Workday (NasdaqGS:WDAY) Q4 2026 Earnings call February 24, 2026 04:30 PM ET Company ParticipantsAneel Bhusri - CEOBrad Zelnick - Managing DirectorGerrit Kazmaier - President, Product and TechnologyJustin Furby - Vice President of Investor RelationsKeith Weiss - Managing DirectorKirk Materne - Managing Director and Equity ResearchMark Murphy - Executive DirectorMichael Turrin - Managing DirectorRaimo Lenschow - Managing DirectorRob Enslin - President, Chief Commercial OfficerZane Rowe - CFOConference Call Pa ...

The growing competition between Google and Nvidia, Anthropic makes nice with software and AI is powering trade-secret theft. ...

>> THIS IS BLOOMBERG TECH. COMING UP, META AGREES TO BUY DATA CENTER GEER. >> INVESTORS NAVIGATE THE DISRUPTIVE POWER OF AGENTIC TOOLS BEING UNVEILED BY ANTHROPIC.>> WARNER BROS. DISCOVERY IS CONSIDERING A NEW TAKEOVER BID FROM PARAMOUNT SKY DANCE WITH ITS PORTS SET TO REVIEW THE PROPOSAL AND RESPOND. >> FIRST, WE CHECK IN ON THESE MARKETS THAT BOUNCED BACK AFTER YESTERDAY'S SELLOFF.ANTHROPIC FRONT AND CENTER. THE LATEST AI TOOLS THAT HAVE BEEN BATTERING SOFTWARE ARE NOW ADDING FUEL TO THEM. WE WILL GET TO ...

全球财经媒体昨夜今晨共同关注的头条新闻主要有： 据知情人士透露，特朗普政府正在考虑发布一道行政命令或采取其他行动，要求银行向客户收集公民身 份信息，这是该政府打击在美非法居留移民的一条新战线。 这些知情人士称，该行动最终可能要求银行向希望在美国保留银行账户的新老客户索取一类前所未有的 新文件，例如护照。 特朗普政府考虑要求银行收集客户公民身份信息 当前局势对特朗普而言尤为动荡，他在多条战线上展开交锋：抨击推翻其关税计划的最高法院大法官、 与国会民主党人围绕联邦拨款陷入对峙，同时还面临党内部分议员的指责，他们认为其移民执法行动和 关税计划过于激进。 1、特朗普政府考虑要求银行收集客户公民身份信息 2、关税失利与民意转冷夹击 特朗普欲借国情咨文重塑经济叙事 3、苹果股东批准高管薪酬方案 4、AI条款之争升温 美国国防部威胁终止Anthropic军方合同 5、普华永道美国将部署Anthropic企业级人工智能插件 6、特朗普智囊称血洗美股的Citrini报告是"科幻小说" 强调积极拥抱AI 一些知情人士称，有关这项潜在行政命令的讨论已在最近几日引起银行业不安。 关税失利与民意转冷夹击 特朗普欲借国情咨文重塑经济叙事 ...

Core Insights - The head of Amazon's artificial general intelligence (AGI) lab, David Luan, is leaving the company after less than two years, indicating a shift in focus towards new projects [1][2] - Luan's departure follows a significant reorganization of Amazon's AGI division, which is now under the leadership of Peter DeSantis, a long-time company veteran [2] - Amazon's AGI lab, established in December 2024, aims to develop competitive AI models, including the recently released Nova frontier model [1][3] Company Developments - David Luan was brought on board in June 2024 through an acqui-hire deal involving his startup Adept, which included licensing technology and AI models from Adept [3] - The Federal Trade Commission (FTC) is reviewing AI acqui-hire deals, including Amazon's hiring of Adept employees, to assess potential regulatory evasion [4] - Lawmakers, including Senator Elizabeth Warren, have expressed concerns regarding the implications of AI acqui-hire deals [4]

Cybersecurity stocks are getting hammered — and the trigger wasn't a breach. It was a product launch.On February 20 at 1:00 PM ET, Anthropic announced "Claude Code Security," an automated AI tool designed to scan codebases for vulnerabilities. Within minutes, cybersecurity names began selling off.Since the announcement:The broader sector, tracked by the First Trust Nasdaq Cybersecurity ETF (NASDAQ:CIBR) , has slid to late-April 2025 lows and is now down for seven consecutive weeks — the longest losing strea ...

US stocks rose Tuesday, with software stocks leading the charge as Wall Street as worries over AI disruptions eased ahead of Nvidia (NVDA) earnings this week. The Dow Jones Industrial Average (^DJI) gained nearly 0.8%, or almost 400 points, while the S&P 500 (^GSPC) picked up roughly 0.8%. The tech-heavy Nasdaq Composite (^IXIC) gained about 1% as AMD (AMD) shares surged after the chipmaker entered a deal to provide Meta (META) with a huge amount of GPUs for the Facebook owner's AI build-out. The reboun ...

IBM (NYSE: IBM) stock got hit hard in Monday's trading as fears that artificial-intelligence (AI) technologies could disrupt the company's common business-oriented language (COBOL) tech stack. The company's share price fell more than 13% in the daily session, wiping roughly $31 billion off the legacy tech giant's market capitalization. After yesterday's big sell-off, the stock is seeing a modest recovery. Shares were up 2.7% as of 3 p.m. ET. IBM stock is now down roughly 22% across this year's trading. Wil ...

Read more about version 3.0 of the Responsible Scaling Policy: https://t.co/gDp7VH9X8j ...

It will significantly increase my opinion of @Anthropic if they do not back down, and honorably eat the consequences.(For those who are not aware, so far they have been maintaining the two red lines of "no fully autonomous weapons" and "no mass surveillance of Americans". Actually a very conservative and limited posture, it's not even anti-military.IMO fully autonomous weapons and mass privacy violation are two things we all want less of, so in my ideal world anyone working on those things gets access to th ...