BlackRock

MICROSOFT

Meta Platforms

Alphabet

BlackRock's GIP and EQT team up for $40B AES takeover. The renewable energy giant powers Microsoft, Meta, and Alphabet data centers.

BlackRock's GIP and EQT Team Up for $40 Billion AES Takeover

CISCO SYSTEMS

NVIDIA

ADVANCED MICRO DEVICES

Microsoft CTO Kevin Scott reveals $150K annual inference costs for coding agents at Cisco AI Summit, predicts sustained capacity constraints through 2026.

Microsoft CTO Reveals $150K-Per-Year Coding Agent Costs as AI Demand Outpaces Supply

GARTNER

Gartner stock crashes 23% as 2026 revenue guidance of $6.45B falls 7% below Street estimates. DOGE government cuts and contract value weakness drive selloff.

Gartner Stock Plunges 23% Despite Q4 Beat as 2026 Guidance Falls Short, DOGE Cuts Weigh

Box CEO tells Cisco AI Summit enterprises must redesign workflows for AI agents. Why coding leads but everything else lags—and what it means for SaaS.

Box CEO Aaron Levie: Enterprises Must 'Adapt to How Agents Work' — Not the Other Way Around

Strategy

Coinbase Global

Riot Platforms

MARA Holdings

CLEANSPARK

Bitcoin crashes to $73K, its lowest since Trump's election, as Bitwise CIO declares 'crypto winter.' Strategy's $54B bet goes underwater. What it means for investors.

Bitcoin Crashes to 15-Month Low, Erasing Trump-Era Gains as Bitwise CIO Declares 'Crypto Winter'

Figma

ADOBE

Figma CEO Dylan Field tells Cisco AI Summit we're in the 'MS-DOS era of AI' as stock plunges 11%. His vision for design-to-code in 6-12 months.

News

Today

BlackRock's GIP and EQT Team Up for $40 Billion AES Takeover

Microsoft CTO Reveals $150K-Per-Year Coding Agent Costs as AI Demand Outpaces Supply

Gartner Stock Plunges 23% Despite Q4 Beat as 2026 Guidance Falls Short, DOGE Cuts Weigh

Box CEO Aaron Levie: Enterprises Must 'Adapt to How Agents Work' — Not the Other Way Around

Bitcoin Crashes to 15-Month Low, Erasing Trump-Era Gains as Bitwise CIO Declares 'Crypto Winter'

Figma CEO Dylan Field at Cisco AI Summit: 'We're in the MS-DOS Era of AI'