Oracle warned it may not pay a data center lease tied to its delayed New Mexico AI campus, a move that rippled through AI infrastructure financing and partner s

The reported multi-billion-dollar cloud agreement with Anthropic lifts Akamai shares and read-across to other edge and cloud infrastructure names.

Microsoft consolidates Copilot features into a single app while leaving the cost model open, a key question for enterprise adoption of paid AI assistants.

Databricks adds spreadsheet tooling to its data platform and signals more M&A ahead as it broadens its product surface.

A new industry group aims to give enterprises controls to shut down rogue or shadow AI agents using OAuth-based safeguards.

Scrutiny grows over whether the massive AI infrastructure buildout will generate commensurate revenue, with some noting semiconductors look expensive versus sof

A remotely exploitable flaw in F5's access management product was under active attack before the fix, underscoring risk in enterprise network infrastructure.

Adobe is pushing its creative capabilities into third-party AI assistants, a bet on distribution as competition in generative design tools intensifies.

A short-seller list argues AI agents could erode seat-based subscription software revenue models.

Analyst target changes for Microsoft reflect ongoing debate over the payoff from its heavy AI capital spending.

Enterprise spending on AI governance and agent management is emerging as a distinct software category.

SAP's growing cloud backlog did not prevent a share decline, highlighting investor scrutiny of the company's transition economics.

The investment extends Microsoft's overseas AI infrastructure and cloud footprint into Gulf markets.

A sharp decline in Adobe shares has investors debating whether the selloff creates an entry point or reflects deeper concerns.

Mixed institutional flows and underperformance versus peers keep ServiceNow in focus among enterprise software names.

The bank will use Google Cloud AI tools, extending cloud providers' push into regulated financial services.

Analysts weigh whether Nutanix's Ryax deal justifies its valuation as investors parse the company's AI positioning.

Videogame shares fell after Meta announced an AI game creation tool, though analysts cautioned against overreading the move.