In that world, Office starts to look like the logic tier, and the “ CRUD database ” becomes the Office file format. The sandworm represents the existential threat to Microsoft’s productivity franchise ...

HOLD as Azure nears AWS with 39% growth. 2026 could be a make-or-break year for AI-accelerated growth. See more on MSFT here.

Data platforms have moved from static, disconnected systems to integrated environments where analytics and real-time data ...

Investors worry about Big Tech valuations being inflated relative to what they're actually worth, say strategist Nvidia and other Big Tech shares sold off Thursday, making it hard for the S&P 500 to ...

The cloud software giant is ramping up its buybacks as its growth cools off.

Salesforce’s fourth-quarter results and strong AI momentum are giving investors renewed confidence that beaten-down software stocks may be finding a floor.

Futures unchanged as Nvidia beat fails to spark broader market rally. Salesforce outlook drags software shares amid AI disruption fears. Investors await proof that heavy AI spending can drive profits.

Feb 26 (Reuters) - U.S. stock index futures were muted on Thursday ⁠as ⁠Nvidia's stellar quarterly results garnered a ⁠lukewarm response from investors and downbeat earnings from software company ...

Nvidia 's Jensen Huang was right when he told CNBC investors "got it wrong" over AI fears that drove them to sell off software stocks, market watchers have said. Software stocks have been caught up in ...

Gong launches Mission Andromeda, adding Gong Enable AI coaching, a sales-focused assistant, unified account management, and Model Context Protocol (MCP) interoperability to connect revenue AI ...

Anthropic is making its boldest enterprise push yet with Claude Cowork, rolling out private plug-in marketplaces, deep integrations, and AI agent tools that are reshaping corporate adoption and ...

It was a tale of two AI cities when Nvidia and Salesforce on Wednesday reported the January-quarter earnings that ended their ...