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ServiceNow Rallies After Bank of America Buy as AI Orchestration Push Faces Revenue Tests

ServiceNow seeks to become the enterprise control layer for AI agents by launching orchestration products that could expand workflows and revenue.

Workday Beats Q1 Estimates, Raises Margin Forecast and Flags Early AI Traction

TCW Growth Fund Falls 11.75% in Q1, Adds McKesson and Palantir

Microsoft Retires Teams’ Together Mode in Shift to Simpler Gallery View

Ackman’s Pershing Square Reveals $2.1 Billion Microsoft Stake, Exits Alphabet

Newsom Proposes Sales Tax on Digital Software and Cloud Services

Microsoft’s AI Bet Fuels Growth as $190 Billion Buildout Tests Investors

Dynatrace Surpasses $2 Billion in ARR and Sets FY27 Growth Targets

Microsoft Adds Cloud Rollbacks for Faulty Windows Update Drivers

Microsoft Israel Chief Exits as Probe Flags Defense Cloud Misuse

Datadog Surges on Earnings Beat and AI Momentum

Broadcom Deepens AI Push With VMware VCF 9.1 and Google Cloud Partnership Extension

Gmail Rolls Out Gemini Writing Upgrades That Match Your Voice and Pull Workspace Context

Microsoft Posts Strong AI and Cloud Growth as $190 Billion Capex Plan Pressures Margins

Perplexity Launches New macOS App That Brings ‘Personal Computer’ Agent to Macs

Datadog Soars After Q1 Beat, Raised Outlook and FedRAMP High Clearance

Figma Shares Rise Ahead of May 14 Results on 38% Q1 Revenue Outlook

Veeva Systems to Join S&P 500, Replacing Coterra Energy

ServiceNow Stock Near 52-Week Low Despite Q1 Beat and Raised Outlook

Leaks Point to WhatsApp’s Encrypted First-Party Cloud Backups in Development