Anthropic has surged past OpenAI in capturing business spending on generative-AI software
Last quarter, Anthropic attracted the lion’s share of trackable business spending on generative-AI software, according to new data from Ramp, a fintech company that provides corporate cards and expens...
Report: Microsoft looks to remake Copilot in the image of OpenClaw
is feeling the heat from all corners of the tech world as it tries to infuse its productivity apps with useful AI tools. OpenAI, Anthropic, and now open-source OpenClaw are enabling powerful agentic A...
Software stocks fall as ebbing geopolitical risks prompt renewed focus on long-term disruption
With investors now less worried about what a war and spike in oil prices will do to the global economy, they’ve returned to worrying about what AI tools will do to software stocks. The is getting dum...
Intel announces custom chip collaboration with Google Cloud for AI
shares rose early Thursday after it announced a new multiyear collaboration with Google Cloud division on AI infrastructure. The deal includes co-development of custom chips for Google’s needs, a pro...
Amazon cloud unit’s AI revenue run rate exceeds $15 billion, CEO says
is up nearly 2% in premarket trading after the company disclosed that its cloud unit’s AI revenue run rate topped $15 billion in the first quarter of 2026, the first hard number the company’s provided...
Anthropic is releasing its new model to select companies to get a head start on cyber defense
Anthropic said that it’s releasing “Mythos Preview,” a version of its new AI model, to a select group of mostly tech companies (and JPMorgan) so they can get to work on protecting against cyberattacks...
Anthropic boasts revenue run rate of $30 billion as the Claude developer expands its partnership with Google and Broadcom
If it seems like public markets have soured on major elements of the AI trade, maybe that’s because the focus has shifted to the boom’s star performer in private markets. Anthropic said that its annua...
Unity soars on strong Q1 preliminary results and news it will exit nonstrategic ad business
is up around 15% in premarket trading on Friday after the gaming software company announced preliminary results for Q1 2026 that were above analyst guidance, largely driven by its Vector AI ad engine....
As Big Tech chases enterprise AI, Meta and Apple double down on small businesses
While much of Silicon Valley is racing to build the best AI “coworker” for big corporations, and are betting the bigger opportunity lies elsewhere: small businesses. Meta is launching a new companyw...
With Apple Business, Apple is packaging its ecosystem for the office
today announced its most coherent push yet to turn its ecosystem into a workplace platform. Apple Business, a “new all‑in‑one platform for businesses of all sizes,” bundles device management, email, c...
Anthropic’s Claude can now control your computer through prompts from your phone
Anthropic has added a new feature to let Claude control your computer and accept prompts from your phone — and investors think this is extremely bad news for traditional software companies. The abilit...
Big Tech’s strategy for selling AI: Dogfooding
Mark Zuckerberg wants you to know he’s building an AI agent to help him be CEO — and that eventually everyone should have one. Jensen Huang is broadcasting that he’d be “deeply alarmed” if $500,000 e...
Palantir pops as its Maven AI targeting system made “official program” for DOD
Palantir jumped Monday following reports that the US military is making official its long-term commitment to buying and using AI-powered data analysis and targeting program. Reuters’ David Jeans repo...
WSJ: OpenAI rolling everything into one desktop “superapp”
OpenAI is trying to eliminate distractions and focus on building AI that helps with enterprise productivity tasks like coding and organizing spreadsheets. As part of that effort, the startup is consol...
Google testing Gemini app for Mac, aims to compete with Claude Cowork and Codex
Bloomberg reports that is testing a new version of its Gemini AI app that runs on Mac computers. Currently both OpenAI’s Codex and Anthropic’s Claude have Mac apps, which allow for deeper AI automat...
Bezos seeks $100 billion for AI-enhanced manufacturing fund, WSJ reports
founder Jeff Bezos is seeking to raise a $100 billion fund that would purchase manufacturing companies and use AI to automate their work processes, according to a new report from The Wall Street Journ...
Intuit, Workday jump amid Iran war fueling flight-to-software trade
Cash flow positive software companies — the same ones that were seen as doomed to obsolescence by AI a few weeks back — jumped Thursday, with , , , and staying above water despite the general downtre...
Chinese tech giants rally after hiking AI prices
ADRs of and are gaining in early trading after the Chinese tech giants announced AI price hikes. Alibaba said that it’s hiking the price of its AI chips by up to 34% and raising the cost of cloud st...
Small Danish company Trustpilot has become a surprise AI winner
Software stocks have taken something of a pummeling by AI. But Trustpilot, a small Danish company founded in 2007, has become a rare winner, as good old-fashioned human opinions have become a gold min...
Big Tech companies are now racing to see who can build the best AI coworker
For the past few years, the AI boom has been defined by experimentation: launch everything, chase each use case, and figure out the business later. That phase is winding down. Over the span of a few d...