Workday cuts jobs again; Cantor Fitzgerald reiterates rating as Duffield trust sells 98,971 shares
Workday's second round of layoffs comes as analysts weigh reduced headcount against its AI strategy and a major shareholder trims his stake.
Investing.com · +5 outlets
NetApp unveils Novus and AI Data Engine upgrades, expands partnerships with SAP, Oracle and Supermicro
NetApp's new offerings and partner tie-ups aim to position its storage and cloud infrastructure for agentic AI workloads.
finance.yahoo.com · +4 outlets
Oracle shares swing on report of Wisconsin AI data centre delays and OpenAI revenue growth
An unconfirmed report of delays at Oracle's Wisconsin AI mega-campus weighed on the stock even as OpenAI demand underpinned the cloud backlog.
finance.yahoo.com · +13 outlets
Adobe shares surge as AI partnerships and new CEO outlook draw investor attention
Adobe shares rallied on optimism over AI growth and a leadership change even as the stock lags its record revenue.
Pluang · +4 outlets
Salesforce debuts Koa model as shares rally and analysts weigh security flaws and service outages
Salesforce's new Koa AI model landed amid a broad software rally, though questions linger over security incidents and its discounted valuation.
simplywall.st · +9 outlets
ServiceNow shares rise as analysts debate valuation amid AI security flaws and 52-week lows
ServiceNow's stock moved higher but remains under scrutiny as some investors flag AI security concerns and its price relative to growth.
finance.yahoo.com · +8 outlets
Microsoft poised for strongest quarter in 28 years as AI spending debate intensifies
Microsoft's stock is set for its best quarterly gain since 1998, with investors weighing AI capex against the company's long-run growth trajectory.
finance.biggo.com · +5 outlets
HPE breaks out to IBD Stock of the Day on hiked guidance and AI momentum
Hewlett Packard Enterprise's raised outlook and AI demand drove its shares to a breakout.
Investor's Business Daily · +6 outlets
IGV software ETF outpaces semiconductor funds as PCE cools and software stocks rally
Cooler inflation data and fading Fed rate-hike fears lifted software shares, with the iShares software ETF outpacing chip peers.
Benzinga · +3 outlets
New security flaws found in Android and Apple devices; iOS 27 adds Impersonation Risk Detection
Fresh vulnerabilities in Android and Apple devices coincide with a new iOS 27 anti-scam setting aimed at warning users of impersonation.
ZDNET · +14 outlets
Oracle's 8% bond yields are an Oracle problem, not an AI problem, analysts argue
Coverage debate centers on whether Oracle's elevated bond yields reflect company-specific leverage rather than weakening AI demand.
The Motley Fool · +14 outlets
Needham names top SaaS picks amid Meta Enterprise Platform concerns
Needham's analyst note flagged its preferred SaaS names while addressing worries about Meta's enterprise ambitions.
Yahoo Finance UK · +3 outlets
Palo Alto Networks and CrowdStrike rise as cybersecurity valuations top pandemic peaks
UBS warned that cybersecurity valuations now exceed pandemic peaks, requiring strong Q3 results to justify the levels.
24/7 Wall St. · +8 outlets
Malware exploited Citrix NetScaler devices a month before patch, researchers say
Two new malware variants targeted Citrix NetScaler appliances before a fix was available, highlighting patching delays.
SC Media · +14 outlets
IBM gains as sovereign AI agents go live in India
IBM's sovereign AI agent rollout in India supports its enterprise AI positioning in regulated markets.
TradingView · +8 outlets
Pearson agrees to acquire Workera to target enterprise AI upskilling gap
Pearson's deal for Workera aims to help businesses assess employees' AI skills and direct training where needed.
ZDNET · +2 outlets
OpenAI adds Space, Pages and Slides to ChatGPT in challenge to Google Workspace
OpenAI now lets teams create documents and presentations and work with AI agents inside ChatGPT.
ZDNET · +2 outlets
Unity Software jumps 5% as traders weigh Meta VR glasses support; Intuit and Adobe gain
Unity's shares climbed on optimism tied to Meta's VR glasses ecosystem, lifting other software names.
24/7 Wall St. · +1 outlets