Atlassian is pushing deeper into big-company customers while rolling out new built-in AI helpers, and the shift from installed software to cloud subscriptions could make its tools harder to replace over time. The catch is that rivals from Microsoft to newer work apps are racing with similar features, so the payoff depends on Atlassian executing well and not getting squeezed on pricing.Read more

NVIDIA rides a wave of AI spending as companies and governments build more powerful data centers and upgrade digital infrastructure. The big question is whether new chip launches and its broader “full system” approach keep customers hooked—despite export limits, supply bottlenecks, and big buyers trying to build their own chips.Read more