The deal extends Salesforce's customer data and marketing automation stack as it competes to monetize AI features across its CRM suite.

Software and a recovery in deal signings drove IBM's beat, though the stock fell as investors weighed valuation against the improved results.

SAP's cloud backlog and ERP migration momentum boosted results, with investors focused on the durability of its cloud transition.

Investors are weighing Azure growth against the scale of Microsoft's AI data center spending commitments.

A demand survey and rising AI-driven threat activity lifted security software shares across the sector.

Oracle shares have fallen sharply amid investor anxiety over AI-related borrowing, even as some analysts see upside.

The Wedbush analyst's comments came as enterprise software shares saw a sharp risk-off session tied to AI spending concerns.

A broad relief rally lifted large-cap software shares even as the wider market traded lower.

Cloud infrastructure and data software names rallied after a stretch of pressure on AI-linked spending worries.

Wall Street estimates and a Guggenheim Buy rating with a $175 target kept ServiceNow in focus ahead of its quarterly report.

The lawsuit adds to scrutiny of Oracle's restructuring as it reshapes its workforce around cloud and AI priorities.

Storage demand tied to AI infrastructure is improving Western Digital's profitability profile.

Investors are focused on whether Google Cloud's AI-driven growth can offset heavy capital spending.

The upgrade followed SAP's record third quarter and stronger cloud backlog figures.

The arrangement deepens ties between the leading AI lab and Google's cloud infrastructure.

The incident highlights escalating coordination among state-linked hacking groups targeting critical logistics infrastructure.

Investors are weighing whether Salesforce's AI investments and acquisition strategy can justify its valuation.

PHP2Shell exploits prompted urgent patch guidance for organizations running vulnerable PHP configurations.