Software

Reuters
Oracle-Broadcom one-two punch hits AI trade, but investor optimism persists | Reuters
The turbulence this week for AI-linked stocks seemed similar to shorter-term selling in the wake of the DeepSeek news earlier this year and other AI "...
NPR
Questions of accuracy arise as Washington Post uses AI to create personalized podcasts
The Post calls the podcast an "AI-powered tool" that turns its articles into an audio news digest.
Bloomberg
Oracle's $300 Billion AI Bet Has Fast Become a Bubble Barometer - Bloomberg
It had been busy signing huge deals to rent data center space, buying the specialized AI ... Provide news feedback or report an error · Confidential tip...
CNBC
Oracle says there have been 'no delays' in OpenAI arrangement after stock slide
Oracle pushed back against a report that said the company will complete data centers for OpenAI, one of its major customers, in 2028, rather than 2027.
SCMP
Alipay and Rokid open up ‘look-and-pay’ smart glasses function to developers
Alipay and artificial intelligence glasses maker Rokid have jointly unveiled a smart glasses payment solution on the Rokid Lingzhu AI development platform, giving developers an easy path to build payment functions into their applications. Based on the Model Context Protocol (MCP), an open-source standard that connects AI applications to external systems, the service allowed developers to easily integrate pre-built capabilities, such as receiving payments, by adding plug-ins, according to a...
CNBC
AI-led tech slide extends into third day as Oracle, Nvidia, fall in premarket trading
AI-related names have made losses since Oracle's mixed results on Wednesday.
CNBC
Oracle's lease commitments jump by almost 150% as company builds out to meet AI demand
Oracle's lease commitments now total $248 billion, with $10 billion tied to cloud capacity.
CNBC
S&P 500, Dow close at record highs as Oracle sparks rush out of AI trade into broader market - CNBC
Shares of Broadcom have jumped in recent weeks on news of potential partnerships and enthusiasm around its custom chip, or application-specific...
Reuters
Nasdaq slips as Oracle AI shock overshadows Fed relief - Reuters
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The Verge
Spotify's Prompted Playlists use AI to control your algorithm - The Verge
Stevie started out at Laptop Mag writing news and reviews on hardware, gaming, and AI. A new beta feature on Spotify takes the idea behind the...
CNBC
Broadcom beats on earnings and revenue, says AI chip sales will double in current quarter
Broadcom's stock is near an all-time high and has climbed 75% so far in 2025 as the company benefits from booming demand for AI infrastructure.
CNBC
Palantir sues former employees, says Percepta AI CEO set out to 'pillage' top developers
Palantir accused three former employees of violating non-solicitation agreements, and said they're competing with the company by hiring top developers.
CNBC
Oracle shares tank 11%, dragging down Nvidia, CoreWeave, Micron
Investors have questioned Oracle's AI infrastructure plans and colossal amount of debt.
Bloomberg.com
Oracle Slides by Most Since January on Mounting AI Spending - Bloomberg.com
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NPR
Trump is trying to preempt state AI laws via an executive order. It may not be legal
The executive order is the latest in a series of attempts by the Trump administration to hold back state-level AI rules. But many Republicans are also uncomfortable with the effort.
CNBC
Sam Altman expects OpenAI to exit 'code red' by January after launch of GPT-5.2 model
The new model will be available starting Thursday within OpenAI's ChatGPT chatbot and its API.
Reuters
Google names Amin Vahdat as new chief of AI infrastructure buildout, Semafor reports
Get a daily digest of breaking business news straight to your inbox with the Reuters Business newsletter. Sign up here. "This change establishes AI...
CNBC
Oracle shares tank 15%, dragging down Nvidia, AMD, CoreWeave
Investors have questioned Oracle's AI infrastructure plans and colossal amount of debt.
NPR
Disney reaches billion-dollar licensing deal with OpenAI
It's a whole new world for Mickey, Simba, Stitch and more as Disney brings hundreds of its characters to Sora, the short-form video platform from OpenAI, as part of a three-year licensing agreement.
CNBC
Esusu, platform for renters to build credit scores, valued at $1.2 billion in new funding round
Esusu raises $50 million at a $1.2 billion valuation as it helps more renters build credit scores and gain access to mortgages and other financial products.
CNBC
Oracle shares plummet 13% in premarket, dragging down AI stocks
Shares in Nvidia, Micron and Microsoft were also lower in premarket trade on Thursday.
CNBC
The Fed's hawkish cut, Oracle earnings, Coca-Cola's next CEO and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
CNBC
Goldman Sachs leads investment in software delivery startup Harness at $5.5 billion valuation
Harness CEO Jyoti Bansal wants to eventually take Harness public after he sold his previous startup, AppDynamics, to Cisco just before a planned IPO.
SCMP
AI race: Meta reported to use Alibaba’s Qwen for ‘Avocado’ model in likely win for China
American tech giant Meta Platforms is reportedly using an open-source artificial intelligence model developed by Alibaba Group Holding to reinvigorate its faltering AI efforts in another likely win for Chinese AI. According to a Bloomberg report on Wednesday, Facebook owner Meta was using Alibaba’s Qwen model, along with other open-source models from Google and OpenAI, as part of the training process for a new model code-named Avocado, which was expected to be released in the spring. The report...
CNBC
Nvidia’s new software could help trace where its AI chips end up
Nvidia’s latest opt-in software may reveal where its GPUs are operating, a capability that aligns with Washington’s drive to better track restricted chips.
CNBC
Oracle shares plummet 11% in premarket, dragging down AI stocks
Shares in Nvidia, Micron and Microsoft were also lower in premarket trade on Thursday.
CNBC
Google’s AI unit DeepMind announces its first 'automated research lab' in the UK
The lab will use AI and robotics to run experiments and will open next year, as the U.K. government deepens ties with U.S. tech companies.
CNBC
Oracle plummets 11% on weak revenue, pushing down AI stocks like Nvidia and CoreWeave
Oracle flagged new business from Meta and Nvidia in reporting a 438% increase in remaining performance obligations.
SCMP
Less hype and more hardware: SenseTime banks on multimodal AI to regain its edge
Chinese artificial intelligence pioneer SenseTime is betting that its roots in computer vision will help it lead the next phase of AI, as the industry shifts towards multimodal systems and embodied intelligence in the physical world, according to co-founder and chief scientist Lin Dahua. In an interview with the Post on Wednesday, Lin said the company’s long-standing expertise in vision-based AI put it in a strong position to become a leader in embodied intelligence, robotics and AI agents...
CNBC
Cisco's stock closes at record for first time since dot-com peak in 2000
Cisco was at the center of the internet boom, but has a much different role in today's artificial intelligence craze.