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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.
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...
Wall Street stocks are predicted to open sharply higher on Monday as a pause in US and Iranian attacks sent oil prices tumbling ahead of a massive week for markets, including a Federal Reserve meeting and earnings from several tech megacaps. Dow Jones futures were up 568 points, or 1.1%,...
Nvidia assembled nearly 40 tech and cybersecurity giants for a new open-source AI defense coalition, but Meta was not among the listed founding members.
ADBE's 40% slide from its 52-week high reflects AI monetization doubts, slower near-term ARR growth and leadership changes despite strong adoption.
Earlier this week, Morgan Stanley started coverage of ServiceNow with an ‘Overweight’ rating.
Multiple downgrades have put Salesforce (CRM) under pressure, as Morgan Stanley and KeyBanc questioned whether its heavy AI and Agentforce investments are meaningfully lifting organic growth while legacy businesses continue to drag on performance. See our latest analysis for Salesforce. Those concerns are hitting a stock that has already been under pressure, with Salesforce’s share price down 31.48% year to date and its 1 year total shareholder return declining 33.18%, even after a recent...
One Wall Street analyst says the company's AI transition isn't happening fast enough.
Salesforce Hit by Morgan Stanley Downgrade Over Sluggish Growth Outlook
Morgan Stanley believes Salesforce is ‘actively disrupting itself to position for the agentic era.’
Investing.com -- Morgan Stanley took a mixed stance on software stocks Tuesday, growing bearish on Adobe and Workday even as it maintained an ’Attractive’ view on the sector overall.
Oracle just shed a third of its value in a month while sitting on a backlog that one top Wall Street analyst calls the clearest forward-revenue signal he has ever seen in enterprise software. Something in that math does not add up, and figuring out which side is wrong could define the trade of the year.
IBM lost nearly a quarter of its market value on Tuesday after the stock suffered its steepest single-day decline since the company went public nearly 60 years ago.
A gloomy update from a famous peer negatively affected investor sentiment on CRM company.
Shares of the corporate stalwart plunged 25% as AI purchases crowd out traditional tech spending in many companies’ budgets.
SOUN's steep YTD drop reflects concerns over losses and cash burn, even as revenue grows and OASYS, LivePerson expand its AI platform.
IBM just logged its worst single-session collapse in nearly four decades, and the shockwaves are already hitting Microsoft, ServiceNow, and the broader software sector in ways that raise an uncomfortable question about where enterprise spending is actually going.
(Bloomberg) -- Shares of software and IT services companies plunged Tuesday after International Business Machines Corp. reported preliminary results that missed analyst expectations, reigniting questions over the sector’s prospects.Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Embraces Australian Retirement System Backed by Larry FinkDisney Exiting Streaming Could Spur 40% Rally: Wells FargoO
Tech stocks faced downward pressure Tuesday as disappointing preliminary results from IBM (NYSE:IBM) rippled across the sector, pulling shares of major software companies lower. Following IBM’s update, investors reacted sharply to the cooling sentiment in the broader software space: Accenture (NYSE:ACN): Fell 8% ServiceNow (NYSE:NOW): Dropped 6% Workday (NASDAQ:WDAY): Declined 5% Salesforce (NYSE:CRM): Slipped 5% The decline is rooted in a fundamental shift in enterprise capital expenditure (cap
Stock Market Today: The Dow Jones index dropped Tuesday ahead of the June CPI inflation report. IBM stock plunged 23% on earnings.
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