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Braze beat revenue estimates and raised its full-year outlook, yet its stock cratered while every peer in the sector held firm. One line in the earnings guide explains why investors are selling a growth story that looked strong on almost every other measure.
Chip stocks are standing out in what's shaping up to be a weak day on Wall Street. The Nasdaq has joined the other major indexes in trading lower after the jobs report as semiconductor stock gains weren't enough to offset broader weakness. The downturn came after news that the U.S. economy added more than double the jobs expected in August, fueling a brief spike in already high Treasury yields.
Software's biggest winners are selling off hard today while the broader tech index barely flinches, and the disconnect between those two moves reveals something traders need to understand before Snowflake's report hits after the close.
Salesforce's blowout quarter sent shockwaves through software stocks that never reported a single number this week, and the names catching the biggest bids are some of the most beaten-down agentic-AI plays in the market.
Salesforce spent months as the broken name in enterprise software, dragging the sector's AI credibility down with it. Now one earnings report and a surprise Anthropic partnership are forcing the bears to rethink everything.
A soft third-quarter profit outlook is overshadowing an otherwise clean beat at Zoom Communications (NASDAQ:ZM), sending the video collaboration name lower even as the broader software tape barely moves. Zoom stock is down 6% to $95.08 Wednesday morning after the company delivered a Q2 FY2027 double beat, raised its full-year outlook, and then guided Q3 ... Zoom Falls 6% as Soft Q3 Profit Guidance Overshadows a Double Beat; HubSpot and Monday.com Slip
Salesforce will report second-quarter earnings on Wednesday afternoon amid the most uncertainty it has faced since its earliest days. Wall Street analysts are projecting $3.27 in adjusted earnings per share, rising from $2.91 a year ago. Beginning last year, investors began selling off enterprise software stocks on the idea that much of what they do will be replaced by AI agents that can write software code and execute complex series of tasks from simple conversational commands.
Investing.com -- The software sector is catching a major tailwind today, fueled by a noticeable rotation out of semiconductor stocks and into high-growth enterprise tech. Microsoft’s (NASDAQ: MSFT) strong pre-market rally—driven by a massive $90 billion Q4 print and 43% Azure growth—has ignited a broader bid across the iShares Expanded Tech-Software Sector ETF.
Federal AI contracts are pouring into enterprise software order books, and two of the sector's most beaten-down stocks are suddenly surging. Whether today's rally marks a genuine turning point or a fleeting squeeze depends on details buried inside fresh earnings reports and a blockbuster government deal.
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