Oracle files to sell $10B in common stock alongside senior notes after capping new debt
The equity and debt raise is aimed at funding Oracle's massive AI data center buildout, which investors have questioned given its free cash flow trajectory.
StreetInsider · +3 outlets
Microsoft Cloud revenue hits $63.9B as Copilot and AI agent adoption accelerates
Microsoft's cloud unit continues to grow on AI demand, with its bond offering heavily oversubscribed amid the infrastructure buildout.
EdTech Innovation Hub · +10 outlets
Tech stocks lose about $1 trillion as Azure's 48% growth meets rather than beats expectations
The AI-driven selloff reflected elevated investor expectations for hyperscaler growth and capital spending.
Tech Times · +6 outlets
Alphabet faces AI spending test after strong Cloud quarter and earnings miss reaction
Wall Street is questioning whether Google's rising AI capital expenditure will translate into returns as competition intensifies.
ad-hoc-news.de · +14 outlets
ServiceNow stock slides despite 20.5% growth as AI target is raised again
ServiceNow beat on growth and lifted its AI revenue target, but the market is focused on the coming quarters and cRPO trajectory.
ad-hoc-news.de · +9 outlets
Stephens upgrades Oracle, saying funding questions are resolved
The upgrade on cloud infrastructure outlook follows Oracle's financing moves, though the stock remains under pressure on AI spending concerns.
TipRanks · +1 outlets
Oracle stock slips as funding test looms over 225 billion FY30 plan
Investors are weighing Oracle's fiscal 2030 targets against the cash demands of its AI infrastructure expansion and recent share sales by funds.
Investing.com UK · +5 outlets
AWS, Azure and Google Cloud face off in Q3 earnings comparison
The three hyperscaler cloud units are being compared on growth and AI-driven demand as their parent companies report.
CRN · +10 outlets
Companies promised AI gains, and the payoff is starting to show in earnings
Early corporate results show AI investments contributing to revenue, though questions remain about sustainability.
CNBC · +14 outlets
HPE Q3FY26 revenue rises 34% to $12.2B as guidance is raised on AI demand
Hewlett Packard Enterprise raised guidance on stronger-than-expected AI server demand.
scanx.trade · +1 outlets
Adobe faces AI monetization test after steep year-to-date slide and CEO change
Investors are weighing Adobe's AI monetization prospects and a CEO transition against its share price decline.
ad-hoc-news.de · +4 outlets
Check Point Software stock tumbles 9% on revenue miss despite in-line earnings
The cybersecurity vendor's revenue shortfall outweighed earnings that matched expectations.
Yahoo Finance · +5 outlets
Reddit plans transition to logged-in service to curb scraping
The move aims to limit automated data harvesting as AI firms increasingly scrape web content.
SC Media · +14 outlets
Salesforce sharpens defense push with Rune acquisition
The deal expands Salesforce's security offerings as it looks to broaden its enterprise portfolio.
ad-hoc-news.de
OpenAI, Anthropic and Google compete for enterprise AI adoption
The leading AI model providers are vying for corporate customers as enterprise adoption accelerates.
Analytics Insight · +14 outlets
BofA keeps software top picks despite AI worries
Bank of America maintained its favored software names even as investors fret about AI disruption to the sector.
Yahoo Finance · +4 outlets
SAP's AI push cuts both ways as new governance tools arrive and investors demand payoff
SAP is rolling out AI governance offerings while facing pressure to demonstrate returns on its AI investments.
ad-hoc-news.de · +1 outlets
Workday issues new debt as valuation debate continues
Workday's fresh borrowing comes as analysts debate whether the HR software maker is undervalued.
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