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Software & cloud

16 names · 14 named directly by the news · 15 affected

MDBMongoDB362.21 -3.12%
5 direct12 2nd-order
▲MDB Q2 Earnings Beat Estimates on Atlas & EA Strength, Outlook Raised
SNOWSnowflake328.99 -0.22%
21 direct20 2nd-order
▲Snowflake Reports Financial Results for the Second Quarter of Fiscal 2027
ADBEAdobe252.23 +1.37%
32 direct2 2nd-order
▲Adobe posts record quarter, lifts guidance as AI push pays off
ORCLOracle150.28 -1.74%
75 direct14 2nd-order
▲Oracle's AI bet pays off as cloud momentum helps drive a rosier forecast
PLTRPalantir167.23 +0.83%
37 direct5 2nd-order
▲Nvidia Just Handed Its 1.3 Million-Part Supply Chain to a Stock Cramer Called Ice Cold
CRMSalesforce247.72 +1.94%
23 direct30 2nd-order
▲Salesforce's Q2 Results Squash 'SaaSpocalypse' Fears: On Track for H2 Organic Revenue Reacceleration
ADSKAutodesk212.4 +0.37%
4 direct3 2nd-order
▲Marvell, PayPal, Elastic, Autodesk, Gap, Workday, and More Stocks That Explain Today's Market
MSFTMicrosoft495.63 +0.65%
23 direct182 2nd-order
▲OpenAI to Spend $750 Billion on Compute by 2030 — But It's Short on Capacity
NOWServiceNow132.53 +1.04%
15 direct6 2nd-order
▲ServiceNow AI Control Tower Targets Security, Governance and Enterprise ROI
DDOGDatadog221.21 -0.23%
2 direct11 2nd-order
▲DDOG 8-K — Results of Operations and Financial Condition
TEAMAtlassian179.7 +0.07%
2 direct2 2nd-order
▲TEAM 8-K — Results of Operations and Financial Condition · Other Events
APPAppLovin323.96 +3.01%
2 direct
▲APP 8-K — Results of Operations and Financial Condition
WDAYWorkday185.7 +0.33%
1 direct9 2nd-order
▲AI isn't eating software after all — and the sector's ‘epic' rally could run through October
INTUIntuit321.57 +2.81%
1 direct1 2nd-order
▼Software Stocks Are Back. 2 Winners, 2 Losers—and Salesforce.
HUBSHubSpot225.33 +0.80%
2 2nd-order
▼Why Salesforce Stock Skyrocketed 40% Last Month
VEEVVeeva Systems262.4 +0.54%
—
—

Stock	Price	News impact	Strongest story
MDB MongoDB	362.21 -3.12%	5 direct12 2nd-order	▲MDB Q2 Earnings Beat Estimates on Atlas & EA Strength, Outlook Raised
SNOW Snowflake	328.99 -0.22%	21 direct20 2nd-order	▲Snowflake Reports Financial Results for the Second Quarter of Fiscal 2027
ADBE Adobe	252.23 +1.37%	32 direct2 2nd-order	▲Adobe posts record quarter, lifts guidance as AI push pays off
ORCL Oracle	150.28 -1.74%	75 direct14 2nd-order	▲Oracle's AI bet pays off as cloud momentum helps drive a rosier forecast
PLTR Palantir	167.23 +0.83%	37 direct5 2nd-order	▲Nvidia Just Handed Its 1.3 Million-Part Supply Chain to a Stock Cramer Called Ice Cold
CRM Salesforce	247.72 +1.94%	23 direct30 2nd-order	▲Salesforce's Q2 Results Squash 'SaaSpocalypse' Fears: On Track for H2 Organic Revenue Reacceleration
ADSK Autodesk	212.4 +0.37%	4 direct3 2nd-order	▲Marvell, PayPal, Elastic, Autodesk, Gap, Workday, and More Stocks That Explain Today's Market
MSFT Microsoft	495.63 +0.65%	23 direct182 2nd-order	▲OpenAI to Spend $750 Billion on Compute by 2030 — But It's Short on Capacity
NOW ServiceNow	132.53 +1.04%	15 direct6 2nd-order	▲ServiceNow AI Control Tower Targets Security, Governance and Enterprise ROI
DDOG Datadog	221.21 -0.23%	2 direct11 2nd-order	▲DDOG 8-K — Results of Operations and Financial Condition
TEAM Atlassian	179.7 +0.07%	2 direct2 2nd-order	▲TEAM 8-K — Results of Operations and Financial Condition · Other Events
APP AppLovin	323.96 +3.01%	2 direct	▲APP 8-K — Results of Operations and Financial Condition
WDAY Workday	185.7 +0.33%	1 direct9 2nd-order	▲AI isn't eating software after all — and the sector's ‘epic' rally could run through October
INTU Intuit	321.57 +2.81%	1 direct1 2nd-order	▼Software Stocks Are Back. 2 Winners, 2 Losers—and Salesforce.
HUBS HubSpot	225.33 +0.80%	2 2nd-order	▼Why Salesforce Stock Skyrocketed 40% Last Month
VEEV Veeva Systems	262.4 +0.54%	—	—

Quotes are delayed. News impact decays over each event's persistence window and drops out when it expires; this page is for ranking at a glance — exact counts live on the stock page.

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