Shares of cloud security platform Zscaler (NASDAQ:ZS) jumped 4.7% in the afternoon session after Snowflake's impressive earnings results provided clearer evidence that the "SaaSpocalypse" — a rolling selloff that had erased approximately $2 trillion from software market values since late 2025 on fears that AI would make subscription software obsolete — had been overstated for platforms sitting at the centre of AI workflows.
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
A number of stocks jumped in the afternoon session after Snowflake's impressive earnings results provided clearer evidence that the "SaaSpocalypse" — a rolling selloff that had erased approximately $2 trillion from software market values since late 2025 on fears that AI would make subscription software obsolete — had been overstated for platforms sitting at the centre of AI workflows.
One of these stocks sports a dividend yield topping 5%.
Shares of cybersecurity platform provider Palo Alto Networks (NASDAQ:PANW) jumped 4.1% in the afternoon session after the company announced a strategic cybersecurity partnership with NATO and received favorable analyst sentiment, including a price target increase.
Shares of technology giant Microsoft (NASDAQ:MSFT) jumped 3.3% in the afternoon session after Snowflake's impressive Q1 results provided clearer evidence that the "SaaSpocalypse", a rolling selloff that had erased approximately $2 trillion from software market values since late 2025 on fears that AI would make subscription software obsolete, had been overstated for platforms sitting at the centre of AI workflows.
Microsoft Corporation (NASDAQ:MSFT) is one of the 12 Strong Buy Stocks to Buy and Hold for the Next 5 Years. On May 22, 2026, Microsoft Corporation (NASDAQ:MSFT) agreed to pay $250M to settle investor litigation over its takeover of Activision Blizzard, Bloomberg’s Mike Leonard reported, citing court filings. The pact, filed in Delaware’s Chancery Court, […]
(Bloomberg) -- Dell Technologies Inc. shares gained almost 40% in extended trading after the hardware maker gave an outlook for annual sales that far surpassed analysts’ estimates, fueled by demand for servers that power artificial intelligence work.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekCVS Returns Zepbound to Drug Plans After Lilly Slashes PriceIran’s Khamenei Says No Going Back for Middle Ea
(Bloomberg) -- Dell Technologies Inc. shares gained almost 40% in extended trading after the hardware maker gave an outlook for annual sales that far surpassed analysts' estimates, fueled by demand for servers that power artificial intelligence work.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekIran's Khamenei Says No Going Back for Middle East Rocked by WarCVS Returns Zepbound to Drug Plans After Lil
Peter Schiff, the gold bug and Euro Pacific Capital chief who has spent two decades predicting the next dollar crisis, used his podcast The Peter Schiff Show episode “The Debt, the AI Bubble, and Strategy’s Liquidity Crisis… It’s All Connected” to frame the AI buildout as capital misallocation. His number is blunt. Companies are spending ... Peter Schiff: The $1 Trillion AI CapEx Bubble Is Hiding a Massive Capital Misallocation
Server supplier says component shortages beyond memory chips may raise costs as AI spending accelerates.
Dell Secures Multibillion-Dollar Pentagon Contract, Shares Surge Into Earnings
(Bloomberg) -- Dell Technologies Inc. shares gained more than 25% in extended trading after the hardware maker gave an outlook for annual sales that far surpassed analysts’ estimates, fueled by demand for servers that power artificial intelligence work.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekIran’s Khamenei Says No Going Back for Middle East Rocked by WarUS, Iran Agree to 60-Day Truce Renewal Pe
The five-year agreement will centralize Microsoft software procurement for the Defense Department.
Dell Federal Systems will manage Microsoft licenses across Pentagon, intelligence community and Coast Guard systems under a five-year deal.
Cybersecurity company SentinelOne forecast second-quarter revenue below analysts' expectations on Thursday and said it would cut about 8% of its workforce as it looks to invest in growth areas such as AI, data and cloud. • SentinelOne faces intense competition from larger rivals such as CrowdStrike and Palo Alto Networks, as well as from Microsoft, which is bundling security features into its products. • Even as ransomware and nation-state threats boost cybersecurity demand, some corporate clients are tightening their budgets, scrutinizing deals and extending sales cycles.
Peoples Bancorp pairs community banking with insurance, wealth, leasing, and premium finance, giving it more than one earnings lever. Lower funding costs help, but the stock’s upside depends on whether that mix can support durable earnings after credit costs.
Recent news has Microsoft stock moving higher, but shares are still down approximately 12% year to date.
A newly disclosed investment has reportedly made hedge fund Situational Awareness the largest shareholder in the AI infrastructure company.
Missiles flew in the Middle East and Wall Street barely blinked. Here's why tech stocks decided AI infrastructure was the real story.
Dell Technologies Inc (NASDAQ:DELL) shares rose about 7% on Wednesday after the US Department of Defense announced a five-year, approximately $9.7 billion enterprise software agreement involving Dell Federal Systems to provide and manage Microsoft-related software and cloud services for the US...
Anthropic on Thursday said it is launching an upgraded Claude Opus 4.8 model even as it works to release its powerful, market-moving Mythos model to all customers in the coming weeks. Mythos is the AI lab's large language model with advanced cybersecurity capabilities that have raised concerns among executives and world leaders about its impact. As a part of Project Glasswing, major tech firms such as Amazon, Microsoft and Apple are permitted to use Mythos for cybersecurity purposes.
RGTI's 108-qubit Cepheus-1 launch and rising QPU demand strengthen its push toward quantum advantage and revenue growth.
The pitch for Vanguard Total Stock Market Index Fund ETF (NYSEARCA:VTI) has always been embarrassingly simple: own every public US stock that matters, charge almost nothing, and wait. That is it. The fund holds no tactical tilts, factor overlays, or managers trying to time the rotation out of tech. Which is why it is mildly ... Wall Street’s Laziest Fund Is Outperforming Against SPY – Time to Switch to VTI?
AAPL is baking Apple Intelligence into iPhone 17, Macs and services, aiming to drive upgrades and revenue, even as AI rivals surge.