Financial News

Workday, Inc. (NASDAQ:WDAY) was among the stocks Jim Cramer looked at as he explained the need for a tame bond market for the stock market to go higher. Cramer addressed the AI worries affecting the stock, as he remarked: We also get numbers from Workday. Alright, now this once beloved software as a service company, […]

The S&P 500 Index ($SPX ) (SPY ) today is up +0.78%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.75%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.24%. June E-mini S&P futures (ESM26 ) are up +0.70%, and June E-mini Nasdaq futures...

The S&P 500 Index ($SPX ) (SPY ) today is up +0.27%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.09%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.55%. June E-mini S&P futures (ESM26 ) are up +0.26%, and June E-mini Nasdaq futures...

A court has dismissed the amended shareholder lawsuit against Adobe related to alleged securities law violations tied to competition from Figma. The plaintiff is appealing the court's orders, keeping the case active and the legal issues unresolved. The dispute centers on Adobe's disclosures about competitive dynamics and product adequacy, which are important for assessing risk and governance. For investors following NasdaqGS:ADBE, this legal update sits alongside a stock that has faced...

Zeta Global expands OpenAI ad ops partnership, boosting revenue potential and validating 2028 targets. Read the full analysis here.

The 30-year US Treasury yield touched 5.18% on Tuesday, the highest level since the early days of the 2007 financial crisis. That's not a footnote.

A number of stocks jumped in the afternoon session after President Trump's state visit to Beijing lifted market sentiment across tech, with the S&P hitting a record high above 7,500.

Bank of America reinstated coverage of Zeta Global (NYSE:ZETA) with a Buy rating and a $24 price target, ending an extended quiet stretch on the AI marketing platform. The reinstatement lands just weeks after a blowout Q1 2026 report and signals renewed Wall Street conviction in the AdTech recovery story. For long-term investors, the call ... BofA Just Reinstated Zeta as a Buy With a $24 Price Target. Is AdTech Heating Up?

ServiceNow and Adobe have rallied single digits over the last month and could play catch up to large-cap peers like Datadog and CrowdStrike.

SAN FRANCISCO, May 19, 2026--fal, the leading generative media infrastructure company for developers, today announced it has partnered with Amazon Web Services (AWS) as its preferred cloud provider. Founded in 2021, fal has raised $300M to date, most recently in a Series D led by Sequoia Capital, with participation from Kleiner Perkins, Andreessen Horowitz, and others, valuing the company at $4.5B. The collaboration enables fal to leverage AWS’s advanced infrastructure and AI services to better

The S&P 500 Index ($SPX ) (SPY ) today is down -0.68%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.34%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.95%. June E-mini S&P futures (ESM26 ) are down -0.75%, and June E-mini Nasdaq futures...

CNBC's "Power Lunch" team discusses Google's artificial intelligence developments and the broader rally in tech stocks with Nancy Tengler of Laffer Tengler Investments.

ServiceNow (NOW) shares are extending their gains in this trading week, jumping by nearly 5% on Tuesday morning in a new push by software stocks. Yahoo Finance Senior Reporter Ines Ferré takes a closer look at why investors may be rotating out of semiconductor stocks into software. AI semiconductor giant Nvidia (NVDA) is scheduled to report first quarter earnings this Wednesday, May 20.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.35%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.19%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.45%. June E-mini S&P futures (ESM26 ) are down -0.40%, and June E-mini Nasdaq futures...

ServiceNow stock jumped along with the software sector, which has rebounded in recent sessions.

ServiceNow erased gains after the stock jumped along with the software sector, which has rebounded in recent sessions.

Software ETFs like IGV and WCLD are outperforming QQQ over the past month as fresh momentum builds around names like NOW and CRM.

They're not talking about the future anymore. NextEra Energy bid $67 billion for a utility company on Monday because America needs electricity and it needs it right now.

Notion, which makes collaboration software, ranks No. 10 on CNBC’s 2026 Disruptor 50 list.

Canva, which is a leader in creative design tools, ranks No. 20 on CNBC’s 2026 Disruptor 50 list.

Runway, an AI filmmaking startup, ranks No. 45 on CNBC’s 2026 Disruptor 50 list.

Replit, one of the hottest names in vibe coding, ranks No. 42 on CNBC’s 2026 Disruptor 50 list.

Diamond Hill's Q1 report discusses market volatility and performance impacts from AI on software holdings. Read the full analysis for more details.

'Mad Money' host Jim Cramer talks how to navigate a market rotation.

Bank of America analysts reinstated coverage of two software plays on Monday, but took widely different views about how they will be affected by artificial intelligence. A team led by Tal Liani reinstated coverage of ServiceNow with a Buy rating and a $130 price target, which currently represents 28% upside. Meanwhile, the firm reinstated coverage of Salesforce with an Underperform rating and a $160 price target.

ADBE vs. CDNS: Which Stock Is the Better Value Option?

Adobe (ADBE) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Salesforce, facing AI-driven structural reset, receives Underperform rating from BofA analyst due to muted growth and competitive risks.