Oracle stock slides as Project Jupiter gas pipeline delayed six months, force majeure notice issued
The delay to a gas pipeline feeding a New Mexico AI data center and a force majeure notice have intensified concerns about Oracle's AI buildout financing and ex
Unisba Media · +5 outlets
CNBC: Oracle's debt shows signs of AI stress, but some investors remain unworried
Rising debt, a roughly $70B capex plan and funding costs tied to AI data centers are drawing scrutiny even as some investors stay bullish.
CNBC · +10 outlets
AI stocks face earnings gut check as investor spending jitters mount
Upcoming results from Meta, Microsoft, Alphabet and TSMC will test whether massive AI capital spending can be justified after a broad tech selloff.
Investor's Business Daily · +5 outlets
Figma's surging AI costs send software stocks lower, hitting CRM, NOW, INTU, ADBE
Figma's disclosure of rising AI expenses renewed fears that agentic AI will pressure software business models and margins.
Stocktwits · +5 outlets
ServiceNow unveils AI Passport as stock trades ahead of this week's earnings
ServiceNow's new AI Passport product launch lands as investors focus on the company's earnings report and its AI monetization path.
ad-hoc-news.de · +7 outlets
Alphabet in focus as megacap earnings season opens; analyst sees cloud growth above 100%
Google Cloud growth and AI chip demand are the key metrics investors will watch when Alphabet reports on October 28.
Kalkine Media · +6 outlets
Bank of America double-upgrades Salesforce to Buy, raises target to $285
The upgrade reflects improving sentiment on Salesforce's AI positioning amid a broader software sector slump.
ad-hoc-news.de · +14 outlets
Hyperscalers projected to invest nearly $780 billion in AI by 2026
The scale of hyperscaler AI capital spending remains the central question for investors weighing the sustainability of the AI trade.
Intellectia AI · +14 outlets
Adobe shares drop after Morgan Stanley downgrade; Wells Fargo also cuts target
Morgan Stanley said it sees cleaner growth and AI monetization elsewhere, while Wells Fargo lowered its price target to $225.
ad-hoc-news.de · +12 outlets
Microsoft in focus ahead of cloud-heavy earnings; AI demand seen durable
Microsoft is seen bucking skepticism about the AI trade, with analysts pointing to durable demand and capacity-driven upside.
Kalkine Media · +14 outlets
Michael Burry re-enters Oracle puts, shorts Nebius, initiates PayPal position at $49
The 'Big Short' investor said the software selloff was not a TACO trade, adding to bearish bets on AI-linked names.
Stocktwits
SAP agrees to acquire TechWolf; TD Cowen raises SAP target to $250
The acquisition and analyst target hikes come as SAP prepares to report earnings on October 21.
ad-hoc-news.de · +1 outlets
Workday agrees to acquire C1.ai; UBS cuts Workday stock target to $210
The deal adds AI capabilities to Workday's platform as analysts debate the company's AI revenue trajectory.
ad-hoc-news.de · +4 outlets
CoreWeave jumps 6% on Goldman Sachs upgrade; Nebius rises 7%, Oracle edges higher
The upgrade lifted AI infrastructure names as investors reassessed the sector after a sharp selloff.
24/7 Wall St.
CrowdStrike, Palo Alto Networks extend AI-fueled rally as cybersecurity outpaces software
Cybersecurity names are outperforming the broader software sector as AI-driven security demand accelerates.
Stocktwits · +9 outlets
Korean stocks fall as DeepSeek model and funding worries rattle chip sector
Foreign investors sold Korean equities amid concerns about AI model competition and chip funding costs.
Bloomberg.com · +7 outlets
Accenture expands federal AI push with Google's Gemini agents, months after OpenAI deal
Accenture is broadening its AI partnerships for government and public sector clients.
Yahoo Finance · +1 outlets
Microsoft grows India cloud footprint in battle with Google Cloud and AWS
Microsoft is expanding data center capacity in India as cloud competition intensifies in the region.
Stocktwits