ServiceNow guided to slower subscription backlog (cRPO) growth for the coming year, overshadowing raised AI targets and triggering its steepest one-day stock de

Google Cloud revenue more than doubled to $30.7 billion, but the revenue miss and sharply higher AI capex revived investor concerns about spending discipline, s

Fortinet's cut to its service revenue forecast and ServiceNow's soft bookings guidance dragged the wider software and cybersecurity sector lower, with Palo Alto

Microsoft disclosed Azure quarterly revenue in dollars for the first time ($33.2 billion) alongside record overall revenue, underscoring how close Azure is to A

Oracle's raised full-year guidance and improved free-cash-flow outlook convinced investors its AI infrastructure spending will pay off, lifting the stock after

AWS growth stayed strong but Amazon's broader results and cash burn disappointed, adding to scrutiny of AI infrastructure spending across the hyperscalers.

Amazon's CEO framed AI cloud leadership as requiring an ongoing spending spree, a stance that has become a central debate for investors weighing AI capital inte

The disclosure highlights the scale of the financial dependency between Microsoft and OpenAI as the partnership's commercial ties deepen.

IBM's warning that AI spending is cannibalizing traditional software budgets added fuel to the day's broader software selloff.

Investors are rotating away from software names seen as vulnerable to AI disruption, punishing even companies that beat earnings, a theme crystallized by Servic

The Nasdaq ended a three-day winning streak as Alphabet's spending and revenue figures reignited worries about AI capital intensity across megacaps.

The French AI lab's weight release and strong Artificial Analysis scores position it as a leading open alternative for coding tasks.

The CNBC host argued the market's indiscriminate selling of software names after the ServiceNow and Fortinet reports is misdirected.

Mozilla fixed 167 vulnerabilities in Firefox while Google patched 52 Chrome flaws, four rated critical, in coordinated browser updates.

The enterprise software maker is expanding its Washington presence as it looks to deepen relationships with federal customers.

With Adobe's next earnings approaching, the software maker's long decline is being framed against past recoveries from steep drawdowns.

A trio of disappointing results spanning chips and software contributed to a difficult session for technology shares.

The warning follows a broader trend of financial institutions restricting third-party AI agent access to customer accounts.