ORCL·Technology·AI
Oracle AI Funding +9.9%: Warning Signs After AI Raise
Can Oracle keep winning the AI infrastructure race without forcing investors to rethink how that growth gets funded? Maik Kemper…
Cloud Computing
ORCL·Technology·AI
WDAY·Technology·Cloud Computing
Workday AI Strategy +7.6% as Google Cloud Deal Expands
Can Workday AI Strategy turn a flashy partnership into durable enterprise growth and justify the stock’s sharp rebound? Maik Kemper…
NOW·Technology·AI
ServiceNow AI Re-rating +9.2% as AI Optimism Returns
Is the ServiceNow AI Re-rating the start of a durable comeback, or just a sharp bounce in a still-volatile software…
ZS·Technology·Cloud Computing
Zscaler Forecast +11.4%: Upgrade Sparks Sharp Rebound
Has Wall Street overreacted to Zscaler’s long-term guidance reset, or is this rebound the start of a fresh rerating? Maik…
CRM·Technology·AI
Salesforce AI Investment +10.3% as Agentforce Gains
Can Salesforce AI Investment turn a strong quarter and Agentforce traction into a lasting breakout for the stock? Maik Kemper…
MSFT·Technology·AI
Microsoft AI Infrastructure +3.7% Surge on Build Buzz
Can Microsoft turn its AI infrastructure push into another leg higher for the stock as Build conference expectations intensify? Maik…
CRM·Technology·AI
Salesforce Earnings +4.7%: Can AI Claims Silence Doubts?
Can Salesforce finally turn AI hype into visible growth, or are investors right to keep doubting the story? Maik Kemper…
MDB·Technology·AI
MongoDB Earnings +10.6% as Atlas Growth Lifts Outlook
Did MongoDB just prove its AI and cloud database story still deserves a premium valuation? Maik Kemper Editor in Chief…
CRM·Technology·AI
Salesforce Earnings at $11.13B: Strong Quarter, AI Doubts
Can Salesforce Earnings keep investors patient if AI momentum is rising but revenue guidance still leaves Wall Street wanting more?…
MSFT·Technology·AI
Microsoft AI Models +3.3% as Build AI Push Accelerates
Can Microsoft AI Models turn heavy AI spending into a stronger lead in coding, cloud, and enterprise software? Maik Kemper…