Cisco shares slide 9% despite earnings beat and stronger-than-expected guidance
Cisco shares dropped 9% on Thursday, as the networking equipment vendor's better-than-expected earnings report and strong guidance failed to impress Wall...
Enterprise
‘SaaSpocalypse’ debate intensifies as software stocks swing wildly
Michael Cannon-Brookes, co-CEO of Atlassian.Scott Mlyn | CNBCThe "SaaSpocalypse" was raging this week. Then it got a reprieve.The pennies-on-the-dollar acquisition...
'AI Kill Switch' bill needs to be passed this year amid ongoing rogue agent hacks, Rep. Lieu says
Rep. Ted Lieu, D-Calif., one of the authors of the "AI Kill Switch Act," said Thursday that the ongoing hacks...
Marc Benioff gets a new operating chief, as Salesforce promotes Miguel Milano
Miguel Milano, President and Chief Revenue Officer at Salesforce.Courtesy: SalesforceSalesforce has appointed an operating chief under CEO Marc Benioff, promoting...
Microsoft is set to report earnings after the bell, and all eyes are on its spending plans
Microsoft CEO Satya Nadella attends the 56th annual World Economic Forum meeting in Davos, Switzerland, on Jan. 20, 2026. Denis...
Nvidia, Microsoft, Meta warn against 'premature restrictions' of open-weight models
Nvidia, Microsoft, Meta, Palantir and more than 20 other companies released a letter Friday urging policymakers to avoid "premature restrictions"...
IBM's Krishna tries to reassure investors that AI won't disrupt company's software unit
IBM CEO Arvind Krishna looks on during a roundtable discussion hosted by President Donald Trump in the Roosevelt Room at...
Super Micro surges 15% on new order and margin disclosure after SpaceX announcement
Super Micro Computer CEO Charles Liang speaks at the Raise summit in Paris on July 8, 2025. Nathan Laine |...
AMD launches Helios, its first rack AI system to rival Nvidia, adding Microsoft as newest buyer
After a decade-long comeback, chip giant Advanced Micro Devices is preparing to ship its first rack-scale system for artificial intelligence,...
Elon Musk and Sam Altman spar on X after Apple files OpenAI lawsuit
Elon Musk and Sam Altman criticized each other in new posts on X, highlighting the billionaires' long-standing tussle over OpenAI's...
OpenAI exec Fidji Simo says she's stepping down due to chronic illness, will transition to advisor
Fidji Simo, OpenAI's product and business chief, on Thursday announced she is stepping down from her role at the artificial intelligence company...
Anthropic says Trump admin has lifted export controls on Claude Fable 5 and Mythos 5
Dario Amodei, co-founder and chief executive officer of Anthropic, at the AI Impact Summit in New Delhi, India, on Thursday,...
Trump admin allows Anthropic to release Mythos AI model to some companies, government agencies: Reports
CEO of Anthropic Dario Amodei attends a working lunch with G7 leaders, G7 outreach partners and global tech CEOs on...
Oracle stock has worst week since 2001 dot-com bust as AI financing concerns escalate
Oracle CEO Clay Magouyrk, right, speaks on a media tour of the Stargate data center in Abilene, Texas, on Sept....
China's Zhipu is closing in on top U.S. AI models with Anthropic and OpenAI held back
Zhipu's GLM 5.2 artificial intelligence model landed last week with the kind of Silicon Valley buzz that followed DeepSeek's launch...
Alphabet paces for worst day in a year on AI concerns after high-profile exits
Google is on pace for its worst day on the stock market in a year, as artificial intelligence concerns have...
AI buildout gives tech investors new reasons to watch bond market
Artificial intelligence is giving tech investors an entirely new reason to pay attention to the Federal Reserve. For years, megacap...
Databricks sales growth tops 80%, but margin are shrinking from swarm of AI agents
Ali Ghodsi, co-founder and CEO of Databricks, speaks at the company's Data and AI Summit in San Francisco on June...
From 10% chance of success to $2 trillion market cap: SpaceX's historic IPO
A video displays Elon Musk, founder of SpaceX, after the company's initial public offering at the Nasdaq MarketSite in New...
OpenAI mulls slashing prices as it competes with Anthropic for users: WSJ
OpenAI Ceo Sam Altman speaks to journalists after meeting with US House Minority Leader Hakeem Jeffries on Capitol Hill in...
