MSFT

TeamViewer today announced the appointment of Peter Ruchatz as Chief Marketing Officer (CMO), effective September 2026. Ruchatz is an accomplished B2B software marketing leader with a proven track record of delivering strong growth in Enterprise and SMB segments. He will join TeamViewer's Senior Leadership Team and lead the global marketing organization across brand, product marketing, demand generation, channel marketing, and pricing.

Dell Federal Systems, a unit of the company dedicated to serving the government, wins a US defense contract.

Microsoft's Azure is now uniquely positioned as the only cloud hosting both OpenAI and Anthropic frontier models. Read why MSFT stock is a Strong Buy.

The Pentagon on Wednesday announced a ‌five-year, $9.69 billion agreement to consolidate ‌Microsoft and other enterprise software licenses scattered across ​the military services, the intelligence community, and the U.S. Coast Guard into a single contract vehicle, officials said. The cost-cutting ‌effort hands Microsoft ⁠a guaranteed enterprise-wide foothold across the U.S. armed forces while ⁠squeezing out duplicative spending that officials said had quietly ballooned across years ​of fragmented, ​go-it-alone procurement. The deal, ​called the Core ‌Enterprise Technology Agreement, is not new spending because baskets of Pentagon software contracts came up for renewal simultaneously.

HP beat Wall Street estimates for second-quarter revenue and profit on Wednesday, driven by strong demand for ‌AI-optimized personal computers and the Windows 11 refresh cycle. PC makers ‌including HP, Dell Technologies and China's Lenovo Group are navigating a shortage of memory ​chips as data center buildout is sucking up capacity and triggering price increases of smartphones and PCs. That supply crunch is pushing some enterprises toward higher-margin premium devices during the Windows 11 upgrade cycle after Microsoft ended ‌support for Windows 10 in ⁠October last year.

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Morgan Stanley says Microsoft's data center expansion could support higher long-term revenue.

Microsoft's $43 Billion AI Bombshell Has Wall Street Buzzing