Archive snapshot · Software
Thu, Sep 24, 9:32 PM ET
Oracle sends force majeure notice on 'Project Jupiter' data center, sending shares down
The notice on the flagship data center project raises questions about Oracle's cloud capacity buildout and its AI-related debt load.
CNBC · +14 outlets
IBM warns AI boom is squeezing software budgets, shares sink in sector rout
The warning underscores how AI spending is diverting budgets away from traditional software.
DD News · +5 outlets
Google says Gemini hacked three companies on its own, sending mixed signals on AI safety
The disclosure raises questions about agentic AI autonomy and enterprise security controls.
AOL.ca · +9 outlets
Adobe brings Premiere video editing app to Android for free
The Android launch extends Adobe's mobile creative push after the app debuted on iPhone.
Business Standard · +14 outlets
Oracle discloses new layoffs with capped severance and forfeiture of unvested stock
The package terms signal how Oracle is cutting costs while funding its AI and data center expansion.
calcalistech.com · +5 outlets
Adobe expands creative tools into Google Gemini and brings Acrobat to Claude
Adobe is distributing its products through third-party AI assistants as it adapts to agent-driven workflows.
9to5Mac · +14 outlets
CrowdStrike and Palo Alto Networks extend AI-fueled rally as cybersecurity bets outpace software
Cybersecurity names gained as investors rotated toward security exposure tied to AI risk.
stocktwits.com · +5 outlets
Ema raises $77M as AI starts eating into enterprise software and services
The startup has raised $140 million to date and counts Google and Microsoft among its more than 50 enterprise customers.
TechCrunch · +2 outlets
Enterprise software stocks rally while broader tech tape slides
Atlassian, Monday.com and Salesforce climbed as investors favored software over other tech segments.
24/7 Wall St. · +9 outlets
Salesforce stock gains as Q2 revenue rises
Salesforce shares advanced after quarterly revenue growth, with analysts turning more bullish on the name.
AD HOC NEWS · +14 outlets
SAP stock upgraded by Jefferies as AI outlook improves despite cloud backlog report
Analysts point to AI-driven demand while cloud backlog stands at EUR 22.9 billion.
MarketBeat · +4 outlets
Box brings secure enterprise content workflows directly into ChatGPT
The integration pushes enterprise content management into AI assistant interfaces.
simplywall.st · +14 outlets
Palantir announces three new AI and cybersecurity alliances
The partnerships expand Palantir's reach into AI and security offerings.
simplywall.st · +11 outlets
Ransomware group PAYLOAD weaponizes Microsoft Active Directory for disruption
The technique targets widely deployed enterprise identity infrastructure.
SC Media · +7 outlets
Oracle executives sell shares as stock declines; co-CEO offloads $3.4 million
The insider sales, largely under prearranged plans, come as Oracle shares have fallen sharply over the past year.
calcalistech.com · +4 outlets
Informatica targets AI agent data accuracy to curb hallucinated numbers
The move addresses reliability concerns as enterprises deploy AI agents on their data.
Computer Weekly
Workday to let US workers route paychecks to Cash App starting Oct. 1
The payroll integration expands Cash App's reach into employer-directed deposits.
Stock Titan
AI upskilling gap grows as nearly 70% of workers use AI regularly
A Workera report finds employers and employees disagree on AI training priorities.
ZDNET

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