Schneider Electric to acquire PTC for $22.6 billion, its largest-ever deal; European software stocks rise
The French industrial giant's biggest acquisition lifts European software shares and marks a major industrial-software consolidation.
Investing.com · +14 outlets
Oracle Q4 beats on EPS and margins, plans $40bn debt and equity raise in FY2027
The results and financing plan come as Oracle's AI-driven backlog draws scrutiny over capital spending.
investingLive · +2 outlets
SAP agrees to acquire TechWolf to bolster its talent and work intelligence strategy
The deal adds AI that maps workers' tasks and skills, a tool already used by 110,000 SAP employees.
Seeking Alpha · +3 outlets
Atlassian shares surge 35% on Q4 earnings beat
The strong quarter lifts Atlassian and other software names, with analysts weighing it against peers like Intuit.
scanx.trade · +10 outlets
Michael Burry flags Oracle's $664B backlog and AI spending: 'The customer is now the lender'
The investor's warning highlights growing unease about vendor-financed AI infrastructure deals.
TradingView · +3 outlets
Cybersecurity stocks hit new highs as AI agents spark 'biggest risk today'
Rising agentic AI threats and broadening buyer bases push security shares to records.
Yahoo Finance · +13 outlets
Adobe reports record Q3 results as stock gains; Firefly AI monetization in focus
Record results and Firefly monetization are met with questions about Adobe's downside and new leadership.
AD HOC NEWS · +14 outlets
Oracle 2025 health breach compromised data of 20 million people
The disclosure quantifies one of the largest healthcare data breaches tied to Oracle's systems.
Yahoo Finance UK · +14 outlets
Microsoft stock rises as Melius upgrades to Buy, sees over 26% upside
The upgrade lands as analysts debate whether Microsoft's enterprise AI lead will translate into stock gains.
Invezz · +6 outlets
Google launches Cloud modernization suite to apply AI to aging enterprise tech
The suite and partner moves like Tech Mahindra's Gemini Enterprise push deepen Google's enterprise AI pitch.
benzinga.com · +12 outlets
ServiceNow stock down about 25% in a year as analysts split on AI-driven recovery
One analyst sees 80% upside from generative AI while the shares sit well below their yearly high.
Pluang · +14 outlets
Alphabet's $514B cloud backlog raises margin concerns ahead of Q3 results
Investors weigh Gemini 4's rollout and strong cloud growth against spending and margin pressure.
SaasRise · +5 outlets
S&P 500 up and Nasdaq at record high as megacap tech stocks rise
Tech megacaps drive indexes to fresh highs even as bond yields stay elevated.
StreetInsider · +14 outlets
Oracle layoffs may return in December as buzz about internal email points to wider voluntary exit offer
A researcher says an internal email suggests Oracle is preparing broader workforce reductions.
Stocktwits · +1 outlets
Stifel raises ServiceNow price target on deal momentum; Citizens and Needham stay constructive
Multiple analyst actions point to confidence in ServiceNow's pipeline, including federal wins.
Investing.com · +3 outlets
Workday draws analyst support: Needham reiterates Buy with $230 target, Citi and Citizens weigh in
Agentic demand and investor events keep Workday in focus as brokerage views converge.
TradingView · +6 outlets
SAP stock gains as Goldman raises target; company ties labor deal and continues buybacks
Analyst upgrades and a Las Vegas AI showcase keep SAP in focus amid a broader software M&A wave.
AD HOC NEWS
Oracle director buys $3.5 million in stock amid AI growth push
The insider purchase is being read as a vote of confidence in Oracle's AI-driven outlook.
Pluang