AI
Snowflake’s 23% Pop Bought Faster Growth, Not Better Growth
Snowflake shares jumped roughly 23% after hours on Wednesday, to about $374 and through their 52-week high, after the company reported a third consecutive quarter of…
Section
Enterprise Technology
Enterprise technology coverage from BusinessTech News. Networking, storage, security, observability, and the platform decisions that shape multi-year IT budgets. Reporting on Cisco, Palo Alto Networks, CrowdStrike, Pure Storage, Arista, and the cloud-native projects (Kubernetes, Istio, OpenTelemetry) running underneath them. Analysis of pricing power, gross-margin pressure, and the competitive moves that change which vendors get renewed and which get displaced.
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Enterprise TechnologyApple Put Its First 2nm Chip in an $899 Desktop. The iPhone Has to Wait.
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AICalifornia Signs the Largest US State Government AI Deal With Anthropic, Giving Every Agency Access to Claude
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AIxAI Launches Voice Agent Builder at $0.05 Per Minute, Undercutting ElevenLabs and Vapi on Price
AI
SpaceX’s $60 Billion Cursor Deal Is the Largest Startup Acquisition of 2026
SpaceX just made the biggest startup bet of the year, and it is not…
AI
Microsoft Launches MAI-Thinking-1, Its First AI Reasoning Model Built Without OpenAI
Microsoft just told the AI world it can stand on its own. At Build…
Enterprise Technology
GitLab Cuts 14% of Staff and Exits 22 Countries in Bet That AI Agents Will Replace Developer Headcount
GitLab just told the market that the future of software development needs fewer humans,…
AI
Intuit Cuts 17% of Its Workforce in $340 Million AI Restructuring as INTU Stock Drops 20%
Intuit just axed more than 3,000 jobs, roughly 17% of its entire workforce, and…
AI
Dell Stock Surges 40% on $16B AI Server Boom, Raises 2027 Guidance to $167B
Dell stock soared 40% after AI server revenue jumped 757% to $16.1B and the…
Markets
Salesforce Q1 FY2027 Earnings Wednesday: Agentforce’s $800 Million ARR Faces Its Prove-It Quarter as CRM Stock Searches for a Bottom
Salesforce reports Wednesday with Agentforce at $800M ARR and CRM down about 30% YTD.…
AI
Cisco Stock Jumps 17% On Q3 Earnings Beat: AI Infrastructure Orders Hit $9 Billion As CSCO Doubles Hyperscaler Target
Cisco posted Q3 FY26 revenue of $15.84 billion and shares popped 17% after Chuck…
AI
Codex Doubled in Seven Days. NVIDIA Just Restructured 30,000 People Around It.
OpenAI says Codex doubled in seven days. NVIDIA put it on 10,000 non-engineering staff.…
Enterprise Technology
Inside Anthropic’s Weekly Release Cycle: How Claude Is Shipping Faster Than Anyone Expected
Anthropic's weekly product releases sent software stocks tumbling. Inside the AI startup's relentless shipping…
Artificial Intelligence
Beyond Benchmarks: How AI’s Big Three Are Building Billion-Dollar Moats
OpenAI, Google, and Anthropic are shifting from pure AI performance to ecosystem dominance. Anthropic…
AI & Machine Learning
AI Agents in 2026: The Quiet Revolution Already Transforming Business
AI Agents in 2026: The Quiet Revolution Already Transforming Business While Silicon Valley debates…