AI

SentinelOne Inc. (NYSE:S) posted its first-quarter results after Thursday’s closing bell, missing analysts’ revenue estimates and issuing weak forward guidance. Here's a look at the details inside the report.  S stock is moving. Watch the price action here. SentinelOne Q1...

UiPath Inc. (NYSE:PATH) posted mixed first-quarter results after Thursday’s closing bell.  Here's a look at the details inside the report.  PATH stock is moving. Watch the price action here. UiPath Q1 Details      UiPath reported quarterly earnings of 15...

Autodesk Inc. (NASDAQ:ADSK) posted its first-quarter results after Thursday’s closing bell, beating estimates on the top and bottom lines. Here's a look at the details inside the report.  ADSK stock is moving. Watch the price action here. Autodesk Q1 Details     Autodesk reported...

Short sellers are piling into a wide-ranging group of names, with the latest Benzinga Pro data showing elevated bearish positioning across 10 stocks spanning energy, crypto, AI and enterprise software. PATH stock is heavily shorted. See the chart and price action here.  Venture Global (NYSE:...

Cognition, an artificial intelligence lab and software startup, has secured more than $1 billion in funding that values the company at $26 billion.  The round was led by Lux Capital, General Catalyst and 8VC with participation from existing backers such as Founders Fund, Elad Gil, Alpha Wave,...

Snowflake Inc. (NYSE:SNOW) dropped a one-two punch Wednesday evening: a blowout quarter and a $6 billion commitment to Amazon.com Inc. (NASDAQ:AMZN) AWS that signals the company is making a clear strategic bet on where the AI infrastructure war will be won. SNOW stock is soaring after earnings....

The AI infrastructure trade may be getting bigger again. That was one of the clearest messages coming out of Marvell Technology, Inc‘s (NASDAQ:MRVL) quarterly earnings call, where management argued that the rise of "agentic AI" could create another major wave of infrastructure spending across...

Snowflake Inc‘s (NYSE:SNOW) earnings call may have marked one of the clearest signs yet that AI is starting to move from experimentation into real enterprise monetization. The company's shares surged more than 35% premarket after management directly tied accelerating growth to adoption of its...

Arm Holdings Plc (NASDAQ:ARM) stock moved higher on Thursday as investors continued chasing AI-driven semiconductor momentum, with bullish analyst forecasts and growing optimism around Arm’s expanding role in next-generation AI infrastructure supporting the stock’s rally. • ARM...

Marc Benioff delivered a bold declaration during Salesforce, Inc‘s (NYSE:CRM) quarterly earnings call, arguing that the traditional SaaS model is becoming obsolete. "It's not the end of software," Benioff said. "It's the end of software that makes humans do all the work." That line may end...

AI dominated earnings calls across the tech sector this week. Snowflake Inc. (NYSE:SNOW), Salesforce, Inc (NYSE:CRM) and Marvell Technology, Inc (NASDAQ:MRVL) all spent large portions of their quarterly reports talking about agentic AI, enterprise automation, AI infrastructure and autonomous...

The AI trade has produced plenty of winners over the last two years. But in 2026, one software stock is quietly leaving some of Big Tech's biggest AI names in the dust. Datadog, Inc. (NASDAQ:DDOG) shares have surged nearly 66% year-to-date, dramatically outperforming Microsoft Corp (NASDAQ:MSFT),...

ZoomInfo Technologies Inc. (NASDAQ:GTM), HubSpot, Inc. (NYSE:HUBS) and Figma, Inc. (NYSE:FIG) may not dominate the AI headlines like Nvidia Corp (NASDAQ:NVDA) or Microsoft Corp (NASDAQ:MSFT), but JPMorgan thinks they could become some of the market's biggest software winners in the next phase of...

Snowflake Inc. (NYSE:SNOW) shares skyrocketed over 35% in premarket trading on Thursday after the AI data cloud provider crushed first-quarter fiscal 2027 expectations, upgraded its full-year growth outlook, and announced a massive $6 billion multi-year infrastructure agreement with Amazon.com Inc...

The S&P 500 Index has been scaling new highs, powered by the AI boom, resilient earnings and a still-growing economy. Current trends suggest that the index is no longer a diversified investment and is now heavily concentrated in semiconductor stocks, indicating a concentration issue....