‘SaaSpocalypse’ debate intensifies as software stocks swing wildly
Michael Cannon-Brookes, co-CEO of Atlassian. Scott Mlyn | CNBC The “SaaSpocalypse” was raging this week. Then it got…
Google is expanding its AI empire — and losing the people who built it
Demis Hassabis, co-founder of DeepMind Technologies Photographer: Jose Sarmento Matos/Bloomberg via Getty Images Bloomberg | Bloomberg | Getty…
AWS’ outperformance gives Wall Street confidence in AMZN AI strategy
Wall Street – just like investors – loved Amazon’s earnings report, particularly its growth at cloud business Amazon…
Hyperscalers face higher capex scrutiny after Alphabet report panned
Facebook’s CEO Mark Zuckerberg (L) speaks with Microsoft’s CEO Satya Nadella after posing for a family picture with…
Why we’re sticking with Alphabet despite an imperfect quarter and more AI spending
Alphabet shares fell Wednesday evening after the Google parent reported good, but not great second-quarter results. While artificial…
Google (GOOG) Q2 2026 earnings report: Live updates
Google parent Alphabet reports fiscal second-quarter results after the bell. Here’s what analysts are expecting, according to LSEG.…
Macron, Modi court tech CEOs in AI infrastructure race
Countries are scrambling not to fall behind in AI — and French President Emmanuel Macron and Indian Prime…
Alphabet burnishes one of its best weapons in the battle for AI supremacy
Alphabet has squashed concerns that artificial intelligence will destroy its Google tech empire. One of its biggest weapons…
Microsoft and Google take on Anthropic and OpenAI in AI coding models
Microsoft CEO Satya Nadella speaks on stage during the Microsoft AI Tour in Munich, Germany, on Feb. 25,…
Software stocks wrap best month since 2001 as talk of ‘SaaSpocalypse’
Sridhar Ramaswamy, CEO of Snowflake, helps ring The Closing Bell at the New York Stock Exchange on Sept.…
Snowflake stock surges 35% on AI frenzy, fueling software rally
Software stocks popped on Thursday after Snowflake said it plans to spend $6 billion on compute from Amazon…
Microsoft was positioned to win in AI coding. Outages got in the way
Microsoft CEO Satya Nadella speaks at a company event on artificial intelligence technologies in Jakarta, Indonesia, on April…