Software / Cloud news

Oracle vs. Salesforce: Which Enterprise AI Stock Has More Room to Run?

AI is disrupting the tech world, but these companies are quickly adapting.

Warren Buffett Issued a Stark Warning About His Favorite Stock 11 Years Ago. He and His Successor, Greg Abel, Then Proceeded to Pile $82 Billion Into It.

“A sound investment can morph into a rash of speculation if it is bought at an elevated price,” according to the Oracle of Omaha.

ShinyHunters hackers expanded attacks on Oracle’s PeopleSoft, Google says

Noteworthy Friday Option Activity: SNOW, BV, CRCL

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Snowflake Inc (Symbol: SNOW), where a total of 38,732 contracts have traded so far, representing approximately 3.9 million…

Noteworthy Friday Option Activity: ECHO, ORCL, CBOE

Among the underlying components of the S&P 500 index, we saw noteworthy options trading volume today in EchoStar Corp (Symbol: ECHO), where a total of 22,872 contracts have traded so far, representing approximately 2.3 million…

Analysis-Oracle, Blue Owl project delay sends ripples through AI financing, sources say

Oracle’s stock is falling as investors fear a data-center setback

A recent report noted that Oracle is looking to protect itself from paying some expenses if a high-profile data-center project gets delayed.

Oracle sends 'force majeure' notice about data center project — stock drops 3%

Oracle is reportedly looking to delay payment on Project Jupiter if the data center fails to come online in 2028

Oracle, Facebook lead market cap stock movers on Thursday

Stocks making the biggest moves midday: Oracle, Everpure, Meta Platforms, Nebius, Bloom Energy, MGM & more

Here are some of the companies making headlines in midday trading.

Judge hears arguments on Trump White House media ban, hopes to rule 'soon'

The DOJ on Tuesday night cited national security concerns in justifying President Trump's ban of MS NOW, CNN and Politico from the White House.

Salesforce is set to rebound after a recent pullback. How trader Tony Zhang is playing the bounce

CRM pulled back and opened a gap between price and the underlying fundamentals says Tony Zhang.

DOJ defends Trump ban of 3 news outlets, says White House access is a 'privilege — not a right'

The Department of Justice also argued President Trump was motivated by national security concerns in banning MS NOW, CNN and Politico from the White House.

Noteworthy Tuesday Option Activity: ADBE, LOW, HD

Looking at options trading activity among components of the S&P 500 index, there is noteworthy activity today in Adobe Inc (Symbol: ADBE), where a total volume of 29,984 contracts has been traded thus far today, a contract volume which…

Trump snaps at CNN at United Nations: 'You should not be here covering me'

CNN, MS NOW and Politico are challenging Trump's ban of them from the White House with a lawsuit alleging he violated their First Amendment rights.

CNN, MS NOW and Politico sue Trump, challenging White House ban

White House TV pool won't cover Trump after press ban: CNN

The decision comes as CNN, MS NOW and Politico said they are suing Trump to overturn his new ban of those three media outlets from the White House.

Broadcom and Oracle as AI infrastructure plays amid the agentic chip rally

MS NOW, CNN and Politico journalists blocked from White House after Trump ban

Journalists from MS NOW, CNN and Politico were denied access to the White House, one day after Trump banned three media outlets over their coverage of him.

Trump says he is banning media outlets CNN, MS NOW, Politico from White House

Trump says he's banning MS NOW, CNN and Politico from White House

Trump, who often accuses mainstream media outlets of writing "fake news," said on Truth Social that those outlets shouldn't be allowed to "FICTION and LIES."

Oracle’s $18 billion data center debt under pressure, FT reports

Trump says he is banning media outlets CNN, MS NOW, Politico from White House

AI safety debate meets reality at Dreamforce as business leaders say last year's models are enough

At Salesforce's annual mega-conference in San Francisco, attendees said they get enough value from older AI models.

What Happens To Snowflake Stock If AI Keeps Costing It Margin?

Palo Alto Networks, Oracle among market cap stock movers on Friday

Why Oracle Stock Jumped 6% Today on OpenAI Funding Buzz

Dow Movers: CRM, HONIV

In early trading on Thursday, shares of Honeywell International topped the list of the day's best performing Dow Jones Industrial Average components, trading up 7.5%. Year to date, Honeywell International registers a 42.2% gain. And the…

Did Salesforce Telegraph Its Own Massive Rally?

Salesforce Stock Dips Ahead Of Investor Briefing Amid System Outage

Oracle’s stock falls for the fifth day in a row — missing out on the AI bounce

Chip stocks linked to OpenAI rebounded a bit on Tuesday, but Oracle shares extended their losses.

Oracle Adds $700 Million to the Cost of its AI Transformation

Broyhill Maintains Confidence in ServiceNow (NOW). Here’s Why

AVGO, ORCL and MU: comparing three AI infrastructure stocks after a sector selloff

Snowflake’s Blowout Quarter Adds to a Software Sector Already Rallying on AI

Larry Ellison nixes plan to offload up to $7.5 billion worth of Oracle stock

Oracle founder Larry Ellison has canceled his plan to sell up to $7.5 billion worth of stock in the software company.

Oracle's Larry Ellison adopts trading plan to sell up to $7.5 billion worth of stock

Oracle founder Larry Ellison, the world's seventh-richest person, can sell up to 50 million of his shares in the software company under a new trading plan.

Oracle shook off fears about AI spending, but its stock still loses ground

“Several of Oracle’s bear cases were addressed head on” in the latest earnings report, according to an analyst.

Salesforce’s stock has been riding a wave of AI optimism. Here’s what Wall Street wants to see next.

Salesforce’s Dreamforce conference next week could offer a glimpse of how its recently announced Claudeforce partnership with Anthropic will play out.

Why Dell and HPE were the S&P 500’s top-performing stocks today

Oracle’s earnings provided an upbeat read for hardware suppliers — but the Fed’s interest-rate moves could dictate just how much they continue benefitting.

Adobe vs. Ciena: Which Technology Stock Is a Better Buy in 2026?

Oracle earnings analysis: questions answered and next catalysts

Oracle posts 30% revenue growth fueled by AI cloud demand as debts hits $125 billion

Oracle's cloud infrastructure revenue jumped 121% from a year earlier, reflecting demand for AI cloud services.

Surging cloud revenue boosted Oracle’s quarterly results. Here’s what analysts are saying

The software giant reported a surge in cloud infrastructure revenue during its latest quarter. Here's what Wall Street analysts are saying.

Why Oracle's 'Solid' Results Aren't Giving Its Stock A Big Boost

Stock Market Falls On Soaring Oil Prices, Yields, But Finishes Strong; CPI Inflation, Apple, Oracle, Meta In Focus: Weekly Review

Has Oracle Become A Weaker Business, Or Just A Cheaper Stock?

Nasdaq 100 Movers: ADBE, HONIV

In early trading on Friday, shares of Honeywell International topped the list of the day's best performing components of the Nasdaq 100 index, trading up 7.5%. Year to date, Honeywell International registers a 42.2% gain. And the worst…

S&P 500 Movers: ADBE, HONIV

In early trading on Friday, shares of Honeywell International topped the list of the day's best performing components of the S&P 500 index, trading up 7.5%. Year to date, Honeywell International registers a 42.2% gain. And the worst…

Oracle’s AI bet pays off as cloud momentum helps drive a rosier forecast

The company saw its backlog grow even more in the latest quarter.

Oracle's stock edges up on earnings beat as cloud infrastructure revenue more than doubles

Oracle's results for the quarter came in stronger than expected, as did its revenue backlog.

Stocks making the biggest moves after hours: Oracle, Adobe, RH & more

Here are some of the companies making headlines in extended trading.

Adobe’s latest earnings leave Wall Street wanting more

“In this environment you can’t just meet” expectations, an analyst says

Stocks making the biggest moves midday: Oracle, AeroVironment, American Eagle, Micron, Macy's & more

Here are some of the companies making headlines in midday trading.

ADBE Rides on Acrobat AI Expansion: Can it Outpace MSFT & GOOGL?

Adobe is turning Acrobat into an AI-powered productivity platform as adoption rises and competition intensifies with Microsoft and Alphabet.

Oracle earnings read-throughs: cloud rivals, AI suppliers, and hyperscalers to watch

Salesforce in talks to acquire AI platform Listen Labs for $2 billion - report

Oracle Stock: Wall Street Sees Massive Upside. Here’s My Price Target

Oracle’s stock gets a boost as the OpenAI ecosystem comes back into favor

“It looks like OpenAI is turning things around,” and that’s seen as good news for Oracle, which has a lot riding on the ChatGPT creator’s success.

ServiceNow Jumps 25% in 3 Months: Buy, Sell or Hold the Stock?

NOW's AI growth, strong subscription gains and broader demand are offset by stiff competition, margin pressure and a premium valuation.