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Top story Oracle prices $20B stock and bond offering for AI buildout, share sale set at $116

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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Marvell to buy Lumentum for $115B in one of the largest tech deals ever

Nvidia is a strategic investor in both companies, tying the optics acquisition to the AI networking supply chain.

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Alphabet Q3 net income falls 25% YoY to $26.17B as AI capex rises $15B despite cloud beat

Google Cloud beat expectations and management said demand will absorb all data center capacity it builds, but heavier AI spending weighed on the stock.

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Adobe cuts fair value estimates as analysts split on AI and ARR, stock underperforms

Adobe shares lagged the market as investors weighed AI monetization against slower annual recurring revenue growth.

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ServiceNow stock drops 34% in a week as Wall Street cuts price targets

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.

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Salesforce spends $2.7B on an AI startup and files a share offering amid selloff

Salesforce was one of the Dow's worst performers as investors digested the acquisition, the Cresta voice AI deal, and the new share offering.

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Cloud market share Q3: Google Cloud gains as AWS loses ground; Anthropic and SpaceX enter top 10

The quarterly share data shows cloud revenue reaching $168 billion as AI capacity expands and the vendor rankings shift.

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CrowdStrike launches native AI security innovations on AWS

The AWS-focused release lands as software and cybersecurity M&A activity points to platform consolidation in the AI era.

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TeamViewer shares plunge 19% after Q3 revenue fall and 2026 outlook cut

The remote software maker's guidance reduction drove its sharpest single-day decline.

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AMD stock surges 7% as AI chip sales double data center revenue

AMD's data center growth reinforced the AI accelerator demand story ahead of rivals' results.

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S&P 500 and Nasdaq rise as tech and chip stocks gain ahead of midterm results

Chipmakers and software names led a broad tech rally as crude oil prices fell.

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Microsoft earnings call highlights AI-fueled cloud growth

Management pointed to AI demand as the main driver of cloud revenue growth.

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Adobe adds licensed Universal Music and Warner Music catalogs to Premiere Mobile

The deal brings licensed commercial music tracks directly into Adobe's mobile video editing app.

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Apple's iPhone Duo faces stock shortage, likely missing holiday availability

Apple's inventory update suggests the foldable device will be hard to find through the holidays.

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