iShares S&P Software Index Fund (IGV)

Salesforce's $8 billion buyout of Informatica boosts its AI and data integration business, influencing ETFs with stakes in Salesforce. Investors await its fiscal Q1 2026 earnings with strategic acquisitions and strong earnings making it a key player in AI and enterprise software industries.

Despite 10% revenue growth and an expanded gross margin, the company posted a net loss due to a $556 million goodwill charge.

AMD announced partnership with Red Hat to boost AI capabilities and modernize virtualization. AMD's GPUs are now supported on Red Hat OpenShift AI.

Federal agencies can access Slack Enterprise Grid at a limited-time 90% discount and close to 70% savings per user for Slack AI for Enterprise, valid through Nov. 30, 2025.

Oracle Corp. and seQure announce availability of Ground-Truth service on Oracle Cloud Infrastructure, offering automated threat detection and data observability.

TaskUs Inc. surges after strong Q1 results and $16.50/share all-cash buyout by Blackstone and co-founders. Deal to take company private.

FiscalNote (NYSE: NOTE) to sell Australian subsidiary to Thomson Reuters (NASDAQ: TRI) for $6.5M. Supports strategy to streamline operations and refocus on core strengths. Maintains FY25 guidance.

H.C. Wainwright initiated coverage at ‘Buy’ and a $480 price target earlier this week, citing its aggressive Bitcoin accumulation strategy as grounds for a premium valuation.

A Wall Street analyst thinks Microsoft stock has been "derisked" ahead of the software giant's fiscal Q3 report. MSFT stock fell Monday.

CEO Bill McDermott said the company’s position as the “platinum standard for enterprise‑grade AI drove these outstanding first quarter results.”

Cybersecurity stocks are showing resilience amid a downturn in the technology sector.

Palantir stock is on track to post a gain for the week amid volatile trading tied to President Donald Trump's trade tariffs.

The brokerage updated its outlook for Cloudflare as part of its broader note for infrastructure and artificial intelligence (AI) software companies.

CEO John Giamatteo said the company witnessed another quarter of strong financial performance from all three divisions, namely QNX, Secure Communications and Licensing.

Amazon stock fell on tariff fears as the tech giant rolled out a new AI agent that underscored its big investments in the technology.

Palantir stock may not be hitting home runs this year for investors. But PLTR stock is out-performing the Nasdaq and IGV software index.

KeyBanc analyst Jackson Ader said he expects revisions to fundamentals throughout the remainder of the year.

Oracle Corp. disclosed contracts and product enhancements, including Exadata Database Service on Exascale Infrastructure, easier management and pay-as-you-go pricing, and boosted employee experience.

Oracle announced deals with NVIDIA Corp. and Singapore's Defence Science and Technology Agency (DSTA).

Earnings and macro worries have been common catalysts that drove down these stocks this year.

Snap said the lenses will be powered by its generative AI video model built in-house.

Super Micro (NASDAQ: SMCI) is a top player in AI infrastructure with growing demand and potential for investors. ETFs like SMH, BOTZ and IGV can benefit from its growth.

Oracle enhances Investigation Hub Cloud Service with AI agents and workflows to automate financial crime investigations, driving operational efficiencies.