Software & Services

CoreWeave’s Q1 earnings show soaring revenue but a sharp earnings loss, raising worries about high CapEx, tight margins, and supply‑chain risks for its GPU‑compute growth.

Sir Rod Drury’s return of Xero’s New Zealander award sparks questions on leadership, market sentiment and the firm’s AI‑driven future.

Cloudflare’s bold 20 % workforce cut to deploy AI tools sparks a 19‑24 % share plunge, yet positions the company as a new AI‑first edge platform. Investors should gauge long‑term gains against short‑term costs.

Intuit’s latest quarter shows strong QuickBooks and TurboTax growth, fueled by a shift to cloud services and AI‑powered analytics—positioning the fintech leader for global expansion and lasting competitive edge.

Fortinet’s 2026 H1 results show a shift to high‑margin, recurring UC and cloud‑security services, improving margins and dividend payouts while navigating competitive and regulatory risks.

IREN’s $625 M Mirantis acquisition and $40 B+ tech‑industry stake boost GPU‑powered AI infrastructure, blending hardware, Kubernetes, and investor confidence.

Monday.com’s modest EPS and revenue uptick signals steady growth for enterprise‑software, showing stronger subscriptions and lower churn while highlighting AI, global expansion, and data‑privacy challenges for investors and users.

AppLovin’s Q1 2026 earnings show a 12 % revenue rise to €1.4 bn and a record 35 % operating margin, yet a 7 % share drop underscores valuation concerns and market volatility.

Discover how CrowdStrike’s new Falcon Exposure Management extends endpoint protection into AI‑driven visibility across cloud, internet‑facing assets, and connected devices, boosting revenue and easing analyst load.

IREN Ltd’s Mirantis acquisition boosts Kubernetes expertise and Nvidia‑powered AI, promising 15‑20% AI‑service revenue growth and higher GPU efficiency.