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Big Data

Growing AI demand drives solid Snowflake earnings and revenue beat

By Mike Wheatley Feb 25, 2026

Big data company Snowflake Inc. provided a bullish forecast for its fiscal 2027 product revenue today, saying it’s benefiting from booming enterprise demand for artificial intelligence tools, which drives more customers to its data…

Cloud

Salesforce beats expectations as it doubles down on AI agents, but investors are still worried

By Mike Wheatley Feb 25, 2026

Salesforce Inc. clocked up its highest-ever quarterly revenue as it delivered its latest financial results, beating expectations, but its revenue guidance for the new fiscal year trailed Wall Street’s projections. The customer relationship management…

AI

Anthropic acquires AI startup Vercept to enhance Claude’s computer use features

By Maria Deutscher Feb 25, 2026

Anthropic PBC has acquired Vercept Inc., a startup with an artificial intelligence tool that can automate multistep tasks. The company didn’t disclose the financial terms in its announcement of the deal today. Vercept previously…

AI

Google brings robotics software company Intrinsic in-house to accelerate physical AI

By Duncan Riley Feb 25, 2026

Google LLC announced today that it’s bringing robotics software company Intrinsic Innovation LLC into its core operations to accelerate development of physical artificial intelligence as part of its push to extend AI beyond digital…

Infra

Nvidia tops Wall Street’s expectations again as data center revenue surges 75%, but stock sags

By Mike Wheatley Feb 25, 2026

Updated with Thursday’s stock price: Nvidia Corp. sailed past analysts’ earnings expectations again as revenue in its core data center business jumped more than 75% from a year earlier, sending its stock higher in…

AI

C3 AI shares plunge as earnings miss, shrinking sales and weak outlook rattle investors

By Duncan Riley Feb 25, 2026

Shares in C3.ai Inc. cratered more than 20% in late trading today after the artificial intelligence software maker fell well short of expectations in its fiscal 2026 third quarter. It also gave fourth-quarter guidance…

Security

Data protection startup Gambit Security launches with $61M in funding

By Maria Deutscher Feb 25, 2026

Data protection startup Gambit Security Ltd. launched today with $61 million in funding from Spark Capital, Kleiner Perkins and Cyberstarts. The company raised the capital over two rounds that closed in the past 12…

AI

Vast Forward keynote analysis from theCUBE: Rebuilding the operating system for the AI era

By Kelly Knight Feb 25, 2026

The evolution of enterprise AI has moved beyond simple classification tasks and into a new era of generative capability. To keep pace, companies must move from rigid, rule-based systems to more flexible, data-driven models.…

Cloud

Zoom shares sink after earnings miss and weaker fiscal 2027 outlook

By Duncan Riley Feb 25, 2026

Shares in Zoom Communications Inc. slumped nearly 3% in late trading today after the online communications company fell short of fiscal fourth-quarter earnings expectations and also missed on its first quarter and full-year earnings…

Infra

Nutanix rallies on strong quarter and AMD investment as Everpure tops estimates

By Duncan Riley Feb 25, 2026

Shares of Nutanix Inc. and Everpure Inc., formerly Pure Storage Inc., both rose in late trading today as the companies whose products are often bought together impressed investors with earnings beats in their respective…

explore news

Salesforce beats expectations as it doubles down on AI agents, but investors are still worried

Anthropic acquires AI startup Vercept to enhance Claude’s computer use features

Google brings robotics software company Intrinsic in-house to accelerate physical AI

Nvidia tops Wall Street’s expectations again as data center revenue surges 75%, but stock sags

C3 AI shares plunge as earnings miss, shrinking sales and weak outlook rattle investors

Data protection startup Gambit Security launches with $61M in funding

Vast Forward keynote analysis from theCUBE: Rebuilding the operating system for the AI era

Zoom shares sink after earnings miss and weaker fiscal 2027 outlook

Nutanix rallies on strong quarter and AMD investment as Everpure tops estimates

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