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Workday Cuts About 500 Jobs in Second Layoff of 2026

Investors will watch whether the $65M–$85M in one‑time charges widens the GAAP versus non‑GAAP margin gap ahead of the November quarterly report.

Microsoft Recasts Copilot as Unified Workspace With Home, Code and Autopilot

Palantir Raises 2026 Outlook After Breakout Quarter as Deployment Capacity Becomes Central

Oracle’s AI Bookings Validate Growth as Cash Burn and Heavy Financing Cloud the Outlook

Larry Ellison Cancels Plan to Sell $7.5 Billion of Oracle Stock

Snowflake Rerated After AI-Fueled Quarter and Upgraded Guidance

UiPath Beats Q2 Targets but Stock Plummets After Investors Question Growth Path

Asana Reports Q2 Beat but Issues Cautious Q3 Outlook as AI Costs Rise

C3.ai Narrows Losses and Wins Big Contracts as Revenue Falls 27%

Elastic Stock Climbs After Q1 Beat and Raised Fiscal Guidance

Citi Puts Oracle on 90‑Day Watch and Calls the July Rout a Buying Opportunity

Silver Lake Reportedly in Confidential Talks to Buy Workday

Dynatrace Agrees to Buy Arize for $915 Million

Okta Agrees to Acquire Permiso for About $200 Million

Pentagon Gives Oracle a 10-Year, Up to $6.99 Billion Enterprise Software Deal

Pentagon Awards Oracle Nearly $7 Billion Enterprise Software Agreement

ServiceNow Beats Q2 Estimates and Raises Subscription Forecast

OpenAI Launches Presence to Run AI Agents Inside Companies

Oracle Stock Plunges as Credit Cut Raises Pressure on AI Data‑Center Build-Out

Okta Beats Q1 Estimates as Demand for AI-Agent Security Grows