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NOW is seeing accelerating Agentic AI adoption as rising customer demand and expanding AI products support long-term revenue growth.

Bandwidth (NASDAQ:BAND) reported second-quarter 2026 results that exceeded its expectations, citing demand for AI-enabled communications, enterprise modernization projects and operating leverage from its owned network. The company raised its full-year outlook after reporting 22% year-over-year reven

Moby summary of Ribbon Communications Inc.'s Q2 2026 earnings call

Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.

(Bloomberg) -- Nvidia Corp. Chief Executive Officer Jensen Huang defended open-weight artificial intelligence systems as crucial to the nascent AI industry, sending a cautionary message to officials in Washington who are debating how to respond to a surprise breakthrough from Chinese startup Moonshot.Most Read from BloombergChip Rout Deepens on Circular Funding, China Competition FearsNvidia’s $750 Billion in Deals Reignite Circular AI FearsCitadel Securities Sees Warsh Delivering Surprise Fed H

For the same bet on enterprise software, Oracle presents a clearer forward path backed by a massive backlog, while Salesforce asks investors to underwrite a future turnaround.

Chip stocks fell for a fourth straight day, dragging the Nasdaq, as investors rotated into consumer staples and financials

Most software companies are expected to show a slowing pace of sales growth over the next two years. Oracle and DigitalOcean are among the exceptions.

SAP is linking cloud ERP, trusted data and embedded AI to autonomous workflows, but legacy declines and execution risks keep investors cautious.

SAP is scaling agentic AI and usage-based cloud growth, but profit dilution, rising costs and long sales cycles keep execution risk in focus.

Night View Capital, an investment management firm, released its second-quarter 2026 investor letter. The letter highlights that AI is a transformative force, comparable to electricity due to its industry-wide impact. A copy of the letter can be downloaded here. Although fears about the software sector have led to significant declines in stock prices, the letter […]

Stock Market Today: The Dow Jones index rose, but tech futures dropped as chip stocks Micron and Sandisk dived. Coca-Cola jumped on earnings.

Wall Street is heading for another mixed session on Tuesday, with blue-chip gains offset by concerns about AI spending and Chinese competition weighing on some technology stocks. Dow Jones futures were up 317 points, or 0.6%, but the Nasdaq has been called 1% lower, with S&P 500 futures...

Both Salesforce and Disney have taken serious hits this year, but retirement investors face a genuine dilemma when the cheaper stock and the faster-growing stock point in opposite directions. Picking the wrong dip could cost you more than just patience.

President Trump said that talks with Iran were taking place. In response, Brent crude further declined while Treasurys strengthened and the dollar fell.

Enterprise AI agents were meant to be the breakout software offering for 2026, yet instead they’ve become one of the major sources of buyer distrust. According to Anaconda and Forrester research, over 88% of AI agent pilots never reach production, as confirmed by independent polls from a16z and MIT Sloan’s CIO panel, while Gartner predicts […]

In UK company news, results are due from Unilever, Barclays, Games Workshop, Unite, Croda, SSP, Man Group and many more.

Earlier this month, the U.S. Department of Veterans Affairs awarded Salesforce, via its distribution network, a three-year Agentic Enterprise License Agreement with a total contract ceiling of US$1.60 billion to expand Missionforce, Agentforce, Slack, MuleSoft, Tableau, and Data 360 across its nationwide care network. The agreement spotlights how a large federal healthcare system is turning to Salesforce’s AI agents and unified data stack to support around 17 million Veterans with more...

The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +0.02%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.51%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.32%. September E-mini S&P futures (ESU26 ) rose +0.02%, and September E-mini Nasdaq futures...

US equity indexes were mixed Monday as crude oil declined on a lull in US strikes on Iran, while jit

Palantir is bouncing hard today while one of Wall Street's most famous short sellers still has a position against it. Elite fundamentals and a sky-high valuation are pulling this stock in opposite directions, and the next few weeks will reveal which side wins.

The Department of Veterans Affairs just handed the software giant a $1.6 billion vote of confidence in its AI agents.

The software giant sent a torrent of cash back to its owners, yet the stock fell far behind the market. Here’s what that trade-off really bought them.

Enterprise software names are staging one of their sharpest single-day reversals of the year, and the catalyst has less to do with their own fundamentals than with what is happening in a completely different corner of the market.

All three major indexes were lower than they started today's trading session, and chip stocks were leading the march lower. The Nasdaq was down 0.6% while the S&P 500 fell 0.3%, a reversal from early gains. The Dow was up, 0.2% or 89 points.

Enterprise software providers, many left behind in the artificial-intelligence boom, were the apparent beneficiaries of a pullback in chip and hardware stocks. Workday the human-resources software provider, was the top performer in the large-cap index on Monday, jumping 9.3%. Altogether, the much-watched exchange-traded fund, or IGV, rose 4%, while the ETF, or SOXX, slumped 3.1%.

The partnership forms as agentic commerce continues to grow.

Stock Market Today: The Dow Jones index jumped 575 points on hopes of U.S.-Iran talks. Oil prices plunged 7% premarket Monday.

Wall Street stocks are predicted to open sharply higher on Monday as a pause in US and Iranian attacks sent oil prices tumbling ahead of a massive week for markets, including a Federal Reserve meeting and earnings from several tech megacaps. Dow Jones futures were up 568 points, or 1.1%,...

Nvidia (NVDA) is leading an initiative among a number of companies advocating for open-source AI too