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Cybersecurity company SentinelOne forecast second-quarter revenue below analysts' expectations on Thursday and said it would cut ‌about 8% of its workforce as it looks to invest ‌in growth areas such as AI, data and cloud. • SentinelOne faces intense competition from larger rivals such as CrowdStrike and Palo Alto Networks, as well as from Microsoft, which is bundling security ‌features into its products. • ⁠Even as ransomware and nation-state threats boost cybersecurity demand, some corporate clients are tightening their budgets, scrutinizing ⁠deals and extending sales cycles.

Today, May 28, 2026, investors piled into Snowflake after its Amazon pact and earnings beat, even as the Dow barely budged.

Dell Technologies Inc (NASDAQ:DELL) shares rose about 7% on Wednesday after the US Department of Defense announced a five-year, approximately $9.7 billion enterprise software agreement involving Dell Federal Systems to provide and manage Microsoft-related software and cloud services for the US...

Anthropic on Thursday said it is launching an upgraded ‌Claude Opus 4.8 model even as ‌it works to release its powerful, market-moving Mythos model ​to all customers in the coming weeks. Mythos is the AI lab's large language model with advanced cybersecurity capabilities that have ‌raised concerns among ⁠executives and world leaders about its impact. As a part of Project ⁠Glasswing, major tech firms such as Amazon, Microsoft and Apple are permitted to ​use Mythos ​for cybersecurity purposes.

Microsoft will unveil a suite of new homegrown AI models next week at its annual "Build" conference for developers ‌in San Francisco, including a coding model to boost the ‌usage of its GitHub Copilot tool, the Information reported on Thursday. Microsoft declined to comment on the report. • Microsoft shares climbed ⁠on the report, and were last up nearly 3%.

Dell Technologies stock climbed Thursday after the company secured a major Pentagon software contract ahead of quarterly earnings.

Investing.com -- Microsoft (NASDAQ:MSFT) shares rose 3% Thursday after The Information reported the company plans to release a new coding model next week as part of a broader push to reduce dependence on external AI partners.

Wall Street stocks are expected to go into reverse on Thursday as optimism about the ceasefire in the Gulf and a potential US-Iran peace deal became increasingly strained. Futures for the tech-laded Nasdaq were tipped to lead the decline, down 0.5%, while S&P 500 and Dow Jones futures...

There is always one IPO that defines a generation of investors. For people who started buying stocks in the 1990s, it was Microsoft (MSFT) and Amazon (AMZN). For millennials, it was Facebook and Tesla (TSLA). Each one arrived with the same problem, a valuation that looked impossible right up until ...

May 28 (Reuters) - Whether they are recruiting the ideal "momfluencer" to sell diapers or trawling through reams of data to fast-track drug launches, global centers of multinational ‌firms in India are increasingly putting AI to work in creative ways. Heads of several Global ‌Capability Centres (GCCs) told Reuters they are deploying AI across a host of functions - from marketing and content creation to finance and human resources - ​to automate time-consuming, repetitive tasks that once require

(Bloomberg) -- Micron Technology Inc. is the third-best performer in the S&P 500 Index this year and at the same time one of the least expensive stocks in the market. While that dichotomy looks bullish on the surface, it may be more of a warning sign than a green light for investors.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermIran’s Khamenei Says No Going Back for Middle East Rocked by WarEx-President Biden Sues to Stop DOJ Sharing Interview TapesTwo More Oil S

(Bloomberg) -- Wiwynn Corp., one of the biggest makers of Nvidia Corp. servers, warned of shortages developing in vital data center components beyond just memory chips, potentially slowing or inflating the cost of a global AI infrastructure buildout.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermIran’s Khamenei Says No Going Back for Middle East Rocked by WarEx-President Biden Sues to Stop DOJ Sharing Interview TapesTwo More Oil Supertankers Exit Hormuz to Help Pu

Dell Federal Systems, a unit of the company dedicated to serving the government, wins a US defense contract.

The agreement is meant to streamline and consolidate software acquisition across the Pentagon, intelligence community and Coast Guard.

WASHINGTON, May 27 (Reuters) - The Pentagon on Wednesday announced a ‌five-year, $9.69 billion agreement to consolidate ‌Microsoft and other enterprise software licenses scattered across ​the military services, the intelligence community, and the U.

The data-center boom is still going strong for Marvell Technology The chip company reported better-than-expected first-quarter revenue and sees higher revenue than expected in the current quarter. Marvell reported revenue of $2.42 billion, compared with Wall Street estimates of $2.41 billion, according to FactSet. Adjusted earnings for the quarter of 80 cents per share were in-line with analyst expectations.

HP beat Wall Street estimates for second-quarter revenue and profit on Wednesday, driven by strong demand for ‌AI-optimized personal computers and the Windows 11 refresh cycle. PC makers ‌including HP, Dell Technologies and China's Lenovo Group are navigating a shortage of memory ​chips as data center buildout is sucking up capacity and triggering price increases of smartphones and PCs. That supply crunch is pushing some enterprises toward higher-margin premium devices during the Windows 11 upgrade cycle after Microsoft ended ‌support for Windows 10 in ⁠October last year.

(Bloomberg) -- While software stocks rebound from the artificial intelligence-driven wipeout earlier this year, Salesforce Inc. hasn’t really benefited. But its earnings after the close Wednesday could pull the company’s shares out of their malaise. Most Read from BloombergIran’s Khamenei Says No Going Back for Middle East Rocked by WarSingapore Hands Byju's Founder His First Ever Jail TermPutin Signs Law on Use of Army to Aid Russians Detained AbroadEx-President Biden Sues to Stop DOJ Sharing I

Wall Street spent the first quarter of 2026 looking like it had misplaced the map. Inflation readings from the Bureau of Labor Statistics moved higher, consumer confidence sank to record lows, and Treasury yields climbed as investors questioned whether the Federal Reserve would cut rates at all this year. By March 30, the S&P 500 ... The Stock Market Just Had One of Its Strongest 8-Week Runs Ever. History Says It May Not Be Done Yet

SpaceX's IPO may be the biggest ever, approaching nearly $2 trillion.

(Bloomberg) -- ByteDance Ltd., the developer of TikTok and a leading force in artificial intelligence, is considering increasing its capital spending to more than double last year’s in a bid to lead the Chinese AI market and challenge the top US players abroad.Most Read from BloombergIran’s Khamenei Says No Going Back for Middle East Rocked by WarSingapore Hands Byju's Founder His First Ever Jail TermPutin Signs Law on Use of Army to Aid Russians Detained AbroadRussia Tells US to Evacuate Its Di

By Foo Yun Chee BRUSSELS, May 27 (Reuters) - European leaders are divided on how far to go in curbing Big Tech as they weigh momentous decisions over giving EU firms preferential access to mobile

European leaders are divided on how far to go in curbing Big Tech as they weigh momentous decisions over giving EU firms preferential access to mobile satellite spectrum and limiting large multinationals' access to EU cloud tenders. On Tuesday, ‌Reuters reported Brussels was likely to leave an opening for Elon Musk's Starlink and Amazon's low-earth-orbit satellite business Leo to acquire lucrative European ‌mobile satellite spectrum next year as a result of a compromise that will reserve the bulk of frequencies for European firms. A separate decision on EU cloud tenders set for June 3 is expected to ​temper the influence of U.S. firms such as Amazon, Alphabet's Google and Microsoft, which dominate the global cloud market with a combined 63% share.

Amazon cited AI efficiency when it eliminated 16,000 corporate roles. Microsoft cited AI when it cut more than 15,000 positions. Across Big Tech, the explanation for layoffs has become almost predictable: we are doing more with less, and AI is why. Jensen Huang has a problem with that story. And he ...

The real threat to the tech sector isn't a lack of AI ideas, but a classic economic shock. The overproduction of computing power.

Microsoft stock appeared to be testing support at its 21-day moving average after an earnings sell-off in April. Is Microsoft stock a buy or sell now? The desktop software maker said it earned $4.27 a share on sales of $83 billion during the March quarter.

UBS raised its target on Micron to a Street-high $1,625 from $535, arguing AI has structurally changed the memory market

AI stocks rally amid SpaceX, OpenAI IPO buzz as investors eye surging demand for compute capacity and monetization.

The settlement resolves claims tied to Microsoft's 2023 acquisition of Activision.

(Bloomberg) -- A rally in Nokia Oyj is forcing investors to reconsider the company not as an old telecom-equipment stock, but as part of the infrastructure underpinning the artificial intelligence boom.Most Read from BloombergNvidia CEO Urges Super Micro to Tighten Up on ComplianceTrump Doctor Visit Renews Health Scrutiny as 80th Birthday NearsTrump Says He’ll Announce Negotiated Deal With Iran ShortlyRubio Sees Good News Coming on Hormuz as Iran Talks ContinueUS, Iran Inch Toward Deal as Gaps R