Estée Lauder is best known for its Tom Ford fragrances, skin care and hair care products and makeup brands such as MAC, but behind the scenes, the company is betting on a streamlin...
Cisco's first quarter earnings results handily topped expectations and the company raised its fiscal 2027 outlook on strong demand for networking and AI infrastructure. ...
Neocloud Nebius said it will spend $40 billion to $45 billion on capital expenditures in 2027, but argued that much of that funding will be prepayments. The company also said reven...
Nvidia CEO Jensen Huang has resigned and the company’s board of directors named CFO Colette Kress interim CEO. Nvidia said its search for a new CEO will include internal and extern...
Enterprises are preparing for AI agents to become a sales channel, but may also choose to shut them down. United said it will restrict access for personal AI agents such as Muse an...
Anthropic posted its IPO roadshow video with CEO Dario Amodei making bold predictions along with some color on the compute model and financial picture. Here's a look at the takeawa...
CoreWeave reported better-than-expected third quarter results and CEO Michael Intrator moved to allay concerns about funding its AI infrastructure buildout. ...
Anthropic has rounded out its Claude office suite with Claude Sheets, Whiteboards and more connectors. Combined with Claude documents, presentations and other tools and Anthropic h...
When a company spends more than 90 pages on risk factors, maybe you should listen. Welcome to Anthropic's IPO filing. The company will trade under the ticker quot;ANTquot; and pric...
Adobe set a vision that moves from using AI to create single assets to AI agents that can run creative workflows in way the combines craft and scale, leaves humans in control and c...
Monday.com is seeing solid growth for its collaborative work platform, has plans to move upmarket and is transitioning to more of a consumption model. But the biggest issue is that...
Anthropic released Claude Mythos 5.2 and Fable 5.2 models and touted their abilities in coding and cybersecurity. Anthropic said 90% of its code is now created by Claude models....
Google said TPU 8i Max is designed for massive context windows and high compute density per rack workloads. TPU 8tx is designed for secure and confidential inference. ...
Personal AI agents like Meta's Muse and Instinct are appearing on earnings conference calls as an opportunity to be tapped. Enterprises are saying that traffic from personal AI age...
With Airbnb's third quarter earnings, CEO Brian Chesky made the case that the company is back into growth mode. The company put up revenue growth of 19% in the third quarter and th...
Quantinuum outlined its Nexus software development roadmap and deployment plans for each generation of its hardware through Apollo, which is a fault-tolerant quantum computer expec...
HubSpot’s road to outcome-based pricing for AI agents remains bumpy. Large customers want proof AI agents can deliver outcomes as buying cycles elongate and smaller enterprises are...
Qualcomm's fourth quarter results highlighted diversification into data center, internet of things and automotive even as its smartphone revenue sinks. ...
Oracle Cloud Infrastructure dominated the headlines and attention at Oracle AI World, but you could argue that its applications business and Fusion Claw, a governed agentic AI syst...
CrowdStrike said it has acquired Fiddler AI, an agent observability platform, and Dreadnode, an automated testing company, and launched a new AI Kill Switch in Falcon Guardian. ...
Palantir has hit its enterprise inflection point as its US commercial revenue topped US government revenue for the first time. The company easily topped Wall Street expectations wi...
Aside from Cresta, Salesforce has been shopping of late. Last week, Salesforce said it would acquire Rune Technologies to bolster its Salesforce Missionforce efforts for the US gov...
