He listed seven software stocks that scored high on the new criteria - factors such as AI defensibility, the cost for customers to switch platforms, and the companies' pricing models. These stocks had ...

AI stocks like Microsoft and Snowflake were kept at bullish ratings by William Blair while the firm downgraded nine others.

NetApp's Jeff Baxter discusses data sovereignty strategies, AFX platform, AI Data Engine, and how to balance cloud partnerships with sovereignty.

NetApp's APJ CTO Dhruv Dhumatkar on why metadata is the real bottleneck, how the NFL explains enterprise IoT, and why sovereign clouds aren't optional anymore. NetApp has been selling storage to ...

Three announcements in a single week paint a picture of a storage company that's quietly rebuilt itself around AI workloads, NVIDIA partnerships, and a global data platform play. NetApp dropped three ...

Distributor rolls out tools to help CSPs keep track of licenses and to identify additional sales opportunities ...

NetApp Accelerates Momentum in AI Leadership with NVIDIANetApp AI Data Engine is launching to address complex data ...

PSTG eyes faster growth as hyperscaler demand for AI-ready storage lifts shipments outlook, with fiscal 2027 revenues seen at $4.3B-$4.4B despite supply risks.

Upwind, the runtime-first cloud security leader, today announced a partnership with Microsoft to deliver a unified Azure security solution to enterprises worldwide. The partnership brings together ...

Upwind, the runtime-first cloud security leader, today announced a partnership with Microsoft to deliver a unified Azure security solution to enterprises worldwide. The partnership brings together ...

NetApp continues to grow in spite of, and perhaps because of, uncertainties in the cloud, AI, and data center infrastructure ...

The leaders of Windows and Office are now getting promoted and report directly to Satya Nadella. The leaders of Windows and Office are now getting promoted and report directly to Satya Nadella. is a ...