Oracle is preparing another round of job cuts as AI spending strains payroll, while its stock climbed on the news and a quantum computing partnership with Quant

Software stocks fell broadly as investor enthusiasm shifted to semiconductor and AI infrastructure names, dragging down Palantir, Microsoft, Salesforce, and oth

Salesforce faces cautious analyst sentiment with UBS expecting tempered revenue growth acceleration in the second half, while the stock has rallied 31% ahead of

ServiceNow stock dipped despite strong Q2 growth and analyst optimism, while the company expanded federal reach with a new FedRAMP-authorized partner tool.

Adobe shares declined amid broader software weakness and investor questions about AI freemium pricing pressure, though some analysts see a bargain.

A massive $10 billion AI cloud contract for Volta raises concerns about rising debt levels among neocloud providers.

OpenAI-backed Thrive Holdings raised $2 billion from SoftBank, D1 Capital, and Altimeter Capital to expand enterprise AI deployment.

Octave Intelligence reported Q2 revenue of $398 million and ARR of $1.143 billion, with adjusted EPS of $0.36.

SAP shares fell alongside other software names as investors assessed AI spending demands and recent profit trimming.

CoreWeave's revenue more than doubled to $2.58 billion driven by AI compute demand, with a $104 billion backlog pushing shares up 12%.

Quantum computing firm Quantinuum reported a 279% revenue surge in its first earnings release since going public.

JFrog shares outperformed security software peers as Cantor highlighted the stock, and its earnings call emphasized cloud and security momentum.

Akamai reported solid Q2 results driven by AI and cloud, though margin pressure remains a concern.

Atlassian's Q2 earnings highlighted cloud momentum and AI initiatives, but management struck a cautious tone on the outlook.

Oracle and Quantinuum partnered to bring the Helios quantum computing system to Oracle Cloud Infrastructure.

Microsoft's August 2026 Patch Tuesday addressed 421 vulnerabilities including a Windows zero-day exploited in the wild for privilege escalation.

Palantir's Q2 results were strong but the stock declined as investor focus shifted to semiconductor companies riding the AI wave.

Alphabet shares declined as investors digested higher 2026 capital expenditure plans and Q2 earnings details that reset expectations.