Software

PYMNTS.com
Google Trains AI Agents for Hard Questions and Real Work | PYMNTS.com
The promise is easy to see in all the announcements from companies like Visa, Mastercard, Google and others that continue to dominate the news. The...
CNBC
Palantir beats fourth-quarter estimates on the strength of AI and defense demand
Palantir topped Wall Street's fourth-quarter estimates as more businesses and the U.S. government race to buy its artificial intelligence tools.
CNBC
Oracle's credit default swaps are plummeting as financing plan boosts investor confidence
Oracle's 5-year credit default swaps are tumbling after the company announced a $50 billion debt and equity financing plan.
CNBC
Anti-ICE protesters should want more Palantir in government, CEO Karp says
As anti-ICE protests continue in Minneapolis after two fatal shootings by federal agents, Palantir has faced criticism for providing software to DHS.
CNBC
Palantir is set to report earnings after the market close. What Wall Street expects
Global conflicts and a large U.S. defense budget could boost the beaten-down stock, analysts say.
Bloomberg
Private Credit-Linked Shares Drop on Software Exposure Concerns
Shares of business development companies fell Monday, as concerns over the group’s widespread exposure to software sparked a renewed sell off.
Private Credit-Linked Shares Drop on Software Exposure Concerns
CNBC
OpenAI launches standalone Codex app for Apple computers
OpenAI is trying to win market share from rivals like Anthropic and Cursor as AI coding tools gain in popularity.
Bloomberg
Oracle to Raise Up to $50B in 2026 as Musk's In Talks to Combine SpaceX, xAI
Bloomberg's Mandep Singh joins to discuss the biggest news in the tech sector on Bloomberg Intelligence. Oracle Corp. plans to raise $45 billion to $50 billion this year through a combination of debt and equity sales to build additional cloud infrastructure capacity, reflecting the scale of financing needed to feed AI’s growth.   Elon Musk is in advanced talks to combine Space Exploration Technologies Corp. with xAI, according to people familiar with the matter, underscoring how the billionaire’s artificial intelligence ambitions have grown too costly for any one of his entities to shoulder alone. (Source: Bloomberg)
Oracle to Raise Up to $50B in 2026 as Musk's In Talks to Combine SpaceX, xAI
Reuters
Oracle shares fall as investors assess up to $50 billion AI funding plan | Reuters
Get a daily digest of breaking business news straight to your inbox with the Reuters Business newsletter. Sign up here. While companies continue ‌to...
CNBC
Oracle rises after company announces $50 billion fundraising plans. Here's what's happening
The tech giant has invested huge sums in the AI infrastructure buildout in recent times.
CNBC
Oracle rises 5% after announcing $50 billion fundraising plans. Here's why
The tech giant has invested huge sums in the AI infrastructure buildout in recent times
Bloomberg
Palantir Earnings Arrive Just as Stock Could Use Some Good News
For the first time in two years, Palantir Technologies Inc. shares are not rallying into a quarterly earnings report — a signal that investors are finding fewer reasons to snap up what has become one of the most expensive stocks in the S&P 500 Index.
Palantir Earnings Arrive Just as Stock Could Use Some Good News
CNBC
Oracle dips 3% after announcing $50 billion fundraising plans. Here's why
The tech giant has invested huge sums in the AI infrastructure buildout in recent times
Bloomberg
Oracle to Raise Up to $50 Billion for Cloud Investment
Oracle Corp. plans to raise $45 billion to $50 billion this year through a combination of debt and equity sales. The company is raising money to build additional capacity to meet the contracted demand from the its largest cloud customers, including Nvidia Corp. and OpenAI. Bloomberg’s Neil Campling breaks down the situation.
Oracle to Raise Up to $50 Billion for Cloud Investment
Bloomberg
Oracle to Raise Up to $50 Billion in Debt and Equity This Year
Oracle Corp. plans to raise $45 billion to $50 billion this year through a combination of debt and equity sales to build additional cloud infrastructure capacity, reflecting the scale of financing needed to feed AI’s growth.
Oracle to Raise Up to $50 Billion in Debt and Equity This Year
Bloomberg.com
Microsoft's $381 Billion Rout Exposes Dark Side of the AI Binge - Bloomberg.com
That lesson will be top of mind for market pros this week with big AI spenders ... Provide news feedback or report an error · Site feedback: Take our...
Bloomberg.com
AI Boom Is Triggering a Loan Meltdown for Software Companies: Credit Weekly - Bloomberg
AI Boom Is Triggering a Loan Meltdown for Software Companies: Credit Weekly ... Provide news feedback or report an error · Site feedback: Take our...
Bloomberg.com
AI Fears Hinder Deutsche Bank's $1.2 Billion Loan Deal for Conga - Bloomberg.com
... News reported Thursday. Read More : Software Selloff Prompts Team.Blue to Put Loan Deal on Ice. A raft of software companies, such as Dayforce...
Reuters
California Senate passes bill regulating lawyers' use of AI | Reuters
... news delivered straight to your inbox from The Daily Docket newsletter. Sign up here. In addition to governing California lawyers' use of AI, the...
Bloomberg.com
Unity, Video Game Stocks Fall as Google's AI Tool Sparks Fears - Bloomberg.com
It also mirrors an earlier selloff in a group of software-as-a-service stocks following news about the capabilities of Anthropic's Claude tool. Read...
CNBC
Amazon asks FCC for extension for Leo satellite internet service
The company needs to bring more of its satellites online so it can begin offering an internet-from-space service that was recently rebranded as Amazon Leo.
CNBC
Cramer’s week ahead: Earnings from Eli Lilly, Alphabet and Amazon. Plus, jobs data
AMD, Alphabet and Amazon are among the heavyweight companies reporting earnings in the week ahead.
Bloomberg
Why Record Labels Still Care About iTunes
Over 80% of iTunes users are not subscribed to Apple Music, representing an untapped market
Why Record Labels Still Care About iTunes
CNBC
Microsoft stock is flat the day after sinking 10%. Here's why
Microsoft's stock saw its biggest daily decline since 2020 on Thursday after investors were dismayed by its cloud computing business not growing enough.
CNBC
Trump picks Warsh, Apple earnings, the software bear market and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
Bloomberg
Perplexity Inks Microsoft AI Cloud Deal Amid Dispute With Amazon - Bloomberg
AI startup Perplexity signed a $750 million deal with Microsoft Corp ... Provide news feedback or report an error · Site feedback: Take our Survey.
Reuters
Perplexity signs $750 million AI cloud deal with Microsoft, Bloomberg News reports | Reuters
AI startup Perplexity has signed a $750 million agreement with Microsoft to use its Azure cloud service, Bloomberg News reported on Thursday,...
CNBC
Software stocks enter bear market on AI disruption fear with ServiceNow plunging 12%
Investors question whether AI competitors and automation ... Global Business and Financial News, Stock Quotes, and Market Data and Analysis.
CNBC
OpenAI will retire several models, including GPT-4o, from ChatGPT next month
GPT‑4o is beloved by some users because of its warm conversational style
CNBC
Microsoft lost $357 billion in market cap as stock plunged most since 2020
As investors sold shares of Microsoft on Thursday, the $3.22 trillion company dragged down the software complex and the S&P 500 index.