Adobe CEO Shantanu Narayen announces his resignation after 18 years at the helm, sending shares plunging 7% despite the company posting record-beating quarterly revenue of $6.40 billion and tripling its AI-driven product sales year over year.
Claude's Excel and PowerPoint add-ins now share full context across all open files in one continuous conversation, offer one-click Skills for tasks like LBO models and pitch deck reviews, and are deployable across Amazon Bedrock, Google Vertex AI, and Microsoft Foundry.
Iran strikes AWS data centers in the UAE and Bahrain, disrupting banking and consumer services while casting a shadow over billions in regional AI investments, including Microsoft's $15 billion UAE commitment, as companies now grapple with the reality that data centers have become targets in modern armed conflict.
OpenAI launches GPT-5.4 with native computer-use and 1M token context as rival Claude hits #1 on the US App Store with record signups, while OpenAI's massive $110B funding round turns out to contain only ~$15B in immediately deployable cash.
A viral Forbes claim that Anthropic loses $5,000 per Claude Code Max user is misleading, as actual compute costs are estimated at just $500 — and on average, Anthropic is likely profitable on most Claude Code subscribers, with typical developers costing only $18 per month to serve.
OpenAI is abandoning plans to expand its Stargate data center with Oracle in Texas, choosing newer Nvidia GPU clusters elsewhere as the AI industry faces a growing crisis where data centers become obsolete faster than they can be built, leaving Oracle — which carries over $100 billion in debt and …
Anthropic is fighting back with two lawsuits against the Trump administration after the Pentagon labels it a supply-chain risk, triggering billions in potential revenue losses as major clients pause or cancel deals involving its Claude AI.
Chinese software stocks surge 20% Monday as viral AI platform OpenClaw gains rapid adoption among government agencies and tech giants like Tencent, sending shares of UCloud Technology, QingCloud Technologies, and Hangzhou Shunwang Technology sharply higher while the broader CSI 300 Index closes 1% lower.
Cathie Wood is calling Anthropic's Claude AI a 'True PC Moment' after it topped US app downloads, surpassing ChatGPT, while ARK Invest doubles down on AI investments amid Claude's rapid automation of complex finance workflows.
Anthropic launches the Claude Marketplace, enabling enterprise customers to apply existing AI spend commitments across six partner platforms — GitLab, Harvey, Lovable, Replit, Rogo, and Snowflake — covering industries from software development to legal and finance, with Anthropic managing all billing.