Wall Street sees a floor under software stocks in potential Workday deal
The potential purchase of payroll platform Workday by private equity firm Silver Lake puts a solid floor under…
‘SaaSpocalypse’ debate intensifies as software stocks swing wildly
Michael Cannon-Brookes, co-CEO of Atlassian. Scott Mlyn | CNBC The “SaaSpocalypse” was raging this week. Then it got…
1 hyperscaler megacap down, 3 to go. Alphabet raises the stakes on AI spending
One down, three to go. Alphabet kicked off Big Tech earnings this week — telling Wall Street it…
Google (GOOG) Q2 2026 earnings report: Live updates
Most of Google’s $44.9 billion capex supported AI infrastructure Most of Google’s $44.9 billion capital expenditures went to…
Macron, Modi court tech CEOs in AI infrastructure race
Countries are scrambling not to fall behind in AI — and French President Emmanuel Macron and Indian Prime…
Alphabet burnishes one of its best weapons in the battle for AI supremacy
Alphabet has squashed concerns that artificial intelligence will destroy its Google tech empire. One of its biggest weapons…
Arm, IBM and Hewlett Packard soar; Nvidia chip extends software rally
Software stocks spiked ahead of Monday’s opening bell after Nvidia CEO Jensen Huang unveiled plans for a new…
Software stocks plunge on ServiceNow, IBM results, AI fears escalate
Signage outside the ServiceNow headquarters in Santa Clara, California, US, on Thursday, Sept. 4, 2025. David Paul Morris…
Japan’s Sakura Internet jumps 20% as Microsoft plans $10 billion AI push with SoftBank
Microsoft’s Vice Chair and President Brad Smith (L) and Japan’s Prime Minister Sanae Takaichi pose before their meeting…
This AI marketing stock is a top gainer today. Goldman says there’s much more to go
Artificial intelligence marketing firm Braze emerged Wednesday as a top performer Wednesday, and Goldman Sachs thinks there’s even…
Demand for AI infrastructure will drive more gains in this stock, says Bank of America
CoreWeave is poised to gain ground thanks to strong demand for artificial intelligence infrastructure, according to Bank of…
Apollo’s Sambur says software’s AI troubles will persist
Apollo Global Management‘s David Sambur told CNBC on Thursday that the selloff in software stocks from fears of…