A programming note: I initially wanted to cover Microsoft’s earnings today, but I am changing the schedule a bit as I felt more inspired to write today’s piece. Almost two decades ago, Hewlett-Packard (HP) was the first tech company to exceed $100 Billion annual revenue threshold in 2007.| MBI Deep Dives
The National Center for Public Policy Research (NCPPR) was recently shot down by Microsoft after submitting a shareholder proposal asking Microsoft "to clarify whether its work in Europe—particularly in partnership with governments and nongovernmental organizations—could expose the company to pressu| nationalcenter.org
A look at hyperscaler moves across AI, Data, DevOps, and Security.| HHHYPERGROWTH
A look at the shifts and M&A across the Identity Security market, and how Okta's stumbles let CyberArk catchup.| HHHYPERGROWTH
NVIDIA's supply constraints have been easing until it hit some Blackwell delays.| HHHYPERGROWTH
