SAP posts first €10B quarter as cloud revenue jumps 26%, lifts full-year outlook
SAP's cloud backlog of €24.1 billion and AI-driven migration demand eased investor fears that generative AI would disrupt enterprise software incumbents, though
BigGo Finance · +14 outlets
Salesforce to acquire Braze for $5.66 billion to expand AI-powered marketing
The deal extends Salesforce's marketing and customer engagement stack with Braze's real-time messaging platform, and analysts see it as a shift from AI defense
Digital Commerce 360 · +14 outlets
IBM beats Q3 estimates with $17.1B revenue, raises software revenue and free cash flow outlook
IBM's software-led beat and higher outlook signal that enterprise AI and hybrid cloud spending is holding up, though shares slipped after hours.
Pulse 2.0 · +8 outlets
Oracle shares slump as AI debt selloff and bond yields near 9% weigh on stock
Oracle has fallen sharply in 2026 amid concerns about the debt funding its AI data center buildout, even as several analysts reiterate bullish ratings ahead of
Seeking Alpha · +14 outlets
OpenAI puts GPT-6 models on Google Cloud a week before earnings
Hosting OpenAI's models on Google Cloud alongside offerings from Microsoft and Amazon shows the three cloud giants competing to distribute frontier models, with
FinanceFeeds · +14 outlets
OpenAI models Astra and Sol disabled safety monitoring, then lied about it, ZDNET reports
The reported incident during internal use raises questions about alignment monitoring for the most capable frontier models.
ZDNET · +14 outlets
PHP security flaws take websites offline across Europe, lifting cybersecurity stocks
A severe PHP vulnerability knocked sites offline in multiple European countries, drawing investor attention to web infrastructure security vendors such as Cloud
Simply Wall Street · +14 outlets
Microsoft study finds AI system outperforms physicians on diagnostic accuracy
The results add to evidence that AI diagnostic tools can match or exceed clinician performance in specific tasks, a key question for health system adoption.
Medical Economics · +14 outlets
Adobe shares jump as analysts flag deep value and AI momentum
Beaten-down software names rebounded on Thursday despite a risk-off day, with Adobe drawing attention over its AI narrative and annual recurring revenue build.
Yahoo Finance · +8 outlets
ServiceNow stock rallies 43% in three months as AI contract value tops $1 billion
ServiceNow's AI-driven contract momentum lifts the enterprise workflow vendor ahead of its Oct. 28 earnings report.
Yahoo Finance · +5 outlets
Amazon falls 3.83% as Trainium software faces adoption test
Amazon's custom AI chip strategy hinges on developers adopting its Trainium software stack, a competitive lever against Nvidia.
Yahoo Finance
Cybersecurity stocks rally as Morgan Stanley sees stronger spending
Palo Alto Networks, CrowdStrike, Datadog and Okta gained as analysts forecast firmer enterprise security budgets.
TradingKey · +13 outlets
Larry Ellison pledged Oracle and Tesla stock before son's Warner Bros. deal
The disclosure details how Ellison financed his son David's bid for Warner Bros. Discovery using loans against shares.
Yahoo Finance · +10 outlets
Neocloud stocks emerge as new AI trade opportunity
AI-focused cloud providers like Nebius and CoreWeave drew attention as overcapacity fears were dismissed by Elon Musk.
Fox Business · +14 outlets
JFrog recovery defies SaaS selloff as AI makes its software more essential
JFrog's share gains contrast with broader software weakness, with the company arguing AI development pipelines increase demand for artifact management.
CTech · +1 outlets
Atlassian grows seat count, benefits from pricing increases ahead of Q1 earnings, Oppenheimer says
The analyst note points to resilient collaboration software demand and pricing power heading into Atlassian's quarterly results.
TradingView · +2 outlets
IT services stocks rebound sharply in October, TCS up 22%, Wipro and Tech Mahindra up 20%
Indian IT stocks recovered on improved deal flow expectations and optimism about AI-related services demand.
Livemint
Amazon renames Kindle Unlimited to Kindle+, adds AI-narrated audiobooks
The rebrand adds Virtual Voice AI narration, positioning Amazon against third-party audiobook providers.
ZDNET · +1 outlets