Consumer Tech News (May 25-29): Dell, IBM, CrowdStrike, Meta Lead Big Tech AI Push

Benzinga05-31

Gov. Gavin Newsom (D-CA) on Thursday criticized the President Donald Trump Administration's decision to introduce a $250 bill featuring a portrait of the President. Earnings Results Dell Technologies ...

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href=https://www.benzinga.com/markets/tech/26/05/52894213/consumer-tech-news-may-25-29-dell-ibm-crowdstrike-meta-lead-big-tech-ai-push><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Gov. Gavin Newsom (D-CA) on Thursday criticized the President Donald Trump Administration's decision to introduce a $250 bill featuring a portrait of the President.\nEarnings Results\nDell Technologies ...</p>\n\n<a href=\"https://www.benzinga.com/markets/tech/26/05/52894213/consumer-tech-news-may-25-29-dell-ibm-crowdstrike-meta-lead-big-tech-ai-push\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AIPO","symbol_name":"Defiance AI and Power Infrastructure 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billion, surpassing analyst estimates of $35.45 billion, according to Benzinga Pro. Adjusted earnings came in at $4.86 per share, well above expectations of $2.94 per share.\nUiPath Inc. (NYSE:PATH) reported quarterly earnings of 15 cents per share, which missed the Street estimate of 16 cents. Revenue clocked in at $418.38 million, which beat the consensus estimate of $397.81 million.\nMongoDB Inc (NASDAQ:MDB) posted first-quarter revenue of $687.62 million, beating analyst estimates of $667.82 million and adjusted earnings of $1.32 per share, beating analyst estimates of $1.18 per share.\nAutodesk Inc. (NASDAQ:ADSK) reported earnings of $2.99 per share, which beat the consensus estimate of $2.84. Revenue came in at $1.93 billion, which beat the Street estimate of $1.89 billion.\nWeibo Corp. (NASDAQ:WB) reported first-quarter revenue of $421.3 million and above the analyst consensus estimate of $417.9 million.\nSalesforce Inc (NYSE:CRM) reported first-quarter revenue of $11.13 billion, beating the consensus estimate of $11.05 billion and adjusted earnings of $3.88 per share, well above estimates of $3.12 per share.\nLi Auto Inc. (NASDAQ:LI) reported first-quarter 2026 revenue of 23.0 billion Chinese yuan ($3.33 billion), but exceeded the analyst consensus estimate of $3.14 billion. Adjusted net loss came in at 2.09 yuan per American depositary share, or 30 cents, compared with Wall Street expectations for a profit of 7 cents per share.\nXPeng Inc. (NYSE:XPEV) reported quarterly revenue of 13.03 billion Chinese yuan ($1.89 billion), down 17.6% year over year and below the analyst consensus estimate of $3.13 billion. \nPhotronics Inc. (NASDAQ:PLAB) reported non-GAAP net income attributable to shareholders of $24.9 million, or 42 cents per diluted share, missing the estimated 54 cents per share.\nMarvell Technology Inc. (NASDAQ:MRVL) reported first-quarter results that narrowly topped Wall Street estimates and issued upbeat long-term growth projections tied to AI infrastructure demand.\nHP Inc. (NYSE:HPQ) reported quarterly earnings of 86 cents per share, which beat the consensus of 71 cents and revenue came in at $14.41 billion, which beat the Street estimate of $14.04 billion.\nSynopsys Inc. (NASDAQ:SNPS) reported quarterly earnings of $3.35 per share, which beat the Street estimate of $3.15 and revenue of $2.28 billion, which beat the consensus estimate of $2.25 billion.\nMarvell Technology Inc. (NASDAQ:MRVL) reported earnings of 80 cents per share, which beat the analyst consensus estimate of 79 cents, and revenue came in at $2.42 billion, which beat the analyst consensus estimate of $2.4 billion.\nKingsoft Cloud Holdings Limited (NASDAQ:KC) reported first-quarter fiscal 2026 results, with revenue rising year over year and topping analyst estimates as demand for AI-related cloud services accelerated.\nTechnology, Hardware & IT\nDell said that some of its biggest AI customers are signing multi-year server deals without knowing the final price, prioritizing access to computing power over cost as demand continues to overwhelm supply.\nThe Pentagon awarded Dell Federal Systems a five-year, $9.7 billion deal to manage Microsoft Corp. (NASDAQ:MSFT) software licensing across the Defense Department, intelligence community and U.S. Coast Guard.\nInternational Business Machines Corporation (NYSE:IBM) and Red Hat launched Project Lightwell, a $5 billion initiative focused on securing open source software as AI-driven cyber threats increase.\nInfosys Limited (NYSE:INFY) on Thursday announced a lineup of new AI-powered digital experiences for tennis fans in partnership with Roland-Garros.\nNebius Group N.V. (NASDAQ:NBIS) shares are rising in extended trading on Wednesday after Situational Awareness reported a 5.6% stake in the neocloud company.\nCrowdStrike Holdings, Inc. (NASDAQ:CRWD) is expanding its Project QuiltWorks initiative with major players in the cyber insurance industry.\nSuper Micro Computer, Inc (NASDAQ:SMCI) is collaborating with Taiwanese authorities to help prevent illicit diversion of its server technology.\nMeta Platforms Inc (NASDAQ:META) is expanding beyond its advertising roots by introducing paid subscriptions across Instagram, Facebook, WhatsApp, and Meta AI as the company looks to unlock new AI-driven revenue streams and deepen monetization of its massive global user base.\nCoreWeave, Inc. (NASDAQ:CRWV) launched unified agentic AI capabilities aimed at enhancing the development of reliable AI agents.\nSemiconductors\nTaiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM) Senior Vice President of Business Development Kevin Zhang told Reuters that rising electricity demand from AI is making energy efficiency a central priority for future chip development.\nBloomberg reported that Qualcomm Inc (NASDAQ:QCOM) reached a deal to supply TikTok parent ByteDance with application-specific integrated circuits (ASICs) for AI data centers.\nNvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang announced the company plans to spend approximately $150 billion a year in Taiwan.\nIREN Limited (NASDAQ:IREN) said Tuesday it signed a purchase agreement with Dell for NVIDIA air-cooled Blackwell systems to support its previously announced five-year, $3.4 billion managed-services AI cloud contract.\nIntel Corp. (NASDAQ:INTC) launched new Arc G-series processors for Windows handheld gaming PCs.\nOkta Inc. (NASDAQ:OKTA) reported quarterly earnings of 91 cents per share, which beat the analyst consensus estimate of 85 cents, according to Benzinga Pro data. Revenue came in at $765 million, easily beating the Street estimate of $751.88 million.\nSentinelOne Inc. (NYSE:S) reported quarterly adjusted earnings of four cents, which beat the Street estimate of two cents, according to Benzinga Pro data. Revenue came in at $276.66 million, shy of the $277.31 million consensus estimate. \nAutomobile & Aerospace\nCounterpoint Research data showed a changing competitive landscape in the global battery electric vehicle (BEV) market during the first quarter of 2026, with Tesla, Inc. (NASDAQ:TSLA) reclaiming the top spot even as overall industry growth remained modest and demand weakened in key regions.\nJeff Bezos-backed commercial space flight company Blue Origin‘s outer space goals hit a setback as the flagship New Glenn rocket exploded during Thursday's static fire test at the Kennedy Space Center in Cape Canaveral, Florida.\nSpaceX, founded by billionaire Elon Musk, has reportedly adjusted its IPO valuation target to at least $1.8 trillion, from a previously estimated $2 trillion valuation.\nVirgin Galactic Holdings (NYSE:SPCE) announced a federal court granted preliminary approval of a settlement resolving two longstanding shareholder derivative lawsuits.\nRocket Lab Corporation (NASDAQ:RKLB) successfully passed the System Requirements Review for the Space Development Agency’s Tracking Layer Tranche 3 constellation, which is part of a contract worth approximately $816 million.\nGeneral Motors Co. (NYSE:GM) said its defense unit will supply battery-electric propulsion for a new lunar terrain vehicle as NASA's Moonbase goals take shape.\nArtificial Intelligence\nOpenAI-Japanese banks are now at the center of a fast-moving geopolitical story. Japanese Finance Minister Satsuki Katayama confirmed that some Japanese financial institutions have received access to OpenAI’s GPT-5.5-Cyber model, specifically to defend against cyberattacks.\nPRF Technologies Ltd. (NASDAQ:PRFX) issued an update on the advancement of its AI-driven renewable energy revenue optimization platform, DeepSolar Predict.\nAnthropic overtook OpenAI as the world’s most valuable startup after raising $65 billion in Series H, valuing the company at $965 billion.\nTempus AI Inc (NASDAQ:TEM) revealed a significant expansion of new indications for its AI-enabled Next platform.\nRobinhood Markets Inc. (NASDAQ:HOOD) launched new AI-powered finance tools that allow autonomous agents to trade stocks and make purchases on behalf of users.\nPhoto via Shutterstock","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"0","news_tag":"express","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":5,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.46.0","shortVersion":"4.46.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2639198841","isCrawlerRequest":true}