Thursday, February 12, 2026 at 8:57 AM
Lenovo reported an 18% year-over-year revenue increase in its fiscal third quarter, driven by AI demand and consumer PC purchases, although net income fell by 21%, indicating margin pressures.
Capgemini said it expects artificial intelligence-related demand to fuel growth in 2026, after AI services lifted orders in last year’s final quarter.
Soaring profits and stocks funnel more of GDP toward companies, their top employees and shareholders. AI will intensify this trend.
Plus, software’s hard reboot
The company reported that its cloud-computing growth has been slower than rivals.
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