Oracle shares plunge about 9% as hot CPI data and AI debt, financing worries hit the software giant
Oracle's selloff tied to rising Treasury yields after hotter inflation data and renewed scrutiny of the debt funding its AI data center buildout; S&P recently d
Stocks Down Under · +13 outlets
Workday draws mixed Street calls on AI growth plan; Anthropic deal highlighted, UBS cuts target
Analysts split on Workday after it outlined an AI growth strategy and struck a major Anthropic partnership, with UBS trimming its price target while Needham and
Investing.com · +5 outlets
ServiceNow denies interest in acquiring AI startup Decagon
The denial followed reports of deal interest in the AI customer support startup, a day before ServiceNow traded lower in the broader software selloff.
Investing.com · +7 outlets
Microsoft patches about 1,400 Windows security bugs, including two zero days
The October update is the first official one for Windows 11 26H2 and marks the end of support for Windows 11 24H2 Home and Pro.
ZDNET · +14 outlets
Microsoft hits $4 trillion market value as Azure and SaaS growth accelerate
Microsoft's cloud and enterprise AI businesses continue to drive the company's valuation, though the shares recently entered a bear market on the pullback.
SaasRise · +6 outlets
SAP ships fixes for 20 security flaws, including critical vulnerability in its Python SDK
The monthly patch cycle addressed a critical flaw in SAP's Python software development kit alongside other issues.
SC Media · +6 outlets
Salesforce price target raised to $285 at Bank of America as AI deal activity builds
BofA lifted its Salesforce target amid signs of growing enterprise AI deal activity, even as several funds disclosed small position changes in the stock.
ad-hoc-news.de · +14 outlets
Adobe downgraded by HSBC and GuruFocus on AI disruption and shifting investment risks
Analysts flagged rising risk that generative AI could disrupt Adobe's creative software franchise, with the stock down sharply from its highs.
Yahoo Finance · +2 outlets
S&P downgrade leaves Oracle financing its OpenAI bet years before it pays off
The ratings action highlights how much debt Oracle is carrying to fund AI infrastructure for OpenAI before related revenue arrives.
Startup Fortune · +14 outlets
Atlassian shares surge 35% after Q4 earnings beat
The collaboration software maker rallied on stronger-than-expected quarterly results.
scanx.trade · +9 outlets
Google rolls out Universal Cart and other holiday shopping tools ahead of buying season
Google's new price-tracking and shopping features arrive as retailers compete for holiday spending.
ZDNET · +6 outlets
Dell, HPE and NetApp shares slump after downgrades on AI spending worries
Analysts cut ratings on enterprise hardware names citing uncertainty over the pace of AI-related capital spending.
Investopedia · +9 outlets
Citi revises ServiceNow price target as stock sits 24% below its highs
Analysts reworked targets on ServiceNow after a steep pullback, with valuation-focused notes arguing the shares now look more reasonable.
Yahoo Finance · +4 outlets
CoreWeave, Nebius and IREN extend declines; CEO calls market action irrational
AI infrastructure names sold off further as CoreWeave's bond yield spiked and its CEO pushed back on the market's reaction.
TradingView · +4 outlets
Mizuho reiterates $320 target on Oracle, Wall Street updates views after selloff
Analyst target updates on Oracle followed the sharp share price decline tied to inflation data and AI funding concerns.
ad-hoc-news.de · +4 outlets
Software and cloud stocks rotate ahead of Nvidia earnings as chipmakers lag
Investors are rotating within AI trade exposure, favoring software and cloud names while questioning whether data and distribution, not code, are the durable mo
ChartMill · +3 outlets
SAP projected to report quarterly earnings on Wednesday
The enterprise software maker's results are a key read on cloud and AI-driven enterprise demand.
MarketBeat
Salesforce and ServiceNow compared on AI software positioning in a wave of analyst notes
Multiple outlets weighed the two enterprise software giants' revenue trends and AI roadmaps against each other.
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