'Muon Space Raises $250 Million With Google, Salesforce Backing' - Bloomberg

Shares of software companies are trading lower amid a rotation out of technology and AI-related stocks. Rising inflation concerns and elevated oil prices are fueling expectations for further Fed tightening, while elevated borrowing costs could weigh on demand, valuations and debt metrics.

Why Is Salesforce Stock Gaining Thursday?

Salesforce Inc. (NYSE: CRM) stock climbs amid enterprise software strength, bullish technical setup, and major UK deal.

Better High-Growth Software Stock for 2026: Figma vs. ServiceNow

The article compares two high-growth software companies: Figma, a rapidly expanding collaborative design platform with 41% revenue growth but significant losses, and ServiceNow, a mature enterprise workflow automation platform with consistent profitability and 20.9% revenue growth. The analyst recommends ServiceNow as the more conservative choice due to its proven profitability and stable operations, despite Figma's higher growth potential.

Shares of enterprise software companies are trading higher amid an investor rotation from highly leveraged AI-exposed names into the legacy tech services sector. Fears of persistently high inflation and interest rates may increase the appeal of the industry's proven business models.

Consumer Tech (Oct 12-16): Big Banks Reports Earnings, Anthropic Revenue Jumps 45% & More

TSMC reported third-quarter revenue of $46.7 billion, up 16.2% sequentially and above the high end of its guidance as AI chip demand grows.ASML raised the lower end of its 2026 sales outlook after strong third-quarter results, as accelerating AI investment pushed customers to expand equipment plans.

Disney to Spend $60 Million a Year on Character.AI Talent After Its Own Layoffs as AI Startup Faces Bankruptcy

Disney plans to spend $60 million annually on 66 Character.AI employees despite recent layoffs as its AI strategy expands.