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Investing.com8d agoneutral
Atlassian results seen as ’game changer’ for AI kills software worries

The results carry implications well beyond Atlassian itself. Enterprise software stocks have been among the year’s hardest-hit groups on fears that AI would displace traditional collaboration and productivity tools, and TEAM’s print is now being read as a sector-wide inflection point, potentially benefiting direct peers such as Datadog (NASDAQ: DDOG) and Snowflake (NASDAQ: SNOW), both cited by analysts as comparable re-rating candidates.

Airbnb shares gain as investors cheer revenue forecast raise, AI payoff
Reuters8d agoneutral
Airbnb shares gain as investors cheer revenue forecast raise, AI payoff

Airbnb shares rose 9% in premarket trading on Friday as the vacation-rental firm's raised annual revenue forecast eased worries over the ‌fallout on global travel demand from the conflict in the Middle East. As ‌the war in Iran enters its sixth month, hotel operators and online travel agencies are banking on steady ​leisure demand and a host of upcoming international sporting events to help offset any likely impact. "Despite the ongoing conflict in the Middle East, we continue to see strong underlying demand globally," said finance chief Elinor Mertz on Thursday, adding that the company did not assume any ‌significant impact in its current ⁠quarter.