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Software & cloud

17 covered stocks · 7 with direct model links · 15 with model news links

ORCLOracle122.93 -3.29%
35 direct40 2nd-order
▲Oracle Targets $225B Revenue by 2030 as AI Cloud Build-Out Accelerates
NOWServiceNow100.66 -0.00%
16 direct16 2nd-order
▲ServiceNow: The Shift From Seats To 'Assists' Uncaps Exponential Growth
PLTRPalantir167.46 -2.40%
26 direct2 2nd-order
▼Palantir Grows Revenue 96% as New Deals Slow: Rapid Earnings Reaction
MSFTMicrosoft523.13 +0.02%
71 direct199 2nd-order
▲Microsoft and Amazon combine for a $400 billion market-cap boost — and these factors show why
DDOGDatadog180.08 -2.37%
2 direct11 2nd-order
▲Sandisk, Datadog, Amazon Lead S&P 500 As AI Stocks Rebound
CRMSalesforce217.23 -0.16%
1 direct22 2nd-order
▲ServiceNow: The Shift From Seats To 'Assists' Uncaps Exponential Growth
INTUIntuit343.66 +1.03%
1 direct
▲Meta Is Back in the AI Race. Muse Wonder Just Ranked #2 for Accounting, According to DualEntry Accounting AI Benchmark
VEEVVeeva Systems301.51 -0.30%
4 2nd-order
▲Oracle and AstraZeneca Partner to Advance AI-enabled Healthcare Innovation
SNOWSnowflake287.19 -3.85%
19 2nd-order
▲Palantir: The Trust Layer For Agentic AI Heading Into Q3 Earnings
WDAYWorkday193.85 +1.68%
3 2nd-order
▼ServiceNow Has Become The Canary In The Coal Mine For Agentic-AI Driven Software Implosion
ADBEAdobe240.56 +0.85%
9 2nd-order
▲Google taught the world how to search. Now it faces a revolution it can't afford to lose.
MDBMongoDB330.92 -2.61%
9 2nd-order
▼Oracle Stock Jumps 11% on Rosy Long-Term Targets
PATHUiPath13.2 +0.73%
2 2nd-order
▼Palantir Just Had Its Best Growth Quarter Ever. Why Are Investors Selling?
APPAppLovin408.89 +3.86%
2 2nd-order
▲The State Of The AI Trade: Someone Has To Pay The Bill
ADSKAutodesk266.19 +2.59%
1 2nd-order
▲ServiceNow Q3 Earnings Loom: Hold or Fold NOW Stock Ahead of Results?
HUBSHubSpot217.78 +0.90%
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TEAMAtlassian150.8 -0.98%
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Stock	Delayed quote	Model news links	Top-ranked story (model)
ORCL Oracle	122.93 -3.29%	35 direct40 2nd-order	▲Oracle Targets $225B Revenue by 2030 as AI Cloud Build-Out Accelerates
NOW ServiceNow	100.66 -0.00%	16 direct16 2nd-order	▲ServiceNow: The Shift From Seats To 'Assists' Uncaps Exponential Growth
PLTR Palantir	167.46 -2.40%	26 direct2 2nd-order	▼Palantir Grows Revenue 96% as New Deals Slow: Rapid Earnings Reaction
MSFT Microsoft	523.13 +0.02%	71 direct199 2nd-order	▲Microsoft and Amazon combine for a $400 billion market-cap boost — and these factors show why
DDOG Datadog	180.08 -2.37%	2 direct11 2nd-order	▲Sandisk, Datadog, Amazon Lead S&P 500 As AI Stocks Rebound
CRM Salesforce	217.23 -0.16%	1 direct22 2nd-order	▲ServiceNow: The Shift From Seats To 'Assists' Uncaps Exponential Growth
INTU Intuit	343.66 +1.03%	1 direct	▲Meta Is Back in the AI Race. Muse Wonder Just Ranked #2 for Accounting, According to DualEntry Accounting AI Benchmark
VEEV Veeva Systems	301.51 -0.30%	4 2nd-order	▲Oracle and AstraZeneca Partner to Advance AI-enabled Healthcare Innovation
SNOW Snowflake	287.19 -3.85%	19 2nd-order	▲Palantir: The Trust Layer For Agentic AI Heading Into Q3 Earnings
WDAY Workday	193.85 +1.68%	3 2nd-order	▼ServiceNow Has Become The Canary In The Coal Mine For Agentic-AI Driven Software Implosion
ADBE Adobe	240.56 +0.85%	9 2nd-order	▲Google taught the world how to search. Now it faces a revolution it can't afford to lose.
MDB MongoDB	330.92 -2.61%	9 2nd-order	▼Oracle Stock Jumps 11% on Rosy Long-Term Targets
PATH UiPath	13.2 +0.73%	2 2nd-order	▼Palantir Just Had Its Best Growth Quarter Ever. Why Are Investors Selling?
APP AppLovin	408.89 +3.86%	2 2nd-order	▲The State Of The AI Trade: Someone Has To Pay The Bill
ADSK Autodesk	266.19 +2.59%	1 2nd-order	▲ServiceNow Q3 Earnings Loom: Hold or Fold NOW Stock Ahead of Results?
HUBS HubSpot	217.78 +0.90%	—	—
TEAM Atlassian	150.8 -0.98%	—	—

Quotes are delayed. News links are model classifications, not verified article mentions; older records without a link type are grouped as direct. Ranking uses time-decayed model scores and preset analysis windows, not observed price effects or expected returns. A window ending does not establish that the market impact has ended.

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