Microsoft’s backlog more than doubles thanks to AI deals
By Emily Bary Publication Date: 2026-01-28 12:32:00 Microsoft reported $625 billion in commercial remaining performance obligations as of the December…
Tag: backlog
RBC Initiates Nvidia (NVDA) at Outperform, Cites $500B+ AI Backlog and Ecosystem Dominance
By Ghazal Ahmed Publication Date: 2026-01-20 20:39:00 NVIDIA Corporation (NASDAQ:NVDA) is one of the AI Stocks Making Waves on Wall…
Oracle: ‘Buy’ the decline as backlog diversification continues
By Gary Alexander Publication Date: 2026-01-20 15:16:00 Oracle Corporation is rated Buy after a 40% decline, with the current valuation…
Assessing Broadcom (AVGO) Valuation After Strong Backlog And AI Driven Growth Expectations
By Simply Wall St Publication Date: 2026-01-19 16:06:00 Never miss an important update on your stock portfolio and cut through…
Broadcom Stock (AVGO) Weekend Update: Analysts See 2026 Upside as AI Backlog, Margin Mix and VMware Growth Stay in Focus
NEW YORK, Dec. 28, 2025, 9:29 a.m. ET — Market closed Broadcom Inc. (NASDAQ: AVGO) heads into the final trading…
Microsoft: AI Utility – Weighing $392 Billion Backlog Against CapEx Depreciation (MSFT)
By Esxeleryn Analytics Publication Date: 2025-12-28 06:11:00 Discover why Microsoft is a top buy with strong AI-driven growth, rising Azure…
Amazon.com (AMZN) Is Up 5.0% After Expanding AI Infrastructure, AWS Backlog and Strategic Partnerships – What’s Changed
In recent days, Amazon and its partners have announced a wave of AI- and cloud-focused initiatives spanning AWS infrastructure expansion,…
Oracle Stock News and Forecast (ORCL) for December 26, 2025: TikTok JV, $523 billion backlog and AI spending in focus
By Shan Ahmed Khan Publication Date: 2025-12-26 12:50:00 December 26, 2025 — Oracle Corporation (NYSE: ORCL) closes out 2025 in…
Broadcom Stock (AVGO) News Today: AI Backlog, VMware, Dividend, and Analyst Forecasts for 2026 (Dec. 26, 2025)
Broadcom Inc. (NASDAQ: AVGO) is heading into the final trading stretch of 2025 with investors trying to answer a deceptively…
Broadcom: AI Beneficiary, Growing Backlog, Cheap Valuations, And Oversold Indicators(AVGO)
By Juxtaposed Ideas Publication Date: 2025-12-23 16:30:00 Discover why AVGO is a top Buy with strong AI-driven growth, rising backlogs,…