Microsoft Offers 60,000 Buyouts to Fund AI CapEx Pivot
Microsoft offers voluntary buyouts to 60,000 workers to trim operating expenses and fund surging AI infrastructure CapEx. What it means for MSFT stock.
enterprise software
Why Adobe Stock Is Falling After Record Q3 Earnings
Adobe reported record Q3 revenue of $6.76B and announced a CEO transition, but shares fell after net new ARR dropped 36% on a freemium acquisition pivot.
Salesforce Q1 FY27 Preview: Agentforce Meets a -33% Stock
Salesforce reports Q1 FY27 on May 27, 2026. Revenue guide is $11.03-$11.08B; non-GAAP EPS guide is $3.11-$3.13. The number that matters: Agentforce ARR.
Workday Beats: Subs +14%, Raises FY27 Margin to 30.5%
Workday’s Q1 FY27 hit $2.54B in revenue and $616M in free cash flow; FY27 non-GAAP operating margin guidance was raised to 30.5%.
ServiceNow Pops 5% as BofA Restarts After $7.8B Armis Buy
ServiceNow stock jumped roughly 5% Monday after Bank of America restarted coverage at Buy, weeks after the $7.8B cash purchase of Armis and a $4B bond sale.
Atlassian Jumps 24% on Q3 Earnings Blowout and AI Momentum
Atlassian stock surged 24% after Q3 FY2026 results crushed estimates — revenue hit $1.79B (+32% YoY), non-GAAP EPS of $1.75 beat by 34%, and Rovo AI credits grew 20%+ monthly.