Implications for Telecom Infrastructure Providers and Carriers At MWC 2026 the telecom industry is staring at a once-in-a-generation infrastructure reset. For years, carriers invested billions in 5G spectrum, fiber expansion and network modernization. The... See more
Wall Street just repriced software-as-a-service. Again.
Security stocks sold off after Anthropic PBC launched Claude Code Security. Investors reacted the way they’ve reacted all year: assuming artificial intelligence collapses categories, compresses multi... See more
It’s another week in which the funding frenzy in artificial intelligence continues unabated, as World Labs Inc. and Ineffable Intelligence Inc. each raised $1 billion — the latter even before it has a product. OpenAI Group PBC is reportedly raising $100 b... See more
Wall Street blinked — and $285 billion vanished. Not because revenue collapsed. Not because guidance cratered. But because a handful of artificial intelligence labs signaled, unmistakably, that they’re no longer content supplying models to software-as-a-s... See more
As the National Retail Federation’s annual conference takes over New York this week, the conversations we’re having across SiliconANGLE, theCUBE, theCUBE Research and NYSE Wired all point to the same conclusion: Retail is entering a once-in-a-generation t... See more
