Business

Salesforce's Agentforce AI platform is straining CRM margins as heavy infrastructure costs and a slow consumption revenue ramp create a growing financial tension.

Microsoft's Copilot add-on is turning routine Office 365 renewals into active budget debates. Here's how that changes Microsoft's enterprise retention calculus.

Apple's App Store fee cuts, driven by regulation and legal pressure, are quietly eroding the margin logic behind its most valued business segment.

Spotify's audiobook bundle inside Premium is pulling casual listeners away from Audible's credit system, reshaping how the industry acquires new readers.

Intel is spinning off its foundry division into a separate entity, but structural separation alone won't rebuild customer trust or close the manufacturing gap with TSMC.

AMD's MI300X is cracking Nvidia's hyperscaler dominance - not by winning outright, but by giving major cloud buyers a real alternative and negotiating leverage.

Anthropic's Claude is quietly cutting into Salesforce's enterprise AI territory, putting the company's vast consulting partner ecosystem under real competitive pressure.

Waymo's expanding robotaxi network is quietly narrowing Uber's options in autonomous ride-hailing, city by city. Here's what the pressure actually looks like.

Visa's tap-to-pay growth is quietly extracting value from Square's merchant base, regardless of which terminal or software layer processes the sale.

Moderna's personalized mRNA cancer vaccine is scientifically promising but financially demanding - and investor patience is wearing thin as COVID revenue fades and Phase 3 trials loom.