artificial intelligence

Everyone wants to know who will win the AI infrastructure race. Cisco Systems, Inc. (NASDAQ:CSCO) CEO Chuck Robbins may have just offered an uncomfortable answer for investors chasing the latest AI announcements: the biggest winners may have made their most important decisions years ago. • ...

While much of Wall Street remains focused on artificial intelligence, IBM Corp (NYSE:IBM) is placing a massive bet on what could come next. • What’s going on with IBM stock? The company announced a $10 billion commitment over the next five years to accelerate its quantum computing...

Third Point founder Daniel Loeb says AI and geopolitics now matter more to investors than traditional indicators such as inflation, interest rates and unemployment. Speaking on the Invest Like The Best podcast, Loeb said AI’s impact on infrastructure spending, society and the economy now...

Dell Technologies Inc. (NYSE:DELL) on Thursday said that some of its biggest AI customers are signing multi-year server deals without knowing the final price, prioritizing access to computing power over cost as demand continues to overwhelm supply. According to Chief Operating Officer Jeff Clarke,...

Asana Inc (NYSE:ASAN) announced its first-quarter financial results on Thursday after market close. The company also announced the acquisition of StackAI. Here are the key highlights. • Asana shares are powering higher. Why are ASAN shares rallying? Asana Q1 Financials The company reported...

Anthropic overtook OpenAI as the world's most valuable startup after raising $65 billion in Series H, valuing the company at $965 billion. Altimeter Capital, Dragoneer, Greenoaks and Sequoia Capital led the funding round. "This funding will help us serve the historic demand we are experiencing,...

Snowflake (NYSE:SNOW) stock is surging higher Thursday after the company beat analyst estimates for first-quarter revenue and earnings per share on Wednesday. Here's what leading analysts are saying after the report. The Snowflake Analysts Rosenblatt analyst Blair Abernethy maintained a Buy rating...

Anthropic has rolled out Claude Opus 4.8, replacing Opus 4.7 with improved performance and new controls for consumers and developers. The update delivers stronger results across a range of evaluations. For example, it aims to address a general problem with AI models: “They sometimes jump to...

The AI infrastructure trade may be getting bigger again. That was one of the clearest messages coming out of Marvell Technology, Inc‘s (NASDAQ:MRVL) quarterly earnings call, where management argued that the rise of "agentic AI" could create another major wave of infrastructure spending across...

Snowflake Inc‘s (NYSE:SNOW) earnings call may have marked one of the clearest signs yet that AI is starting to move from experimentation into real enterprise monetization. The company's shares surged more than 35% premarket after management directly tied accelerating growth to adoption of its...

Marc Benioff delivered a bold declaration during Salesforce, Inc‘s (NYSE:CRM) quarterly earnings call, arguing that the traditional SaaS model is becoming obsolete. "It's not the end of software," Benioff said. "It's the end of software that makes humans do all the work." That line may end...

AI dominated earnings calls across the tech sector this week. Snowflake Inc. (NYSE:SNOW), Salesforce, Inc (NYSE:CRM) and Marvell Technology, Inc (NASDAQ:MRVL) all spent large portions of their quarterly reports talking about agentic AI, enterprise automation, AI infrastructure and autonomous...

The AI trade has produced plenty of winners over the last two years. But in 2026, one software stock is quietly leaving some of Big Tech's biggest AI names in the dust. Datadog, Inc. (NASDAQ:DDOG) shares have surged nearly 66% year-to-date, dramatically outperforming Microsoft Corp (NASDAQ:MSFT),...

ZoomInfo Technologies Inc. (NASDAQ:GTM), HubSpot, Inc. (NYSE:HUBS) and Figma, Inc. (NYSE:FIG) may not dominate the AI headlines like Nvidia Corp (NASDAQ:NVDA) or Microsoft Corp (NASDAQ:MSFT), but JPMorgan thinks they could become some of the market's biggest software winners in the next phase of...

Gov. JB Pritzker (D-Ill) said he is advancing legislation to regulate artificial intelligence, arguing that the state must take a leading role in holding major technology companies accountable as AI systems become more deeply embedded in daily life. Illinois Moves To Tighten AI Oversight Under SB...