Oracle raised $20 billion in a single day through common stock and senior notes, using up a four-year financing cap announced days earlier, as investors worried

Marvell's planned purchase of Lumentum would be among the biggest acquisitions in tech history, with Nvidia a strategic investor in both companies.

ServiceNow shares fell after its quarterly report as the market fretted that agentic AI could disrupt traditional enterprise software business models, making th

Alphabet's cloud results beat expectations but a $15 billion increase in AI capital spending weighed on the stock before analysts defended the investment case.

CrowdStrike announced new native AI security products on AWS, an AI Kill Switch for safety, and a deal to buy Fiddler for agent observability, even as its share

A wave of selling hit cybersecurity and infrastructure software names including Okta, Zscaler, Qualys, Rapid7, SentinelOne, Cloudflare, MongoDB, Datadog and Fas

Wedbush's Dan Ives characterized the AI-driven tech selloff as a buying opportunity and reiterated picks including Microsoft, Palantir, CrowdStrike and Apple.

Oracle's stock decline cut Larry Ellison's fortune, with reports putting his wealth drop at $11 billion and a broader $159 billion yearly decline.

Adobe's stock hovered near a key support level after its earnings as investors questioned whether AI could reignite growth in its creative software business.

As Oracle priced its financing, reports noted BofA bought into the deal while bondholders challenged the AI-related debt that has pressured the stock.

Microsoft and Lumen are teaming up to help enterprises link scattered company data for AI workloads.

Investors weighed whether Salesforce remains a buy after a sharp six-month rally, with commentary flagging what the move means for holders.

CRN compared the quarterly cloud results of AWS, Microsoft Azure and Google Cloud.

OpenAI will test merging ChatGPT's chat and work tabs with select users before a wider rollout, following a similar move by Anthropic.

Analysts highlighted Qualys and Rapid7 among cybersecurity names facing scrutiny as earnings approach and AI security demand grows.

The partnership gives Anthropic's AI access to a large trove of personal health data through athenahealth's patient records.

Check Point Software's steep decline prompted analysis of whether the cybersecurity vendor's stock is now undervalued.

BofA kept its software top picks despite AI worries while the iShares software ETF saw positioning shifts led by Palantir.