Anthropic's IPO filing shows rapid growth, spiraling costs, and an enterprise cross-selling strategy
Anthropic's S-1 reveals more than half of its $100,000-plus customers use both the Claude Platform and a first-party app, making enterprise accounts stickier.
TechCrunch · +4 outlets
Microsoft offers buyouts to around 60,000 employees as it reworks its workforce
The buyout offers mark Microsoft's latest effort to cut costs ahead of its fiscal first quarter earnings.
TechCrunch · +7 outlets
Big Tech earnings week: Microsoft, Alphabet and Amazon face an AI spending test
Microsoft, Alphabet and Amazon report this week with investors focused on whether AI-driven cloud growth can justify record capital spending.
CryptoDaily · +14 outlets
Salesforce agrees to acquire Braze; DBS sets Salesforce target at $300
The deal extends Salesforce's marketing software portfolio as analysts weigh its path after a strong post-earnings rally.
ad-hoc-news.de · +2 outlets
Oracle heads into investor day with new AI tools for business apps as Goldman cuts target to $206
Oracle is rolling out AI agents that configure and coordinate its business applications while analysts trim targets on capex and debt concerns.
Yahoo Finance · +14 outlets
ServiceNow earnings loom as analysts raise targets and the stock rebounds from SaaSpocalypse fears
ServiceNow reports third quarter results with BofA, Cantor Fitzgerald and other analysts lifting price targets amid a reassessment of enterprise AI software val
Benzinga · +13 outlets
Adobe stock drops 25% despite record revenue as Wall Street fears AI disruption
Adobe's shares fell sharply even after a record quarter and raised guidance, with analysts debating whether AI erodes its creative software moat.
Pluang · +10 outlets
Microsoft stock gains as Wall Street sees Azure growth despite rising AI spending
Analysts including BNP Paribas and Oppenheimer stay positive on Microsoft ahead of fiscal Q1 results, citing healthy enterprise demand and Azure momentum agains
TradingView · +14 outlets
Oracle stock jumps on $664 billion AI backlog as investors watch $70B capex and layoffs
Oracle's AI backlog has lifted sentiment even as the company faces rising debt, heavy capital spending and workforce cuts.
TradingKey · +7 outlets
Oracle CEO says its software can take years to get running
The admission highlights deployment friction in large enterprise software rollouts as Oracle pushes AI-driven apps.
TheStreet · +14 outlets
Apple releases iOS 27.2 with major Siri AI upgrades and dual camera FaceTime support
The update is the first major refresh for the current OS cycle and expands Apple's AI assistant capabilities.
ZDNET · +12 outlets
GitHub competitor Entire launches as an agent-first coding platform
Entire is betting that platforms built around AI agents writing code will reshape developer tooling.
ZDNET · +13 outlets
Alphabet adds OpenAI models to Google Cloud Model Garden
The move puts rival OpenAI's models alongside Google's own in its cloud catalog for enterprise customers.
Simply Wall Street · +14 outlets
Google shares drop below $330 to near a three-month low ahead of earnings
Alphabet enters its October 28 report under pressure, with its $514 billion cloud backlog a key focus for investors.
TradingKey · +4 outlets
Nvidia may be bankrolling more than chips in Oracle's AI expansion
Nvidia's role in financing Oracle's AI buildout raises questions about the circularity of AI infrastructure spending.
Yahoo Finance · +7 outlets
BofA names top infrastructure and application software stocks ahead of Q3 earnings
Bank of America's picks span infrastructure and application software as the sector heads into a heavy earnings period.
Investing.com · +5 outlets
SAP sells Docusign contract tools for sales and HR
The integration adds e-signature and contract workflows into SAP's business software suites.
Stock Titan · +1 outlets
UK Chancellor to unveil a major AI investment package in the Budget
The package would channel government funding into AI capacity as the UK seeks to compete globally.
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