Will Street follow boxoffice pattern? -- As the wave of quarterly earnings reports from big media and entertainment companies is set to start in earnest with Sony Corp.'s latest figures, Wall Street observers are hoping for new insight into how the much-discussed advertising, boxoffice and DVD sales trends are affecting the financial performance of sector giants. Amid much recent gloom and doom talk, as well as weak first-half stock trading momentum, however, many wonder if anything can turn investors more bullish on the sector over the near-term. According to analysts, second-quarter earnings figures from such media giants as Time Warner and Viacom Inc. are unlikely to inspire much enthusiasm, while the Walt Disney Co. and News Corp. should provide some of the strongest quarterly reports.
The worldwide server market has entered a new phase defined almost entirely by artificial intelligence (AI) infrastructure economics rather than traditional enterprise refresh cycles. The latest market data shows robust growth and a structural shift in where value is created, who captures it, and which architectures are setting the pace for the next decade. IDC reports that worldwide server revenue reached a record $112.4 billion in the third quarter of 2025, representing a striking 61 percent year-over-year increase compared to the same quarter in 2024. For context, this means the market is adding tens of billions of dollars in incremental quarterly spend, driven overwhelmingly by AI and accelerated computing requirements. IT Server Market Development Over the first three quarters of 2025, server revenue has already reached $314.2 billion, meaning the market has nearly doubled in size compared to 2024, underscoring how AI buildouts have compressed several years of exp...