Oracle shares drop 9% even after winning $7B Pentagon contract, as debt and AI spending concerns persist
Oracle secured a roughly $7 billion decade-long Pentagon contract, its biggest government win, yet shares fell 9%, reflecting investor worries about the company
simplywall.st · +9 outlets
SAP cloud backlog hits record €22.9B as stock jumps 9%, but acquisition costs force guidance trim
SAP reported strong quarterly results with record cloud backlog and an EPS beat, sending shares up 9%, though the company trimmed guidance due to higher acquisi
TIKR.com · +5 outlets
ServiceNow stock slides on bleak revenue guidance despite $1B AI revenue milestone
ServiceNow reported AI-driven subscription revenue growth but issued disappointing guidance, citing a Middle East deal slowdown, sending shares lower even as th
Stocktwits · +9 outlets
Salesforce stock struggles amid downgrades, Slack rivalry from Jack Dorsey's Buzz, and Contentful acquisition
Salesforce faces multiple headwinds including its second analyst downgrade of the month, a new Slack competitor from Jack Dorsey's 'Buzz', a $1.6 billion VA dea
Stocktwits · +8 outlets
Microsoft stock trades near record high ahead of Q4 earnings as cloud and AI growth accelerates
Microsoft shares hovered near all-time highs with analysts bullish ahead of its July 29 Q4 earnings, as the company's cloud and AI revenue growth continues to s
AD HOC NEWS · +14 outlets
Software stocks rally as Morgan Stanley says sentiment too negative, AI rotation from chips into software gains steam
Morgan Stanley upgraded software sector sentiment as 'too negative', while a rotation from AI chip stocks into software names gained momentum after the Philadel
AOL.com · +7 outlets
Broadcom stock trades near record territory as AI and networking demand lift earnings
Broadcom shares hovered near record levels after reporting strong revenue and earnings driven by AI chip and networking demand, with the company releasing its Q
AD HOC NEWS · +4 outlets
Alphabet stock steady as Google Cloud revenue surges 82%, AI demand accelerates
Alphabet shares traded steadily after reporting a 82% surge in Google Cloud revenue and $119.8 billion in total revenue, as AI demand continues to accelerate ac
iNews Zoombangla · +14 outlets
IBM stock edges higher as CEO says only 2% of its software faces AI risk, AI and hybrid cloud strategy meets revenue targets
IBM shares traded steadily as the company reiterated its AI and hybrid cloud strategy, with CEO Arvind Krishna stating only a small fraction of IBM's software i
thestreet.com · +14 outlets
Snowflake stock surges 36% after stellar Q1 FY2027 earnings
Snowflake shares soared 36% following a strong Q1 earnings report, with investors debating whether the stock at $239 still offers upside.
TradingKey · +1 outlets
AWS outage knocks out Apple Pay, Reddit, Hulu for 80 minutes, third since May
Amazon Web Services suffered an 80-minute outage affecting major services including Apple Pay, Reddit, and Hulu, marking the third such disruption since May.
Tech Times · +1 outlets
Adobe stock analysis swirls as Michael Burry calls it a 'fat pitch', $25B buyback announced
Investor Michael Burry called Adobe a 'fat pitch' backing its Firefly AI and partnerships, while Adobe announced a $25 billion share buyback as analysts debate
Stocktwits · +3 outlets
Workday stock climbs after-hours on robust margin outlook and AI developments
Workday shares rose in after-hours trading after the company reported $500 million in AI revenue and issued a strong margin outlook, signaling continued AI mome
TradingKey · +6 outlets
Salesforce worst-performing Dow Jones stock in 2026 as SaaS struggles
Salesforce has become the worst-performing stock in the Dow Jones this year, with the broader IGV ETF logging its worst quarter since 2008 as SaaS stocks get ha
Benzinga · +8 outlets
BofA lifts cybersecurity stock targets, names top infrastructure software stocks led by Datadog
Bank of America raised price targets on cybersecurity stocks citing long-term growth, and separately named Datadog as a top infrastructure software pick.
Investing.com · +6 outlets
Palantir vs. ServiceNow debate heats up as analysts pick sides in agentic AI
Multiple analysts compared Palantir and ServiceNow as AI software bets, with some predicting Palantir stock could drop after its August 3 event.
finance.biggo.com · +3 outlets
Microsoft CEO Satya Nadella faces pressure over massive AI investments
Microsoft CEO Satya Nadella is reportedly under pressure from investors regarding the scale and returns of the company's AI investment spending.
asatunews.co.id · +14 outlets
Cisco stock steady as investors weigh AI-driven networking demand
Cisco shares traded steadily as the company highlights AI-driven networking demand as a key growth driver in its long-term outlook.
AD HOC NEWS · +11 outlets