Oracle stock drops as AI spending concerns, layoff plans, and bearish bets mount
Oracle shares fell ~3.7% amid multiple headwinds: reports of new layoffs this month, resurfacing AI capex concerns, a bearish bet by Michael Burry, and broad so
Business Insider · +14 outlets
Atlassian surges on Q4 results as cloud migration and AI drive growth
Atlassian shares jumped roughly 30-40% after a blowout Q4 FY2026 earnings report, with analysts citing the Rovo AI assistant and cloud transition as key drivers
TipRanks · +14 outlets
Software stocks sell off broadly, dragging Nasdaq; analyst Dan Ives calls it most disconnected since late 1990s
Software and tech stocks fell broadly on Tuesday as AI spending fears resurfaced, with the sector underperforming the broader market ahead of CPI data.
Investor's Business Daily · +10 outlets
CoreWeave rallies 12-13% after-hours as AI compute demand more than doubles revenue
CoreWeave revenue more than doubled on surging AI compute demand, but its ~$35B debt load tempers investor enthusiasm.
TradingView · +3 outlets
Oracle and Quantinuum partner to bring 98-qubit Helios quantum computer to OCI
Oracle is integrating Quantinuum's 98-physical-qubit Helios quantum computer into its cloud infrastructure, aiming to offer quantum computing via OCI.
Stocktwits · +4 outlets
AI hyperscalers upend usual earnings stock swing pattern
Big Tech's $745 billion AI capex target signals spending is 'still early innings', reshaping post-earnings volatility patterns for hyperscalers.
AOL.com · +10 outlets
Adobe stock falls 3% amid analyst questions on Firefly AI monetization
Adobe shares declined as investors weighed Firefly AI's ability to offset a growth slowdown in its core creative business.
MarketWatch · +6 outlets
Microsoft named Mizuho's top software pick on AI growth
Mizuho designated Microsoft as its top software pick, citing AI revenue growth and Azure momentum.
TradingView · +10 outlets
Rackspace Technology misses Q2 estimates but narrows losses on AI transition
Rackspace posted a Q2 revenue beat but missed profit estimates as it continues pivoting toward enterprise AI services while managing margins and debt.
Investing.com · +3 outlets
American Public Education stock rises on Salesforce AI deal
American Public Education announced an AI partnership with Salesforce to deliver AI-powered support from enrollment through career placement.
Investing.com Nigeria · +14 outlets
JFrog earnings highlight cloud and security growth
JFrog reported a strong quarter with cloud and security-driven growth, though shares saw modest movement.
TipRanks · +14 outlets
Bitcoin decouples from software stocks, signaling investor shifts
Bitcoin's price movement has diverged from software stocks, suggesting a potential rotation in investor sentiment between crypto and equities.
Bitget · +9 outlets
Delta Air Lines investigates rogue Wi-Fi network on flight from DEF CON
Delta is investigating a suspicious Wi-Fi network set up on a flight returning from the DEF CON cybersecurity conference.
SC Media · +10 outlets
Rippling countersues tiny startup Runlayer in escalating IP dispute
HR software giant Rippling filed a countersuit against startup Runlayer, following Runlayer's earlier claim that Rippling stole its product ideas.
Enterprise News · +2 outlets
Lumen Q2 2026 earnings call
Lumen reported Q2 results as it continues its networking and AI infrastructure transformation.
The Globe and Mail · +14 outlets
Intapp Q4 2026 earnings call published
Intapp reported Q4 results with a focus on cloud adoption in professional services software.
AOL.com · +4 outlets
CrowdStrike stock rockets higher
CrowdStrike shares jumped sharply on the day, continuing a recent rally.
StockStory · +14 outlets
Nvidia's open Nemotron 3.5 Lightning model targets specialized local agentic AI
Nvidia released an open model focused on specialized, local agentic AI workloads.
Latest news · +5 outlets