Microsoft's after-hours gain signals relief over capex discipline and cloud growth momentum.

Adobe retains roughly a quarter of its value in buyback authorization as investors weigh its AI narrative.

Investors are questioning whether AI is disrupting traditional software business models.

Oracle is pairing large energy and cloud commitments to support surging AI infrastructure demand.

Bank of America sees AI agents threatening parts of the enterprise software landscape.

Salesforce shares reflect investor debate over growth durability as AI reshapes enterprise software spending.

Palantir posted explosive growth led by its US commercial business.

Palo Alto Networks' chief disputes the market's AI disruption fears for cybersecurity and infrastructure software.

Oracle's first-quarter results missed on earnings while its sales outlook stayed flat.

SAP is in a quiet period before its October 21 results, with buybacks ongoing and AI agent plans in focus.

Adobe's finance chief departure overshadowed solid quarterly results and outlook.

Microsoft shares fell into bear market territory even as analysts remained bullish.

Salesforce's repurchase plan and Fin acquisition raise questions about its growth trajectory.

A Fortinet email security flaw is being actively exploited and now carries federal remediation deadlines.

SAP is reshaping roles around AI as it prepares a major customer event.

Enterprises are prioritizing governance and control tools for AI agents as adoption accelerates.