Notícias

Shares of enterprise software giant Oracle (NYSE:ORCL) jumped 6.9% in the afternoon session after Snowflake's impressive earnings results provided the 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.

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.

Shares of e-commerce platform Shopify (NASDAQ:SHOP) jumped 6.8% 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.

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.

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.

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.

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, […]

The enterprise AI search startup tripled its annual revenue even as tech giants entered the category.

(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

Today, May 28, 2026, Snowflake’s surge on robust earnings and a multibillion‑dollar Amazon pact helped tech lead U.S. stocks to fresh gains.

(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.

Anthropic has raised $65 billion in funding, pushing the Claude maker to a $965 billion post-money valuation as ent...

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.

Tech stocks rose late Thursday afternoon, with the State Street Technology Select Sector SPDR ETF (X

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.

Today, May 28, 2026, investors piled into Snowflake after its Amazon pact and earnings beat, even as the Dow barely budged.

These AI stocks are going to be certain winners of the huge investments in data centers.