Oracle Shares Surge as Big Tech Spending Eases Software Worries

Oracle Corp. shares extended their rebound on Monday, as ramped up capex spending by US technology giants helped soothe ...

S&P 500 scores back-to-back gains as tech rises, Dow touches new record: Live updates

The S&P 500 rose on Monday, boosted by technology stocks, while the Dow Jones Industrial Average reached new heights as ...

Alphabet's debt raise fuels forecasts for record year in corporate bond sales

By Matt Tracy Feb 9 (Reuters) - Google parent Alphabet tapped the U.S. high-grade bond market on Monday, adding to a boom in debt funding by AI companies that analysts project will lead to a ...
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Enterprise hits and misses - AI agents get a deterministic reality check, and the SaaSpocalypse hype gets new critics

AI wants to eat software, but can it? A fresh wave of critics bring a reality check. Speaking of reality check, enterprise LLM agents are getting a deterministic architectural makeover, as vendors ...