hapabapa GitLab ( GTLB ), the intelligent orchestration platform for DevSecOps, will offer a managed GitLab deployment on Google ( GOOG ) Cloud, delivered through GitLab-certified managed service providers, to support secure and sovereign enterprise implementations. Enterprises running large-scale software development gain unified access to AI models along with control over code, pipelines, and se...
hapabapa GitLab ( GTLB ), the intelligent orchestration platform for DevSecOps, will offer a managed GitLab deployment on Google ( GOOG ) Cloud, delivered through GitLab-certified managed service providers, to support secure and sovereign enterprise implementations. Enterprises running large-scale software development gain unified access to AI models along with control over code, pipelines, and security data in one platform. This builds on their April 2026 partnership, which allowed customers to access Google models through the GitLab Duo Agent Platform and apply usage toward existing Google Cloud commitments. More on GitLab GitLab Inc.: Now Is Still Not The Time To Buy GitLab Inc. 2027 Q1 - Results - Earnings Call Presentation GitLab Inc. (GTLB) Presents at Bank of America 2026 Global Technology Conference Transcript Biggest stock movers Wednesday: GME, MRVL, INTC, and more GitLab anticipates FY 2027 revenue of $1.112B-$1.118B while outlining a 14% workforce reduction under Act 2
(RTTNews) - Asian stocks ended mostly lower on Wednesday as Middle East tension flared again, and regional inflation data underscored persistent price pressures.
(RTTNews) - Asian stocks ended mostly lower on Wednesday as Middle East tension flared again, and regional inflation data underscored persistent price pressures.
Morgan Stanley forecasts AI-related global debt issuance to more than double to nearly $570 billion in 2026, pointing to rising bond supply and credit market activity as hyperscalers turn to alternative funding sources to meet massive AI-driven capex needs. Here are some details: • Tech companies that have long relied on strong cash flows are increasingly turning to debt financing as investme...
Morgan Stanley forecasts AI-related global debt issuance to more than double to nearly $570 billion in 2026, pointing to rising bond supply and credit market activity as hyperscalers turn to alternative funding sources to meet massive AI-driven capex needs. Here are some details: • Tech companies that have long relied on strong cash flows are increasingly turning to debt financing as investment needs surge • Morgan Stanley estimates AI-related global debt issuance stood at nearly $236 billion as of May 31, 2026, fourfold more than the same period last year • Hyperscalers Alphabet, Amazon, Microsoft and Meta are expected to spend $700 billion in outlays this year • Morgan Stanley ex...
FuelCell Energy is rapidly transforming into a core infrastructure provider as the artificial intelligence revolution demands massive localized clean power.
FuelCell Energy is rapidly transforming into a core infrastructure provider as the artificial intelligence revolution demands massive localized clean power.
Multiple attackers killed 12 people and wounded at least nine in a late-night mass shooting in Johannesburg, police said Wednesday, the latest in such attacks that have shaken the South African city. Police said they believe more than 10 suspects were driven in a minibus to an informal settlement in the Cleveland suburb of Johannesburg late on Tuesday night and once there, opened fire on people. S...
Multiple attackers killed 12 people and wounded at least nine in a late-night mass shooting in Johannesburg, police said Wednesday, the latest in such attacks that have shaken the South African city. Police said they believe more than 10 suspects were driven in a minibus to an informal settlement in the Cleveland suburb of Johannesburg late on Tuesday night and once there, opened fire on people. South Africa has seen several high-profile mass shootings recently, including two in December that...
The artificial intelligence (AI) boom is top of mind for everyone who invests in stocks. Skyrocketing share prices for semiconductor stocks and other companies that are profiting from the build-out of AI data centers have become a huge part of the U.S. stock market. But many investors are feeling doubtful and anxious along with the exuberance of this bull market. Are AI stocks too richly valued? W...
The artificial intelligence (AI) boom is top of mind for everyone who invests in stocks. Skyrocketing share prices for semiconductor stocks and other companies that are profiting from the build-out of AI data centers have become a huge part of the U.S. stock market. But many investors are feeling doubtful and anxious along with the exuberance of this bull market. Are AI stocks too richly valued? What if corporate spending on AI capital expenditures slows? What if AI technology doesn't deliver the hoped-for gains in productivity? What if AI is a bubble that bursts? Image source: Getty Images. Continue reading
Companies often use boilerplate language in their regulatory filings before an initial public offering (IPO). SpaceX's statement in its original S-1 filing that it "may issue additional shares for a variety of corporate purposes" didn't raise any eyebrows. However, it's important to pay attention to subsequent revisions to the original filing. SpaceX's amended IPO filing contains a 13-word warning...
Companies often use boilerplate language in their regulatory filings before an initial public offering (IPO). SpaceX's statement in its original S-1 filing that it "may issue additional shares for a variety of corporate purposes" didn't raise any eyebrows. However, it's important to pay attention to subsequent revisions to the original filing. SpaceX's amended IPO filing contains a 13-word warning that every investor needs to read before buying a single share. Image source: Getty Images. Continue reading
Klaus Vedfelt/DigitalVision via Getty Images Hugo Scott-Gall: Last time you were on the show, we discussed intangible and weightless assets. Today, I suspect our conversation is going to be heavier. Would you agree? Jay Kannan: The contrast is stark. In 2021, at the peak of COVID-driven business models, everything was about software, SaaS, work from home, and e-commerce. Even our own discussion wa...
Klaus Vedfelt/DigitalVision via Getty Images Hugo Scott-Gall: Last time you were on the show, we discussed intangible and weightless assets. Today, I suspect our conversation is going to be heavier. Would you agree? Jay Kannan: The contrast is stark. In 2021, at the peak of COVID-driven business models, everything was about software, SaaS, work from home, and e-commerce. Even our own discussion was centered around connected commerce. But today, technology carries a lot more weight. The same dollar of tech revenue now pulls in more physical, capital expenditure (capex)-heavy infrastructure than it ever has before. Hugo Scott-Gall: We also discussed the future and what you thought was on the horizon. What did you get right, and what did you get wrong? Jay Kannan: Let’s start with what panned out. First, digital adoption, and the virality of it, both at the consumer and enterprise level. It was structural, not just a COVID pull-forward. Second, the long growth runway for the cloud, as data infrastructure continued migrating from the backroom server rack to the cloud. But there were other things I underestimated: the speed at which compute became a binding constraint; AI, which is now central to every tech discussion and investing framework today; and the physicality of technology. The conversation is now about power, substrate, packaging, and the infrastructure behind it all. Hugo Scott-Gall: Where do you see growth over the next few years? Jay Kannan: The cloud has come back to Earth. In 2021, the metrics that defined growth were subscriptions, ad impressions, and active users. Today, the most important metric in my mind is tokens. At its core, a token is a unit of cognitive work. But tokens aren’t replacing attention; they’re replacing intelligence and thinking, which is an entirely different category, with different total addressable market (TAM) ceilings, different winners and losers, and a different revenue pool. I think that even the most aggressive TAM estimate ...