Big Tech earnings week: Alphabet, Microsoft and Amazon results test AI spending rally
Microsoft, Alphabet and Amazon report Oct. 28-29, with investors focused on whether hyperscaler capex will keep pace with AI expectations.
SuaraGarut.ID · +14 outlets
Alphabet's Google Cloud revenue grew 82% as Gemini app reached 950M monthly users
Google Cloud is increasingly cited as a growth driver alongside Search, though analysts flag collapsed free cash flow and rising capex.
Crypto Briefing · +14 outlets
SAP reports third-quarter cloud growth with cloud order book past EUR 24 billion
SAP's cloud backlog expanded but profitability guidance was unchanged, leaving the AI guardrail narrative unpriced by the market.
ad-hoc-news.de · +14 outlets
ServiceNow faces Oct. 28 earnings test on agentic AI growth and Armis security bet
ServiceNow's premium multiple hinges on whether agentic AI momentum and its $7.75 billion Armis acquisition justify its valuation.
Yahoo Finance · +10 outlets
Oracle stock hits 14-month low on debt and execution risk as $300B OpenAI deal draws scrutiny
Retail traders question the $300 billion OpenAI contract as a liability, even after a $7 billion Pentagon win and a $1 billion partner AI commitment.
Stocktwits · +3 outlets
Salesforce stock jumps to six-month high as analysts call Q2 narrative-changing
Salesforce posted its biggest single-day gain since 2020 and unveiled Hunter for AI-driven sales workflows.
Stocktwits · +5 outlets
The AI trade shifts from chip stocks to cybersecurity, analysts say
Barron's and others see cybersecurity emerging as the next leg of the AI trade, with CrowdStrike's CEO warning of a coming wave of attacks.
Barron's · +11 outlets
Workday completes $2.5 billion notes offering as it unveils new AI platform
The debt raise and AI platform launch are seen as potentially reshaping the Workday investment case.
ad-hoc-news.de · +4 outlets
Security researcher finds potential privilege escalation in Tailscale SSH
The reported flaw could allow users to gain elevated privileges in the widely used zero-trust networking tool.
SC Media
Adobe shares in focus after record quarter and raised guidance
Analysts see 9% to 35% upside potential after Adobe's earnings beat and higher outlook.
Yahoo Finance · +14 outlets
Oppenheimer sees improving Q3 backdrop for web and commerce software but AI worries linger
The broker cites a better third-quarter environment for internet and commerce software names while cautioning on AI-driven disruption.
Yahoo Finance · +6 outlets
Oracle commits $1 billion to partner AI growth
The investment is aimed at expanding partner-led AI deployments on Oracle's platform.
Yahoo Finance · +14 outlets
Oracle wins $7 billion Pentagon deal, sparking retail buy calls
The contract win helped Oracle rebound premarket and drew bullish retail sentiment.
Stocktwits · +2 outlets
Amazon's cloud business already sold out through 2026
Capacity constraints at AWS underscore the strength of enterprise cloud demand.
Rolling Out · +14 outlets
Google Cloud Model Garden adds OpenAI models
The move puts rival OpenAI's models alongside Google's own in its cloud catalog.
Simply Wall Street · +14 outlets
BTIG warns stocks may fall after midterms as credit risks mount
The brokerage flags post-election equity risk tied to rising credit stress.
Seeking Alpha · +2 outlets
Oracle stock down 55% in a year as investors weigh bargain versus value trap
Oracle's steep decline has divided investors on whether the selloff overshoots its fundamental challenges.
Yahoo Finance · +1 outlets
Datadog shares up 13% in a month, prompting profit-taking debate
Investors weigh whether the observability software maker's recent rally has run its course.
TIKR.com