Oracle integrates ChatGPT and Codex into its apps and adds Google, Cerebras, SambaNova AI chips to OCI
Oracle is widening its AI cloud offerings beyond Nvidia by hosting rival accelerators and embedding OpenAI models, ahead of its Investor Day.
Yahoo Finance · +14 outlets
Anthropic files for Nasdaq IPO, S-1 reveals enterprise cross-selling strategy for Claude customers
Anthropic's prospectus shows more than half of its $100,000-plus customers use both the Claude Platform and a first-party app.
TechCrunch · +14 outlets
Microsoft offers buyouts to around 60,000 employees in latest cost-cutting and workforce overhaul
The buyout offers are Microsoft's latest effort to trim costs and reshape its workforce as it shifts spending toward AI.
TechCrunch · +14 outlets
Alphabet and Microsoft earnings previews spotlight AI cloud growth and capex levels
Investors are focused on cloud revenue growth and AI capital expenditure guidance as Alphabet and Microsoft report quarterly results.
Zacks Investment Research · +10 outlets
Intel, IBM, Oracle and IonQ among firms objecting to OKX-ICE's tokenized US stock venue, objectors total 26
A growing list of listed companies is formally distancing itself from a crypto exchange's tokenized-share product that uses their names.
Yahoo Finance · +13 outlets
Jio shares surge 21% in market debut, becoming India's second most valuable listed company
The blockbuster IPO puts Reliance's telecom and digital unit just behind its parent by market value.
TechCrunch · +14 outlets
ServiceNow earnings previews: analysts eye AI momentum and cRPO growth ahead of Q3 report
ServiceNow reports third-quarter results with Wall Street focused on AI-driven subscription revenue and its falling shares.
Seeking Alpha · +7 outlets
Oracle faces fresh scrutiny over AI funding needs and debt as investor day nears
Analysts and investors are weighing Oracle's heavy AI capital spending against a sharp share decline and rising bond concerns before its Investor Day.
GuruFocus · +14 outlets
Adobe's AI risk debate intensifies as analysts split on downgrade versus cheap valuation
Analysts disagree on whether generative AI threatens Adobe's franchise or whether its margins make the stock undervalued.
Seeking Alpha · +3 outlets
Google Cloud grows 82% to $24.8B as Gemini reaches 950M users
Alphabet's cloud unit continues rapid expansion as its Gemini assistant scales to a mass user base.
shattered.io · +4 outlets
SAP draws mixed Wall Street calls: Goldman raises target 12%, Erste bullish on FY2026 earnings
SAP shares have rebounded after a slump, prompting fresh debate over valuation and its AI developer push.
MarketBeat · +3 outlets
Cerebras shares surge over 9% as Oracle agrees to deploy its AI compute system in first half of 2027
The Oracle cloud deployment deal lifts Cerebras as it positions itself as an alternative inference compute supplier.
TradingKey · +5 outlets
Salesforce stock draws analyst and momentum attention as shares trade below earnings power
Coverage of Salesforce centers on valuation versus earnings power and positive analyst sentiment amid recent share declines.
Yahoo Finance · +4 outlets
Cybersecurity stocks surge 120% as AI agent fears reverse over nine months
Security vendors have rallied sharply, with analysts also flagging small-cap names with outsized upside.
BigGo Finance · +2 outlets
CoreWeave adds Denmark capacity as AI cloud stocks climb, Nebius and Oracle rise
CoreWeave's European expansion lifts sentiment across AI-focused cloud infrastructure providers.
24/7 Wall St. · +3 outlets
F5, Seagate and Manhattan Associates report quarterly results in earnings call highlights
Three infrastructure and supply-chain software firms detailed quarterly performance in earnings calls.
TradingView · +2 outlets
Apple launches OLED iPad Mini with IP67 rating, starts at $799
The 8th-generation iPad mini brings an OLED display and Apple's first dust and water resistance rating for iPad.
ZDNET
Rivian stock in focus over Volkswagen software partnership questions
Investors are weighing whether software collaboration issues with Volkswagen affect Rivian's valuation.
Simply Wall St