Stocks jumped on stronger-than-expected guidance, signaling enterprise AI workloads are accelerating faster than Wall Street priced in.

ChatGPT and Grok join Gemini on the Defense Department's central AI hub, a move that signals commercial models are now core to military operations.

The cybersecurity darling's internal share price has plummeted to $1.16, a stark sign of the AI era's toll on SaaS startups.