SAP posts record Q3 with revenue above EUR 10B, lifts cloud outlook, warns on Q4 orders
SAP's cloud ERP momentum and AI narrative lifted the stock even as management flagged pressure on Q4 orders.
Investing.com · +10 outlets
IBM beats Q3 on software rebound, raises full-year revenue and free cash flow outlook
IBM's software-led beat and higher free cash flow guidance signal enterprise software demand holding up despite broader deal delays.
24/7 Wall St. · +14 outlets
Cybersecurity stocks rally as Evercore and Morgan Stanley surveys flag stronger spending
Wall Street surveys pointing to stronger security budgets are driving a broad rally across cybersecurity names.
TradingKey · +5 outlets
Oracle commits $1B to partner AI services as Investor Day focuses on OCI capacity ramp
Oracle's AI infrastructure commitments and investor-day plans are drawing scrutiny of its debt-funded spending as shares swung sharply.
Yahoo Finance · +14 outlets
Adobe stock jumps as beaten-down software names rebound
Adobe shares rebounded from a selloff as analysts debated whether its fundamentals and AI risk are fully priced in.
24/7 Wall St. · +13 outlets
Guggenheim raises ServiceNow price target on stable outlook ahead of Q3 results
Ahead of Q3 results, analysts raised ServiceNow price targets and the stock advanced even as the broader market declined.
Investing.com UK · +9 outlets
Microsoft faces cloud-margin test in Wednesday's AI earnings
Investors are watching whether Microsoft's AI-driven cloud growth can offset margin pressure in its Wednesday earnings report.
GuruFocus · +13 outlets
Western Digital raises Q2 guidance to $5.1B on AI storage demand
Western Digital's guidance raise reflects surging AI data-center storage demand that is lifting its profitability toward software-like levels.
Tech Times · +6 outlets
PHP2Shell flaw prompts urgent patching guidance as experts warn risks persist
A critical PHP remote code execution flaw is forcing urgent patching across web infrastructure, with experts warning the exposure is far from over.
MSSP Alert · +6 outlets
Alphabet earnings preview pits 90% cloud growth against cash flow headwinds
Alphabet's cloud growth trajectory and capital spending are in focus ahead of its quarterly report.
Moomoo · +4 outlets
Cloudflare climbs 6% as cloud software stocks rebound; Datadog, Snowflake rise
Cloud software names recovered from a selloff, with Cloudflare leading gains and Datadog and Snowflake following.
24/7 Wall St. · +2 outlets
Salesforce stock surges as it grants equity awards to m3ter and Fin employees
Salesforce shares advanced after the company issued inducement equity grants tied to its m3ter and Fin acquisitions.
Benzinga · +5 outlets
Merck and Moderna cancer vaccine cuts melanoma recurrence risk by 42%
The mRNA cancer vaccine showed a 42% reduction in melanoma recurrence, a closely watched test of the platform beyond infectious disease.
AJMC · +13 outlets
JFrog jumps 6% on BofA price target hike as software stocks rally
JFrog shares rallied on a BofA target hike as AI-driven demand for its software supply chain tools countered the broader SaaS selloff.
TIKR.com · +2 outlets
Infosys says it remains preferred AI strategy partner for top clients in Q2
The Indian IT services firm positioned itself as a top AI deployment partner for enterprise clients in its quarterly report.
CRN Asia · +8 outlets
Cognizant agrees DyFlex deal to push enterprise AI services
The deal expands Cognizant's enterprise AI and SAP consulting footprint in the Asia-Pacific region.
Simply Wall Street · +9 outlets
Atlassian grows seat count and benefits from pricing hikes ahead of Q1 earnings, Oppenheimer says
Oppenheimer's checks point to seat growth and pricing gains ahead of the collaboration software maker's Q1 report.
TradingView · +1 outlets
Braze stock soars as fair value estimates rise after Salesforce deal
The customer engagement software maker's shares climbed after the Salesforce deal reset expectations for its valuation.
Yahoo Finance · +1 outlets