Anthropic files for IPO; S-1 shows cross-selling strategy to keep enterprise customers
Anthropic's S-1 reveals over half of its $100,000-plus customers use both the Claude Platform and a first-party app, a stickiness playbook that also frames valu
TechCrunch · +14 outlets
Microsoft offers buyouts to roughly 60,000 employees in latest cost-cutting move
The buyout offers mark Microsoft's latest effort to cut costs and rework its workforce.
TechCrunch · +14 outlets
SAP Q3 revenue tops €10 billion as cloud growth hits 26%
SAP's cloud momentum comes as the AI debate pressures enterprise software valuations and analysts weigh its AI governance positioning.
Value The Markets · +13 outlets
ServiceNow reports Q3 earnings tomorrow; analysts raise targets amid AI traction and valuation debate
ServiceNow heads into results with Wall Street debating whether enterprise AI demand justifies its valuation after SaaSpocalypse fears faded.
Yahoo Finance · +5 outlets
Google parent Alphabet reports Q3 after the close Oct 28; cloud growth and $200B AI capex in focus
Investors will test whether Alphabet's cloud acceleration and near-$200 billion capex guidance justify the AI spending amid a recent share slide.
BigGo Finance · +14 outlets
ServiceNow and Google Cloud advance agentic AI for industry workflows
The partnership expands agentic AI capabilities across enterprise industry workflows.
Business Wire · +14 outlets
Microsoft earnings preview: Azure growth questioned as AI spending spree faces scrutiny
Wall Street is focused on Azure's growth trajectory against rising AI capital spending ahead of Microsoft's fiscal first-quarter results.
investingLive · +12 outlets
Oracle hosts investor day as analysts split on AI backlog, capex and debt risk
Oracle heads into its investor day with bullish backlog narratives clashing against capex, debt and execution concerns.
Investing.com · +8 outlets
Salesforce expands agentic commerce; stock has rallied 50% since July
Salesforce's agentic commerce push comes as the stock's post-earnings rally draws both bullish and skeptical positioning.
ad-hoc-news.de · +5 outlets
Oracle CEO acknowledges its software can take years to get running
The admission highlights implementation friction that could temper Oracle's enterprise AI and cloud ambitions.
TheStreet · +1 outlets
IBM, Oracle and Intel join OKX-ICE objections to tokenized stocks, total reaches 26
The growing group of companies is pushing back on tokenized equities offered by OKX and ICE.
Crypto News · +5 outlets
CoreWeave adds Denmark capacity, lifting AI cloud stocks; CoreWeave and Nebius climb 4%
The capacity expansion lifted shares of AI cloud providers and Oracle amid continued data center buildout.
24/7 Wall St. · +6 outlets
AI trade shifts from chips to software, analysts say
Investors are reassessing enterprise AI software names as the narrative moves beyond semiconductors.
Moomoo · +14 outlets
Oracle bonds slide as AI debt worries mount
Rising debt tied to AI infrastructure spending is pressuring Oracle's credit.
Yahoo Finance · +8 outlets
BofA names top infrastructure and application software stocks ahead of Q3 earnings
The bank highlights software names it expects to outperform in the coming quarters.
Investing.com · +8 outlets
Oracle unveils AI tools for business apps, materials allocation and secure deployments
The new AI capabilities let assistants configure apps and coordinate workflows across Oracle's business applications.
Stock Titan · +3 outlets
Amazon cloud growth expected to beat forecasts as AI demand strengthens
Strong AI demand is seen supporting AWS growth into its next earnings report.
Yahoo Finance
Oracle commits $1 billion to partners
The partner investment is framed as a driver for Oracle's channel and cloud growth.
ad-hoc-news.de