Software / Cloud news

Texas Wants to Rethink Data Center Construction. Here's the AI Stock Most Exposed.

Oracle's extensive presence in the Lone Star State puts it in the spotlight.

Nvidia’s Jensen Huang crisis tests how much of the AI industry depends on one man

Huang’s exit could fray tight bonds among AI businesses. Plus, Oracle’s potential AI catalyst, a $1.5 trillion Social Security stock proposal and what the oil-yield split may mean for inflation.

Oracle’s stock is totally misunderstood and should be a ‘go-to’ AI play, says this analyst

A Bernstein analyst thinks two key investor concerns will soon subside.

Nutanix Stock Down 15%: Is Slower Growth Really The Supply Chain?

For questions about this article or underlying research, email help@trefis.com.

Sequoia Backs Microsoft Veterans' Edelbyte with $70M to Challenge Data Infrastructure Giants

Four Microsoft veterans are targeting the $300B data market currently dominated by Snowflake, Databricks, and ClickHouse. Roughly a year after founding , the team has already secured leading enterprise customers and runs petabyte-scale…

Why is Oracle stock surging today?

CoreWeave Surges 16% as Beat-and-Raise Quarter Eases Financing Fears; Nebius Gains 13%, Oracle Advances 5%

Credit markets had flashed distress signals on CoreWeave just days before earnings. Then its CEO made a bold pledge about how the company will pay for its AI buildout, and the neocloud group took notice. Can the promise hold?

Adobe (ADBE) Expands Its AI Partnership and Workspace Reach

Adobe (NasdaqGS: ADBE) and Google announced an expanded partnership that more deeply links their creative and productivity platforms. Acrobat is set to be embedded inside Google Workspace tools such as Google Drive and Gmail for…

Oracle Corporation (ORCL) Is Joining the $1.2 Trillion AI Spending Boom: Is the Risk Being Overlooked?

Moon Capital Management an investment management company, recently released its Q3 2026 investor letter. A copy of the letter can be downloaded here. The letter reported that its equity portfolio gained approximately 4% during the first…

IBM to end visa, green card sponsorship for most roles in its Consulting arm

APP support and resistance levels to watch now

Microsoft and IBM Team Up for Governed AI Agents

IBM Microsoft move to bring order to chaotic enterprise AI agent rollouts

Only One Analyst Rates Oracle a Sell. What Does the Lone Bear See?

Oracle keeps beating earnings estimates and Wall Street keeps cheering, yet the stock has slid hard this year. The lone skeptic points to a number that the bulls rarely mention, and it may explain why the market refuses to follow the…

Here are Tuesday's biggest analyst calls: Nvidia, SpaceX, American Airlines, Ralph Lauren, MongoDB & more

Here are Tuesday's biggest calls on Wall Street.

IBM and Microsoft Announce a New AI Agent Platform Designed for Industry-Specific Transformation

IBM (NYSE: IBM) and Microsoft (NASDAQ: MSFT) today announced Imagine Enterprise, an agentic platform designed to help enterprises build, run, and govern AI agents that help people execute industry-specific processes. IBM Consulting and…

Microsoft, IBM team up on AI agent platform

Imagine Enterprise will let businesses tap into more than 6,000 pre-built AI agents to accomplish industry-specific processes, the companies said.

Buy, Sell, or Hold? Tuesday’s Top Upgrades and Downgrades: Cloudflare, Deckers Outdoors, DraftKings, MongoDB, Nike, Oneok, Philip Morris International, Riot Platforms, Wix.com, and More

A two-day rally built partly on short covering faces its first real test when October inflation data lands at 8:30 ET. Meanwhile, analysts flipped hard on Wix and DraftKings, while a surprise double upgrade lifted a bitcoin miner's target.

First Trust NASDAQ-100 Tech (QTEC) Buys $5.1 Million More AppLovin on Friday

The fund added $145.7 million across 42 positions and sold nothing, led by a $5.1 million increase in AppLovin.

Alphabet, Amazon and Meta Haven’t Bought Back a Share in 2026. Big Tech Buybacks Fell 90%

Key TakeawaysCombined buybacks at Alphabet, Amazon, Microsoft, Meta and Oracle fell to $4. 4 billion in the third quarter, 90% below their late-2021 peak, according to a tally by The Kobeissi Letter.

Warren Buffett's Successor, Greg Abel, Just Added Another Tech Stock to Berkshire's Portfolio. Here's What He Sees.

Berkshire Hathaway added $330 million to its Bending Spoons stake. Here's why it fits the portfolio and the risks involved.

SS&C Technologies Holdings, Inc. Completes $1,200,000,000 Convertible Senior Notes Offering

On November 6, 2026, SS&C Technologies Holdings, Inc. completed its upsized private offering of $1,200,000,000 aggregate principal amount of 2.75% Convertible Senior Notes due 2031, including $150,000,000 aggregate principal amount of…

Adobe (ADBE) Expands AI Reach, Is The 25% Discount Too Wide?

Adobe (ADBE) has pushed its CX Enterprise Coworker deeper into mainstream AI platforms, making the customer experience tool accessible inside ChatGPT, Claude, Gemini for business, Microsoft Copilot and Databricks Genie for marketing…

The Stock Market Is “Petrified of Oracle’s Balance Sheet” as Microsoft Walks Away

Key TakeawaysMicrosoft is winding down a deal to rent AI computing power from Oracle, days after Oracle canceled an estimated $7 billion chip-leasing deal with Tencent. The Microsoft contract itself looks small, but losing it leaves…

Wall Street names 3 AI winners, but there's a catch

An Oppenheimer survey of 449 IT buyers identified Microsoft, Oracle and SAP as companies positioned to benefit from enterprise AI adoption.

These 3 Stocks Just Fell After Strong Earnings. Here’s the One I’d Buy Right Now

Shopify, Datadog and Palantir all topped expectations. Here's why investors sold, and the one I'd buy.

Is Oracle (ORCL) Losing Ground In AI Infrastructure Demand?

Oracle (NYSE: ORCL) is losing a cloud AI rental arrangement as Microsoft winds down use of Oracle infrastructure tied to older Nvidia chips. ING plans to sell a large portfolio of data center loans that includes a major Oracle related…

Here are Monday's biggest analyst calls: Nvidia, SpaceX, Apple, Oracle, AMD, Bullish, Meta, Rollins & more

Here are Monday's biggest calls on Wall Street.

Disney, Adobe to co-develop custom AI models tailored for media giant

SAP gains after JPMorgan upgrades stock as ’AI moves from pilot to production’

Oracle Stock Is on Pace for Its Worst Year Since 2001. Here's What Followed Its Only 2 Worse Years.

The year after one of them, shares climbed 84%. The year after the other, they kept sliding.

Trade Desk Fell 3% While AppLovin Soared 31%. Here’s What Its November 9 Report Has to Prove

Key TakeawaysAppLovin closed up 31% on Thursday after a record quarter and Magnite rose as much as 17%, while The Trade Desk fell 3% ahead of its own report on Monday, Nov. 9.

Take-Two Expects 20% Growth From GTA VI. Roblox Guides Its Holiday Bookings Down 15%

Key TakeawaysRoblox stock gained 15% this week to $49, nearly matching analysts’ $49. 33 average target after its post-earnings plunge.

Microsoft (MSFT) Is Pulling Back From Key Neocloud Data Center Deals

Microsoft (NasdaqGS:MSFT) is winding down several neocloud data center capacity deals, including a non-renewal of its Oracle arrangement. The company is exiting relationships with operators such as Nscale and IREN, reducing outsourced…

Microsoft and Oracle's AI ambitions are suddenly a lot more expensive

The backlog at Microsoft and Oracle keeps growing. So does the bill to keep up with it.

PAYX Crosses Above 4% Yield Territory

Looking at the universe of stocks we cover at Dividend Channel, in trading on Friday, shares of Paychex Inc (Symbol: PAYX) were yielding above the 4% mark based on its quarterly dividend (annualized to $4.76), with the stock changing…

Microsoft is winding down Oracle deal to rent AI cloud capacity, Bloomberg News reports

Update: Market Chatter: Microsoft to Conclude Deal With Oracle for Renting AI Compute

(Updates with statement from Oracle in the third paragraph.) Microsoft (MSFT) is concluding a dea

If a Stock Market Crash Is Coming, Warren Buffett Says This Is the Wisest Move You Can Make

What can we learn from the Oracle of Omaha?

NetEase, Inc. Repurchases 5,180 Ordinary Shares on NASDAQ for USD 118,435.42

NetEase, Inc. submitted a next day disclosure return with The Stock Exchange of Hong Kong Limited, reporting a repurchase of 5,180 ordinary shares on 02 November 2026. The shares were repurchased on NASDAQ to be held as treasury shares.…

Veeva Systems Inc. Expects to Meet or Exceed Q3’27 Guidance

Veeva Systems Inc. announced during its 2026 Investor Day presentation on November 5, 2026, that it expects to report third quarter of fiscal year 2027 results that meet or exceed its previously announced guidance. The guidance, which…

Atlassian Corporation Announces First Quarter Fiscal Year 2027 Results and Chief Accounting Officer Transition

Atlassian Corporation reported total revenue of $1,772 million for the first quarter of fiscal year 2027, representing an increase of 24% from $1,433 million in the first quarter of fiscal year 2026. Operating income for the quarter was…

iShares Expanded Tech-Software (IGV) Adds Oracle, Trims Microsoft on Nov. 4

The $12.41 billion fund bought $105.8 million of Oracle while selling $10.0 million of Microsoft and $9.2 million of Palo Alto Networks.

Technology Select Sector SPDR (XLK) Adds Oracle, Trims Apple on Nov. 4

The fund bought $212.8 million of Oracle stock while selling $8.1 million of Apple and $7.7 million of Nvidia.

KBS Real Estate Investment Trust III, Inc. Modifies $317.4 million and $137.8 million Debt Facilities

On October 30, 2026, KBS Real Estate Investment Trust III, Inc., through its indirect wholly owned subsidiaries, entered into modification agreements for its debt obligations. Under the Accenture Tower Loan Sixth Modification Agreement,…

Oracle vs. Alphabet: Which Is the Better AI Cloud Stock to Own for the Next 5 Years?

Both companies are in the middle of an AI spending spree, but Alphabet's prominent position in cloud computing gives it the edge.

Was Nutanix's Rise Driven By The Company Or Its Industry?

For questions about this article or underlying research, email help@trefis.com.

Atlassian tumbles 16% on weaker subscription growth outlook

Why Oracle Stock Is Sinking Today

Oracle stock is sinking as the post-election sell-off in AI infrastructure stocks deepens, with investors worried that Democratic wins in states like Texas could slow the data center build-out.

Stocks making the biggest moves midday: Micron, Tesla, Tripadvisor, AppLovin, Nvidia & more

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

Why is Oracle stock tumbling today?

Digital Transformation in Manufacturing - Global Strategic Business Report: Capitalize on a US$1.0 Trillion Market by 2030 as Siemens, ABB, Microsoft, Rockwell Automation and SAP Reshape Industry

Boost manufacturing ROI with IIoT, predictive maintenance, automation and digital twins that reduce downtime, optimize resources, improve quality and strengthen supply chain resilience.Dublin, Nov. 05, 2026 (GLOBE NEWSWIRE) -- "Digital…

Digital Transformation in BFSI - Global Strategic Business Report: Secure Your Share of US$220.2 Billion by 2030 as Accenture, AWS, IBM, Microsoft, and Oracle Accelerate AI-Led Disruption

Cloud, AI, APIs and automation cut costs, strengthen compliance and accelerate personalized services, while fintech partnerships unlock new revenue opportunities.Dublin, Nov. 05, 2026 (GLOBE NEWSWIRE) -- "Digital Transformation in BFSI…

AppLovin’s Surge Is a Rare Bright Spot for Growth ETF Holders

One stock is soaring more than 30% while the rest of tech sinks, yet the funds that millions of retirement savers rely on barely feel it. Why do three different ETFs leave investors so exposed on the same day?

Supermicro Launches KV Cache Solution with IBM and NVIDIA Demonstrating Significant Inference Performance Benefits

Supermicro, Inc. (NASDAQ: SMCI), an AI, Enterprise, Storage, and 5G/Edge Total IT Solution Provider featuring Data Center Building Block Solutions® (DCBBS), today announced a new KV cache storage solution with IBM and NVIDIA. The joint…

Latest News In E-Commerce - Shopify's Revenue Surge Highlights Evolving Market Dynamics

The e-commerce industry continues to witness substantial growth, as demonstrated by Shopify's latest financial results. Shopify reported a 32% increase in revenue and a 22% free cash flow margin for the quarter ending September 30,…

This year’s worst-performing S&P 500 stock is finally seeing some major relief

AppLovin’s stock is popping after “clearly positive” earnings results.

Datadog earnings analysis: questions answered and next catalysts

Oracle Continues to Crash Lower and Lower But Two Bullish Desks Agree That Its Price WIll More Than Triple

Oracle has shed half its value in a year while racking up billions in negative free cash flow, yet two Wall Street desks just slapped $400 price targets on a stock trading at $126. Something has to give.

Datadog’s stock extends steep declines in the wake of earnings

Datadog failed to top expectations with its revenue forecast.

Here are Wednesday's biggest analyst calls: SpaceX, AMD, Apple, Adobe, CoreWeave & more

Here are Wednesday's biggest calls on Wall Street.