Silicon Valley is rallying around a new extinction narrative. Agentic AI, autonomous systems capable of executing workflows on their own, could make traditional software-as-a-service (SaaS) ...
Since the start of the year, Anthropic has triggered four separate selloffs. It started with the launch of Cowork plugins on February 3 that fundamentally challenged the predictable “seat-based” ...
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The tech download: Software was going to eat the world. Now it’s facing an 'existential' crisis
Fears that AI will upend the much-loved software-as-a-service business model continue to fuel a selloff in the sector. Anthropic and the U.S. Department of War's dispute continues. Nvidia fails to ...
ServiceNow has set itself up to be an AI orchestration platform. Salesforce has made sure it can be organizations' master record of data from which to launch AI agents. Both stocks are trading at ...
"I think the markets got it wrong," Nvidia CEO Jensen Huang said, pushing back on fears that AI agents will cannibalize the enterprise software industry. Instead, agentic AI will use software tools ...
ServiceNow's CEO will buy $3 million worth of shares in his company this month. Several other top ServiceNow execs cancelled their trading plans, putting them in a position to buy shares later. The ...
A viral AI scenario triggered sharp falls in stocks named in the report. The model imagines AI-driven “intelligence displacement” reshaping profits. Investors reacted despite repeated caveats that ...
OpenAI is enlisting some of the world’s biggest consulting firms in its fight to dominate the enterprise AI market. Frontier, which OpenAI debuted earlier this month, is a system that allows ...
ServiceNow (NOW) has signed a multi-year partnership with India's Tata Consultancy Services to help enterprises speed up AI adoption across their businesses and functions. Under the collaboration, TCS ...
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