Meta launches enterprise AI platform, hires MongoDB CEO to lead unit; software stocks slide
Meta's enterprise push (Muse, Business Agent, Muse API, Muse Code) triggered a broad software selloff, with Salesforce, ServiceNow, Snowflake and MongoDB fallin
TechCrunch · +14 outlets
JPMorgan flags AI disruption risk for software stocks, including Cloudflare
Analysts warn that generative AI threatens traditional software business models, while JPMorgan's security software basket outperformed as AI-related threats mo
GuruFocus · +7 outlets
Goldman Sachs: AI capex gap is $230B a year, $800B spent vs $300B needed to break even
The analysis quantifies the returns shortfall on hyperscaler AI capital spending and names two clear winners in monetization so far.
Tech Times · +1 outlets
Oracle slides as PeopleSoft breach warned by Google's Mandiant, layoffs and Project Jupiter risks weigh
Oracle shares fell about 3.6% on a reported new PeopleSoft breach wave plus concerns over layoffs, Project Jupiter and negative cash flow.
timothysykes.com · +5 outlets
Larry Ellison pledges $9.2B more Oracle stock as collateral for personal loans
A filing shows the Oracle co-founder and co-CEO pledged additional shares after canceling a planned sale; the same filing revealed a 6,623-to-1 pay ratio.
Business Standard · +10 outlets
Alphabet flags $514B cloud backlog as revenue mix shifts
Google's cloud backlog disclosure highlights growing enterprise traction, with bulls also citing the company's custom TPU advantage.
simplywall.st · +5 outlets
Snowflake proposes $3.5B convertible offering; shares slide 4%
The financing plan pressured Snowflake and weighed on peers Oracle and Datadog on a broadly weak software day.
Yahoo Finance · +3 outlets
Salesforce rating reaffirmed by Oppenheimer after customer survey; analysts lift targets
Oppenheimer reiterated its view on Salesforce following a customer survey even as the stock traded lower amid the sector-wide AI disruption selloff.
Investing.com · +4 outlets
Nvidia launches open-source platform to improve AI agent safety
The release targets security and reliability guardrails for autonomous AI agents as enterprise adoption grows.
SC Media · +14 outlets
ServiceNow ties AI agent security more closely to its platform as shares hit 52-week lows
ServiceNow is positioning agent security as a platform feature, but the stock slid sharply amid the broader software and AI sentiment selloff.
simplywall.st · +13 outlets
SAP stock swings on 22% cloud growth and analyst target hikes ahead of results
SAP drew mixed trading as Jefferies raised its target and the company outlined a security boundary for its Joule AI assistant.
AD HOC NEWS · +2 outlets
Google Cloud launches Gemini Enterprise for insurance and financial services
The vertical push brings Google's Gemini enterprise stack to regulated financial services workloads.
Beinsure · +14 outlets
Microsoft grows India cloud footprint in battle with Google Cloud and AWS
Microsoft's India expansion intensifies hyperscaler competition in one of the fastest-growing cloud markets.
Stocktwits · +14 outlets
Nearly 400,000 DC Medicaid beneficiaries' data exposed on public website
The breach adds to scrutiny of health data handling as public agencies digitize records.
SC Media · +2 outlets
Atlassian CEO says AI-vulnerable businesses are 'relatively simple' as stock rallies 120%
The comments come as Atlassian shares hit 52-week lows in the broader software selloff despite a strong three-month run.
TradingView · +2 outlets
Apple releases iOS 27.0.1 to fix iPhone 18 Pro restart and freezing issues
The first update to iOS 27 addresses a Face ID related freeze and restart bug on Apple's newest flagship phones.
ZDNET · +14 outlets
Ping Identity launches Identity Agents on Google Cloud Marketplace
The listing extends Ping's agent identity tooling to Google Cloud customers as enterprises add controls for autonomous agents.
PR Newswire
BlackBerry stock jumps as Q2 beat confirms auto software pivot
Quarterly results beat expectations, with automotive software growth underpinning the company's repositioning.
StocksToTrade · +1 outlets