Dell's efforts to refresh its PC lineup as users do more computing at home have paid off, while the pandemic-fueled recession has reduced corporate demand for data center hardware.
While the major cloud providers are making more money thanks to a surge in cloud usage, Amazon's CFO emphasized that a key focus now is to help users save money and utilize only the services they need.
Subscriptions and cloud programs like Office and Azure continue to grow along with remote work -- but not enough for some investors, who have bid up tech stocks.