Reuters reported that private equity firm Silver Lake is in talks to acquire Workday in a potential deal valued around $43 billion, sparking the stock's biggest

A cooler-than-expected inflation report drove broad market gains, with the S&P 500 reaching a new all-time high led by technology and software stocks.

JPMorgan initiated coverage on Salesforce with an overweight rating and $250 price target, arguing that AI fears for the software sector are overblown, while Sa

Oracle shares rose on a series of catalysts including an expanded AWS database partnership, a quantum computing deal with Quantinuum, and JPMorgan's call for 30

A broad rally in software and SaaS stocks took hold as investors grew more confident in AI returns, with the 'SaaSpocalypse' narrative fading and names like Mon

IBM will train and certify tens of thousands of its consultants on OpenAI technologies as part of a new partnership aimed at boosting enterprise AI adoption.

Cisco reported a quarterly earnings beat but shares slumped as investors judged that the high bar for AI-related growth had not been met.

Adobe shares gained alongside broader software strength as analysts point to AI-driven product cycles and a market rotation toward software names.

Microsoft is consolidating its two Copilot apps into a single product and retiring three features to reduce confusion for users.

ServiceNow shares traded higher as the company announced its platform achieved FedRAMP authorized partner status to expand federal government business.

Procore Technologies agreed to acquire DroneDeploy for $845 million to expand its construction management software platform with drone-based site capture capabi

Procore Technologies agreed to acquire DroneDeploy for $845 million to expand its construction management platform with drone imagery and site capture.

CoreWeave shares jumped after reporting better-than-expected margins in its AI cloud business, while neocloud peers like Nebius also rallied and concerns about

OpenAI released a preview version of its ChatGPT desktop application for Linux, supporting the three major distributions.

Oracle Cloud Infrastructure introduced hybrid quantum computing services, allowing customers to experiment with quantum algorithms alongside classical workloads

Cellebrite shares fell sharply after the company missed quarterly earnings estimates and lowered its 2026 revenue forecast.

Datadog shares triggered technical sell signals as investor sentiment turned cautious on high-growth software names despite the broader sector rally.

SAP shares declined as the market weighed the company's AI investments against ongoing legal and regulatory uncertainties.