A report that OpenAI's annualized revenue is about $20 billion lower than previously reported, driven by accounting rather than demand, hit shares of AI infrast

Google is positioning Gemini as a universal enterprise agent that can plan and execute tasks across business apps and delegate to subagents.

Software and SaaS names rallied sharply, undercutting the thesis that AI would crush per-seat software business models.

Cybersecurity names outperformed broader software as Zscaler reiterated guidance and announced a partnership with IBM.

Snowflake's new AI marketplace launch was read by investors as evidence of expanding data-cloud monetization.

The brokerage rotated away from software into French stocks after a period of weakness.

The sponsorship suspension affects tech hiring pipelines that rely on foreign talent.

The reported move highlights how AI data center power demand is straining grid capacity.

Coverage centered on how ServiceNow's AI service desk products and cloud AI revenue could shift its growth case.

The purchase came as Oracle shares whipsawed on uncertainty tied to OpenAI revenue accounting.

The raise followed Microsoft's expanded Nvidia partnership and year-end catalysts.

Datadog gained as part of a broader move into cloud monitoring and infrastructure software stocks.

The picks reflect growing sell-side appetite for software after a rough stretch.

Analysts stayed constructive on Salesforce as the broader software group rebounded.

The SAP tie-up expands IBM's enterprise software consulting and modernization push.

Analysts questioned Adobe's growth trajectory as the company's valuation implies mid-single-digit expansion.

Workday continues to expand AI features while investors watch its backlog conversion.

The new Android tablets mark a shift in Amazon's device strategy toward entertainment and work use.