Oracle's massive AI infrastructure leasing commitments, totaling $260 billion, are pushing its debt risk to levels not seen since the 2008 financial crisis, wit

Oracle shares jumped as much as 9% amid a broader software rally, boosted by AI optimism and a Google partnership, though the stock remains down 28% year-to-dat

Microsoft's Azure business reached a $100 billion annual revenue run rate with 43% growth, fueling the company's biggest stock rally in 26 years.

Anthropic signed a massive $200 billion five-year spending deal with Google Cloud, underscoring the hyperscaler AI arms race.

Palantir delivered a record quarter with $1 billion in profit, while CEO Alex Karp criticized frontier AI labs as untrustworthy.

Snowflake reported strong Q1 FY2027 results, sending shares up sharply and raising the stakes for rival AI data platforms.

Analysts at HSBC argue enterprise software stocks are trading at historically low valuations, presenting a buying opportunity amid a rotation from semiconductor

ServiceNow's cybersecurity segment has reached $1 billion in revenue and is outpacing competitors in the security market.

Salesforce is reportedly pursuing a $1.6 billion AI contract with the VA, while also deploying AI agents for military family support.

Linux on desktop has surpassed 10% market share for the first time, driven by users migrating from Windows 11.

AMD executives argue that the company's more open approach gives it a competitive edge over Nvidia in the AI chip market, even as its stock slid after earnings

The Open Secure AI Alliance, co-founded by Nvidia and now numbering over 120 companies, has already released proposals for defending against AI agent threats.

Palo Alto Networks CEO argues the recent selloff in cybersecurity and AI software stocks was overdone, creating a buying opportunity.

Investor Michael Burry closed his Oracle short, sold Microsoft, and opened a new PayPal position at $49, calling the software selloff not a repeat of past bubbl

CNBC's Jim Cramer argues software stocks have become cheap enough to be attractive, shifting from speculation to fundamental trading.

Microsoft detailed upcoming Windows 11 improvements for reliability and usability, acknowledging pressure to fix the user experience.

Microsoft issued a warning about hackers exploiting hotel Wi-Fi networks for corporate espionage and data theft.

Intapp reported better-than-expected Q4 SaaS revenue and cloud ARR, driving shares higher in after-hours trading.