Enterprise Edge: Insights & Innovations
- Strategic control of networks can provide enterprises a competitive edge
Converging forces of ROI, device maturity and edge AI are pushing private 5G into mainstream enterprise infrastructure.
- Intel’s new CEO cut management layers in half. The stock is up nearly 500%
by Jeff John RobertsWhen Lip-Bu Tan took over, Intel was drowning in debt and losing the AI game. In just 13 months, the new CEO has attracted capital infusions from Nvidia and SoftBank, and is closing in on a next-generation chip process.
- Microsoft seeks to be AI’s center of gravity again. CEO Satya Nadella is in San Francisco to make the case
by Sebastian HerreraSoftware giant revealed a sweep of product announcements at its Build developer conference on Tuesday.
- We're upping our Palo Alto price target after strong earnings vanquish AI disruption fears
The business momentum is clear here, validating the stock's dramatic comeback to fresh highs.
- Palo Alto Networks tops earnings as AI fuels cybersecurity urgency
The beat comes on lowered expectations, after the company gave disappointing guidance in February that fell short of analyst estimates.
- Ulta shares pop as beauty retailer beats Wall Street expectations and hikes earnings outlook
Ulta Beauty beat on the top and bottom lines for its fiscal first quarter on Tuesday as CEO Kecia Steelman praised the company's strategy.
- Victoria's Secret shares spike 40% after big earnings beat, raised sales outlook
Victoria's Secret has been in the midst of a turnaround under CEO Hillary Super, who said the company is winning over young shoppers across all incomes.
- HPE surges 19% after Monday's blowout earnings, closing its best day ever
CEO Antonio Neri told CNBC that the company is "uniquely positioned" to capture the disruption brought about by artificial intelligence.
- HPE skyrockets 30% on biggest earnings beat since 2018on June 1, 2026 at 9:30 pm
- Dell shares jump 39% after server maker reports fastest sales growth since return to public market in 2018on May 29, 2026 at 11:06 pm
- Software stocks wrap up best month since 2001 as talk of 'SaaSpocalypse' subsideson May 29, 2026 at 9:14 pm
- Dell stock skyrockets 32% for its best day ever as AI server revenue soarson May 29, 2026 at 8:10 pm
- SentinelOne stock drops 8% as cyber firm trims headcount to boost AI investmentson May 29, 2026 at 8:09 pm
- Costco issues a lukewarm quarter, but delivers on the metric that matters moston May 29, 2026 at 12:54 am
- Stocks making the biggest moves after hours: Dell Technologies, American Eagle Outfitters, Gap & moreon May 28, 2026 at 10:57 pm
- American Eagle's Aerie is booming, but its namesake brand is lagging despite Sydney Sweeney adson May 28, 2026 at 10:06 pm
- Okta jumps 8%, tops first-quarter results on agentic AI demandon May 28, 2026 at 10:04 pm
- Gap shares tumble 14% as retailer cuts sales guidance after disappointing Old Navy performanceon May 28, 2026 at 10:01 pm