Concerns that AI agents will disrupt legacy SaaS business models dragged the software sector to its weakest quarter in over a decade, with BofA publishing a sof

Salesforce closed its purchase of Fin as it folds conversational AI agents deeper into its platform and expands AI bundles aimed at lifting annual recurring rev

Accenture's results offered reassurance that enterprise technology spending is intact, while its joint Google Cloud push to deploy 1,000 forward-deployed engine

Oracle shares bounced as the company scrapped a stock sale plan tied to founder Larry Ellison and a director disclosed a $3.5 million open-market purchase.

Anthropic's IPO paperwork shows the AI developer leans on cloud infrastructure from Amazon and Google, a risk factor ETF investors are weighing ahead of the lis

The HR software maker is trimming staff and resetting margin guidance, the latest SaaS vendor to pair cost discipline with AI-era restructuring.

The open-source backend platform is buying Turso as competition intensifies in developer database infrastructure.

Amazon's cloud unit added an autonomous agent for cloud architecture review, escalating agentic tooling across hyperscaler platforms.

The data center REIT is adding capacity aimed at AI workloads as demand for hosted compute keeps rising.

A vulnerability in Fortinet's email security product is under active exploitation, prompting US federal remediation requirements.

Synergy Research forecasts continued expansion of cloud and digital services spending over the next five years.

SAP kept up its share repurchase program while management marketed new AI agent capabilities to enterprise customers ahead of its earnings blackout.

ServiceNow's new Flow product and partner push met a choppy tape, with analysts split between a strong-buy view on AI traction and a downgrade on margins.

A reported multi-billion dollar AI compute arrangement with Tencent initially boosted Oracle shares before gains reversed.

Adobe shares have slumped this year even as results topped estimates, with investors questioning its AI monetization path amid NHL tie-ups and new price targets

Rising Oracle credit costs tied to its data center spending drew scrutiny, alongside questions on database margins and the fallout from Ellison's Paramount stak

Oracle shares struggled below $140 as delays to its Project Jupiter power project with Bloom Energy and rising data center costs pressured the stock.

SAP's steep decline on software-sector fears prompted a Seeking Alpha upgrade arguing the selloff overshoots fundamentals.