News

The largest exchange-traded fund (ETF) tracking U.S. software stocks clocked the biggest single-day buy-in by retail investors ‌on record on Monday, data from Vanda Research showed. Software ‌stocks have largely recovered their losses from earlier this year when fears of ​industry-wide disruptions due to the rise of AI gripped the sector, though volatility still persists. Mom-and-pop traders bought stock worth a net $46 million in the iShares Expanded Tech-Software Sector ETF on Monday, surpassing ‌the previous single-day ⁠record by roughly 40%, as per Vanda.

The software sector is currently caught in a tug-of-war between profound optimism and existential dread over the future of artificial intelligence. After a brief period of euphoria, reality—and algorithmic trading—bit back hard, sending major software stocks tumbling in a sudden reversal. The iShares Expanded Tech-Software Sector ETF fell 3%, wiping out half of the 6% gains it had recorded just a day prior. The bleeding was widespread across the industry’s biggest names: Atlassian plunged 8%, Hu

Zoom (ZM) is actively shedding its reputation as a single-use utility. Following a robust Q1 FY27 earnings beat and a speculative surge tied to Anthropic's IPO plans, shares have rallied to $112. As the stock trades at a notable premium, investors must determine if Zoom's AI-driven enterprise pivot truly justifies this momentum.

AI giant Anthropic said on Monday it has confidentially filed for a U.S. initial public offering, teeing up a watershed moment for Wall Street's AI frenzy. Tech stocks continue to lead the Nasdaq Composite and S&P 500 in a record-breaking market rally, while Elon ‌Musk's SpaceX is set to price its IPO this month and Anthropic rival OpenAI, led by Sam Altman, is waiting on deck. U.S. stocks were ‌mixed on Monday afternoon, with the Nasdaq up 0.3%, the S&P 500 up 0.1% and the Dow industrials off 0.3%.

The deal is expected to close in the third quarter of FY27.

Find insight on Cogeco Communication, the memory shortage and more in the latest Market Talks covering technology, media and telecom.

Stock Market Today: The Dow Jones index rose Monday amid ongoing hopes for a U.S.-Iran deal. Nvidia stock jumped on a new chip.

Palantir stock rose Monday, eyeing an early buy point, as software names again rallied, boosted by financial results at Snowflake and Dell.

Salesforce, Inc. (NYSE:CRM) is one of the 8 Most Undervalued AI Stocks to Buy According to Hedge Funds. On May 27, 2026, CNBC reported that Salesforce, Inc. (NYSE:CRM)’s Q1 fiscal 2027 results beat estimates while guiding slightly below expectations. The company had adjusted EPS of $3.88 while revenue was $11.13 billion, growing by 13% year […]

Shares of ServiceNow (NYSE:NOW) are up 14% in Friday trading, changing hands at roughly $124 after closing Thursday at $108.73. The pop comes as capital rotates back into beaten-down enterprise software names following a blowout quarter from Dell Technologies (NYSE:DELL). The move is striking given the setup. ServiceNow stock still sits 47% below its one-year ... ServiceNow Soars 14% on Enterprise AI Rotation as Dell’s Blowout Earnings Lift Software Sector

Dell Technologies (DELL) stock is on the move in Friday's pre-market trading as its share price soars by as much as nearly 40% — bringing the share price into the $400 range — after reporting a booming $60 billion in AI server sales for the company's first quarter. Morning Brief Host Julie Hyman and Yahoo Finance Head of News Myles Udland dive into Dell's earnings results and how its AI demand-driven growth compares to that seen in the software sector.

Salesforce has spent much of the past year trying to convince investors that the next version of enterprise software will be built around AI agents. A new bearish note says that story still has a harder test in front of it. Salesforce (CRM) reported a record fiscal first quarter, giving bulls ...

Artificial intelligence agents are no longer a pilot project for Salesforce, but a key driver for the software behemoth. That was the core message Salesforce (CRM) Chair and CEO Marc Benioff delivered during the company's fiscal first-quarter 2027 earnings call on May 27. The numbers he ...

Salesforce guided second-quarter revenue below expectations as investors weighed AI disruption concerns and Agentforce growth.

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.

Asana will incorporate Stack AI into its growing suite of AI workflow tools.

Snowflake (SNOW) stock is skyrocketing after the company reported quarterly earnings that beat analysts' estimates. Salesforce's (CRM) earnings also beat Wall Street's estimates, though its second quarter revenue outlook fell short. Guggenheim Securities senior research analyst and senior managing director of software, John DiFucci, joins Yahoo Finance to explain why Snowflake is surging and why Salesforce is falling flat.

Snowflake (SNOW) stock is skyrocketing after the company reported quarterly earnings that beat analysts' estimates. Salesforce's (CRM) earnings also beat Wall Street's estimates, though its second quarter revenue outlook fell short. Guggenheim Securities senior research analyst and senior managing director of software, John DiFucci, joins Yahoo Finance to explain why Snowflake is surging and why Salesforce is falling flat.

Salesforce posted 13% revenue growth and lifted its FY27 outlook after reporting $1.2 billion in Agentforce ARR, up 205% year over year, offering one of the clearest public readouts yet…

Snowflake (SNOW) stock is soaring by over 30% on Thursday after the company reported AI demand to have driven better-than-expected first quarter results alongside revenue growth of 33%. PNC Asset Management Group CIO Amanda Agati and Yahoo Finance Senior Business Reporters Brooke DiPalma and Ines Ferré take a closer look at the post-earnings stock reactions from Snowflake and fellow software company Salesforce (CRM).

Salesforce Stock Falls After Earnings. Benioff Says AI Push Is Just Getting Started

Snowflake stock jumped after a better than expected quarter driven by accelerating enterprise AI demand.

The cloud software company reported $11.1 billion in first-quarter revenue, but its full-year outlook landed just below Wall Street expectations

The main US stock measures were trending lower in Thursday's premarket activity amid renewed tension

Salesforce's Q1 fiscal 2027 call spotlights Agentforce, Slack and "Headless 360" as it lifts revenue guidance and defends a stronger second half.

Salesforce Inc (CRM) reports a 13% revenue increase and surpasses $1 billion in Agentforce ARR, while addressing challenges in marketing and commerce segments.

In the first quarter of fiscal 2027, Salesforce returned $27.5 billion to shareholders.

US stock futures edged up as a wave of tech earnings boosted confidence in the AI trade.

Salesforce (NYSE:CRM) reported what executives described as an “outstanding” fiscal 2027 first quarter, highlighting double-digit revenue growth, margin expansion, strong cash flow and accelerating adoption of its Agentforce artificial intelligence products. Chair and CEO Marc Benioff said Salesfor

Salesforce expects average Q2 revenue at $11.3 billion, marginally missing expectations of $11.4 billion.