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Infra

Dismal revenue outlook crushes optimism around Nutanix and its stock tanks

By Mike Wheatley Nov 25, 2025

Shares of Nutanix Inc. tanked in late trading today after the company cut its full-year revenue outlook and delivered mixed financial results, with sales falling short of Wall Street’s estimates. The stock was down…

AI

Warner Music inks Suno deal amid cooling tensions over AI-generated music

By James Farrell Nov 25, 2025

One of the world’s largest music companies, Warner Music Group Corp., today reached a deal with AI music generation platform, Suno Inc., settling a copyright lawsuit and striking up a partnership. Last year, WMG…

Big Data

NetApp raises its full-year earnings and revenue forecast and its stock rises

By Mike Wheatley Nov 25, 2025

Data storage company NetApp Inc. delivered earnings and revenue that came in ahead of Wall Street’s forecasts and raised its guidance for the full year, citing strong demand from customers pursuing artificial intelligence projects.…

Security

Prominent tech executives back $36M round for cybersecurity startup Clover Security

By Maria Deutscher Nov 25, 2025

Clover Security Ltd., a new startup that provides cybersecurity software for developers, launched today with $36 million in funding. Notable Capital and Team8 led the round. They were joined by more than a half-dozen…

Infra

Dell’s stock rises on AI server demand, but HP slides after announcing layoffs and weak guidance

By Mike Wheatley Nov 25, 2025

Shares of the personal computer makers Dell Technologies Inc. and HP Inc. were heading in opposite directions in the after-hours market today after offering contrasting guidance for the next three months. In the case…

AI

Harmonic AI raises $120M at $1.45B valuation to advance mathematical reasoning

By Duncan Riley Nov 25, 2025

Harmonic AI Inc. a startup using artificial intelligence for formal mathematical reasoning, announced today that it has raised $120 million in new funding on a $1.45 billion valuation. The funding is intended to accelerate its…

Security

Zscaler reports strong quarter but cautious guidance weighs on shares

By Duncan Riley Nov 25, 2025

Shares in Zscaler Inc. fell more than 7% in late trading today after the cloud security company reported earnings and revenue beats in its fiscal 2026 first quarter but failed to impress investors with…

AI

Nvidia shares drop on report Meta may buy AI chips from Google

By Maria Deutscher Nov 25, 2025

Shares of Nvidia Corp. closed 2.6% lower today following a report that Meta may buy Google LLC’s TPU artificial intelligence chips. Sources told The Information that the tensor processing unit processor deal could be…

Cloud

Workday falls in late trading as growth outlook fails to excite investors

By Duncan Riley Nov 25, 2025

Shares of Workday Inc. fell more than 5% in late trading today despite the human resources and finance software provider reporting earnings and revenue beats in its fiscal 2026 third quarter. For the quarter that…

Infra

Chip startup Rapidus reportedly plans to build 1.4-nanometer fab

By Maria Deutscher Nov 25, 2025

Rapidus Corp., a Tokyo-based chip manufacturing startup, reportedly plans to build a fab capable of making 1.4-nanometer processors. Nikkei Asia reported the initiative today. The fab could create more competition for Taiwan Semiconductor Manufacturing…

explore news

Dismal revenue outlook crushes optimism around Nutanix and its stock tanks

Warner Music inks Suno deal amid cooling tensions over AI-generated music

NetApp raises its full-year earnings and revenue forecast and its stock rises

Prominent tech executives back $36M round for cybersecurity startup Clover Security

Dell’s stock rises on AI server demand, but HP slides after announcing layoffs and weak guidance

Harmonic AI raises $120M at $1.45B valuation to advance mathematical reasoning

Zscaler reports strong quarter but cautious guidance weighs on shares

Nvidia shares drop on report Meta may buy AI chips from Google

Workday falls in late trading as growth outlook fails to excite investors

Chip startup Rapidus reportedly plans to build 1.4-nanometer fab

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