Enterprise & Cloud

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Atlassian office illustrating Atlassian Q3 2026 results with strong Atlassian cloud revenue growth, enterprise software growth and expanding Atlassian AI platform adoption across global enterprise customers

Atlassian Posts 32% Revenue Growth on Cloud and AI Gains

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CoreWeave AI infrastructure Meta deal AI compute GPU cloud growth hyperscale data center infrastructure CoreWeave AI deals expansion

CoreWeave Locks In Meta and Anthropic in Back-to-Back Deals

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Oracle logo reflecting Oracle AI infrastructure spending and strategy as layoffs and restructuring support cloud and data center expansion

Oracle Cuts Thousands as AI Infrastructure Spending Intensifies

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Mike Cannon-Brookes, CEO of Atlassian, following the announcement of Atlassian layoffs as the company pivots toward AI investment.

Atlassian Layoffs Add to Tech’s Expanding AI Job Cuts

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Figma surpasses $1 billion revenue milestone as AI tools expand enterprise product development workflows

Figma Surpasses $1B Revenue as AI Expands Its Enterprise Role

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Anthropic legal AI plugins trigger market selloff in enterprise software. Anthropic’s legal AI plugins sparked a $285 billion selloff in legal and data software, forcing investors to reassess AI-driven disruption risks.

Anthropic's Legal AI Triggers $285 Billion Market Rout

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SAP logo signage highlighting the company’s cloud growth, enterprise AI strategy, and investor reaction to 2025 earnings and backlog outlook

SAP's Cloud Gains Meet Stubborn Market Expectations

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Dycom Industries workers install telecommunications and electrical infrastructure at a data center construction site.

Dycom Makes $1.95 Billion Bet on Data Center Infrastructure

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Equities & Indices News

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The New York Stock Exchange building in New York representing the S&P 500 rally, semiconductor earnings growth, and AI-driven market momentum

S&P 500 Reaches New Historic High on Strongest Earnings in Years

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Samsung Electronics corporate operations as the company expands AI memory production, semiconductor investment, and hyperscale infrastructure partnerships, and surpasses $1 trillion

Samsung Crosses $1 Trillion as AI Memory Demand Surges

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U.S. markets suffer whipsaw volatility as Trump tariff threats spark sell-offs, tech earnings disappoint, Intel plunges, and geopolitical risk drives investor sentiment.

Markets Navigate Volatility as Sell-Off Collides With Tech Earnings

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