Cloud Software

Business

Amazon in Advanced Talks to Invest Up to $50 Billion in OpenAI, Signaling Major AI Ambitions

Amazon is reportedly negotiating a landmark investment of up to $50 billion in OpenAI, a move that would reshape the AI landscape and intensify its cloud rivalry with Microsoft and Google. The potential deal highlights the soaring costs of competing in generative AI and could redefine Amazon Web Services' strategy.

Jan 30, 2026

Business

Regulatory Headwinds Cloud Outlook for PDD Holdings Amid Broader China Internet Crackdown

While Morgan Stanley maintains an Overweight rating on PDD Holdings, the firm has removed the e-commerce giant from its Top Picks list, citing heightened regulatory scrutiny and a slower-than-expected consumer recovery in China.

Jan 30, 2026

Business

Dynatrace Stock Plunge: A Buying Opportunity or a Value Trap?

Dynatrace shares have tumbled over 34% in the past year, significantly underperforming the broader software sector. A deep dive into valuation metrics, including discounted cash flow and peer comparisons, suggests the stock may be trading at a substantial discount. We examine the numbers and the narrative shaping investor sentiment.

Jan 30, 2026

Business

U.S. Antimony Shares Tumble as Policy Shift Clouds Expansion Ambitions

United States Antimony (UAMY) faces a volatile market reaction following Washington's reported reversal on critical mineral price supports, casting uncertainty over its strategic expansion into Bolivia.

Jan 30, 2026

Business

Microsoft's AI Spending Spree Sends Shockwaves Through Markets, Dragging Tech Sector Into Bear Territory

A sharp sell-off in Microsoft shares following its earnings report has ignited fresh fears over the profitability of massive AI investments, pulling major indexes lower and pushing the software sector into a bear market.

Jan 30, 2026

Business

SAP Shifts Healthcare Strategy, Appoints New North America Chief Amid Market Scrutiny

SAP discontinues its legacy IS-H healthcare software in the DACH region, impacting dozens of hospitals, while appointing David Robinson to lead its crucial North American operations. The moves signal a strategic pivot as the enterprise software giant navigates a complex market landscape.

Jan 30, 2026

Business

Apple's Stellar Quarter Highlights Supply Chain Mastery, Yet AI Ambiguity Clouds Future

Apple's Q1 earnings smashed expectations, fueled by surging iPhone sales and robust performance in China. While CEO Tim Cook's operational prowess is undeniable, the company's muted AI strategy and reliance on a Google partnership left investors wanting more.

Jan 30, 2026

Business

Tesla's Q4 Results Spark Investor Dilemma: Short-Term Pain Versus AI-Driven Future

Tesla shares face pressure following mixed quarterly results, as surging software subscriptions and ambitious Robotaxi plans clash with declining automotive revenue and soaring capital expenditures.

Jan 30, 2026

Business

Veeva Systems: A Buying Opportunity or Overvalued Tech Play? Analysts Weigh In

Veeva Systems' stock has faced recent pressure, declining over 11% in the past year. A deep dive into its valuation reveals a stark contrast: a discounted cash flow model suggests significant upside, while its premium P/E ratio tells a more cautious tale. We examine the numbers and what they mean for investors eyeing the life sciences cloud leader.

Jan 30, 2026

Business

Google's Project Genie Shakes Up 3D Creation Arena, Casting Shadow Over Unity's Future

Google's unveiling of Project Genie, an AI tool for generating interactive 3D worlds, sends ripples through the game development sector, directly challenging incumbent platform Unity Software. The announcement coincides with a period of intense volatility and investor scrutiny for Unity, raising fundamental questions about its long-term strategic position in an AI-driven landscape.

Feb 2, 2026

Business

OpenAI Launches Codex Mobile App in Bid to Catch Rivals in Booming AI Coding Market

OpenAI has released a mobile application for its Codex AI coding assistant, aiming to close the gap with competitors like Anthropic in the lucrative and fast-growing market for AI-powered software development tools.

Feb 2, 2026

Business

Amazon's Latest Workforce Reduction Hits Seattle Hard: Over 2,000 Local Jobs Cut

Amazon's ongoing corporate restructuring has resulted in significant layoffs across its Seattle-area headquarters, with software engineers among the most affected roles, as the tech giant continues to streamline operations and invest in AI.

Feb 2, 2026

Business

Palantir Poised for Robust Q4 Earnings Amid Market Volatility

Palantir Technologies prepares to release its fourth-quarter financial results, with analysts forecasting significant growth despite recent pressure on its stock and broader software sector concerns.

Feb 2, 2026

Business

Microsoft's $357 Billion Sell-Off: A Buying Opportunity or a Sign of Deeper Trouble?

Despite posting blockbuster profits, Microsoft shares plunged 10% after its latest earnings, erasing hundreds of billions in market value. We examine whether Wall Street's reaction to cloud growth and AI spending fears is an overreaction or a prudent pause.

Feb 2, 2026

Business

UiPath: A Beaten-Down Leader in the Next Wave of AI Poised for a Turnaround

Despite a steep share price decline, UiPath is carving out a dominant position in the burgeoning 'agentic AI' market, which promises to automate complex workflows. Strong customer loyalty and improving profitability suggest the automation software provider may be undervalued ahead of a projected industry explosion.

Feb 2, 2026

Business

IREN Pivots from Bitcoin Mining to AI Infrastructure with Major Microsoft, Dell Deals

Digital infrastructure firm IREN secures a landmark $9.7 billion agreement with Microsoft and a massive GPU procurement from Dell, marking a strategic shift from cryptocurrency mining to powering the AI cloud boom.

Feb 2, 2026

Business

Microsoft Shares Tumble as AI Spending Fails to Meet Lofty Investor Expectations

Despite posting strong quarterly earnings, Microsoft's stock suffered its worst single-day drop in years as Wall Street focused on soaring capital expenditures and a slight deceleration in cloud revenue growth, highlighting the intense pressure on tech giants to deliver immediate AI payoffs.

Feb 2, 2026

Business

Oracle Stock Dips as $50 Billion AI Infrastructure Bet Sparks Debt Concerns

Oracle shares slid in premarket trading after the company unveiled plans to raise up to $50 billion this year to fuel its cloud and AI expansion, prompting investor unease over its growing debt burden and the long-term payoff of the sector's spending spree.

Feb 2, 2026

Business

VEON Doubles Down on Uzbekistan: Telecom Giant Opens New Cyber Hub and Launches AI Venture

VEON is deepening its investment in Uzbekistan's digital economy with a new network operations center for Beeline and the launch of BuildX, a software and AI development unit. The moves signal a strategic pivot from traditional telecom services towards higher-margin digital offerings in Central Asia.

Feb 2, 2026

Business

Beyond the Bottom Line: Two Profitable Stocks Building Momentum, One Facing Headwinds

Profitability alone doesn't guarantee a stock's success. We examine three companies with strong margins, highlighting two that are leveraging their financial health for growth and one where challenges may cloud the future.

Feb 2, 2026