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Palo Alto Networks reported strong fiscal fourth-quarter results beating estimates, with revenue surging 34% to $3.41 billion. CEO Nikesh Arora highlighted an emerging $1 trillion cybersecurity infra…
Salesforce trades below the S&P 500 median multiple despite 11.2% trailing revenue growth. While its Agentforce AI platform has reached $1.5 billion in annual recurring revenue, concerns linger over …
Oracle shares advanced after the company reported first-quarter financial results that helped ease market concerns over its reliance on OpenAI for cloud infrastructure expansion.
Microsoft agreed to ten enforceable AI safety standards with major teachers unions, prohibiting model training on student data and banning AI companions. The move protects Microsoft's access to the e…
Salesforce surged following a strong Q2 earnings beat, driven by rapid Agentforce ARR growth exceeding $1.5 billion. Analysts set a $364 price target, highlighting compelling valuation upside compare…
Broadcom delivered exceptional quarterly results, with revenue jumping 85.5% year-over-year to $29.59 billion and diluted EPS soaring 215.3% to $2.68. Explosive growth was fueled by massive demand fo…
HSBC remains bullish on AI but cautions that hyperscalers like Microsoft face surging capex and near-term free cash flow headwinds. However, strong enterprise demand, accelerating corporate adoption,…
Business AI adoption stalled in August, rising only 0.4% according to Ramp spending data. Top firms saw spending per employee decline nearly 10% amid lower token costs and cheaper model usage, raisin…
Salesforce's recent 80% earnings beat was largely driven by $2.6 billion in one-time investment gains rather than core operations. Operating income remained flat despite 11% revenue growth, while FY2…
Salesforce surged 40% in August following strong fiscal Q2 results that topped estimates, driven by Anthropic investment gains and 81% free cash flow growth. Management lifted full-year revenue and a…
Google Cloud and Accenture formed the Accenture Gemini Enterprise Business Group, deploying up to 1,000 trained engineers to help enterprise clients adopt Google's agentic AI platform. Meanwhile, PwC…
OpenAI launched a $1 billion Daybreak cybersecurity initiative, partnering with Cloudflare and SentinelOne to integrate advanced AI security models. Cloudflare focuses on edge-based vulnerability dis…
Adobe shares tumbled 7% after naming Anil Chakravarthy as its next CEO right before earnings. The succession stirred investor anxiety regarding generative AI disruption across its core creative franc…
Adobe dropped 7% after announcing Anil Chakravarthy as its new CEO days before its earnings report, sparking investor anxiety over generative AI threats. Enterprise software peer Workday fell 4% in s…
Microsoft revealed standalone Azure metrics for the first time, reporting $101.9 billion in annual revenue with 43% quarterly growth. Alongside restructuring into two streamlined operating segments, …
CrowdStrike announced a partnership with OpenAI to integrate GPT-5.6 Cyber into its Falcon platform. While expanding autonomous threat response and runtime monitoring for Codex agents, the deal does …
Jim Cramer declared the 'SaaSpocalypse' narrative dead following major rallies in software leaders Palantir and Salesforce. Cramer attributed the surge to strong earnings and the collapse of short-se…
AI security startup HiddenLayer secured $100 million in Series B funding backed by Microsoft's M12 and Morgan Stanley. Driven by surging enterprise demand to protect AI models and agents, the company…
Baron Global Opportunity Fund outperformed benchmarks in Q2 2026, driven by AI investments. The fund highlighted CrowdStrike as a key beneficiary of enterprise AI adoption, citing strong AI detection…
BofA raised Microsoft's price target to $600 from $500 with a Buy rating following strong Q4 results. Azure revenue crossed $100 billion as AI investments show accelerating top-line growth, with Azur…