Veeva Systems (NYSE:VEEV) CFO Brian Van Wagener said the company is expanding its artificial intelligence roadmap while continuing to see broad-based growth across its life sciences software portfolio.
Speaking at Citi’s Tech Conference, Van Wagener described Veeva as a vertical software provider f
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MongoDB (NASDAQ:MDB) executives said customer demand for its database platform is being supported by enterprise modernization efforts, AI-related workloads and growing interest in self-managed deployments, while the company works to raise awareness among senior decision-makers.
CJ Desai, MongoDB’s
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UiPath (NYSE:PATH) Chief Operating Officer Ashim Gupta said the company is focused on stabilizing growth and positioning its automation platform for reacceleration as enterprises expand their use of artificial intelligence, orchestration and process automation.
Speaking at the Citi Global TMT Confe
Micron's near-term outlook remains strong, but Nvidia's push to use cheaper memory, rising competition, and Micron's aggressive capacity expansion could create longer-term risks for the stock.
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Vertiv (NYSE:VRT) executives said demand for data center infrastructure remains strong and is showing signs of further strengthening, citing expanding customer pipelines, broader global activity and accelerating sales cycles.
Speaking at a Goldman Sachs event, Chief Executive Officer Gio Albertazzi
Hewlett Packard Enterprise (NYSE:HPE) CFO Marie Myers said the company’s recent quarterly results and revised fiscal 2027 framework reflect demand that continues to exceed available supply across networking, cloud and AI infrastructure.
Speaking at Citi’s technology conference, Myers said HPE repor
