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 ...

Cloud artificial intelligence infrastructure provider CoreWeave went public late Thursday at a lower price than expected, splashing some cold water on hopes for a rebound in initial public offerings — and even worse, today the stock fell about 5% in early trading despite the lower bar. Shares recovered to close flat with the $40 IPO price ...

Nvidia CEO Jensen Huang kept his company on top of the AI world this week. At the company’s annual GTC developer conference this week in San Jose, Huang (pictured here on the exhibit hall floor with throngs of admirers seeking selfies with the tech rock star) introduced a series of new graphics processing units, new ...

Intel finally got a new CEO this week: Lip-Bu Tan, a former board member and longtime CEO of chipmaking software veteran Cadence Design Systems. By all accounts, he’s a capable leader, but former CEO Pat Gelsinger looked capable too. Turning around Intel is a huge undertaking, especially if, as Tan said this week, he aims to ...

As Microsoft CEO Satya Nadella and Salesforce CEO Marc Benioff chart out competing visions of how agentic artificial intelligence will develop, agents are gaining traction in cybersecurity, telecom and beyond. This past week, Salesforce kept pushing ahead with an agent skills marketplace and a new iteration of its Agentforce platform, while Microsoft unveiled its own ...

Nvidia came through on earnings this week, with little sign of slowing growth, but investors apparently didn’t like the lower gross margin and knocked shares down more than 8% Thursday. It almost counts as a win given the sky-high expectations. It was a mixed bag for other enterprise tech providers too, as whatever AI-driven boost they’re ...

DeepSeek? Who’s that? The Chinese cheap artificial intelligence model maker was supposed to cool investor interest in money-burning AI startups, but that was hardly the case this week. If anything, the AI wars are heating up even more, with a hot new model from Elon Musk’s xAI, the launch of former OpenAI Chief Technology Officer ...