Rubrik posts strong FQ2 2026 growth with 57% cloud ARR, a growing customer base, and a data security role supporting upside.
Microsoft EVP of Cloud + AI Scott Guthrie says the goal is to be able to 10X the AI training every 18-24 months. This likely ...
IREN shifts from bitcoin mining to AI compute with a $10B Microsoft deal boosting ARR and trading at 4.6x 2026/2027 sales.
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