Software

Reuters
Oracle bonds sell off as AI investment fuels investor concerns - Reuters
... AI infrastructure, according to analysts and investors ... Get a daily digest of breaking business news straight to your inbox with the Reuters Business...
Reuters
Google plans $40 billion Texas data center investment amid AI boom | Reuters
... AI models. Companies such as OpenAI ... Get a daily digest of breaking business news straight to your inbox with the Reuters Business newsletter.
CNBC
JPMorgan Chase wins fight with fintech firms over fees to access customer data
The JPMorgan Chase deals mark a shift in the power dynamic between banks, middlemen and the fintech apps that are increasingly threatening incumbents.
The Verge
Mozilla announces an AI 'window' for Firefox - The Verge
News. News. Posts from this topic will be added to your daily email ... Firefox says it is building an AI browsing feature called AI Window that...
SCMP
Alibaba slashes Qwen3-Max model charges up to 50% amid latest AI price war
Alibaba Group Holding has slashed charges for its biggest artificial intelligence model by as much as half, triggering speculation of another price war in China’s highly competitive AI market. Qwen3-Max, the first trillion-parameter model from Alibaba Cloud, was one of the company’s most expensive models on its release in September, with tiered pricing that charged a minimum of US$0.861 per million input tokens and US$3.441 per million output tokens for application programming interface (API)...
CNBC
CEO of Southeast Asia's largest bank says AI adoption is already paying off: ‘It’s not hope, it’s now’
Amid fears of an AI bubble, much has been made of recent reports suggesting that AI has yet to generate returns for companies investing billions into the tech.
Reuters
Major analyst and enterprise forecasts on the AI market - Reuters
... AI, software and infrastructure spending: Get a daily digest of breaking business news straight to your inbox with the Reuters Business newsletter.
PYMNTS.com
Amazon Debuts AI-Powered Tools for Business Clients - PYMNTS.com
... AI, Amazon, Amazon Business, Amazon Business Assistant, artificial intelligence, Business, News, PYMNTS News, small and medium sized businesses...
Bloomberg.com
Cisco Delivers Upbeat Revenue Forecast in Sign of AI Payoff - Bloomberg.com
... AI tasks. It's vying with companies like Broadcom Inc. and ... Provide news feedback or report an error · Site feedback: Take our Survey.
CNBC
Wall Street cools on Oracle's buildout plans as debt concerns mount: 'AI sentiment is waning'
Oracle shares have been hammered in recent weeks and its credit default swaps have risen as investors question the company's reliance on debt.
PYMNTS.com
Visa Bets on Stablecoins and AI to Transform Global Commerce for Creators | PYMNTS.com
... AI, artificial intelligence, cross-border payments, crypto, Cryptocurrency, Main Feature, News, PYMNTS News, Stablecoin, Visa. 3 ✕ Here are some...
CNBC
Apple cuts App Store fee in half for 'mini apps' that integrate more of its software
The Mini Apps Partner Program offers app developers the better fee in exchange for using some of Apple's technology to build their apps.
CNBC
AI startup Cursor raises $2.3 billion funding round at $29.3 billion valuation
Cursor built a popular AI coding tool that helps software developers generate, edit and review code.
Bloomberg
MoonPay Enters Stablecoin Rush, Launches Issuance Business
Crypto payments firm MoonPay Inc. will start issuing and managing stablecoins on behalf of clients, as demand for dollar-pegged tokens has soared in the wake of US legislation.
MoonPay Enters Stablecoin Rush, Launches Issuance Business
Bloomberg
BNY Launches New Money Market Fund for Stablecoin Issuers
The Bank of New York Mellon Corp. is launching a money-market fund tailored to issuers of stablecoins who need to comply with a recently signed US stablecoin law.
BNY Launches New Money Market Fund for Stablecoin Issuers
ARPU
Is Google Maps the Secret Weapon in the AI War?
Google just announced a major AI upgrade for Google Maps, integrating its powerful Gemini model to create a "hands-free, conversational driving experience." The new features, which include landmark-based navigation and proactive traffic alerts, are being positioned as helpful, incremental improvements. But a closer look reveals a far more
Bloomberg
Apple, Tencent Agree to 15% Cut of WeChat Mini App Spending
Tencent Holdings Ltd. has struck a deal with Apple Inc. that will see the iPhone maker handle payments and take a 15% cut of purchases in WeChat mini games and apps, resolving a high-profile dispute that’s dogged the world’s largest smartphone arena.
Apple, Tencent Agree to 15% Cut of WeChat Mini App Spending
Bloomberg
Big Tech’s Climate Strategists Feeling Strain of AI Power Needs
Energy-hungry data centers test industry’s commitment to go carbon-zero by 2040
Big Tech’s Climate Strategists Feeling Strain of AI Power Needs
Bloomberg
Google Hit by Fresh EU Probe Into Suspected News Search Abuse
Google is under investigation by European Union antitrust watchdogs over concerns it unfairly demotes some news results in a probe that risks adding to its €9.5 billion ($11 billion) EU fines tally and worsening fraught relations with the Trump administration.
Google Hit by Fresh EU Probe Into Suspected News Search Abuse
CNBC
Chinese tech giant Tencent's quarterly revenue rises 15%, fueled by AI
Tencent on Thursday posted 15% year-on-year revenue growth, with AI boosting the Chinese tech giant's performance in advertising targeting and gaming.
SCMP
Tencent posts 19% jump in third-quarter profit on AI gains, beating estimates
Chinese tech firm Tencent Holdings, the country’s most valuable technology giant, beat analysts’ forecasts with a 15 per cent rise in third-quarter revenue, as its artificial intelligence efforts continued to drive growth. Revenue for the Shenzhen-based firm, which runs China’s most popular super app WeChat, reached 192.9 billion yuan (US$27.1 billion), up from 167.2 billion yuan in the same period last year. Net profit increased 19 per cent to 63.1 billion yuan in the September quarter, which...
Bloomberg
Alibaba Preps Big Revamp of Flagship AI App to Rival ChatGPT
Alibaba Group Holding Ltd. is preparing an overhaul of its main mobile AI app in coming months to help it more closely resemble OpenAI’s ChatGPT, a key step in a broader effort to catch rivals and eventually earn money off individual users.
Alibaba Preps Big Revamp of Flagship AI App to Rival ChatGPT
PYMNTS.com
Beyond Models and Compute: Big Tech's AI Moves | PYMNTS.com
... artificial intelligence (AI) is reshaping advertising performance. ... News, Salesforce, Tesla. 3 ✕ Here are some notifications you missed...
CNBC
We're increasing our Cisco Systems price target after an AI-fueled beat and raise
Another quarter of double-digit order growth proves Cisco is an underrated winner from the AI infrastructure buildout.
CNBC
Cisco's stock jumps on earnings beat, strong guidance and $1.3 billion in AI orders
Cisco has returned to growth this year after revenue dropped in 2024, but Wall Street is waiting to see if the company can be a major player in AI.
CNBC
Cisco beats on earnings and guidance, lifting stock
Cisco has returned to growth this year after revenue dropped in 2024, but Wall Street is waiting to see if the company can be a major player in AI.
Bloomberg
Cisco Shares Surge After AI-Fueled Outlook Exceeds Estimates
Cisco Systems Inc. shares gained on Thursday after the network-equipment giant boosted its 2026 forecast, showing progress in its effort to capture more artificial intelligence spending.
Cisco Shares Surge After AI-Fueled Outlook Exceeds Estimates
ARPU
GPUs as Collateral
The Ticking ClockThe numbers coming out of the "neocloud" space this week were, as is typical these days, completely dizzying. CoreWeave, the publicly-traded bellwether for this new category of AI infrastructure providers, saw its revenue more than double to $1.36 billion for the quarter. Its rival,
ARPU
Why Microsoft is Spending $60 Billion on Neocloud for AI Workloads
In a massive and previously under-the-radar spending spree, Microsoft has committed over $60 billion to a new category of specialized data center companies called "neoclouds." The news comes just a week after CEO Satya Nadella's candid admission that his biggest problem isn't a shortage
The Verge
Google is introducing its own version of Apple's private AI cloud compute | The Verge
Google is rolling out Private AI Compute to use the cloud for AI ... More in News.