Oracle prices $20 billion stock and bond offering to fund AI buildout
The raise combines common stock priced at $116 and senior notes, and drew scrutiny over both the scale of Oracle's AI-linked debt and the speed with which it fo
Yahoo Finance · +15 outlets
Marvell to buy Lumentum for $115 billion in one of tech's largest deals
Both companies share Nvidia as a strategic investor, making the deal a major consolidation bet on AI optical and networking supply.
TechCrunch · +14 outlets
Oracle cancels $7 billion Tencent AI chip leasing deal amid US regulatory pressure
The cancellation follows White House pressure and adds uncertainty to Oracle's AI capacity commitments in China.
Yahoo Finance · +9 outlets
Alphabet raises AI spending by $15 billion despite cloud beat; shares slide
Wall Street focused on the spending increase while cloud profitability and reported Golden Dome talks offered offsetting signals.
Yellow.com · +14 outlets
Datadog tops earnings views but shares plunge on weak sales outlook
Datadog's guidance dragged observability and data software peers lower, including Cloudflare, MongoDB, JFrog, and Elastic.
Investor's Business Daily · +11 outlets
Adobe cut to Sell at Citigroup as analysts split on AI threat
Adobe shares are down about 30% this year as investors weigh whether generative AI erodes its creative software franchise.
MarketBeat · +5 outlets
Google Cloud gains share in Q3 as AWS slips; Anthropic and SpaceX enter top 10
Quarterly cloud market share data showed Google narrowing the gap with AWS while AWS lost ground.
CRN · +1 outlets
Hiding inside Palantir’s skyrocketing quarter is a foreboding signal
The mix shift in Palantir's quarter was flagged as a potentially foreboding signal even as the company reported a blowout period.
TechCrunch · +4 outlets
Salesforce files share offering as stock slides on Dow
Salesforce shares fell sharply as the company filed a share offering and drew attention to its Cresta voice AI deal.
Yahoo Finance · +4 outlets
Apple earnings beat fails to impress Wall Street as tech shares struggle
Apple's results landed alongside reports of an iPhone Duo stock shortage and a planned $1,000 swiveling smart panel.
ZDNET · +6 outlets
AMD posts record $13.4 billion quarter on cloud demand
The record quarter reflects continued data center spending by cloud buyers.
shattered.io · +12 outlets
SUSE to cut 1 in 10 jobs, citing AI and automation
The layoffs follow similar cuts at Squarespace, though companies have been inconsistent about explicitly linking reductions to AI.
ZDNET · +7 outlets
Microsoft stock gains 3% as Yorkville Ives names it top 2027 software pick
Analysts cited Microsoft's AI strength, while the company also touted Windows 11 performance improvements for 8GB PCs.
Yahoo Finance Singapore · +8 outlets
CrowdStrike launches native AI security innovations on AWS
CrowdStrike rolled out AI security and safety features for enterprises on AWS as software shares broadly slid.
Yahoo Finance · +14 outlets
OpenAI partners with Cathedral Systems on security infrastructure
The partnership aims to shore up security for OpenAI's systems and models.
SC Media · +9 outlets
Argus sees 61% upside in ServiceNow as stock tests support
ServiceNow drew fresh bullish calls and dip-buying interest after being flagged as a proxy for agentic-AI pressure on software.
TIKR.com · +6 outlets
SUSE cited AI and automation in layoffs, part of a wider software job-cut wave
Squarespace also announced cuts this week, though explicit AI ties across the sector remain inconsistent.
ZDNET · +1 outlets
SAP shares decline as sovereign AI faces margin test
Investors weighed the cost of sovereign AI offerings against SAP's margin outlook.
Yahoo Finance Singapore · +1 outlets