CrowdStrike Soars 14% on AI Safety Rotation, HCLTech Deal
CrowdStrike surged 14.2% to $235.49 as an AI safety debate ignited a rotation into cybersecurity software, paired with a major HCLTech partnership expansion.
Artificial Intelligence
Market-focused coverage of artificial intelligence companies, infrastructure spending, business models, and adoption. We examine the filings, financial metrics, and competitive forces behind the headlines.
AI Slowdown Warning Hits Tech: Nasdaq Futures Drop 1.3%
Tech futures slid Sunday night as Anthropic’s Dario Amodei and a viral safety warning triggered fears of AI curbs, sending Nasdaq-100 futures down 1.26%.
OpenAI Shelves 2026 IPO: Why Altman Delayed the $1T Listing
Sam Altman confirms OpenAI won’t go public in 2026, calling an IPO ‘ill-advised’ as Anthropic picks Nasdaq and AI labs weigh a voluntary safety slowdown.
Why Adobe Stock Is Falling After Record Q3 Earnings
Adobe reported record Q3 revenue of $6.76B and announced a CEO transition, but shares fell after net new ARR dropped 36% on a freemium acquisition pivot.
Harvey Legal AI Hits $15.5B on $550M Series F Round
Harvey raised $550M at a $15.5B valuation, doubling its worth in six months as Diffusion and Lightspeed co-lead the legal AI unicorn’s Series F.
TSMC August Revenue Jumps 53%: AI Chip Demand Runs Hot
TSMC posted NT$514.8B in August 2026 revenue, up 53.3% YoY and 10.1% MoM. YTD growth hit 39.3% as AI chip demand outstrips supply.
Listen Labs Walks $1.5B Round to Weigh $2B Salesforce Sale
AI customer-research startup Listen Labs shelved a $125M Menlo Series C at a $1.5B valuation to chase $2B Salesforce takeover talks — a 67x revenue multiple.
Meta Surges 6.5% on ‘Muse’ AI Agent Debut, Nears $1.7T Cap
Meta jumped 6.5% to $653.69 on Sept. 9, 2026 as Wall Street cheered the launch of Muse, its new AI agent, pushing market cap toward $1.7 trillion.
Cognition Hits $48B: $2B Series E as Devin Nears $1B ARR
Cognition raised $2B at a $48B valuation, nearly doubling from May’s $26B round as Devin’s ARR climbed from $492M to $900M in four months.
Qualcomm Jumps on Amazon AI Chip Deal: $15B by FY2029
Qualcomm shares rallied 2.75% Monday on a multi-generational AWS custom AI chip deal targeting ~$15B in data-center revenue by fiscal 2029.