Apple’s AI story is starting to test investor patience Apple is no longer being judged on whether it has an AI strategy. It is being judged on whether that strategy is arriving fast enough, clearly enough, and commercially enough to
SpaceX is moving deeper into enterprise AI SpaceX confirmed Tuesday that it will acquire Anysphere for $60 billion in stock, bringing one of the highest-profile AI coding platforms under the same corporate umbrella as xAI just days after the company’s
Oracle beat the headline numbers Oracle’s fiscal fourth quarter was strong on the surface. Revenue rose to $19.18 billion, ahead of expectations, while non-GAAP earnings per share came in at $2.11, also above consensus. Oracle’s own release described the quarter
Alphabet is tapping the market from a position of strength — and still getting punished Alphabet is not raising equity because it is weak. It is raising equity because the scale of the AI arms race is now too large
Pinterest just signed a deal that says a lot about where digital advertising and discovery are heading. The company will pay AWS $4 billion for cloud services through 2031, extending a relationship that dates back to 2010 and giving Amazon
Anthropic is widening the circle — carefully Anthropic is giving about 150 more organizations access to its Mythos cyber model, expanding the total group to roughly 200 partners through its Project Glasswing initiative. The new organizations span more than 15
Nvidia is making a more serious move into the PC market Nvidia’s latest product launch is not just another chip announcement. It is a direct push into territory long controlled by Intel and AMD. At its GTC Taipei event, Nvidia
Nvidia is now investing beyond the chip Nvidia has spent the past two years dominating the AI conversation through GPUs. Now it is making a different kind of move — one aimed at the infrastructure underneath the boom. Over the
Snowflake just gave the software market something it badly needed Snowflake delivered the kind of quarter software investors have been waiting for. Shares surged 38% after the company reported stronger-than-expected results and backed the numbers with a message the market
Amazon is taking one of its internal tools and turning it into a platform Amazon has done this before. First it built infrastructure for itself. Then it turned that infrastructure into a business other companies had to pay for. That
Apple’s AI story is starting to test investor patience Apple is no longer being judged
SpaceX is moving deeper into enterprise AI SpaceX confirmed Tuesday that it will acquire Anysphere
Oracle beat the headline numbers Oracle’s fiscal fourth quarter was strong on the surface. Revenue
Alphabet is tapping the market from a position of strength — and still getting punished
Pinterest just signed a deal that says a lot about where digital advertising and discovery
Anthropic is widening the circle — carefully Anthropic is giving about 150 more organizations access
Nvidia is making a more serious move into the PC market Nvidia’s latest product launch
Nvidia is now investing beyond the chip Nvidia has spent the past two years dominating
Snowflake just gave the software market something it badly needed Snowflake delivered the kind of
Amazon is taking one of its internal tools and turning it into a platform Amazon
