Arista Networks closed up 6.2%, the best move in a 111-stock priority list where hardware names took the top four gainer slots. Snap fell 8% to $5.45, the day's steepest decline.
Net new ARR accelerated 51% year over year to a record $332.8 million, and management raised full-year net new ARR growth guidance. Falcon Flex ARR doubled, the clearest sign yet that AI security budgets are landing here.
Agentforce and Data 360 ARR is now near $3.9 billion, up over 210% year over year, while $2.61 billion of the EPS beat came from gains on strategic investments. Full-year revenue guidance rose $200 million to $46.1 billion to $46.4 billion.
The Dow added 0.24% while the S&P 500 finished slightly lower, a split that says money rotated inside the market rather than left it. Quiet tape, but leadership is changing hands.
Two AI juggernauts, one retirement portfolio slot: should a retirement-focused investor buying today own NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) or Broadcom (NASDAQ:AVGO)? Both are riding the same AI infrastructure wave, both just posted record quarters, and both trade at p…
Google is now pricing into the same speech-API lane OpenAI, ElevenLabs and AWS are fighting over, and a 0.40s streaming lag is the number that wins voice-agent contracts.
Google has released Gemini 3.5 Transcribe, ranking #5 on AA-WER at 2.6%, alongside Gemini 3.5 Transcribe Live, achieving 4.0% AA-WER Streaming at 0.40s after speech end @GoogleAI's Gemini 3.5 Transcribe release comprises two API offerings: Gemini 3.5 Transcribe Live for https://t.co/xOtoqMOY1s
Alphabet is now selling speech-to-text at 0.40s latency after speech ends, pushing Gemini straight into the voice API market that Whisper and Deepgram have owned.
Google has released Gemini 3.5 Transcribe, ranking #5 on AA-WER at 2.6%, alongside Gemini 3.5 Transcribe Live, achieving 4.0% AA-WER Streaming at 0.40s after speech end Google’s Gemini 3.5 Transcribe release comprises two API offerings: Gemini 3.5 Transcribe Live for continuous https://t.co/y81oauk7Sj
Elon Musk just promised Nvidia data centers in orbit by 2027, but SpaceX’s own SEC filing told a very different story to regulators just three months ago, and the gap between those two timelines matters a lot if you own SPCX.
A slot jackpot feels like a windfall until the casino hands over a clipboard instead of cash, and that single form can quietly ripple into Medicare premiums, Social Security taxes, and a bill on money your grandmother never actually kept.
Palantir just staged one of the sharpest recoveries in enterprise software, but the stock still sits below where the year began and trades at a valuation that makes most analysts nervous. The math on what to do next is trickier than it looks.
Stock that cannot be sold, a private company with no buyers, and a Social Security check that stops arriving anyway. What counts as a paycheck surprises most engineers who trade salary for equity after claiming benefits.
Nine cents a task with a frontier-adjacent score is the number squeezing US model pricing, and it lands while OpenAI and Anthropic are already cutting to hold ground.
GLM-5.3-Flash scores 57 on the Artificial Analysis Intelligence Index. At $0.09 Cost per Task, it sits comfortably on the Intelligence vs. Cost per Task Pareto frontier @Zai_org has released GLM-5.3-Flash, a smaller and cheaper sibling to GLM-5.3 at 320B total parameters and https://t.co/YJRMoU02oK
