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Snowflake Taps Jonathan Beaulier as CRO, Reaffirms Guidance

Analysts are watching whether new AI tools move from trials to production workloads that boost paid compute use.

Google Boosts AI Pro Storage to 5TB at No Extra Cost

Cramer Says Fear-Driven Sell-Off Is Creating Buys in Quality Tech

Ariel Focus Fund Details Mixed Q4, Oracle AI Push and Barrick Payouts in New Letter

Snowflake Expands Cortex Code With GA in Snowsight, Windows CLI and Agent Teams

CrowdStrike Centers AI Security on the Endpoint With New Falcon Controls for Cloud and Data

Bank of America Reinstates Microsoft With $500 Target on AI and Cloud

Oracle Adds AI Agents to Fusion Cloud to Automate Finance Work

Blue Origin Files 'Project Sunrise' for 51,600 Orbital Data-Center Satellites as SpaceX Presses FCC for Equal Scrutiny

At RSA, Microsoft Expands Defender and Security Copilot for Identity-Centric Threats

CoreWeave Advances AI Cloud With Perplexity Deal as Evercore Cuts Target

1Password Launches Unified Access for AI Agent and Machine Identity Security

Oracle’s Record Quarter Fuels AI Push as Backlog Swells to $553 Billion

Microsoft Faces Decade-Low Valuation as Azure Surges and Copilot Upgrades Near

CoreWeave Shares Climb 11.1% for the Week on Perplexity Deal, Nvidia Demand Signal

AWS and Cerebras Strike Multiyear Deal for Disaggregated AI Inference on Bedrock

Nvidia Invests $2 Billion in Nebius as AI Cloud Builder Ramps Multi‑Gigawatt Expansion

CoreWeave Shares Jump on PhysicsX Partnership and Flexible Cloud Pricing Launch

Oracle Lifts 2027 Sales Target After Q3 Beat as AI Backlog Swells to $553 Billion

Analysts Reaffirm Amazon on AI-Led AWS Expansion Despite Elevated Capex