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Palantir trades down year-to-date despite explosive U.S. commercial revenue and accelerating AI adoption. Analysts project a potential path to $250 by FY2027 driven by earnings growth without requiri…
Salesforce reported surging AI adoption as Agentforce ARR reached $1.5 billion and total AI and data ARR jumped over 200% to $3.9 billion. The company is transitioning to outcome-based pricing while …
Salesforce surged over 22% following strong Q2 results, driven by Agentforce and Data 360 ARR surging 210% to $3.9 billion. Management raised full-year revenue guidance to over $46.1 billion, validat…
Microsoft has partnered with Saudi Arabia's PIF-backed HUMAIN to accelerate enterprise and Arabic-language AI adoption across the Middle East and Africa. The agreement deepens Microsoft's cloud prese…
Microsoft has formed a long-term partnership with Saudi PIF-owned AI firm HUMAIN to integrate ALLAM Arabic-language models into Microsoft Foundry and Microsoft 365 Copilot, accelerating enterprise AI…
Snowflake approaches its earnings report with strong AI agent momentum and a massive $6 billion five-year AWS contract. While an earnings beat is already priced in for SNOW, the expanded commitment l…
Aoris Investment Management highlighted SAP SE in its investor letter, emphasizing how artificial intelligence enhances enterprise software value. SAP's deep enterprise integration and new AI tools, …
Aeries Technology reported strong Q1 fiscal 2027 results with revenues rising 43% to $21.9 million and EPS increasing to $0.27. Operating income surged 310% alongside expanding EBITDA margins. Manage…
Palantir raised its 2025 revenue forecast, citing surging U.S. government and commercial AI demand, sending shares up 14% after hours and boosting broader AI sector sentiment despite European scrutin…
Palantir's stock surged 14% after blowout Q2 earnings, driven by 149% US Commercial growth and raised guidance, signaling robust enterprise AI demand that could benefit broader AI and cloud-related t…
Scale AI appointed former Google Cloud executive Francis DeSouza as CEO, effective August 10. DeSouza, who has extensive experience in enterprise tech and scaling companies, will focus on expanding S…
Anthropic has launched its advanced Claude Fable 5 and Mythos 5 models. Amazon has integrated Claude Fable 5 into its Bedrock and AWS platforms, positioning itself to better support enterprise-grade …
Microsoft is deploying its 365 Copilot AI across NHS England’s 505,000-strong workforce. Following successful pilot tests showing significant time savings, the multi-year rollout aims to boost health…
Google has signed a $30 billion agreement with SpaceX to lease massive AI compute capacity, including 110,000 NVIDIA GPUs, starting in late 2026. This move secures essential infrastructure for Google…
Google and IBM have partnered to integrate IBM's consulting services with Google Cloud's AI agent platform and Gemini models. This collaboration aims to accelerate enterprise AI adoption by providing…
Meta Platforms gained after announcing a new AI Business Agent designed for autonomous sales, lead qualification, and bookings across its messaging platforms. The tool integrates with major third-par…
Meta Platforms has launched a new AI-driven business agent platform designed to improve enterprise efficiency. This strategic move into corporate AI tools aims to streamline operational workflows and…
Microsoft shares rallied following a strategic AI hardware partnership with Nvidia to reinvent PCs. Bullish analyst revisions from Wells Fargo and JMP Securities, citing massive enterprise AI expansi…
NVIDIA is partnering with Foxconn to deploy agentic and physical AI, including robots and specialized healthcare agents, across Taiwan’s major medical centers. This initiative, part of the $1.5 billi…
NVIDIA unveiled the Agent Toolkit, including NemoClaw and Nemotron 3 Ultra models, to facilitate autonomous AI agents. Partnerships with Microsoft, CrowdStrike, and Palantir, along with integration i…