Software

CNBC
Workday shares sink on subscription revenue guidance concerns
Workday shares fell as analysts lowered their price targets for the software maker after the company revised its full-year subscription revenue forecast.
Reuters
Dell bets on rising AI server demand to forecast higher growth - Reuters
Get a daily digest of breaking business news straight to your inbox with the Reuters Business newsletter. Sign up here. Its strong forecasts comes...
Reuters
HP to cut about 6,000 jobs by 2028, ramps up AI efforts | Reuters
Shares of the Palo Alto, California-based company fell 5.5% in extended trading. Get a daily digest of breaking business news straight to your inbox...
Bloomberg
Italy Nears Sale of PagoPa E-Pay to State Firms for €500 Million
Italy’s Finance Ministry is near agreement to sell digital-payments platform PagoPa to two state-controlled companies for as much as €500 million ($579 million), advancing the government’s push to streamline digital assets, according to people familiar with the matter.
Italy Nears Sale of PagoPa E-Pay to State Firms for €500 Million
ARPU
The Disposable Interface
Infinite App StoreThe primary way we interact with computers is through "apps." In essence, an app is a durable tool you acquire and keep on your phone or desktop. If you want to calculate a mortgage, you get a mortgage calculator app. If you want to play
SCMP
Alibaba to lead AI capital spending among Chinese firms amid strong demand
E-commerce giant Alibaba Group Holding expects to stay ahead of its Chinese Big Tech peers in artificial intelligence-related capital expenditure, as the firm’s AI and cloud computing unit posted its fourth consecutive quarter of double-digit revenue growth. Alibaba Cloud on Tuesday reported a 34 per cent year-on-year revenue growth to 39.8 billion yuan (US$5.6 billion) in the three months ended September 30, as the Hangzhou-based parent’s overall revenue in its financial second quarter reached...
Reuters
Alphabet on pace to hit $4 trillion market value as AI gains momentum | Reuters
Get a daily digest of breaking business news straight to your inbox with the Reuters Business newsletter. Sign up here. The search and ad tech giant...
CNBC
Workday stock slips on light quarterly margin guidance
Workday shares slid more than 5% in extended trading Tuesday after the company issued quarterly margin guidance that came in below Wall Street projections.
CNBC
Dell misses on revenue, offers strong forecast driven by AI sales
Dell is an important bellwether for the health of the AI infrastructure industry as one of the top vendors for systems based around Nvidia graphics processors.
Reuters
Amazon pushes in-house AI coding tool Kiro over competitors', memo shows | Reuters
In the memo, posted to Amazon's internal news site, the company said, "While we continue to support existing tools in use today, we do not plan to...
CNBC
A third high-profile tech leader is leaving GM as part of a software-product restructuring
GM is combining its vehicle software engineering and global product units under one organization, led by new Chief Product Officer Sterling Anderson.
Bloomberg
HP Announces Job Cuts as Profit Outlook Misses Estimates
HP Inc. gave a profit outlook for current year that fell short of estimates and the company said it will cut 4,000 to 6,000 employees through fiscal 2028 by using more AI tools.
HP Announces Job Cuts as Profit Outlook Misses Estimates
Bloomberg
AI Firm Accuses SAP of Stealing Supply-Chain Trade Secrets
SAP SE was sued by supply-chain artificial intelligence firm o9 Solutions Inc., which claimed three of its former executives stole trade secrets for the European software giant.
AI Firm Accuses SAP of Stealing Supply-Chain Trade Secrets
Bloomberg.com
Google's Having the AI Build the UI in Latest Gemini Update - Bloomberg.com
The Trump administration has talked internally about letting Nvidia sell its H200 AI chips in China. ... Power On for Apple scoops, consumer tech news...
Bloomberg
Poland to Present Plan for Digital Services Tax in Early 2026
Poland is drafting legislation to tax online platforms, seeking to level the playing field for local firms whose foreign competitors aren’t subject to levies in the east European country.
Poland to Present Plan for Digital Services Tax in Early 2026
CNBC
Alibaba shares rise as AI drives 34% cloud sales jump
Alibaba reported a 34% year-on-year rise in cloud computing revenue to 39.8 billion yuan.
SCMP
AI Singapore picks Alibaba’s Qwen to drive new regional language model
AI Singapore (AISG) – a national programme by the city state of Singapore to accelerate the adoption of artificial intelligence – has chosen to base its latest large language model on Alibaba’s Qwen, in a significant win for the Chinese technology giant as it promotes its AI services in Southeast Asia. AI Singapore, designed to enhance the city state’s national AI capabilities, had released a new model, Qwen-SEA-LION-v4, based on Alibaba’s Qwen3-32B foundation model to better address the...
SCMP
Alibaba posts 5% rise in quarterly revenue on AI, cloud momentum
Alibaba Group Holding, China’s e-commerce and cloud computing giant, on Tuesday reported a better-than-expected 5 per cent increase in revenue for the September quarter, as its cloud and artificial intelligence businesses continued to gain momentum. Total revenue for the Hangzhou-based company reached 247.8 billion yuan (US$34.8 billion) for its financial second quarter ended September 30, beating the consensus estimate of 245.2 billion yuan by Bloomberg-polled analysts. That was more than the 2...
Bloomberg
Alibaba’s AI Arm Surges 34% Though Big Spending Slashes Profit
Alibaba Group Holding Ltd. posted better-than-projected 34% growth in its cloud business, offsetting a plunge in profit after the company unleashed spending on consumer subsidies and data centers to ride an AI boom.
Alibaba’s AI Arm Surges 34% Though Big Spending Slashes Profit
Bloomberg
Alphabet AI Chips, Gemini Model Position It to Rival Nvidia
A rally in Alphabet Inc. shares is poised to shake up the ranking of the world’s most valuable companies, amid signs the search giant is making headway in efforts to rival Nvidia Corp.’s bestselling AI accelerator.
Alphabet AI Chips, Gemini Model Position It to Rival Nvidia
Reuters
Tech companies tap debt markets to fund AI and cloud expansion | Reuters
The six-part offering drew $80 billion in demand, according to Bloomberg News.
CNBC
CNBC Daily Open: Alphabet to omega in AI?
Alphabet on Monday may have brought about alpha but letting it be the omega as well could pose problems for investors.
SCMP
Anthropic says its new AI model is better at coding and office work
Anthropic is rolling out a new version of its most powerful artificial intelligence model that is designed to be better at automating coding and office tasks, part of an effort to compete with OpenAI and Alphabet’s Google for business customers. The new model, Claude Opus 4.5, was more capable than previous versions at software engineering work, like fixing bugs, without needing a user’s help, Anthropic said. Opus 4.5, released on Monday, is also intended to be better at carrying out complicated...
Bloomberg
Zoom Jumps After Strong Sales Provide Bright Sign for New Tools
Zoom Communications Inc. shares jumped the most in almost three years after the software maker reported quarterly revenue gains that signaled more customers are using its expanded suite of business tools.
Zoom Jumps After Strong Sales Provide Bright Sign for New Tools
CNBC
OpenAI temporarily blocked from using 'Cameo' after trademark lawsuit
Video app Cameo secured a temporary restraining order against OpenAI, preventing the usage of the word "cameo" for any Sora-related features or functions.
CNBC
Anthropic unveils Claude Opus 4.5, its latest AI model following $350 billion valuation
Anthropic says its new Claude Opus 4.5 excels at coding, using computers and assisting users with complex enterprise tasks.
Reuters
Amazon pledges up to $50 billion to expand AI, supercomputing for US government
The Reuters Tariff Watch newsletter is your daily guide to the latest global trade and tariff news. Sign up here. AWS cloud regions for U.S....
CNBC
Amazon to spend up to $50 billion on AI infrastructure for U.S. government
The project will add 1.3 gigawatts of capacity across new data centers, with Amazon expected to break ground in 2026.
Bloomberg
Amazon to Spend $50 Billion to Expand AI Services to US Agencies
Amazon.com Inc. says it will spend as much as $50 billion expanding its capacity to provide artificial intelligence and high-performance computing services to US government entities.
Amazon to Spend $50 Billion to Expand AI Services to US Agencies
Bloomberg
SAP Employee Trust in Leadership Falters After Restructuring
The executive board of SAP SE, Europe’s most valuable software company, is facing declining employee trust following recent job cuts and organizational restructuring, underscoring growing concerns about its senior leadership.
SAP Employee Trust in Leadership Falters After Restructuring