ZS' Z-Flex gains traction with $290M in bookings and rising multi-module deals. Can this flexible model sustain its strong revenue growth?

DDOG expands AI-driven observability and security tools as ARR growth, rising enterprise adoption and AI-native demand fuel its platform momentum.

ASML Holdings' High-NA EUV is moving into early adoption, with AI-driven chip demand and advanced node transitions supporting its long-term growth...

SOUN's enterprise AI surge fuels rapid revenue growth, with expanding deals, strong ROI and scalable pricing positioning it as a key long-term driver.

Lumen's NaaS and PCF deals, fiber expansion and AI-driven network demand are fueling growth, with billions in deals and rising enterprise adoption.

MU rides on surging HBM demand as AI server growth tightens supply, boosts pricing power and locks in 2026 capacity through long-term deals.

CRWD is leveraging AI partnerships with NVIDIA, EY and others to boost Falcon platform capabilities and expand into AI security markets.

CRWD is leveraging AI partnerships with NVIDIA, EY and others to boost Falcon platform capabilities and expand into AI security markets.

Dell Technologies rides surging AI server demand with $64B in orders and a $43B backlog, positioning its AI business as a powerful long-term growth...

Dell Technologies rides surging AI server demand with $64B in orders and a $43B backlog, positioning its AI business as a powerful long-term growth...