Nate Wolf

Marvell reports earnings and revenue roughly in line with Wall Street estimates.

The benchmark software ETF now above water for the year after Salesforce’s solid earnings. Salesforce is turning itself into a force because of its partnership with Anthropic.

The software giant is confronting the AI tide by shaking itself up before someone else does.

Zoom reported adjusted earnings of $1.55 a share for the quarter, up from $1.53 a year ago and above analysts’ expectations for $1.48, per FactSet.

New Street Research urges Meta to establish a cloud business and reiterates a Buy rating and $700 price target on Meta stock.

An Anthropic IPO could break the record recently set by Elon Musk’s SpaceX.

Investment firm Arctos Partners agrees to buy a minority stake in the Atlanta Falcons at a $10.6 billion valuation, CNBC reports.

Micron unveils Micron Research Labs, a new research institution. Its stock has soared more than 700% over the last year, and was up again Thursday.

Amazon is expanding Prime Air drone delivery to nearly 500 U.S. cities and towns as the retailer battles Walmart and FedEx over ever-faster shipping.

Google, OpenAI, and other AI companies are vacuuming up corporate data from both large public companies and small enterprises.

Google wins an auction to purchase a vast array of financial and operational data from the defunct budget airline.

Applied Materials reports better-than-expected earnings for its fiscal third quarter, but investors aren’t impressed.

Chief Revenue Officer Denise Dresser just nine months after hiring her. Longtime cybersecurity executive Dali Rajic will take over.

Sandisk expects adjusted gross margins to remain at around 80% through 2030 as demand for memory continues to outstrip supply.

Coherent beat earnings and revenue estimates and offered a stronger-than-expected outlook as demand for its optical-networking technology grows with AI infrastructure.