US software stocks hit fresh 2026 highs as AI disruption fears fade
A rebound in enterprise software shares signals investors are easing off fears that AI agents will cannibalize SaaS revenue.
The American Bazaar · +13 outlets
Alphabet raises AI spending by $15B even as cloud backlog tops $500B
Investors weighed soaring capex against a record Google Cloud backlog that is increasingly rivaling Search as a growth driver.
Yellow.com · +4 outlets
Oracle cloud revenue jumps 62% as analysts debate execution and valuation
Oracle's accelerating cloud growth has bulls calling a pullback a buying opportunity while others flag execution risk.
AD HOC NEWS · +6 outlets
CrowdStrike, Palo Alto and Fortinet hit record highs as AI security fears fade
Cybersecurity names rallied sharply as demand for SaaS security tools held up and Wall Street's AI disruption worries receded.
CTech · +14 outlets
Salesforce shares down 15% YTD as investors debate AI positioning
Salesforce's underperformance has become a focal point for questions about how legacy SaaS vendors fare in the AI era.
Zacks Investment Research · +8 outlets
Google limits free Gemini users to its weakest model, cuts off Flash and Pro access
The change pushes users toward paid AI tiers and narrows what free accounts can do with Google's flagship models.
ZDNET · +14 outlets
SAP to acquire TechWolf to bolster AI-powered workforce management
The deal adds skills-intelligence capabilities to SAP's HR suite as enterprise vendors race to embed AI in workforce tools.
TradingView · +12 outlets
Circle partners with SAP to bring USDC and EURC stablecoins to SAP payments
The tie-up pushes regulated stablecoins into enterprise payment rails, though Circle shares fell 5% on the news.
Stock Titan · +14 outlets
FortiBleed campaign targets Fortinet devices to deploy ransomware
A new attack campaign exploiting Fortinet gear underscores persistent risk in network security infrastructure.
SC Media · +14 outlets
Workday insiders and a 10% holder sell millions in stock under trading plans
A cluster of Workday share sales by the CFO, president, CEO and a major shareholder has drawn scrutiny ahead of upcoming investor events.
Stock Titan · +8 outlets
IGV software ETF logs worst quarter since 2008 on AI disruption fears
The quarter's rout in software shares, later followed by a rebound, showed how AI narratives are moving the sector.
Stocktwits · +3 outlets
Nous Research confirms $1.5B valuation and launches enterprise AI agents
The Hermes Agent developer raised a $90M Series B as agentic AI tools push further into business workflows.
TechCrunch
IBM launches SAP integration offering for midsize business modernization
IBM is targeting the midmarket SAP migration opportunity as it seeks to grow its consulting and hybrid cloud business.
Seeking Alpha · +14 outlets
Retail investors rotate from software into AI infrastructure, Q3 data shows
Flows shifted toward the compute and power companies underpinning the AI buildout and away from application software.
Universul.net · +14 outlets
Argus Forecasts Strong Price Appreciation for ServiceNow (NYSE:NOW) Stock
New coverage and price target revisions come as ServiceNow prepares to report results on Oct. 28.
MarketBeat · +8 outlets
LTM expands Google Cloud partnership to scale Gemini Enterprise adoption
The expanded tie-up aims to drive enterprise uptake of Google's Gemini AI platform through IT services channels.
scanx.trade · +12 outlets
Meta's enterprise AI platform rattles the SaaS market
Meta's push into enterprise AI tools adds a fresh competitive threat to established software vendors.
SaasRise · +1 outlets
Michael Burry initiates PayPal position and says software selloff was not a TACO trade
The investor's new stake and comments add to the debate over valuations in software and fintech.
Stocktwits