Because Broadcom sells both chips and software solutions, it has diversified revenue streams that give it a competitive moat.

We’ve written a lot about backlogs on this site. Those long lists of games we want to play or finally get around to finishing. I have a backlog. It’s very big. It’s scary to think about. And I also ...

OpenAI and Microsoft have a reconfigured relationship. The software giant revealed just how much OpenAI is driving its RPO.

Microsoft's commercial backlog more than doubled year over year, pointing to enormous demand for AI.

Even with its solid growth engines, Oracle's stock stumbled over the past 12 months, down 5%. Still, longer-term investors ...

Discusses Backlog, Pipeline, and Revenue Recognition Strategy Across AI Infrastructure and Data Center Programs ...

Energy & Transportation growth, rising backlog, and upside potential—plus tariff margin risks. Click for more on CAT.

Symbotic’s SYM high backlog positions it to generate substantial revenues in the foreseeable future. In the third quarter of fiscal 2025, for which results were released earlier this month, the ...