Indian software stocks outperform global AI peers by the widest margin on record
Bloomberg attributes the outperformance to an ongoing global AI selloff that has hit US AI and chip names harder than Indian IT services providers.
Bloomberg.com · +7 outlets
Microsoft bullish analyst calls mount ahead of earnings, with Azure growth seen near 47%
Goldman Sachs, Citi, UBS and TD Cowen raised Azure and M365 expectations, framing AI return on investment as the key metric for Microsoft's results.
Yahoo Finance · +14 outlets
Chipmaker selloff deepens, sending investors into other stocks and bonds for safety
US indexes pared declines as the AI rout teetered, with healthcare, staples and defensive names gaining while software stocks rallied in the UK.
CNN · +13 outlets
Oracle's credit default insurance hits a record as AI debt fears spread
Oracle shares sank roughly 9% as CoreWeave's bond scare and hot inflation data revived concerns about debt funding the AI build-out.
Yahoo Finance · +14 outlets
Alphabet rolls out Gemini 4 Argon globally ahead of Q3 earnings
The global Gemini rollout comes as analysts preview Alphabet's quarter and debate search disruption versus efficiency gains.
Simply Wall Street · +3 outlets
ServiceNow unveils AI Passport for enterprise agent governance and wins fresh analyst targets
ServiceNow's AI governance push comes as Piper Sandler and TD Cowen reiterated bullish views on the enterprise software maker.
Simply Wall Street · +6 outlets
Gartner warns most neoclouds will not survive independently, hitting AI cloud stocks
IREN and CoreWeave fell about 5% and Nebius dropped 4% after Gartner questioned the standalone viability of AI-focused cloud providers.
24/7 Wall St. · +6 outlets
ServiceNow shares surge 6% as investors rotate into enterprise software and out of chips
ServiceNow denied interest in acquiring Decagon, and Salesforce rose alongside it as capital rotated from AI hardware into legacy software names.
Invezz · +14 outlets
Salesforce buys Loops AI platform as analysts raise price targets on the stock
Bank of America lifted its Salesforce target to $285 and the company named Demandbase as flagship data partner for its new Hunter outbound sales agent.
Barchart.com · +14 outlets
Workday draws mixed analyst calls after AI platform event, with KeyBanc downgrading on budget concerns
KeyBanc downgraded Workday on AI budget concerns while BTIG, D.A. Davidson, BMO and Stifel maintained or reiterated their views after the company's AI platform
Investing.com India · +2 outlets
Oracle cloud backlog reaches $664 billion, but debt and rate worries weigh on the stock
Oracle's massive remaining performance obligation is central to the bull case even as the company reworks Project Jupiter and rolls out AI startup tools.
The Motley Fool · +9 outlets
Law enforcement disrupts massive phishing-as-a-service ecosystem
The takedown targets a criminal service that enabled phishing campaigns at scale.
SC Media · +14 outlets
Tech Mahindra Q2 net profit jumps 33% YoY, board recommends 1:1 bonus share issue
The Indian IT services firm reported EBIT up 40.5% YoY and declared a Rs 15 per share dividend alongside the bonus issue.
Zawya · +13 outlets
Ericsson Q3 beats expectations and announces price hikes as AI drives up component costs
Ericsson's results and pricing move highlight how AI-related component cost inflation is reaching networking equipment vendors.
BigGo Finance · +5 outlets
SK Hynix's Solidigm seeks US approval for China chip equipment exports in return for US factory
The reported bargaining links export approvals for a China NAND facility to a potential new US chip plant.
TechCrunch · +14 outlets
Nvidia releases Nemotron 3.5 Super VL, adding to wave of US open-weight AI models
The release lands amid a broader push of open-weight model launches from US labs following the Hugging Face hack.
ZDNET · +11 outlets
TD Cowen raises SAP price target to $250 on cloud strength
The higher target follows continued cloud momentum at the German enterprise software maker.
Investing.com · +1 outlets
US law enforcement tracks AI-related job cuts and wage losses with new state dashboard
CAIS's Wage Loss Dashboard quantifies AI-attributed layoffs by state and their economic cost.
ZDNET