Topic: software

Analysts Morgan Stanley recommend buying Alibaba (BABA), Grab (GRAB), Cadence Design Systems (CDNS), and Natera (NTRA) ahead of earnings

07/25/2026, 06:32 AM investing recommendation Analysts: analysts, Morgan Stanley software consumer

Morgan Stanley identifies several stocks, including Alibaba and Grab, as having significant upside potential ahead of their upcoming earnings reports, suggesting investors consider these opportunities despite recent price fluctuations.

Uber and Waymo to End Exclusivity Agreement for Robotaxi Services in Atlanta and Austin

07/24/2026, 03:37 PM economy announcement software

Uber and Waymo are set to end their exclusivity agreement in Atlanta and Austin, allowing Waymo to launch its own app in January 2028. This shift could impact Uber's market position as it opens the door for competition in the autonomous vehicle space.

Alphabet (GOOGL) Increases AI Capital Expenditure Forecast, Impacting Free Cash Flow

07/24/2026, 01:36 PM economy forecast ai software

Alphabet's announcement of increased capital expenditures for artificial intelligence has raised concerns among investors about the financial implications for major tech companies, particularly regarding free cash flow and future profitability.

Oil Prices Surge Above $100, Prompting Market Sell-Off Amid New Tariffs and Intel Earnings

07/24/2026, 05:36 AM economy review energy software

Recent market fluctuations are largely driven by rising oil prices and new tariffs, which could impact inflation and investor sentiment. Key earnings reports from major companies like Intel also highlight sector-specific growth amidst broader market challenges.

Oracle (ORCL) Secures $7 Billion Software Contract with Pentagon for Military and Intelligence Use

07/23/2026, 02:36 PM economy announcement software ai

Oracle's recent $7 billion contract with the Pentagon marks a significant opportunity for the company amid investor concerns, potentially stabilizing its stock performance and enhancing its position in the defense sector.

Stocks Making Significant After-Hours Moves: Intel Rallies 9% on Strong Revenue Growth, Deckers Slides 3%, and Boston Beer Reaffirms Earnings Guidance

07/23/2026, 02:36 PM business review software semiconductors

Intel's strong quarterly revenue growth significantly boosted its stock, while other companies like Deckers and Robert Half faced declines due to disappointing earnings results.

IBM CEO Arvind Krishna Addresses Investor Concerns Over AI’s Impact on Software Unit Amid Disappointing Q2 Results

07/23/2026, 12:37 PM economy review software finance

IBM's CEO Arvind Krishna reassured investors that only 2% of the company's software is at risk of being replaced by AI, following disappointing quarterly results that saw a significant drop in mainframe and transaction processing revenue.

Amazon and Microsoft Adjust Cloud Gaming Strategies to Attract Different Player Segments

07/23/2026, 09:36 AM economy review software gaming

Amazon and Microsoft are adapting their cloud gaming strategies to attract more players, with Microsoft testing an ad-supported streaming model and Amazon integrating its Luna service into Prime Video, aiming to enhance visibility and accessibility for casual gamers.

Google Cloud CEO Thomas Kurian Reports 50% Increase in Customer Spending Amid Strong Cloud Growth

07/23/2026, 08:37 AM economy growth software ai

Google's cloud business is experiencing significant growth, with existing customers increasing their spending by approximately 50%, which is crucial for the company's overall performance amid rising capital expenditures.

White House Official Accuses Moonshot AI of Accessing Nvidia Chips Despite Export Ban

07/23/2026, 04:37 AM economy announcement ai software

The White House has accused Chinese AI company Moonshot of illegally accessing Nvidia's advanced chips, highlighting ongoing tensions in the U.S.-China AI arms race and raising concerns about intellectual property theft.