the story survives new supply.

EPYC carried the quarter, Helios ships later this quarter, and the TAM revision arrives well before the accelerator revenue does while peer prints from Intel, TSMC and the memory makers suggest supply, not appetite, is still setting the pace in AI compute.

As GPU and memory constraints ravage server supply chains and channel partners struggle to offer pricing certainty, IBM infrastructure may deliver a left-field option that you can actually get delivered in days.

July ran opposite to the technology data. We think the disagreement is about execution timing across a supply chain with no buffer left.

Net new Subscription ARR moderated while the company’s long-term platform strategy advanced into Azure as a Native Azure Integration.

Ingram Micro tops Q2 guidance as its AI-driven Xvantage platform scales efficiency, expands high cloud margins, and reshapes global tech distribution.