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AI

It’s Nvidia’s world. We just live in it

By Robert Hof Aug 28, 2026

The artificial intelligence juggernaut kept cruising along this week thanks to big earnings results from Nvidia — and even Salesforce, the supposed epicenter of the SaaSpocalypse. Nvidia not only beat all expectations for revenue,…

Cloud

After posting a solid earnings beat, Elastic’s stock bounces higher in extended trading

By Mike Wheatley Aug 27, 2026

Shares of the enterprise search software company Elastic N.V. soared more than 19% in extended trading today after the company delivered fiscal first-quarter results that easily beat Wall Street’s targets. The company reported earnings…

Infra

Marvell’s stock sinks despite earnings beat and strong guidance

By Mike Wheatley Aug 27, 2026

Chipmaker Marvell Technology Inc. beat expectations and posted guidance that came in just above Wall Street’s estimates, but it wasn’t enough to impress investors, and its stock was headed south in after-hours trading. The…

AI

Anthropic previews MHS standard for AI agents that operate machines

By Maria Deutscher Aug 27, 2026

Anthropic PBC today previewed a standard that makes it easier for artificial intelligence agents to control machines such as microscopes. The Model Hardware Standard, or MHS, is the fruit of a collaboration between the…

Security

OpenAI, Anthropic and 100-plus firms warn AI attacks are about to explode

By Duncan Riley Aug 27, 2026

OpenAI Group PBC today published an open letter signed by more than 100 technology companies, banks, insurers and security vendors warning that artificial intelligence-enabled cyberattacks will become far more widespread within months and that…

Cloud

Workday posts strong earnings and revenue amid rapid uptake of its AI agents

By Mike Wheatley Aug 27, 2026

Human resources management software company Workday Inc. reported better-than-expected second-quarter results today, delivering earnings and revenue above expectations and raising its guidance for the full year. The results barely moved the needle, though, as…

Apps

Autodesk shares fall despite Q2 beat as cash flow guidance narrows

By Duncan Riley Aug 27, 2026

Shares of Autodesk Inc. fell about 5% in late trading today after the design software company beat Wall Street targets in its fiscal 2027 second quarter and then trimmed the midpoint of its full-year…

Security

Rubrik shares drop on raised outlook as SentinelOne slides on profit guide

By Duncan Riley Aug 27, 2026

Shares of Rubrik Inc. and SentinelOne Inc. both fell in late trading today despite the two cybersecurity companies posting fiscal second-quarter beats on revenue and earnings. Rubrik dropped about 8%, a reaction that came…

AI

Consumer-focused AI assistant startup Instinct reportedly raising $250M

By Maria Deutscher Aug 27, 2026

Instinct, the developer of an artificial intelligence assistant popular among Silicon Valley tech workers, is reportedly raising $250 million in funding. The company told the Wall Street Journal on Wednesday that the round is…

AI

The enterprise AI payoff shifts beyond models to mission-critical workflows

By Chad Wilson Aug 27, 2026

Enterprise AI capabilities are improving almost everywhere, yet the returns still trail the spending. The technology is reaching production, but it often stops short of the business process where revenue, innovation and risk actually…

explore news

It’s Nvidia’s world. We just live in it

After posting a solid earnings beat, Elastic’s stock bounces higher in extended trading

Marvell’s stock sinks despite earnings beat and strong guidance

Anthropic previews MHS standard for AI agents that operate machines

OpenAI, Anthropic and 100-plus firms warn AI attacks are about to explode

Autodesk shares fall despite Q2 beat as cash flow guidance narrows

Rubrik shares drop on raised outlook as SentinelOne slides on profit guide

Consumer-focused AI assistant startup Instinct reportedly raising $250M

The enterprise AI payoff shifts beyond models to mission-critical workflows

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