Oracle beat earnings but stock initially fell on guidance for higher capex and a $6 billion equity offering, then recovered as investors digested the massive $5

Adobe shares fell sharply after Q1 earnings as CEO Narayen announced his departure, with investors concerned about AI's impact on the design software business d

Enterprise and SaaS software stocks including ServiceNow, Workday, and smaller names hit 52-week lows as investors reassess valuations and growth prospects amid

Alphabet's Google Cloud division posted strong AI-driven results with cloud revenue up 63% and backlog nearly doubling to $460 billion, though Morgan Stanley ra

Salesforce shares declined amid broader software sector weakness, with investors concerned about AI's impact on business models despite analyst upgrades and a $

The EU is set to classify AWS and Azure as digital gatekeepers, requiring them to fundamentally change their cloud egress pricing models.

SAP shares fell to one-year lows even as the enterprise software giant reported strong earnings, caught in the sector-wide selloff driven by cost and AI displac

Snowflake shares rallied 36% following strong first quarter results, showing investor confidence in the data platform's trajectory.

Broadcom announced a major $35 billion AI-focused platform initiative with private equity firm Apollo and Blackstone to capture growing enterprise demand.

ServiceNow shares fell to 52-week lows as the company expands its AI ecosystem while navigating interest rate sensitivity, with analysts split on whether the st

Datadog achieved its first billion-dollar quarter, with shares outperforming the broader market.

Microsoft shares declined even as the company withdrew from a controversial Oracle data center arrangement, with investors focused on the company's massive AI a

Rackspace shares rallied sharply following an AI-driven strategic restructuring and new data center partnership with AMD.

Workday reported AI revenue reaching $500 million, though shares face pressure from sector-wide sentiment despite strong AI adoption.

Prominent investor Michael Burry bought PayPal shares after the software sector selloff, suggesting the decline may not reflect fundamental deterioration.

JFrog delivered strong earnings but analysts suggest the stock is fully priced in following the announcement of a partnership with AI startup Anthropic.

Atlassian shares remain well below analyst price targets, presenting a potential value opportunity for software investors.

AI chip supplier Cerebras enters earnings season with a massive backlog but faces investor caution on cloud demand volatility.