Mike Wheatley
Latest from Mike Wheatley
A solid earnings and revenue beat followed by strong guidance above-consensus sent shares of Arista Networks Inc. leaping more than 12% in extended trading today. The networking company reported fourth-quarter adjusted earnings of 82 cents per share, comfortably ahead of the 76-cent-per-share …
OpenAI’s rapid GPT-5.3-Codex model moves beyond simple coding tasks
OpenAI Group PBC today released a lightweight version of its popular agentic coding tool GPT-5.3-Codex, which is designed for more rapid inference, the process by which artificial intelligence models take actions in response to prompts. It’s called GPT‑5.3‑Codex‑Spark, and it’s a smaller …
AI startup The Biological Computing Co. raises $25M to swap out silicon for lab-grown brains
Silicon-based artificial intelligence has come a very long way in a very short space of time, driving massive advances in the large language models that sit at the heart of today’s generative AI chatbots, image creation tools and autonomous agents. Now a …
Anthropic vows to protect consumers from rising electricity costs
Anthropic PBC has become the latest artificial intelligence model maker to pledge that its vast energy consumption will not drive up the cost of electricity for regular citizens. The company said today that it’s going to work with utilities providers to “estimate …
Agentic financial modeling startup Meridian gets $17M in funding
Meridian, an agentic artificial intelligence startup trying to reinvent complex financial modeling, has the money it needs to complete that mission after raising $17 million in seed funding today. The round, led by Andreessen Horowitz and The General Partnership, brings the company’s …
AI hyperscalers help boost Cisco’s revenue, but its stock sinks on soft guidance
Cisco Systems Inc. posted second-quarter financial results that beat Wall Street’s expectations today, but investors punished the company after it offered soft guidance for the current quarter. The networking giant reported adjusted earnings of $1.04 per share, beating the analysts’ consensus estimate …
AI infrastructure giant Nebius buys agentic search startup Tavily
Artificial intelligence infrastructure company Nebius Group N.V. said today it’s going to acquire an Israeli startup called Tavily Inc., which has developed a specialized search layer for autonomous AI agents. The terms of the deal were not disclosed, but Calcalist reported that …
Teradata tops expectations on public cloud momentum and its stock surges
Veteran big-data analytics company Teradata Corp. delighted investors today as it reported fourth-quarter earnings and revenue that far surpassed analysts’ expectations, sending its stock higher in extended trading. The company delivered earnings before certain costs such as stock compensation of 74 cents …
Cloudflare crushes analysts’ expectations on revenue and its stock soars in late trading
Shares of the cloud content delivery network CloudFlare Inc. jumped more than 14% in extended trading on the back of a solid top- and bottom-line beat and strong revenue guidance for the current quarter and full year. The connectivity cloud company reported …
VCs back Smart Bricks’ plan to automate real estate investing with AI agents
Artificial intelligence agents are coming to the real estate industry. A startup called Smart Bricks Real Estate LLC has just raised $5 million in pre-seed funding to develop autonomous reasoning agents that can help investors to identify, evaluate and acquire high-performing real …