GitLab and AWS Team Up: Agentic AI Without the Extra Hassle
GitLab now works with AWS Bedrock, letting teams use AI in coding easily, securely, and without extra setup or accounts.
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GitLab + Google Cloud Team Up: AI Agents Now Smarter & Safer for Enterprise Teams – Shares Jump
GitLab teams up with Google Cloud to power secure AI coding tools, making software development faster, easier, and safer for companies.
Michael Burry: "Anthropic is Eating Palantir's Lunch"
Michael Burry warns: Anthropic’s easy, cheap AI is outpacing Palantir, which may lose private business despite gov’t contracts.
GitLab Slips as Weak FY27 Outlook Overshadows Q4 Beat
GitLab beats Q4 estimates with $260.4M in revenue (+23% YoY) and $0.30 non-GAAP EPS. The company also announced a $400M share repurchase program. FY2027 guidance calls for $1.10–$1.12B in revenue, coming in below consensus.
Software Stocks Slump Again: AI Fears and Weak Outlooks Hit Hard
Software stocks are falling sharply after disappointing earnings and guidance from companies like Dassault Systèmes and Unity Software, raising worries about AI disrupting traditional business models.
KeyBanc Turns Cautious on GitLab as Pricing Pressure Looms
KeyBanc downgraded GitLab to Sector Weight, citing pricing pressure, business model changes, and balanced risk/reward at current levels.