Schneider Electric to acquire PTC for $22.6 billion in its largest-ever deal
The French industrial group's purchase of the US industrial software maker lifted European software shares and put industrial software peers in focus.
Investing.com · +13 outlets
ServiceNow AI contracts top $1B as analysts raise targets on deal momentum
Stifel and Deutsche Bank lifted price targets on ServiceNow even as the stock lagged on valuation concerns tied to AI-era profit pressure.
Investing.com · +10 outlets
Michael Burry flags Oracle's $664B backlog and AI spending, says 'the customer is now the lender'
Oracle's record backlog, rising debt load and negative free cash flow are drawing scrutiny as it expands AI data center capacity.
TradingView · +7 outlets
SAP touts AI agents and $903 million defense cloud win ahead of Oct 21 results
The German software maker is pairing Nvidia-backed AI governance and a large defense cloud contract with a continuing share buyback before its Q3 report.
AD HOC NEWS · +1 outlets
Goldman says AI trade is broadening beyond semiconductors into a stock picker's market
Analysts argue cloud growth and selective enterprise spending will decide which AI names outperform this earnings season.
TradingView · +7 outlets
Alphabet's Gemini 4 rollout leaves Google stock muted ahead of Q3 earnings
The Gemini 4 (Argon) launch drew attention to AI monetization questions for Alphabet going into its quarterly report.
Investor's Business Daily · +3 outlets
Microsoft upgraded to Buy by Melius, which sees over 26% upside on cloud and AI
Analyst notes point to Azure growth and AI execution under Satya Nadella as the swing factor for further upside.
Invezz · +5 outlets
Workday gets Needham buy reiteration at $230 target on agentic demand
Needham's backing and a disclosed $18.4 million share sale by a 10% holder put Workday's agentic AI positioning and valuation in focus.
TradingView · +5 outlets
Nasdaq hits record as megacap tech gains offset elevated Treasury yields
Megacap strength carried the index to a fresh high even as bond yields and a weak jobs report kept markets uneven.
economictimes.com · +14 outlets
Goldman sees AI spending driving another strong S&P 500 earnings season
The bank expects AI-related capital spending to remain a core support for index-level earnings.
Seeking Alpha · +14 outlets
Oppenheimer says enterprise AI software has entered an ROI phase with more selective spending
Buyers are demanding measurable returns, shifting how software vendors pitch AI products and valuations.
Yahoo Finance UK · +4 outlets
Cloud and digital services revenue forecast to top $5 trillion by 2031
The projection underscores continued long-term growth expectations for cloud and digital services providers.
TechInsights · +5 outlets
Salesforce faces AI deal scrutiny after 10.8 percent growth as Canaccord sets $300 target
The CRM vendor's growth trajectory and $50 billion buyback are being weighed against AI disruption risk and stock underperformance.
AD HOC NEWS · +3 outlets
Adobe in focus as Firefly AI monetization grows and buyback capacity sits at $24.5 billion
Investors are weighing Adobe's generative AI revenue progress, remaining repurchase firepower and leadership questions against a stock well below its high.
Kalkine Media · +6 outlets
HackerRank's AI interviewer has conducted more than 500,000 interviews, early testers include Snowflake and Capgemini
Automated interviews are gaining traction with enterprises as a screening tool, raising questions about how hiring will change.
TechCrunch · +1 outlets
Cyber budgets shift as non-cyber companies become the biggest security buyers
Demand for security tooling is broadening beyond specialist vendors, benefiting platforms like CrowdStrike and Palo Alto.
24/7 Wall St. · +14 outlets
Frontline Education data breach exposes employee Social Security numbers
The K-12 software vendor's breach adds to a run of education-sector data incidents.
SC Media · +1 outlets
Cloud repatriation gains attention as companies seek to cut millions
Firms are re-evaluating public cloud economics, a potential headwind for hyperscaler growth narratives.
zdnet.com