Atlassian just proved AI can rescue a software company's growth story

Atlassian reported quarterly earnings that nearly doubled year-over-year, blew past analyst expectations, and showed record-breaking deals with large enterprise customers — all powered by surging adoption of its Rovo AI platform — sending the stock up 35% in a single day.

For months, software companies have faced a nagging question about whether AI would eat their lunch or grow their business, and Atlassian's results are the clearest answer yet that the right AI bet can flip that fear into a growth engine.

Airbnb's earnings show AI is already cutting real costs and booking real trips

Airbnb posted a blowout quarter — revenue up 17% from a year ago, earnings well above what analysts expected — and CEO Brian Chesky specifically credited AI tools for bringing in more bookings, helping hosts, and meaningfully shrinking customer-service expenses.

What makes Airbnb's AI story more credible than most is that the company is pointing to specific cost lines and revenue streams, not vague future potential, which is why it raised its full-year outlook and the stock jumped more than 17%.

Meta's nearly $1 billion child-safety judgment signals a new era of platform liability

A New Mexico judge ordered Meta to pay $567 million into a teen mental health fund — on top of a $375 million jury verdict already on the books — with the court explicitly comparing the company's platforms to a factory that pollutes the communities around it.

The real danger for Meta is not this single judgment but the precedent it sets, because dozens of similar lawsuits are working through courts across the country and a ruling this vivid gives other judges a ready-made framework to follow.