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Cloud

Atlassian shares slide as cloud growth outlook tempers strong earnings beat

By Duncan Riley Feb 5, 2026

Shares of Atlassian Corp. slid nearly 4% in late trading today as cloud revenue growth slowed, despite the Australian collaboration software company reporting revenue and earnings beats in its fiscal 2026 second quarter. For…

Cloud

Amazon’s stock falls after it ups its 2026 capital spending forecast to $200B

By Mike Wheatley Feb 5, 2026

Amazon.com Inc. delivered record quarterly revenue on the back of strong cloud growth during the fourth quarter, but its stock fell in late trading after it missed expectations on profit and raised its fiscal…

AI

Fundamental launches with $255M and an AI model optimized for tabular data

By Maria Deutscher Feb 5, 2026

Artificial intelligence startup Fundamental Technologies Inc. launched today with $255 million in initial funding from a group of prominent investors. The company raised the bulk of the capital through a $225 million Series A…

Security

Cybersecurity earnings season kicks off with beats from Fortinet, NetScout and Qualys

By Duncan Riley Feb 5, 2026

Cybersecurity companies Fortinet Inc., NetScout Systems Inc. and Qualys Inc. all reported earnings and revenue beats in their latest quarterly reports today as demand for cybersecurity services continues amid the continuing growth in artificial…

AI

Five thoughts – plus a comment on the importance of leadership – from Cisco’s AI Summit

By Zeus Kerravala Feb 5, 2026

Cisco Systems Inc. held its second annual AI Summit this week, with a star-studded lineup of artificial intelligence celebrities. Unlike most vendor events, the Cisco AI Summit was designed to be a “meeting of the…

AI

OpenAI introduces Frontier agent management platform and new GPT-5.3-Codex model

By Maria Deutscher Feb 5, 2026

OpenAI Group PBC today introduced a platform called Frontier that companies can use to build and manage artificial intelligence agents. The offering debuted alongside a new version of the company’s programming-optimized model. GPT-3.3-Codex, as…

Security

From backup to ResOps: How Commvault is reframing cyber resilience

By A.J. Bram Feb 5, 2026

The resilience conversation has moved from infrastructure teams to the executive agenda — because when identity and data can’t be trusted, uptime alone isn’t enough. As AI-driven systems accelerate the pace of change across…

AI

Process intelligence moves enterprise AI from PoC to ROI

By A.J. Bram Feb 5, 2026

As enterprise AI initiatives move from experimentation to scrutiny, many organizations are confronting a familiar gap between promise and payoff. Early pilots have demonstrated technical capability, but translating those efforts into measurable business impact…

AI

Cloud-native observability enters a new phase as the market pivots from volume to value

By Cheryl Knight Feb 5, 2026

Observability is entering a new phase. As cloud-native architectures scale and AI workloads intensify, enterprises are being forced to rethink how they collect, manage and pay for telemetry data — a shift that came…

AI

Anthropic rolls out Claude Opus 4.6 with 1 million-token context support

By Kyt Dotson Feb 5, 2026

Anthropic PBC today debuted the next upgrade to its flagship large language model Claude Opus, its largest frontier artificial intelligence model, with 4.6, a direct upgrade over 4.5, which the company says raises the…

all stories

Atlassian shares slide as cloud growth outlook tempers strong earnings beat

Fundamental launches with $255M and an AI model optimized for tabular data

Cybersecurity earnings season kicks off with beats from Fortinet, NetScout and Qualys

Five thoughts – plus a comment on the importance of leadership – from Cisco’s AI Summit

OpenAI introduces Frontier agent management platform and new GPT-5.3-Codex model

Process intelligence moves enterprise AI from PoC to ROI

Anthropic rolls out Claude Opus 4.6 with 1 million-token context support

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