Oracle shares fell sharply despite reporting $638 billion in AI backlog and 93% cloud revenue surge, as investors focus on massive capex spending and slower cas

ServiceNow shares surged after dropping 20% in June, with analysts citing AI-first enterprise transformation strategy and IBM partnership as catalysts, though v

Salesforce announced a $3.6 billion acquisition of an AI customer service platform and announced layoffs across Agentforce, MuleSoft, and Marketing Cloud divisi

Adobe shares fell sharply amid AI disruption concerns, but some analysts argue the stock is undervalued and overselling near-term competition fears.

Microsoft shares rebounded after earlier declines, with investors balancing strong earnings and AI growth against valuation concerns and heavy capex commitments

Software stocks gained broadly following positive earnings results, with companies like Datadog and Figma leading the sector rebound amid easing AI valuation co

Alphabet announced new AI models and outlined long-term digital growth strategy, citing cloud and AI as core drivers of future revenue.

Google committed to a $30 billion multi-year deal with SpaceX for computing infrastructure, reflecting massive capex needs for AI and cloud services.

Snowflake delivered strong Q1 FY2027 results, driving a 36% single-day surge as investors reward the data platform's AI infrastructure expansion.

SAP prioritizes AI spending while implementing austerity measures and €2.6 billion buyback, with July earnings likely to clarify the company's cloud and AI pivo

Oracle is cutting nearly 20% of its workforce while maintaining aggressive $150 billion AI infrastructure investment, signaling long-term commitment despite nea

Meta plans to rent AI infrastructure to enterprises, diversifying beyond advertising as it scales internal AI investments for its own AI services.

IBM announced strategy for hybrid cloud and AI expansion, emphasizing enterprise software and infrastructure as long-term growth drivers.

Datadog's strong earnings boosted sector sentiment, suggesting continued enterprise cloud and observability spending despite AI uncertainty.

Salesforce, Snowflake, and Workday fell to 52-week lows amid broader SaaS sector weakness driven by AI disruption and valuation concerns.

Workday stock attracts analyst attention as an AI-enabled enterprise software play with strong positioning in human capital management and financial planning.

Palantir shares rallied sharply on growth momentum, with analyst commentary highlighting it as one of the fastest-growing software companies despite recent vola

Nearly all Nasdaq-100 gains came from just 10 stocks, highlighting sector concentration as investors rotate away from mid-cap software names.