Microsoft surges on AI-driven cloud revenue, record market cap gain of $450B
Microsoft shares rallied sharply following earnings that showed AI demand translating into record cloud revenue, adding $450 billion in market cap in a single d
foreignpolicyjournal.com · +14 outlets
Oracle embeds Google Gemini across enterprise apps, Pentagon deal adds momentum
Oracle partnered with Alphabet to embed Gemini AI across its enterprise apps and won a $7 billion Pentagon deal, driving a 7% rebound.
foreignpolicyjournal.com · +6 outlets
SAP shares rebound on regulatory all-clear and cloud backlog, profit target trimmed
SAP received a two-front legal clearance and reported a 22.9-billion-euro cloud backlog, but trimmed its profit target, leaving investors debating cloud margins
ad-hoc-news.de · +1 outlets
Salesforce, ServiceNow, Workday jump as software rebonds on AI rotation
Enterprise SaaS stocks staged a broad rebound as investors rotated into software names, with Salesforce surging 7%, ServiceNow 8%, and Workday 10%.
AOL.com · +11 outlets
Software stocks quietly outperform as AI trade unwinds, analyst says
As AI hardware names sold off, software sector stocks showed relative strength, with analysts noting a rotation into SaaS and enterprise software.
The Acquirer's Multiple · +5 outlets
ServiceNow stock bounces 8% as SaaS rebounds, but 2026 losses still 45%
ServiceNow had its best day in a year amid the software rebound, though the stock remains down 45% year-to-date as AI startups threaten enterprise offerings.
Stocktwits · +5 outlets
Amazon raises FY26 capex to about $220 billion as AI and AWS demand surges
Amazon increased its capital expenditure guidance sharply for fiscal 2026, driven by surging demand for AI infrastructure and AWS cloud services.
Dailyhunt · +14 outlets
Oracle and Nvidia shares plunge over past 3 months, analysts debate opportunity
Shares of Oracle and Nvidia fell sharply over three months, with analysts split on whether the sell-off is a buying opportunity or a sign of further weakness.
fool.com · +2 outlets
Adobe gets endorsement from Nvidia CEO Jensen Huang, Michael Burry calls it a 'fat pitch'
Nvidia CEO Jensen Huang praised Adobe's contribution to storytelling, while investor Michael Burry called Adobe a 'fat pitch' in a SaaS analysis.
Stocktwits · +8 outlets
UKGI data breach puts Cellebrite stock and cybersecurity shares in focus
A data breach at UKGI drew attention to Cellebrite and cybersecurity stocks as enterprises face rising AI-powered breach threats.
simplywall.st · +1 outlets
Salesforce CEO says Agentforce AI agent has $1 billion run-rate
Salesforce CEO Marc Benioff defended the company's AI push, noting Agentforce reached a $1 billion annualized run-rate, despite the stock struggling.
Stocktwits · +14 outlets
Alphabet rebounds after Cramer comments, $811B in commitments unchanged
Alphabet shares rebounded after Jim Cramer's commentary, with $811 billion in capital commitments remaining unchanged.
Tech Times · +2 outlets
Nebius soars 27%, CoreWeave jumps 24% as AI cloud names snap back
AI cloud infrastructure stocks Nebius and CoreWeave rallied sharply after recent sell-offs.
AOL.com · +1 outlets
Enterprise cloud infrastructure uptake shows no sign of slowing
Cloud infrastructure spending continues to grow rapidly as enterprises migrate workloads and adopt AI services.
The Register · +2 outlets
Vista Group raises revenue guidance, boosted by cloud adoption
Vista Group lifted half-year earnings and raised revenue guidance, citing increased cloud adoption by cinema operators.
Reseller News · +2 outlets
Guidewire Software raises guidance on AI demand, valuation questioned
Guidewire Software raised guidance driven by AI demand, though analysts debated whether the elevated valuation is justified.
simplywall.st · +1 outlets
Silicon Motion crushes earnings with 127% revenue surge on AI storage demand
Silicon Motion reported a 127% revenue surge driven by accelerating AI storage demand.
Crypto Briefing
Small firms replace Salesforce, HubSpot with custom AI tools
Small businesses are building custom AI tools at low cost to replace traditional CRM platforms from Salesforce and HubSpot.
Crypto Briefing · +14 outlets