‘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…
Google is expanding its AI empire — and losing the people who built it
Demis Hassabis, co-founder of DeepMind Technologies Photographer: Jose Sarmento Matos/Bloomberg via Getty Images Bloomberg | Bloomberg | Getty…
Microsoft (MSFT) Q4 earnings report 2026
Microsoft shares moved 7% higher in extended trading on Wednesday after the software maker disclosed strong fiscal fourth-quarter…
Jim Cramer says software’s comeback could be the blueprint for AI stocks’ next rally
CNBC’s Jim Cramer said on Wednesday that software’s sharp turnaround shows how quickly Wall Street can change its…
What more expensive corporate debt could mean for the AI buildout
Credit spreads for tech companies driving the AI buildout are widening and are expected to expand even more…
Google Cloud’s Kurian: Customers are spending 50% more
Google‘s cloud chief Thomas Kurian said the company’s existing customers are shelling out “roughly 50% more” than they’ve…
Salesforce AI push isn’t enough to save shares, Morgan Stanley says
Salesforce has embraced artificial intelligence as a means to boost its business, but investors should steer clear of…
Why Jim Cramer is shocked by Citi’s against-the-grain praise of Microsoft’s Copilot
Citi stepped up to the plate on Wednesday, going to bat for Microsoft ‘s much-maligned Copilot artificial intelligence…
Software stocks wrap best month since 2001 as talk of ‘SaaSpocalypse’
Sridhar Ramaswamy, CEO of Snowflake, helps ring The Closing Bell at the New York Stock Exchange on Sept.…
Snowflake stock surges 35% on AI frenzy, fueling software rally
Software stocks popped on Thursday after Snowflake said it plans to spend $6 billion on compute from Amazon…
Microsoft was positioned to win in AI coding. Outages got in the way
Microsoft CEO Satya Nadella speaks at a company event on artificial intelligence technologies in Jakarta, Indonesia, on April…
Google I/O: Alphabet’s AI showcase is its chance to wow Wall Street
Alphabet‘s stock is up 140% over the past year, with a cloud business that is growing faster than…