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The cloud computing race accelerates as AI demand drives Big Tech

  • Microsoft (NASDAQ:MSFT) reported fiscal Q4 2026 revenue of $90 billion, up 18% year over year, with cloud growth supporting overall performance.
  • The company’s Intelligent Cloud segment generated $39.3 billion in revenue, while Azure and other cloud services revenue increased 43% and surpassed $100 billion in annual revenue.
  • Technology companies are increasing cloud and AI investments while managing infrastructure costs, enterprise demand, and competition across digital services.
Read more: The cloud computing race accelerates as AI demand drives Big Tech
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Aerospace giants navigate demand growth and production pressures

  • Boeing (NYSE:BA) reported Q2 2026 revenue of $24.6 billion, up 8% year over year, supported by 171 commercial airplane deliveries.
  • The company reported a GAAP loss per share of $0.67 and a core loss per share of $0.76, while total backlog reached a record $715 billion.
  • The aerospace sector continues balancing aircraft demand, production execution, supply chain constraints, and profitability across commercial and defense operations.
Read more: Aerospace giants navigate demand growth and production pressures