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Meta Platforms stock (META) continues to drop since coming out with second quarter earnings on Wednesday. Yahoo Finance Tech Editor Dan Howley breaks down how investors are reacting to the Facebook parent company's vague guidance on full-year AI capex.

Software stocks were hammered after IBM preannounced weaker-than-expected Q2 financial results. Shares in IT services firms also fell.

Today, June 11, 2026, investors weigh surging AI build-out costs against rapid cloud growth and resilient Wall Street optimism.

Shares of Oracle (NYSE:ORCL) are down 10% to $182.25 in early trading Thursday, following the company’s Q4 FY2026 earnings report released after the bell Wednesday. The slide is dragging on cloud and enterprise software names, with Salesforce (NYSE:CRM) stock down 1.28% to $168.80 and trading near its 52-week lows. Oracle stock closed at $201.26 Wednesday, ... Oracle Plunges 10% After Earnings, Salesforce Slips Near 52-Week Lows as Cloud Stocks Slide

Salesforce guided second-quarter revenue below expectations as investors weighed AI disruption concerns and Agentforce growth.

Salesforce expects average Q2 revenue at $11.3 billion, marginally missing expectations of $11.4 billion.

Salesforce (CRM) reported first quarter results on Wednesday after the closing bell. Adjusted earnings per share (EPS) came in at $3.88 (compared to analyst estimates of $3.13), and revenue came in at $11.13 billion (compared to analyst estimates of $11.05 billion). Market Domination Overtime host Josh Lipton dives into the cloud platform operator's earnings release in the video above.

Salesforce stock fell on disappointing guidance while Q1 earnings and revenue beat estimates as artificial intelligence products gained traction.

Earnings season is winding down, with nearly all first quarter reports in the rearview mirror.

Salesforce Inc (NYSE:CRM, XETRA:FOO) heads into its fiscal first quarter earnings report on May 27, with analysts at UBS pointing to a mixed demand environment for enterprise software and limited signs of near-term acceleration in bookings trends. UBS wrote recent channel checks with roughly...