Snowflake made a big play this week at its annual Summit to own a larger swath of the artificial intelligence opportunity — still based on data but bringing in AI models, agents and other software to get stuff done. As Dave Vellante and George Gilbert put it in their Breaking Analysis deep dive, enterprise data ...

Given the impact of tariffs on a wide variety of technology companies, it was big news this week that the U.S. Court of International Trade blocked President Trump’s wildly varying tariffs —  but an appeals court put a temporary hold on that ruling. Who knows what happens next, but the case could be headed for ...

It was all about AI at all the big events this week — Microsoft Build, Google I/O, Dell Tech World, Red Hat Summit and even Computex. This time at I/O, Google appeared to get the upper hand, vibe-wise, with a flurry of new models and features, a vision of a universal AI assistant, and even ...

Initial public offerings of stock inched back this week as eToro’s IPO soared 29% over its initial price, Chime filed and Pony AI in China filed confidentially. But don’t expect a full-scale return in this choppy economy. Herald the coming of the software-only cloud hyperscaler — starting with Salesforce. AI leaders suddenly are confronting reality — excessive ...

Established enterprise tech providers that aren’t cloud giants are getting serious about AI agents too. IBM, for one, unveiled a raft of AI agent capabilities and ServiceNow invaded Salesforce’s core customer relationship management market using agents and debuted more agents to provide better security. Anthropic jumped into search with an application programming interface to call ...

At this week’s RSAC 2025, the premier cybersecurity conference, the talk was all about replatforming security, and how artificial intelligence agents may affect that trend. Interestingly, the push-pull impact of generative AI helping both attackers and defenders may actually make people and their insights more important than ever to provide adequate protection. Tech company earnings showed ...

Investors mostly breathed a sigh of relief this week that Trump’s tariffs haven’t yet hit tech company earnings. Alphabet, SAP, ServiceNow and most chipmakers managed to dodge the impact in their latest reports this week. But investors are understandably wary, because nobody knows what comes next: They knocked IBM’s stock down after it said it’s ...

Seemingly oblivious to the faltering economy, new artificial intelligence models kept coming fast and furious this week, especially from OpenAI — and apparently they’re pretty popular. China’s DeepSeek? Not so much, at least with the U.S. government, as a House committee just labeled it a security threat. In perhaps a sign that its massive funding ...

Google made a full-court press on artificial intelligence this week at its Cloud Next conference in Las Vegas, but the surprise is that it finally has a strategy and story that may give it a chance to lead the coming era of AI in the enterprise.  Just as AI appears poised to change everything in ...

Trump’s high tariffs, imposed late Wednesday, somehow managed to surprise investors, as tech stocks, and just about all stocks along with our 401(k)s, tanked Thursday and looked to be on an even steeper fall Friday — and many observers think even now the market isn’t pricing in the full impact. It’s hard to see how ...