Software stocks shed $260 billion as AI selloff spreads from chips to SaaS
A broad reversal in AI-linked software valuations dragged names like Palantir, Salesforce, ServiceNow, Adobe and Microsoft down, with Figma's cost warning and I
Yahoo Finance · +10 outlets
Oracle slides on AI data center delays, rising funding costs and capex concerns
Investors are weighing Oracle's $664 billion backlog and record OCI growth against the cost of financing its AI infrastructure buildout.
Foreign Policy Journal · +14 outlets
Microsoft Azure growth hits 43% as revenue and earnings beat, guidance raised
Strong Azure numbers and raised guidance underscore Microsoft's AI-infrastructure bet, though capex and an unfinished model temper the bull case.
TradingKey · +14 outlets
Workday agrees to acquire C1.ai; UBS cuts Workday price target to $210
The deal signals Workday's push into agentic AI even as analysts debate how much AI monetization its core HCM franchise can deliver.
ad-hoc-news.de · +6 outlets
Anthropic gives third-party AI auditors employee-like access in industry first
The move lets external evaluators scrutinize safety risks inside a major AI lab, a step beyond typical self-regulation.
ZDNET · +8 outlets
Meta business account terms now permit AI scraping, with no opt-out, legal experts say
The terms change raises consent and privacy questions for businesses whose data may feed AI training.
ZDNET · +14 outlets
Google pushes Gemini 4 Argon into enterprise workflows worldwide
Alphabet is leaning on a cloud surge and Gemini enterprise push even as capex spending weighs on free cash flow.
Yahoo Finance · +14 outlets
AI trade shifting from chips to software, analysts say
Strategists and analysts debate whether software rather than semiconductors will lead the next leg of the AI trade.
Yahoo Finance · +12 outlets
Indian IT stocks post best week in 18 years amid global AI selloff
The rally in Indian IT services shares diverged sharply from the global software selloff, helped by AI-led deal momentum.
Rediff · +14 outlets
UBS sees AI upside while RBC stays cautious after $1 trillion tech selloff
Diverging street views reflect debate over how much AI optimism is already priced into tech valuations.
Beinsure · +1 outlets
Snowflake volatility: stock fell 8% Friday, then reported stellar earnings with shares soaring 36%
Conflicting reports highlight how sharply sentiment on Snowflake swung around its latest quarterly results.
TradingKey · +2 outlets
Jio Platforms IPO wins brokerage backing on earnings growth, cash flows and digital expansion
The IPO is drawing support from analysts and interest from Google and Meta's evolving alliance with Reliance's digital arm.
www.malaysiasun.com · +7 outlets
Michael Burry initiates PayPal position at $49, calls software selloff not a TACO trade
The prominent short-seller's bullish software entry follows public skepticism on SaaS valuations months earlier.
Stocktwits · +1 outlets
Microsoft expands India cloud footprint in competition with Google Cloud and AWS
The India buildout reflects intensifying competition among hyperscalers for AI and enterprise workloads in the region.
Stocktwits · +14 outlets
TSMC earnings in focus as AI boom test meets looming US CPI print
The chipmaker's results are a key read on whether AI demand can hold up amid broader macro uncertainty.
investingLive · +2 outlets
Salesforce seen as sticky in AI era as analysts test its valuation after integration deals
Salesforce's AI bundling strategy is drawing fresh scrutiny on whether it can defend premium SaaS multiples.
Yahoo Finance · +4 outlets
Palo Alto Networks stock outlook in focus after hitting new highs
Cybersecurity remains a relative bright spot as investors weigh whether PANW's rally can continue.
TradingKey
ServiceNow holds $30B-plus 2030 target; analysts rate stock Moderate Buy
ServiceNow's growth ambitions face a tougher software spending environment and elevated expectations.
MarketBeat · +1 outlets