High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Wall Street is set to open higher on Thursday as strong Microsoft results helped technology stocks recover from their sharp post-Federal Reserve sell-off. Dow Jones futures were up 225 points, or 0.4%, while S&P 500 futures pointed to a 0.6% gain and the Nasdaq was called 1.3%...
Moby summary of Bandwidth Inc.'s Q2 2026 earnings call
The fair value estimate for Salesforce stock has been adjusted from US$248.24 to US$241.72, a relatively small move that still signals a shift in how the story is being modeled. This change sits against mixed Street commentary, with some analysts encouraged by Agentforce, Fin and large government wins, while others focus on slower core growth and open questions around AI monetization. As you read on, you will see how these differing views shape the evolving Salesforce narrative and what that...
Oracle's stock has fallen to a price floor that has launched powerful rallies before, but this time the company arrives with an unprecedented bet on its future.
Accenture's AI-powered Radisson booking app in ChatGPT expands its agentic commerce reach and may unlock more travel-sector transformation opportunities.
NOW is seeing accelerating Agentic AI adoption as rising customer demand and expanding AI products support long-term revenue growth.
Bandwidth (NASDAQ:BAND) reported second-quarter 2026 results that exceeded its expectations, citing demand for AI-enabled communications, enterprise modernization projects and operating leverage from its owned network. The company raised its full-year outlook after reporting 22% year-over-year reven
Moby summary of Ribbon Communications Inc.'s Q2 2026 earnings call
Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.
(Bloomberg) -- Nvidia Corp. Chief Executive Officer Jensen Huang defended open-weight artificial intelligence systems as crucial to the nascent AI industry, sending a cautionary message to officials in Washington who are debating how to respond to a surprise breakthrough from Chinese startup Moonshot.Most Read from BloombergChip Rout Deepens on Circular Funding, China Competition FearsNvidia’s $750 Billion in Deals Reignite Circular AI FearsCitadel Securities Sees Warsh Delivering Surprise Fed H
SAP is linking cloud ERP, trusted data and embedded AI to autonomous workflows, but legacy declines and execution risks keep investors cautious.
SAP is scaling agentic AI and usage-based cloud growth, but profit dilution, rising costs and long sales cycles keep execution risk in focus.
Night View Capital, an investment management firm, released its second-quarter 2026 investor letter. The letter highlights that AI is a transformative force, comparable to electricity due to its industry-wide impact. A copy of the letter can be downloaded here. Although fears about the software sector have led to significant declines in stock prices, the letter […]
Stock Market Today: The Dow Jones index rose, but tech futures dropped as chip stocks Micron and Sandisk dived. Coca-Cola jumped on earnings.
Wall Street is heading for another mixed session on Tuesday, with blue-chip gains offset by concerns about AI spending and Chinese competition weighing on some technology stocks. Dow Jones futures were up 317 points, or 0.6%, but the Nasdaq has been called 1% lower, with S&P 500 futures...
Both Salesforce and Disney have taken serious hits this year, but retirement investors face a genuine dilemma when the cheaper stock and the faster-growing stock point in opposite directions. Picking the wrong dip could cost you more than just patience.
Enterprise AI agents were meant to be the breakout software offering for 2026, yet instead they’ve become one of the major sources of buyer distrust. According to Anaconda and Forrester research, over 88% of AI agent pilots never reach production, as confirmed by independent polls from a16z and MIT Sloan’s CIO panel, while Gartner predicts […]
Earlier this month, the U.S. Department of Veterans Affairs awarded Salesforce, via its distribution network, a three-year Agentic Enterprise License Agreement with a total contract ceiling of US$1.60 billion to expand Missionforce, Agentforce, Slack, MuleSoft, Tableau, and Data 360 across its nationwide care network. The agreement spotlights how a large federal healthcare system is turning to Salesforce’s AI agents and unified data stack to support around 17 million Veterans with more...
The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +0.02%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.51%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.32%. September E-mini S&P futures (ESU26 ) rose +0.02%, and September E-mini Nasdaq futures...
US equity indexes were mixed Monday as crude oil declined on a lull in US strikes on Iran, while jit
Palantir is bouncing hard today while one of Wall Street's most famous short sellers still has a position against it. Elite fundamentals and a sky-high valuation are pulling this stock in opposite directions, and the next few weeks will reveal which side wins.
The Department of Veterans Affairs just handed the software giant a $1.6 billion vote of confidence in its AI agents.
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