HSBC cut Adobe on rising concern that AI-generated creative tools and free software clones will pressure its core franchise, adding to a string of cautious anal

Workday laid out an AI-centric strategy at its analyst day, folding in the C1.ai acquisition and third-party models like Anthropic's Claude as it targets double

ServiceNow pushed back on reports it was eyeing AI startup Decagon, while Evercore, Citi, Oppenheimer, Jefferies and BNP Paribas maintained Buy-equivalent views

Figma's disclosure of rising AI costs weighed on CRM, NOW, INTU and ADBE, with investors rotating within AI trades ahead of Nvidia earnings.

Oracle is pressing regulators to speed approvals for a gas pipeline feeding its New Mexico data center campus as it scales AI infrastructure.

Bank of America issued a rare double upgrade on Salesforce, arguing AI deepens enterprise dependence on its platform and lifting the shares.

A ratings action highlights the carry cost Oracle bears on large AI-related commitments before associated revenue materializes.

The kernel maintainer's use of AI-assisted tooling marks a notable shift in how core open source software is being produced.

Investors rotated into Indian IT services names including TCS, Tata Elxsi and Sonata Software as AI-linked US software and chip stocks retreated.

Google is opening prompt-based app creation to non-developers, lowering the barrier to building Android software.

Investor focus is building on Alphabet's cloud momentum, capital spending and reported Gemini API price changes before its next report.

The move adds to European digital sovereignty efforts curbing adoption of US workplace software suites.

Analysts are weighing SAP's premium valuation against evidence its AI-driven reacceleration has yet to fully show up in results.

Oracle's continued backing of the Project Jupiter power project lifted Bloom Energy ahead of its quarterly results.

Oracle stock rose on momentum around its AI infrastructure pipeline, with options activity and index futures interest noted.

Security names are drawing investor favor as enterprise spending tilts toward AI-driven defense tooling.

The Indian IT services provider reported solid growth, echoing broader strength in the sector.

The collaboration software vendor posted strong top-line growth in its latest quarter.