Goldman: Software giants face 'radical transformation' as agentic AI rises
Goldman: Software giants face 'radical transformation' as agentic AI rises
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JPMorgan beat earnings expectations amid record market revenue, but a downbeat outlook for net interest income hurt the stock.
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Goldman: Software giants face 'radical transformation' as agentic AI rises
Booking, Expedia face margin pressure from AI agents, Bernstein says
Adobe's longtime CEO is stepping down, and the lack of acceleration on a key metric signaled that AI isn't driving significant financial benefits yet.
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Founders of the AI-focused platform will join Meta's research team, following a recent trend of industry acquisitions.
Cloud and AI growth beat expectations while investors grow less worried about Oracle's debt plans and software disruption.
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Corning has become a key proponent of the artificial intelligence revolution.
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Applied Materials forges partnerships with Micron and SK Hynix for AI memory chips