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UiPath Posts Stronger Margins and Raised Guidance as Stock Swings After Earnings

Improved profitability and new Maestro agentic products pose a test of whether customers will drive faster ARR growth.

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

Asana Acquires StackAI to Add Cross-System No-Code AI Agents

Enterprises Face Identity Crisis as AI Agents Outpace IAM

monday.com Reports Strong Q1 Results While Shares Trade Roughly 75% Below Year‑Ago Levels

Workday Rallies After Q1 Beat as AI Agent Adoptio n Boosts Contracts

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

Bank of America Cuts Salesforce to Underperform With $160 Target