24/7 Wall St.

TELUS CEO’s Parting Shot: ‘$2 Billion in AI Revenue by 2028’ Is the Number He Wants Investors to Remember

Darren Entwistle spent 26 years building TELUS (NYSE:TU) into something more than a phone company. His final earnings call as CEO, on February 12, 2026, made one thing crystal clear: he’s handing over ...

The AI Revenue Story Nobody Is Talking About

Darren Entwistle spent 26 years building TELUS (NYSE:TU) into something more than a phone company. His final earnings call as ...
24/7 Wall St.

CNBC: “Oracle may be the canary in the coal mine.” For AI Deals | ORCL Stock

Oracle may be the canary in the coal mine. That line, from a CNBC segment recorded the day before Oracle’s most recent ...

Tech AI spending may approach $700 billion this year, but the blow to cash raises red flags

Tech's megacaps announced major increases in capex spend for 2026, and now investors are preparing for cash to dwindle.

Oracle can self-fund AI capex without hitting credit markets, DCLA says

Before Oracle reported earnings on March 10, the narrative was ugly. Job cuts. AI cash crunch. A stock down 23% year to date. Reddit’s r/stocks was flooded with a thread titled “What is wrong with ...

Why ORCL Slipped 50% From Its AI Peak

The rising AI-driven backlog and $50B capital expenditure plans raised investors' concerns regarding potential short-term profits, while increasing ...

SentinelOne outlines 20% revenue growth target for FY27 while advancing AI security and platform adoption

Q4 2026 Management View CEO Tomer Weingarten highlighted that "Fiscal '26 was a landmark year for SentinelOne. We achieved $1 billion revenue scale, growing 22% year-over-year and delivered full year ...