Silver Lake is in advanced talks to acquire Workday, a deal that could top $43 billion and has driven Workday's stock up over 17%, sparking a broader rally in s

Oracle shares dropped 3.8% as investors reacted to a $40 billion funding plan and a 6-month delay to a gas pipeline project supporting a New Mexico AI data cent

Software stocks surged broadly after Silver Lake's Workday bid signaled private equity interest in the sector, and as analysts argued the sell-off disconnected

Sources say Anthropic's potential IPO valuation is tied to a $190-200 billion revenue forecast for 2028, signaling aggressive growth expectations for the AI com

Salesforce shares have retraced 64% of a prior surge from a JPMorgan upgrade as AI sentiment shifts, with analysts debating whether AI fears are overblown and t

U.S. producer prices fell, easing rate-hike pressure and lifting the S&P 500 to a record close, with software and storage stocks leading gains.

Analysts say Silver Lake's potential Workday acquisition could mark a turning point for software stocks, providing a valuation floor after a prolonged sell-off

IBM plans to train and certify tens of thousands of consultants on OpenAI technologies as part of a new partnership to accelerate enterprise AI adoption.

Microsoft shares held steady near $497 as Q4 results underscore AI cloud growth while its China exit strategy reshapes the outlook.

SAP shares rose as Q2 2026 earnings beat forecasts, supporting investor outlook on enterprise software demand.

RBC Capital raised price targets on Snowflake and CrowdStrike, citing bullish reseller feedback and positioning them as top AI software picks ahead of quarterly

Alphabet reported 24% earnings growth but faces challenges from Reddit's content landscape affecting Google's search ecosystem.

ServiceNow shares declined amid a broader software sell-off, though the stock outperformed some peers and remains a focus for analysts as an AI enterprise softw

Recent leadership changes at OpenAI are drawing investor attention to enterprise AI software stocks as the competitive landscape shifts.

Adobe shares are near 52-week lows but some analysts see a golden AI opportunity ahead, as investors weigh creative software AI monetization prospects.

California announced a new AI cybersecurity initiative to address rising cyber threats, leveraging AI for defensive capabilities.

Cerebras shares fell after reporting mixed quarterly results, raising questions about AI chip growth narratives.

Oracle is expanding its AI database capabilities through integration with AWS Cloud, broadening its multicloud AI strategy.