Caterpillar’s latest earnings reveal a major shift. Surging demand from AI and cloud data centers is now a primary growth driver, with customers building on-site power plants using Cat equipment. This is reshaping their entire business.
Eutelsat’s planned sale of its passive ground infrastructure to Swedish private equity firm EQT has fallen through. The deal, announced in August 2024 and called off Jan. 29, would have created a major ground station-as-a-service company.
Google has agreed to pay a combined $200 million to settle two major privacy class action lawsuits. The settlements address claims the company collected cellular data and recorded conversations without proper consent.
In the latest season of The Economist’s Boss Class podcast, host Andrew experiments with using AI in his daily work. His first big test? Having Claude write his management column for him. The outcome is a revealing look at the current limits of generative AI.
Microsoft’s latest earnings show a company divided. While AI and cloud services drive record profits, the Xbox division is a persistent weak spot, with declining hardware sales and subscription revenue. The future of the iconic gaming brand looks uncertain.
Major enterprise software stocks are getting hammered. The sell-off highlights how quickly investor sentiment has shifted, raising big questions about growth and AI’s impact.
The VP who helped lead Amazon’s gaming push for over eight years is out. This follows major layoffs last year and the shutdown of development on their only in-house hit, New World.
Solar energy accounted for 58% of all new U.S. power capacity in the first nine months of 2025. From island resorts to manufacturing exports, the technology is moving from the fringe to the foundation of the global energy system.
SAP’s current cloud backlog grew 16% last quarter, falling short of the 26% target CEO Christian Klein had set. The company is accelerating its cloud pivot, announcing a massive share buyback and setting a firm end-of-2027 deadline for most on-premise support.
Premarket trading was a rollercoaster of reactions to corporate earnings. Meta Platforms led the charge with a 9% surge on a strong forecast, while Microsoft dropped 7% despite beating estimates. The moves highlight how investor focus has shifted from past results to future guidance.
