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Software & cloud

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

MDBMongoDB357.97 -2.92%
5 direct13 2nd-order
▲MDB Q2 Earnings Beat Estimates on Atlas & EA Strength, Outlook Raised
SNOWSnowflake336.83 -0.10%
20 direct11 2nd-order
▲Snowflake Reports Financial Results for the Second Quarter of Fiscal 2027
CRMSalesforce249.3 -3.83%
32 direct9 2nd-order
▲Salesforce's Q2 Results Squash 'SaaSpocalypse' Fears: On Track for H2 Organic Revenue Reacceleration
ORCLOracle161.91 +1.97%
29 direct17 2nd-order
▼Wall Street Warns AI Stocks Are Starting to Trade Like Interest-Rate-Sensitive Credit
PLTRPalantir170.5 -2.20%
21 direct8 2nd-order
▲Peter Zaffino to Join Palantir Technologies as Global Head of Financial Services
ADBEAdobe257.46 -3.40%
12 direct4 2nd-order
▲Adobe to offer free access to AI tools in Saudi Arabia in $4 billion deal
ADSKAutodesk213.44 -2.05%
2 direct2 2nd-order
▲Marvell, PayPal, Elastic, Autodesk, Gap, Workday, and More Stocks That Explain Today's Market
NOWServiceNow133.94 -5.19%
10 direct19 2nd-order
▼ServiceNow Faces A Reality Check
TEAMAtlassian177.72 -6.26%
1 direct1 2nd-order
▲Software Stocks Are Back. 2 Winners, 2 Losers—and Salesforce.
DDOGDatadog208.25 -2.20%
3 direct14 2nd-order
▲DDOG 8-K — Results of Operations and Financial Condition
MSFTMicrosoft493.55 -1.23%
21 direct122 2nd-order
▼Big Tech Spent Over $1 Trillion on AI. The Bill Does Not Arrive Until It Depreciates.
APPAppLovin312.85 -2.41%
1 direct
▲APP 8-K — Results of Operations and Financial Condition
INTUIntuit318.09 -4.39%
1 direct
▼Software Stocks Are Back. 2 Winners, 2 Losers—and Salesforce.
WDAYWorkday186.65 -4.67%
2 direct8 2nd-order
▲AI isn't eating software after all — and the sector's ‘epic' rally could run through October
HUBSHubSpot244.05 -1.43%
4 2nd-order
▲Salesforce's Q2 Results Squash 'SaaSpocalypse' Fears: On Track for H2 Organic Revenue Reacceleration
VEEVVeeva Systems266.27 -3.21%
—
—

Stock	Price	News impact	Strongest story
MDB MongoDB	357.97 -2.92%	5 direct13 2nd-order	▲MDB Q2 Earnings Beat Estimates on Atlas & EA Strength, Outlook Raised
SNOW Snowflake	336.83 -0.10%	20 direct11 2nd-order	▲Snowflake Reports Financial Results for the Second Quarter of Fiscal 2027
CRM Salesforce	249.3 -3.83%	32 direct9 2nd-order	▲Salesforce's Q2 Results Squash 'SaaSpocalypse' Fears: On Track for H2 Organic Revenue Reacceleration
ORCL Oracle	161.91 +1.97%	29 direct17 2nd-order	▼Wall Street Warns AI Stocks Are Starting to Trade Like Interest-Rate-Sensitive Credit
PLTR Palantir	170.5 -2.20%	21 direct8 2nd-order	▲Peter Zaffino to Join Palantir Technologies as Global Head of Financial Services
ADBE Adobe	257.46 -3.40%	12 direct4 2nd-order	▲Adobe to offer free access to AI tools in Saudi Arabia in $4 billion deal
ADSK Autodesk	213.44 -2.05%	2 direct2 2nd-order	▲Marvell, PayPal, Elastic, Autodesk, Gap, Workday, and More Stocks That Explain Today's Market
NOW ServiceNow	133.94 -5.19%	10 direct19 2nd-order	▼ServiceNow Faces A Reality Check
TEAM Atlassian	177.72 -6.26%	1 direct1 2nd-order	▲Software Stocks Are Back. 2 Winners, 2 Losers—and Salesforce.
DDOG Datadog	208.25 -2.20%	3 direct14 2nd-order	▲DDOG 8-K — Results of Operations and Financial Condition
MSFT Microsoft	493.55 -1.23%	21 direct122 2nd-order	▼Big Tech Spent Over $1 Trillion on AI. The Bill Does Not Arrive Until It Depreciates.
APP AppLovin	312.85 -2.41%	1 direct	▲APP 8-K — Results of Operations and Financial Condition
INTU Intuit	318.09 -4.39%	1 direct	▼Software Stocks Are Back. 2 Winners, 2 Losers—and Salesforce.
WDAY Workday	186.65 -4.67%	2 direct8 2nd-order	▲AI isn't eating software after all — and the sector's ‘epic' rally could run through October
HUBS HubSpot	244.05 -1.43%	4 2nd-order	▲Salesforce's Q2 Results Squash 'SaaSpocalypse' Fears: On Track for H2 Organic Revenue Reacceleration
VEEV Veeva Systems	266.27 -3.21%	—	—

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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