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

Major tech companies drove AI innovation this week with strong earnings and strategic initiatives. Dell reported record Q1 revenue of $43.84B, significantly beating estimates, while IBM and Red Hat launched a $5B open-source security initiative. Meta expanded into paid subscriptions across its platforms, and CrowdStrike expanded its cybersecurity initiatives. Anthropic surpassed OpenAI as the world's most valuable startup at $965B valuation. Japanese banks gained access to OpenAI's GPT-5.5 model for cybersecurity defense.

05/31/2026, 9:53 AM • Benzinga

Deal Dispatch: Fertitta Entertainment Buys Caesars For $17.6 Billion, Arsenal Capital Buys Velcro Brands, Teaneck Surgical Center Bankruptcy

Major M&A activity includes Fertitta Entertainment's $17.6 billion all-cash acquisition of Caesars Entertainment at $31 per share, Autodesk's $3.6 billion purchase of MaintainX, and MasterBrand's completion of its $3.6 billion acquisition of American Woodmark. Other notable deals include DigitalBridge acquiring ArcLight Capital Partners for $1.05 billion, Global-e acquiring Passport for $350 million, and Mission Produce completing its acquisition of Calavo Growers. Several companies initiated strategic reviews including Monro, Fortune Brands, and Largo.

05/29/2026, 2:15 PM • Benzinga

Dow Jones Tops 51,000, Dell Jumps 28% On Blowout AI Sales: Stock Market Today

U.S. stocks reached record highs on Friday as the Dow Jones surged to 51,047, driven by Dell Technologies' blowout earnings report showing 88% revenue growth and $24.4 billion in AI-related orders. The company raised its fiscal 2027 revenue outlook to $165-169 billion and AI server revenue target to $60 billion, sparking broad gains across AI infrastructure and semiconductor stocks. Easing Middle East tensions pressured energy markets, while the S&P 500 advanced 0.2% and is on pace for its ninth consecutive weekly gain.

05/29/2026, 12:39 PM • Benzinga

Digital Twin Market Expected to Reach US$ 140 Billion by 2031

The global digital twin market, valued at $13.74 billion in 2024, is expected to grow at a 40.1% CAGR to reach $140.94 billion by 2031. Growth is driven by increasing IoT adoption, Industry 4.0 implementation, and enterprise focus on predictive maintenance. North America leads with 35% market share, while Asia Pacific is the fastest-growing region. Large enterprises and healthcare sectors show the strongest adoption rates.

05/29/2026, 9:00 AM • GlobeNewswire

Autodesk Stock Sinks Despite Q1 Earnings Beat

Autodesk reported Q1 earnings of $2.99 per share, beating consensus estimates of $2.84, with revenue of $1.93 billion exceeding the $1.89 billion estimate. The company also raised its fiscal 2027 guidance for both EPS and revenue. However, the stock declined 3.84% to $231.70 in after-hours trading despite the positive results.

05/28/2026, 4:28 PM • Benzinga

3 Battered Software Stocks Poised for a Strong Rebound After the AI-Driven Selloff

The software sector has experienced significant declines due to AI disruption fears, but three high-quality companies—ServiceNow, Autodesk, and Zscaler—are trading at deep discounts with strong fundamentals and significant upside potential. Despite year-to-date declines of 18-40%, these firms maintain competitive advantages and are well-positioned for recovery as market sentiment stabilizes.

04/17/2026, 1:17 PM • Investing

3 Battered Software Stocks Poised for a Strong Rebound After the AI-Driven Selloff

The software sector has experienced significant declines due to AI disruption fears, but three high-quality companies—ServiceNow, Autodesk, and Zscaler—are trading at deep discounts with strong fundamentals and significant upside potential. Despite year-to-date declines of 18-40%, these firms maintain durable competitive advantages and are well-positioned for recovery as market sentiment stabilizes.

04/17/2026, 8:41 AM • Investing

3 Battered Software Stocks Poised for a Strong Rebound After the AI-Driven Selloff

The software sector has experienced a significant selloff due to AI disruption fears, erasing over $1 trillion in value. However, three high-quality companies—ServiceNow, Autodesk, and Zscaler—have been marked down alongside more speculative names, creating attractive entry points. Despite year-to-date declines of 18-40%, these companies maintain strong fundamentals, competitive advantages, and are well-positioned to benefit from AI adoption, making them compelling rebound candidates.

04/17/2026, 7:01 AM • Investing

The Great Rotation Is Coming: 2 Stocks Deemed AI "Losers" to Load Up On Today

Despite market panic over AI disruption, software stocks Wix and Autodesk are trading at attractive valuations and show no financial deterioration. Both companies are well-positioned to compete in the AI era, with strong revenue growth and healthy cash flows, making them compelling long-term buys before market sentiment shifts.

04/14/2026, 12:15 PM • The Motley Fool

When AI Starts Building the Game

Google's Project Genie AI game design tool sparked a market sell-off in gaming stocks, raising concerns about disruption to game engines and platforms. However, analysts argue the technology is still limited and may actually benefit established platforms with distribution control and quality gatekeeping. Meanwhile, PayPal's CEO departure signals board dissatisfaction, though the stock's valuation at 8.5x earnings presents a potential value opportunity.

02/11/2026, 12:14 PM • The Motley Fool

Geographic Information System (GIS) Market Share Analysis, Industry Trends & Statistics, Growth Forecasts Worldwide (2026-2031)

The GIS market is projected to grow from USD 14.56 billion in 2025 to USD 31.8 billion by 2031, with a CAGR of 13.94%. Growth is driven by smart-city expansion, cloud-native GIS adoption, AI integration, and increased demand from transportation, oil and gas, and public safety sectors. North America leads with 37.80% market share, while Asia-Pacific shows the strongest growth potential at 15.95% CAGR.

01/21/2026, 6:00 AM • GlobeNewswire

HD Hyundai Goes All-In On Palantir AI In Expanded Group-Wide Deal

HD Hyundai has expanded its multi-year partnership with Palantir Technologies to deploy Palantir's Foundry and AI Platform across more affiliates and business units including electric systems, robotics, and marine services. The expanded deal aims to improve digital transformation, cross-subsidiary coordination, and operational efficiency in areas like maintenance planning and supply chain management. Palantir shares were down 2.17% in premarket trading on Tuesday.

01/20/2026, 7:48 AM • Benzinga

This Industrial Stock Could Be Worth $25 Billion

Trimble, an industrial software company, is trading at a discount despite 80% of its revenue coming from higher-margin software and recurring subscriptions. The article argues the stock is undervalued by up to 30% and could reach a $25 billion market cap by 2027 as it transitions from hardware to software, with AI integration enhancing its workflow automation capabilities.

01/03/2026, 7:15 AM • The Motley Fool

Starboard Value Takes a Hefty 8% Stake in Bill Holdings: Should Investors Buy Too?

Starboard Value LP acquired a significant 7,024,848 share stake in Bill Holdings, valued at $372.11 million, becoming the firm's fourth-largest holding. The investment suggests potential strategic changes or value generation for the cloud-based financial software company.

11/17/2025, 4:09 PM • The Motley Fool

Construction Extended Reality (XR) Market to More Than Double During 2025-2029, Reaching US$15.54 Billion: Global Industry Analysis Report

The construction extended reality (XR) market is projected to grow from $5.34 billion in 2024 to $15.54 billion by 2029, driven by infrastructure projects, digital transformation, and smart city initiatives, with Asia-Pacific emerging as the fastest-growing region.

10/23/2025, 4:59 AM • GlobeNewswire