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Fortinet (NASDAQ:FTNT) executives said the cybersecurity company sees artificial intelligence as a growing source of demand for network security, particularly as enterprises and emerging “neocloud” providers build AI infrastructure and seek to protect machine-generated traffic.
Speaking at the Gold
American Tower (NYSE:AMT) President and CEO Steve Vondran said the company is positioning for a series of demand catalysts across its tower and data center businesses, with management focused on organic growth, margin expansion and disciplined capital allocation.
Speaking at the Goldman Sachs Commu
Michael Dell, CEO and founder of Dell Technologies (NYSE:DELL), said enterprises are in the early stages of adopting artificial intelligence infrastructure, with companies increasingly viewing technology spending as a means of creating value rather than as a traditional IT budget expense.
Speaking
NXP Semiconductors (NASDAQ:NXPI) is positioning its portfolio around “physical AI,” with Chief Executive Officer Rafael Sotomayor saying the company aims to apply its longstanding strengths in security, functional safety, real-time processing and reliability to increasingly intelligent edge devices.
Robinhood Markets (NASDAQ:HOOD) is pursuing a strategy centered on expanding access to financial asset ownership, with priorities spanning active trading, broader consumer financial services and international infrastructure, Chief Executive Officer and Co-Founder Vlad Tenev said during a discussion
Okta (NASDAQ:OKTA) President and COO Eric Kelleher said enterprise customers are increasingly seeking guidance on securing AI agents, with uncertainty around the emerging technology representing a central challenge for the identity-security market.
Speaking at the Goldman Sachs Communacopia + Techn
Comcast (NASDAQ:CMCSA) Chief Financial Officer Jason Armstrong said the company’s planned separation of its connectivity and technology operations from NBCUniversal and Sky reflects diverging competitive conditions, investment needs and strategic priorities across the businesses.
Speaking at the Go
Advanced Micro Devices (NASDAQ:AMD) executives said the company is expanding its role in artificial intelligence from a semiconductor supplier toward a provider of rack-scale systems and software, while positioning its server CPU portfolio for increased demand from agentic AI workloads.
Speaking at
Lam Research (NASDAQ:LRCX) said it is prioritizing customer execution, capacity readiness and product-roadmap delivery as semiconductor equipment demand remains strong and customers seek tools sooner than the company can provide them.
During a Goldman Sachs discussion with Senior Equity Analyst Jim
Skyworks Solutions (NASDAQ:SWKS) Chief Executive Officer Phil Brace said the company remains confident its proposed merger with Qorvo will close within the calendar year, with the combined business expected to pursue $500 million in cost synergies and expand its reach in mobile, aerospace and defens
Check out the companies making headlines this week: Solaris Energy Infrastructure (NYSE:SEI): Mobile power and logistics company Solaris Energy Infrastructur...
Chime Financial agreed to acquire Stride Bank for $590 million in cash, gaining a national charter to cut partner fees, protect interchange revenue, and lower lending costs ahead of a 2027 closing.
Lumen Technologies (NYSE:LUMN) is focusing its strategy on digitizing enterprise networking, expanding Network-as-a-Service offerings and managing its legacy operations for cash generation, President and CFO Chris Stansbury said at the Goldman Sachs Communacopia + Technology Conference.
Stansbury s
Super Micro Computer (NASDAQ:SMCI) said demand for artificial intelligence infrastructure remains strong and that its growing order book, broader customer base and expanding portfolio of integrated data-center products support its fiscal 2027 outlook.
Speaking at the Goldman Sachs Communacopia and
NVIDIA (NASDAQ:NVDA) Chief Executive Officer Jensen Huang said the expansion of generative artificial intelligence, combined with the end of Moore’s law, is driving a major increase in demand for computing infrastructure and semiconductors.
Speaking at the Goldman Sachs Communacopia + Technology Co
