Enterprise
Software experiencing ‘most exciting moment’ as AI fears hammer the stocks
Salesforce CEO Marc Benioff appears at the US-Saudi Investment Forum at the Kennedy Center in Washington on Nov. 19, 2025. Stefani Reynolds | Bloomberg | Getty Images Box CEO Aaron Levie says that in the 20-year history of his cloud software vendor, “this is the most exciting moment we’ve ever had.” Wall Street doesn’t see […]
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Ciena returns to S&P 500 after getting booted 17 years ago
Gary Smith, chief executive officer and president of Ciena Corp., speaks during a Bloomberg Television interview in New York on June 14, 2013. Scott Eells | Bloomberg | Getty Images Networking hardware maker Ciena will join the S&P 500, returning to the benchmark after getting booted 17 years ago. The stock rose in extended trading. […]
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OpenAI models could help power Alexa as part of Amazon investment deal
OpenAI’s artificial intelligence models could help power Amazon’s digital assistant Alexa and other internal projects at the e-commerce giant, CNBC confirmed on Wednesday. The collaboration between the two companies is being discussed in tandem with Amazon’s ongoing talks to invest up to $50 billion in OpenAI, according to a source familiar with the matter who […]
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Microsoft brings back executive Hayete Gallot to run cybersecurity, as Charlie Bell takes new role
The Microsoft logo and lettering can be seen on the Microsoft Deutschland GmbH headquarters building in Parkstadt Schwabing in Munich. Matthias Balk | Picture Alliance | Getty Images Microsoft said Wednesday that top security leader Charlie Bell will take on a new role and that Hayete Gallot will return to the company to run security […]
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AMD’s Lisa Su addresses guidance concerns, says demand still accelerating for advanced chips
Advanced Micro Devices CEO Lisa Su defended the company’s lackluster forecast, telling CNBC on Wednesday that the chipmaker has seen a step up in demand over the last two to three months. Shares tanked 13% Wednesday. “What I would tell you from someone on the inside is AI is accelerating at a pace that I […]
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Anthropic says no to ads on Claude chatbot, weeks after OpenAI made move to test them
Dario Amodei, co-founder and chief executive officer of Anthropic, during a Bloomberg Television interview in San Francisco, California, US, on Tuesday, Dec. 9, 2025. David Paul Morris | Bloomberg | Getty Images Anthropic on Wednesday said its artificial intelligence chatbot Claude will remain ad-free, a decision that comes just weeks after the startup’s rival OpenAI […]
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Microsoft promotes sales leaders as company pursues AI growth
Judson Althoff, CEO of Microsoft’s commercial business, appears during an interview in San Francisco on Jan. 27, 2017. David Paul Morris | Bloomberg | Getty Images Microsoft on Tuesday told employees it was promoting four sales executives, months after the software company made sales leader Judson Althoff CEO of its commercial business. Investors have been […]
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Nvidia, OpenAI appear stalled on their mega deal. But the AI giants still need each other
Sam Altman, CEO of OpenAI (L), and Jensen Huang CEO of Nvidia. Reuters Nvidia CEO Jensen Huang and OpenAI CEO Sam Altman appeared together on CNBC in September to announce a mammoth $100 billion deal that was poised to usher in a new chapter for the booming artificial intelligence industry. Five months later, no contract […]
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Musk’s xAI needs SpaceX deal for the money. Data centers in space are still a dream
Elon Musk, chief executive officer of Tesla Inc., during the US-Saudi Investment Forum at the Kennedy Center in Washington, DC, US, on Wednesday, Nov. 19, 2025. Bloomberg | Bloomberg | Getty Images Elon Musk said a primary reason for merging SpaceX with his artificial intelligence startup, xAI, is to more effectively build “orbital data centers.” […]
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Oracle’s credit default swaps are plummeting as financing plan boosts investor confidence
Oracle’s 5-year credit default swaps tumbled 17% after the software vendor’s plan to raise $50 billion in debt and equity bolstered investor confidence that the company will be able to avoid a credit downgrade as it funds its artificial intelligence buildout. “Equity financing significantly inhibits the downside for credit,” Andrew Keches, a credit analyst at […]
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