Enterprise
Amazon cloud unit beats on revenue and profit as parent company ramps up AI spending
Amazon Web Services CEO Matt Garman delivers a keynote address at the AWS re:Invent conference in Las Vegas on Dec. 2, 2025. Noah Berger | Amazon Web Services | Getty Images Amazon said Thursday that revenue from its cloud unit increased almost 24% in the fourth quarter, topping analysts’ estimates. Amazon Web Services generated $35.58 […]
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Anthropic launches Claude Opus 4.6 as AI moves toward a ‘vibe working’ era
Dario Amodei, CEO and co-founder of Anthropic, speaks during the 56th annual World Economic Forum meeting in Davos, Switzerland, Jan. 20, 2026. Denis Balibouse | Reuters Anthropic on Thursday announced the launch of Claude Opus 4.6, its latest artificial intelligence model that’s better at coding, sustaining tasks for longer and creating higher-quality professional work products […]
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Amazon set to report earnings with AI spend, cloud growth, job cuts in focus
Andy Jassy, CEO of Amazon, arrives at The Sun Valley Resort for the Allen and Company Sun Valley Media and Technology Conference in Sun Valley, Idaho, U.S., July 8, 2025. Brendan McDermid | Reuters Amazon is slated to report fourth-quarter earnings after the bell on Thursday. Here’s what analysts polled by LSEG are expecting: Earnings […]
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Qualcomm stock sinks 10% as company issues dire warning on memory shortage
Qualcomm CEO Cristiano Amon delivers a keynote speech at Computex in Taipei, Taiwan, May 19, 2025. Ann Wang | Reuters Qualcomm shares plunged 10% after the chipmaker issued disappointing guidance as skyrocketing demand for artificial intelligence data centers eats away at memory chip supply for consumer electronics. On an earnings call with analysts, Qualcomm CEO […]
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Super Bowl AI ad spat heats up as Altman lashes out at Anthropic campaign
Sam Altman, chief executive officer of OpenAI Inc., during a media tour of the Stargate AI data center in Abilene, Texas, US, on Tuesday, Sept. 23, 2025. Kyle Grillot | Bloomberg | Getty Images After Anthropic took aim at OpenAI’s ad push in a new Super Bowl campaign on Wednesday, OpenAI CEO Sam Altman shared a […]
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OpenAI launches new enterprise platform in bid to win more business customers
Sam Altman, CEO of OpenAI, is pictured on Sept. 25, 2025, in Berlin. Florian Gaertner | Photothek | Getty Images OpenAI on Thursday announced a new enterprise platform called Frontier, its latest launch as part of its ongoing effort to win more business customers. Frontier acts as an intelligence layer that stitches together disparate systems […]
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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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