All right. Continuing the afternoon sessions at TMT Day 2. I'm Sanjit Singh. I cover the infrastructure software practice on the Morgan Stanley research team. Thrilled to have the Snowflake management ...

AI is moving from copilots to autonomous systems, and enterprises need infrastructure built for that shift. The Dell AI Factory with NVIDIA delivers a validated, end-to-end AI stack spanning ...

Intuit lost 42% of its market cap as AI agents threaten to replace QuickBooks and TurboTax. Here's what the company says ...