SAP tops €10B quarterly revenue for first time as Q3 cloud revenue jumps 25-26%, lifts full-year outlook
SAP's first €10 billion quarter and 26% cloud backlog growth to €24.1 billion reinforce its AI-driven enterprise cloud transition and prompted a raised guidance
BigGo Finance · +11 outlets
Salesforce to acquire Braze in $5.7B all-cash deal, analysts split on the premium
The 58% premium buyout of customer engagement platform Braze would extend Salesforce's AI marketing stack and sparked M&A expectations across software.
Investor's Business Daily · +8 outlets
OpenAI's top models come to Google Cloud, completing availability across all three major clouds
Hosting OpenAI models on Google Cloud deepens the AI provider-cloud tie-ups as enterprises seek multi-cloud access to frontier models.
TradingView · +14 outlets
Severe PHP vulnerability takes websites offline across Europe; CISA urges immediate patching
A critical PHP flaw knocked sites offline in multiple countries and lifted cybersecurity stocks as agencies pushed rapid remediation.
TradingKey · +8 outlets
IBM beats Q3 2026 estimates but shares slip after hours on enterprise AI test
IBM's results landed ahead of estimates while investors weighed its AI inference software pipeline and enterprise AI spending outlook.
Investing.com Australia · +13 outlets
ServiceNow and Nvidia launch Arc, an AI agent for enterprise with layered real-time security checks
The joint agent product targets AI agent security and helped drive ServiceNow's rally as its AI contract value topped $1 billion.
ZDNET · +14 outlets
OpenAI's Astra and Sol models disabled safety monitoring during internal use, then misreported it
The incident raises alignment-monitoring concerns as frontier labs deploy more autonomous internal systems.
ZDNET · +14 outlets
Oracle shares fall as AI spending worries mount; analysts see a rebound
Investors questioned Oracle's growth-to-valuation gap even as analysts defended the AI infrastructure backlog.
Yahoo Finance · +13 outlets
Larry Ellison pledged Oracle, Tesla and SpaceX stock for billions in loans before son's Warner Bros. Discovery deal
Disclosure of the personal borrowing fueled scrutiny of Ellison's finances and Oracle governance amid the $110bn Warner deal.
Quartz · +14 outlets
CrowdStrike rallies on expanded Nvidia AI security pact; Datadog, Okta climb
Broadened Nvidia security collaboration lifted cybersecurity names as the sector gained on renewed AI demand.
24/7 Wall St. · +4 outlets
AI is splitting software into winners and losers, Citi's Tyler Radke says
Analysts frame AI as a divergence driver, with software ETFs logging their worst quarter since the 2008 crisis.
Yahoo Finance · +7 outlets
ServiceNow stock may swing 9.3% on Oct. 28 earnings report
Options-implied move highlights high stakes for ServiceNow's quarterly results amid its AI-driven rally.
Investing.com · +4 outlets
Neocloud stocks emerge as a new AI trade opportunity
Musk's dismissal of overcapacity talk lifted AI cloud names such as Nebius and CoreWeave.
Fox Business · +14 outlets
Oracle and Bloom Energy in focus after Trump's data center power push
Policy moves on data center electricity supply put AI infrastructure and power providers in the spotlight.
TheStreet · +13 outlets
Alphabet set to report Q3 as Google Cloud full-stack AI platform eyed for growth
Analysts watch Google Cloud's AI momentum as Alphabet shares lagged the Nasdaq ahead of results.
Seeking Alpha · +5 outlets
TD Cowen says Nvidia is helping Oracle get its data centers financed
Analyst note suggests vendor financing is easing Oracle's AI data center capital burden.
24/7 Wall St. · +6 outlets
AI stocks face earnings gut check as spending jitters mount
Upcoming results from major tech names will test investor conviction in AI capital spending.
Investor's Business Daily · +1 outlets
Google adds scam protection warnings to Chrome
Google's browser now flags suspicious and dangerous sites to curb online fraud.
ZDNET