The debt and equity raise is meant to fund Oracle's AI data center expansion, but investors worried about dilution and credit quality sent the stock to a four-month low before it recovered.
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Nvidia is a strategic investor in both companies, tying the optics acquisition to the AI networking supply chain.
Google Cloud beat expectations and management said demand will absorb all data center capacity it builds, but heavier AI spending weighed on the stock.
The milestone in Palantir's quarter marks a shift in its revenue mix that analysts read as both an opportunity and a warning sign.
Adobe shares lagged the market as investors weighed AI monetization against slower annual recurring revenue growth.
Analysts debated whether the steep selloff is a buying opportunity after new Senate requests and higher AI spending raised questions about the enterprise software maker.
The enterprise Linux vendor's cuts follow layoffs at Squarespace this week, though explicit ties to AI remain inconsistent across the sector.
Salesforce was one of the Dow's worst performers as investors digested the acquisition, the Cresta voice AI deal, and the new share offering.
The quarterly share data shows cloud revenue reaching $168 billion as AI capacity expands and the vendor rankings shift.
The AWS-focused release lands as software and cybersecurity M&A activity points to platform consolidation in the AI era.
Analysts are split on what the cloud boom is worth for SAP as it dates its AI roadmap and investors weigh margin pressure.
The remote software maker's guidance reduction drove its sharpest single-day decline.
AMD's data center growth reinforced the AI accelerator demand story ahead of rivals' results.
Chipmakers and software names led a broad tech rally as crude oil prices fell.
Management pointed to AI demand as the main driver of cloud revenue growth.
The deal brings licensed commercial music tracks directly into Adobe's mobile video editing app.
The analyst also named six stocks to watch during the AI software and cybersecurity sell-off.
The latest updates target speed, performance, and memory management for lower-spec machines.
Intel and AMD have not commented on whether they will follow with their own price increases.
Cloud providers continue to expand capacity to meet AI-driven demand.
The change follows a similar move by Anthropic and will be tested before broader rollout.
The edge cloud and security vendor's rally has raised valuation questions heading into the rest of the year.
The deal could give Anthropic access to a large trove of personal medical data.
Apple's inventory update suggests the foldable device will be hard to find through the holidays.
The volume leaders reflected heavy trading around AI-linked software and chip names.
Reports describe a 9-inch panel with a robotic arm and potential video recording features, targeting Ring, Nest, and Wyze.
Analysts flagged oversold quality software names and previewed top SaaS picks ahead of Q3 earnings.
The Indian SaaS and managed services firm posted strong revenue growth, though managed services declined.
A hands-on test measured real-world time savings from the new threading feature.
The Southeast Asian tech group is exploring a fintech listing and a new cloud business.
The always-listening features arrive two months after Apple unveiled them.
The Kela-tracked campaign shows a 'suspended' page to throw off investigators while continuing to target victims.
The quantum computing company's results come amid a broad selloff in speculative tech.
The small upgrades address user complaints about the Sonos app experience.
The open-source browser added a multitasking feature Chrome does not offer.
Investors are watching the enterprise software and cloud contact center vendors' results for demand signals.
The HR software maker's shares fell from prior highs amid broader enterprise software weakness.
Roku users can switch to alternatives before the popular screensaver is removed.