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▶ 2:50 · $OPENAI · Codex adoption accelerating at enterprises like T-Mobile and Neo4j

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Claude Code Still Dominates

now playing · $OPENAI

Claude Code dominates enterprise AI coding despite usage-based price hikes

Claude Code retains and grows enterprise usage even as costs rise because it was first to market, engineers prefer it, and companies are still in early adoption phases, giving Ant…

$OPENAIbullish· mediumlaura brighten

Codex adoption accelerating at enterprises like T-Mobile and Neo4j

OpenAI's Codex is growing faster than Claude Code at some large enterprises, with engineering teams reporting better returns, signaling a credible second entrant in the enterprise…

$CURSORbullish· highlaura brighten

Cursor enterprise revenue up 7x YTD and proprietary model adoption up 11x despite pricing pressure

Cursor is maintaining strong enterprise traction with 7x revenue growth and 11x adoption of its proprietary Composer and Grok models year-to-date, even as some customers migrate t…

$SPCX···bullish· mediumlaura brighten

SpaceX acquisition to supercharge Cursor's models with GPU access, creating third major AI coding player

Cursor's acquisition by SpaceX (xAI) will provide massive GPU access to improve its proprietary Grok and Composer models, positioning Cursor as a needed third dominant player alon…

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