Nvidia’s Jensen Huang thinks markets “got it wrong” on software stocks sell-off
CEO Jensen Huang said markets have misjudged AI’s impact on software firms in a CNBC interview on Wednesday, hours after the chip designer reported better-than-expected Q4 results and a strong sales o...
The Trade Desk plunges on weak Q1 sales guidance
Ad tech platform offered weak Q1 sales guidance as part of its Q4 earnings numbers, sending the stock down sharply after-hours on Wednesday. The advertising software company reported: Adjusted Q4 ear...
Salesforce beats on earnings but posts light full-year guidance
reported fourth-quarter earnings for fiscal year 2026 after the bell Wednesday, beating analysts’ earnings expectations but providing light full-year 2027 guidance. The company posted: Adjusted earnin...
The way different states use ChatGPT could tell us a lot about their economies
Last Friday, OpenAI launched a new public dashboard tracking global non-enterprise messages on ChatGPT sent between the summer of 2024 and the end of 2025. Among the 118 countries analyzed, the US ran...
Workday’s miserable year continues after soft revenue guidance sinks the stock
slumped nearly 9% in after-hours trading Tuesday, and continued to languish in the red in early trading on Wednesday, after the HR and finance software company issued a lighter-than-expected subscript...
Tempus AI slides after missing Q4 EBITDA target
Cancer diagnostics company and sometimes retail shareholder favorite reported soft Q4 adjusted EBITDA numbers late Tuesday, sending shares lower in the after-hours session. It reported: Q4 revenue of...
Anthropic follows OpenAI in rolling out agentic tools for enterprise
Just a day after OpenAI rolled out its agentic platform for enterprise, Anthropic has announced its own. Built from existing pieces of Anthropic tech that have already been previewed, the new platform...
After brutal selloffs, IBM and Oracle get a glimmer of hope from Anthropic news
Beleaguered business software stocks like , , , and got a somewhat surprising lift from a flurry of headlines out of Anthropic early Tuesday, after the AI lab announced a series of new plug-ins allow...
IBM had its worst trading day since the dot-com bubble burst
It’s Blue Monday... or it certainly was for yesterday, as the stock suffered its biggest one-day drop since 2000, when the technology company’s shares tanked amid the wider bursting of the dot-com bu...
Ives says AI represents huge opportunity for cybersecurity firms as losses mount
Cybersecurity stocks continued to slide Monday, after Anthropic unveiled a new security feature for its AI model Friday. The company’s AI advancements have been wreaking havoc across software firms, a...
OpenAI teams up with consulting giants to boost its enterprise business
OpenAI has a new sales force to market its enterprise AI tools to big corporations. In a press release , the ChatGPT maker unveiled a number of “Frontier Alliances” with consulting companies , Boston ...
Analysts slash Salesforce price targets ahead of Wednesday earnings, as narrative of AI eating its lunch persists
A number of analysts have significantly lowered their price targets for , citing growing fears that AI workforce tools, including Anthropic’s Cowork , could threaten parts of its core business. Accord...
Report: Amazon’s AI bots have been behind multiple AWS outages
AI tool Kiro, which launched in July and can code autonomously, was behind a 13-hour interruption to Amazon Web Services in December, according to reporting by the Financial Times. The FT reports that...
AppLovin jumps on unconfirmed social media report that it’s working with OpenAI on ChatGPT ads
began to surge late in Thursday’s session, with the gains accelerating after the close thanks to an unconfirmed report suggesting the ad tech company had a nascent business relationship with OpenAI. M...
Figma spikes after reporting better-than-expected Q4 results, blowout Q1 and full-year sales guidance
reported Q4 results that exceeded Wall Street’s expectations and robust sales guidance for the current quarter and full year. Shares are spiking in after-hours trading. For the final three months of 2...
Record labels dip as Google adds AI music generation to its Gemini app
on Wednesday said it’s rolling out the ability for Gemini app users aged 18 and up to generate 30-second AI music tracks. The tool is available globally, as Google launches beta access to its Lyria 3 ...
ServiceNow CEO steps up with $3 million stock purchase announcement as executives cancel stock-selling plans
’s executives have banded together to try to restore confidence in the struggling software company’s stock. A filing released this morning showed CEO Bill McDermott entered into an agreement to purcha...
AppLovin delivers top- and bottom-line beats in Q4 with Q1 guidance ahead of estimates
’s solid results and outlook aren’t sparing the stock from another sell-off. The ad tech company reported a top- and bottom-line beat for Q4, with guidance for the current quarter to match. Shares ini...
Apple stock takes a hit on report it’s pushing back AI Siri features — again
customers may have to wait even longer for the company’s long-awaited AI Siri, Bloomberg reports. The iPhone maker had been planning to include a number of upgrades to Siri in a March operating system...
Unity Software craters after Q1 sales and earnings guidance fall short of estimates
Both pillars of ’s business are under pressure from AI tools and new entrants, and its internal AI capabilities don’t seem to be keeping up. Shares of the gaming engine and ad tech company are off mor...