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Cloud

Figma’s orchestration bet: Why MCP network effects redefine software defensibility

By John Furrier Feb 26, 2026

Wall Street just repriced software-as-a-service. Again. Security stocks sold off after Anthropic PBC launched Claude Code Security. Investors reacted the way they’ve reacted all year: assuming artificial intelligence collapses categories, compresses multiples, ask questions…

Infra

Google and Meta reportedly strike new, multibillion-dollar AI chip deal

By Mike Wheatley Feb 26, 2026

Meta Platforms Inc. has reportedly agreed to a multibillion-dollar deal to rent Google Cloud’s custom artificial intelligence chips, according to a report in The Information today. The report cited anonymous sources as saying that…

Apps

Netflix backs out of Warner Bros. bidding war after Paramount raises offer

By James Farrell Feb 26, 2026

Video streaming giant Netflix Inc. today said it won’t be raising its offer to take over Warner Bros Discovery Inc. after Paramount Skydance Corp. stepped in with a larger bid. Netflix agreed in December…

Infra

Revel raises $150M to help engineers test complex physical systems faster

By Maria Deutscher Feb 26, 2026

Revel Software Corp., a startup that develops software for complex physical systems such as jet engines, has raised $150 million in funding. The company announced the investment today. It said Index Ventures led the…

Infra

CoreWeave’s stock drops on mixed results and plans to scale up AI spending

By Mike Wheatley Feb 26, 2026

Shares of the cloud infrastructure company CoreWeave Inc. fell more than 9% in late trading today after it posted a bigger-than-expected loss per share and offered a weak revenue forecast for the current quarter.…

Infra

Dell’s stock pops as soaring AI demand drives stellar 39% revenue increase

By Mike Wheatley Feb 26, 2026

Updated with Friday stock price: Data center hardware and personal computer maker Dell Technologies Inc. easily beat Wall Street’s expectations today as it posted its latest financial results, benefiting from surging artificial intelligence demand.…

AI

ServiceNow debuts Autonomous Workforce, EmployeeWorks automation tools

By Maria Deutscher Feb 26, 2026

ServiceNow Inc. today debuted two new cloud services that use artificial intelligence to automate manual work for users. The first offering, Autonomous Workforce, is a suite of specialized AI tools that each focus on…

Cloud

Autodesk tops earnings estimates as billings surge 33%

By Duncan Riley Feb 26, 2026

Shares in Autodesk Inc. rose more than 5% in late trading today after the computer-aided design company reported earnings and revenue ahead of expectations in its fiscal 2026 fourth quarter and also provided stronger-than-expected…

Security

Zscaler stock drops after solid quarter fails to excite investors

By Duncan Riley Feb 26, 2026

Shares in Zscaler Inc. fell more than 9% in late trading today despite the cloud security company reporting beats in its fiscal 2026 second quarter and providing an outlook ahead of expectations, as investors…

Apps

Block rallies after Dorsey slashes 40% of workforce in AI-native reset as earnings top estimates

By Duncan Riley Feb 26, 2026

Shares of Block Inc. surged more than 23% in late trading today after the financial services company announced that it was laying off more than 4,000 people from its approximately 10,000-person workforce alongside an…

explore news

Figma’s orchestration bet: Why MCP network effects redefine software defensibility

Google and Meta reportedly strike new, multibillion-dollar AI chip deal

Netflix backs out of Warner Bros. bidding war after Paramount raises offer

Revel raises $150M to help engineers test complex physical systems faster

Dell’s stock pops as soaring AI demand drives stellar 39% revenue increase

ServiceNow debuts Autonomous Workforce, EmployeeWorks automation tools

Autodesk tops earnings estimates as billings surge 33%

Zscaler stock drops after solid quarter fails to excite investors

Block rallies after Dorsey slashes 40% of workforce in AI-native reset as earnings top estimates

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