Software

Palantir Technologies Inc. has secured a formal program of record designation for its Maven Smart System from the U.S. Department of War, with department-wide implementation set to take effect by the end of September. The designation expands the system's application across the Space Force, Navy, Air Force, Marine Corps and the Army. The development comes as investors await Palantir's third-quarter earnings report scheduled for November 2, which will show whether commercial growth sustains its pace. In the second quarter, revenues from the U.S. Commercial and U.S. Government segments jumped 149% and 90% year-over-year respectively, while international Commercial and Government revenues climbed 26% and 42%, supporting 93% overall topline growth and 225% year-over-year growth in bottom line figures. U.S. government revenue reached $809 million, nearly matching commercial revenues, keeping results closely tied to federal budget cycles. The company carries a $460.88 billion market capitalization, trades at a trailing P/E of 163.92x and a forward P/E of 85.47x, and holds only $211.4 million in total debt, a debt-to-equity ratio of 2.14%. Hedge fund ownership declined from 96 funds in Q1 2026 to 86 funds in the following quarter, while short interest sits at 2.83%.

Cadence Design Systems introduced a new RTL Generation Agent within its ChipStack AI Super Agent in late September 2026, automating front-end digital design and verification from natural language. The announcement of the RTL Generation Agent came on 22 September 2026, extending ChipStack from verification into spec-to-RTL creation and updates, with early evaluations lined up with customers including Honda. Separately, Cadence tools helped Global Unichip Corp. deliver custom AI accelerators and hyperscale silicon on TSMC's advanced process technologies. Cadence's narrative projects $8.4 billion in revenue and $2.0 billion in earnings by 2029, requiring 12.9% yearly revenue growth and about a $0.6 billion earnings increase from $1.4 billion today, with a $405.47 fair value implying 15% upside to its current price. Some of the lowest ranked analysts were already assuming revenue of about US$8.1 billion and earnings near US$1.7 billion by 2029.

Airship AI Holdings has announced $29 million of firm-fixed-price awards from an agency within the Department of Homeland Security, a sum larger than its approximately $18.2 million of trailing revenue. The awards carry a six-month performance period and cover software integration, edge and server-side AI products, and hardware. BigBear.ai, by contrast, ended June with $409.8 million in cash and investments and approximately $16.6 million of debt, alongside a $269.6 million backlog. BigBear's June-quarter revenue grew 13% to $36.7 million with gross margin of 32.8%, but its adjusted EBITDA loss widened to $11.6 million from $8.5 million. At October 2 prices, BigBear traded at about 9.7 times trailing revenue versus roughly 4.0 times for Airship, while Airship reported $12.4 million in cash and used only about $235,000 in operating cash during the June quarter.

Schneider Electric is nearing an agreement to acquire U.S. engineering software company PTC for more than $20 billion, Bloomberg News reported, citing a person familiar with the discussions. A transaction could be announced as early as Monday morning, the person said, and the potential deal was reported earlier Sunday by the Financial Times. Neither Schneider Electric nor PTC has commented on the potential deal, which if completed would be the largest acquisition in Schneider Electric's history, according to data compiled by Bloomberg. PTC develops software used by manufacturers for product design, product lifecycle management and connected industrial operations, and adding those capabilities could deepen Schneider's push toward integrating software with the equipment and automation systems used by industrial customers. The potential acquisition would follow another recent Schneider deal: the company last month agreed to acquire smart-device maker Shelly Group for €1.2 billion, or about $1.35 billion.

Schneider Electric is close to a deal to buy U.S. industrial software maker PTC for about $20 billion, the Financial Times reported on Sunday, citing people familiar with the matter. The deal could be announced as soon as Monday, though talks are ongoing and could still fall apart. Boston-based PTC has a market value of about $15.6 billion, according to LSEG data, and raised its annual revenue forecast in July, citing strong demand for its industrial software and AI tools. The potential acquisition would be Schneider's latest move to expand its software and digital operations. The French company is also pursuing the acquisition of Bulgarian smart-home equipment maker Shelly Group for €70 per share, valuing it at about €1.27 billion, an offer representing a roughly 4% premium to the share price before the announcement and conditional on securing at least 95% of the company's shares and receiving regulatory approvals.

Adobe announced in late September 2026 a partnership making it the National Hockey League's Official Creative, Marketing and AI Partner, alongside a multi-year AI-powered customer experience collaboration with Jet2 to personalise holiday planning and travel content. The two alliances place Adobe's CX Enterprise, Firefly and GenStudio tools at the centre of large-scale customer engagement programs spanning sport and travel, with the Jet2 deal serving as a concrete proof point for CX Enterprise Coworker and agentic AI in a high-volume consumer setting. Adobe's investment narrative projects $33.4 billion in revenue and $9.5 billion in earnings by 2029, requiring 8.7% yearly revenue growth and roughly a $2.2 billion earnings increase from $7.3 billion today, and yields a $275.06 fair value representing 16% upside to the current price. More cautious analysts assume only about US$32.6 billion of revenue and US$9.3 billion of earnings by 2029, citing AI pricing pressure and ARR growth risk. The deals do not on their own remove near-term pressure around slowing net new ARR or the risk that AI pricing competition and the upcoming CEO transition unsettle earnings and sentiment.

Strategy founder and chairman Michael Saylor published data on the company's Bitcoin strategy with the concise comment: "More orange than ever." The post, which appeared on the company formerly known as MicroStrategy, signals a potential massive new Bitcoin purchase by the firm. Saylor's terse remark accompanied the release of the company's Bitcoin strategy data, though no specific purchase amount or dollar figure was disclosed in the source material. The comment echoes Saylor's long-running practice of teasing Strategy's Bitcoin acquisitions ahead of official announcements.

Pegasystems announced Launchpad.io's AI Assistant, a conversational development tool that lets enterprises design, build, and evolve applications using natural language while preserving governance, reliability, and scalability. The assistant turns plain-language business requirements directly into application logic, workflows, and data models, which could widen participation in enterprise software development across non-technical teams. The launch follows the general availability of Pega Infinity 26 in July 2026, which introduced broader AI assistants, agentic workflows, and no token pricing across the core platform, with Launchpad.io extending those ideas into more accessible, conversational app creation. Pegasystems' narrative projects $2.3 billion in revenue and $334.9 million in earnings by 2029, requiring 10.1% yearly revenue growth and an earnings increase of about $10.9 million from $324.0 million today, while some of the most optimistic analysts already expected about US$2.4 billion in revenue and roughly US$397.9 million in earnings. The company's forecasts yield a $40.00 fair value, an 18% upside to its current price.

Oracle and We Energies announced a nuclear power subscription deal on October 2, 2026, under which Oracle will take 10-20% of the output from the Point Beach Nuclear Plant, or 125-250 megawatts, for the $15 billion Lighthouse Campus AI data center in Port Washington, Wisconsin. The campus, co-developed by Oracle, OpenAI, and Vantage Data Centers as part of the broader Stargate initiative, is designed to house close to 1 gigawatt of AI capacity within a 1.3 gigawatt total electrical footprint, with completion targeted for 2028. Oracle has committed to fully funding the energy costs for its portion, and the deal is the primary driver of a proposed $176 million electric rate hike for We Energies customers in 2027, accounting for roughly 20% of that increase, while the utility projects the arrangement will save customers approximately $300 million in fuel costs between 2027 and 2033. The subscription, a first-of-its-kind model in Wisconsin, requires approval from the Wisconsin Public Service Commission, which is weighing whether to require tech companies to cover 100% of new power plant costs. The deal is part of an industry-wide pivot in which Big Tech has contracted over 10 gigawatts of new nuclear capacity in the United States over the past year, including Microsoft's 20-year power purchase agreement for the 835-megawatt restart of Three Mile Island, Amazon's acquisition of a nuclear-adjacent Pennsylvania campus for over $650 million and its $500 million investment in X-energy small modular reactors, and Google's order of 500 megawatts from Kairos Power. Data center power demand reached 29.6 gigawatts by late 2025, equivalent to the peak demand of New York state, and the International Energy Agency projects it will rise by 130% by 2030, even as U.S. nuclear output stayed largely flat between 2020 and 2025 and no small modular reactors are under construction in the country.

Salesforce authorized a $50 billion share repurchase program in February 2026 and executed half of it within weeks through the largest accelerated share repurchase in corporate history. The buyback equals roughly a quarter of the company's market value, which sits under $200 billion, and comes as Salesforce generated $17.73 billion of levered free cash flow over the past twelve months on revenue of $43.94 billion, with an operating margin of 21.38% and a net margin of 21.99%. Revenue grew 10.80% in the most recent quarter while earnings grew 86.90%, yet the stock closed at $234.69 on October 2, down 4.51% over twelve months against a roughly 14% gain for the S&P 500, and trades at 13.99 times next year's estimates versus about 19 times for the index. The company carries $42.38 billion of debt against $11.4 billion of cash, and its share count has already fallen from 997 million to 895.5 million. The article questions whether redirecting capital to buybacks signals the end of Salesforce's acquisition-driven growth era, particularly as generative AI raises doubts about future seat-based demand.

Quantinuum secured a finalized US$100 million CHIPS R&D award from the U.S. Department of Commerce to support trapped ion quantum computer manufacturing in the United States. The company also announced new collaborations with Quanta Computer and Oracle tied to its trapped ion quantum hardware. As part of the Oracle tie-up, Quantinuum will place its Helios quantum computer inside Oracle data centers to support quantum cloud computing access. Quantinuum, a quantum computing hardware and software specialist in the IT industry, has a market cap of about US$12.7b. The company said the CHIPS R&D award and Oracle data center placement support its push to integrate quantum systems with AI and high performance computing through partners such as Oracle and HPE, though heavy reported losses and the risk of delays around its Sol and Apollo systems remain open issues.

Microsoft generated $182.94 billion of fiscal 2026 operating cash flow and paid $115.95 billion for property and equipment, leaving $66.99 billion of simple free cash flow that covered its $26.45 billion annual dividend about 2.5 times. After dividends, roughly $40.54 billion remained before repurchases and other claims, and $22.27 billion of buybacks used part of that balance. In the fiscal fourth quarter, management reported $41 billion of capital expenditure including finance leases, compared with $35.8 billion of cash equipment spending, with the separately reported $5.6 billion finance-lease component creating future obligations rather than immediate cash outlays. Holding operating cash flow at $182.94 billion, an additional $20 billion of cash equipment spending would cut simple free cash flow to $46.99 billion and still leave roughly 1.8 times dividend coverage, while an additional $40 billion would leave $26.99 billion, close to the dividend bill before buybacks. At September 30's approximate $3.81 trillion market capitalization, the payout was less than 1% of equity value, and fiscal 2026 simple free cash flow implies approximately 57 times free cash flow. Insider Monkey's hedge fund database showed 273 Microsoft holders in Q2 2026, compared with 282 in Q1, with Fisher Asset Management increasing its share position 3% to 26,611,728.

Compass merged with Paragon Realtors this week, folding the Dallas-based independent boutique brokerage into the real estate conglomerate. Paragon, founded 26 years ago by Mike Miller, has closed over $260 million in real estate volume over the past year, and its 85 agents will join Compass, with 35 agents in Sherman, Texas, operating as the Paragon Group under Compass as broker of record and 40-45 agents working out of Compass's East Dallas office. The deal follows Compass's acquisitions of at least two other Dallas-headquartered independent brokerages in the past year, Rogers Healy and Associates and Bray Real Estate Group, which together with Paragon have brought 400 new agents under its umbrella in the metroplex. Compass opened in the Dallas-Fort Worth Metroplex in 2018 and now has about 600 real estate teams and over 1,650 agents there, according to Brian Pacholski, senior managing director of Compass DFW. Miller called the acquisition hybrid, since the Sherman office will still be operated by Paragon with the same staff and leadership, now powered by Compass, and said he chose Compass over Corcoran after beginning his search for partnership options in February.

Oracle announced a commitment to subscribe to a portion of the existing Point Beach Nuclear Plant's electricity generation, an action expected to save Wisconsin utility customers approximately $300 million in fuel costs. The company said the move will help shield more than 1 million Wisconsin utility customers from the plant's rising costs, reduce pressure on household electricity bills, and sustain reliable, carbon-free power for the state's grid. Mahesh Thiagarajan, executive vice president of Oracle Cloud Infrastructure, said Oracle is absorbing approximately $300 million in rising energy costs to protect Wisconsin ratepayers. The planned commitment builds on Oracle's broader Wisconsin investment through Project Lighthouse, its data center development in Port Washington, which is expected to generate more than $11 billion for the local economy, create more than 4,000 skilled construction jobs over three years, support 1,000 ongoing operations positions, and include full funding of the project's energy costs. Oracle's planned subscription to a portion of the Point Beach purchase power arrangement remains subject to approval by the Public Service Commission of Wisconsin.

Zscaler shares have returned +11.8% over the past month, outpacing the Zacks S&P 500 composite's +0.6% change, while the Zacks Security industry gained 14.6% over the same period. The cloud-based information security provider is expected to post earnings of $1.16 per share for the current quarter, a year-over-year change of +20.8%, and the Zacks Consensus Estimate has changed +678.7% over the last 30 days. For the current fiscal year, the consensus earnings estimate of $4.91 indicates a year-over-year change of +16.6%, and for the next fiscal year the consensus estimate of $5.54 indicates a change of +12.9%. Consensus sales estimates stand at $937.61 million for the current quarter, $3.93 billion for the current fiscal year and $4.55 billion for the next fiscal year, indicating year-over-year changes of +19%, +17.2% and +15.8%, respectively. Zscaler reported revenues of $898.18 million in the last reported quarter, a year-over-year change of +24.9%, with EPS of $1.19 versus $0.89 a year ago, beating the Zacks Consensus Estimate of $877.14 million by +2.4% on revenue and by +9.17% on EPS. Zscaler is rated Zacks Rank #3 (Hold) and is graded F on the Zacks Value Style Score, indicating it trades at a premium to its peers.

NielsenIQ announced new AI and automation capabilities for NIQ Spaceman, its retail space planning and merchandising platform used by more than 600 retailers across 65+ countries. The enhancements let retailers create store-specific planograms up to 50 times faster, identify execution and compliance gaps, and scale merchandising decisions across their store networks through expanded cloud-based access. NIQ Optiq brings conversational AI into Spaceman, allowing merchandising teams to create and optimize planograms through natural-language requests, while automation supports localized store-specific planograms at scale and AI-powered compliance measurement reduces manual audits. Natalie Williams, SVP of Product at NIQ, said the enhancements embed agentic AI directly into merchandising workflows so teams can spend less time building and updating planograms and more time acting on opportunities. NIQ, which trades on the New York Stock Exchange under the ticker NIQ, said the investments reflect its broader commitment to embedding trusted AI across retail workflows and delivering cloud-enabled solutions that move retailers from planning to execution.

Nebius Group has acquired inference optimization startup Inferize and signed new long-term AI data center capacity deals, moves that aim to boost GPU utilization on its Token Factory platform and deepen its role in global AI infrastructure. The company's recent inclusion in the FTSE All-World Index came alongside fresh analyst coverage and large customer commitments from partners including Meta Platforms and Palantir. Nebius Group's narrative projects $29.7 billion in revenue and $2.1 billion in earnings by 2029, requiring 179.9% yearly revenue growth and about a $2.1 billion increase in earnings from $42.4 million today. Some of the most optimistic analysts were already modeling Nebius to reach about US$48.5 billion in revenue and US$1.1 billion in earnings by 2029, well above consensus. The Inferize deal directly targets Nebius's cost base and unit economics by cutting the idle GPU tax on Token Factory, though financing needs and potential dilution remain key risks.

Nutanix's modeled Fair Value reference point has been lifted from about US$58.98 to roughly US$76.76, as analysts revisited their price targets on hybrid cloud demand. Needham raised its target to US$90, citing Nutanix support for external storage, centralized services and Kubernetes management that helps customers move workloads between on premise and public cloud. UBS set a US$80 target on improving demand tied to VMware migration and pipeline growth, while RBC Capital lifted its target to US$84 on encouraging product portfolio and partnership trends. Oppenheimer and KeyBanc raised their targets to US$80 and US$75 respectively, pointing to HyperConverged demand, AI related IT hardware cycles and server refresh activity. Alongside the higher Fair Value, the Revenue Growth assumption moved from roughly 12.48% to about 13.68%, the Net Profit Margin expectation shifted from about 14.95% to roughly 14.13%, the Future P/E multiple changed from about 35.4x to roughly 45.3x, and the Discount Rate adjusted from 8.64% to about 8.81%.

Oracle is repositioning its database business around cloud consumption, raising the question of whether its historically lucrative database franchise can sustain margins as delivery shifts from licenses to usage. Oracle made Exadata Database Service on Exascale Infrastructure generally available on Oracle AI Database@AWS with pay-per-use pricing, and signed an expanded long-term collaboration agreement with Amazon Web Services to accelerate customer migrations, with the service now spanning 22 AWS Regions. In first-quarter fiscal 2027 results, multicloud database revenues surged 353% year over year, multicloud customers rose 180%, and Oracle completed its planned expansion across Azure and AWS, reaching 70 multicloud database regions. The shift carries margin trade-offs: software revenues, home to legacy license and support streams, declined 3% to $5.5 billion as customers migrated on-premise workloads to the cloud, while pay-per-use pricing lowers entry price points and partner-hosted deployments add capital intensity. Consolidated profitability has held firm so far, with total revenues up 30% to $19.3 billion, non-GAAP operating income up 31% to $8.2 billion, implying a margin of about 42%, and GAAP operating income up 57% to $6.7 billion, though capital expenditures reached $28.5 billion, leaving free cash flow at negative $5 billion, and Oracle expects to raise about $40 billion through debt and equity in fiscal 2027. For the second quarter, Oracle projects revenue growth of 30-34%, cloud revenue growth of 65-71% and non-GAAP EPS of $1.85-$1.93, while for fiscal 2027 it expects revenues of at least $90 billion and non-GAAP EPS of $8.10, supported by remaining performance obligations of $664 billion.

Salesforce is expanding its AI bundles, introducing Core, Advanced and Max editions for Agentforce Sales, Service and Industries that combine AI, Slack, Tableau Next, security and support into a single purchase. In the second quarter of fiscal 2027, bookings from Agentforce One Edition and Agentforce for Apps more than doubled sequentially, and premium Slack upgrades tripled since Slackbot launched. Agentforce ARR topped $1.5 billion in the quarter, up more than 240% year over year, while combined Agentforce and Data 360 ARR reached nearly $3.9 billion, rising more than 210%, and customers generated 3.2 billion Agentic Work Units, up 97% sequentially. Even so, AI growth has yet to materially change the company's overall growth rate: second-quarter revenues rose 11% year over year to $11.35 billion, and management expects fiscal 2027 revenue growth of 11%-12%. Rivals are pursuing the same playbook, with Microsoft 365 Copilot surpassing 30 million paid seats in the fourth quarter of fiscal 2026 and Oracle's Cloud Applications revenues reaching $4.1 billion, up 10% year over year, as total cloud revenues jumped 47% to $9.9 billion.

HENNGE, a company engaged in the cloud security business, announced on the 2nd that its change of market segment to the Prime Market has been approved by the Tokyo Stock Exchange. The change from the current Growth Market will take effect on the settlement dates for the new share issuance and secondary offering, October 20 to 22, which are being conducted to meet listing criteria such as net asset requirements. The new share issuance will be 1.1 million shares, with a secondary offering of 1.38 million shares by founder and president Kazuhiro Ogura and others, and an additional secondary offering via over-allotment is also planned. The maximum amount to be raised is 2.363 billion yen, which is planned to be allocated to the main service, advertising and promotion, and hiring.

Palantir Technologies and Armada have entered a partnership to provide sovereign AI infrastructure, a move that could expand Palantir's addressable market across enterprise and government AI deployments. Under the deal, Palantir named Armada its inaugural Certified Modular Data Center Partner, integrating its Sovereign AI Operating System with Armada's Galleon modular data centers. The offering lets customers run and adapt open-weight AI models on infrastructure they own and control, with deployments targeted for completion in months rather than years. Financial terms, contract value, and expected revenue contribution were not disclosed.

Synopsys unveiled a $1 billion multi-year deal with Amazon and a multi-year agreement with OpenAI, sending its shares up 12.78 percent on Thursday to close at $490.54 apiece. The Amazon agreement expands Synopsys' silicon IP business, with Amazon as its lead customer, and the two will also collaborate on applying AI across silicon-to-system engineering workflows. The OpenAI deal covers development and delivery of the GPT-Synopsys model for chip design, combining OpenAI's frontier AI with Synopsys' EDA tools, under a revenue-sharing arrangement and go-to-market collaboration. The deals bolstered Synopsys' revenue growth outlook for fiscal year 2027, with the company targeting revenues between $11 billion and $11.2 billion, an implied increase of 13 percent to 15 percent from the $9.715 billion midpoint target for full fiscal year 2026, and non-GAAP earnings per share of $19.04 to $19.12 versus $15.07 guidance for the year earlier. Analysts raised price targets after the news, including Deutsche Bank to $640 from $590, Rosenblatt to $620 from $570, KeyBanc to $605 from $600, and Bank of America to $600 from $500.

Microsoft and other large US tech firms have formed a new coalition focused on the environmental, energy grid, and local community impacts of AI data center buildouts across the United States. Member companies are preparing shared sustainability and job creation commitments ahead of key US political events. The group is meant to address local pushback on power use, water consumption, and grid stress that has become a real friction point for large AI facilities, and Microsoft is using it to protect its license to keep building the AI infrastructure its cloud and Copilot products rely on. Microsoft, a US software heavyweight with a US$3.8 trillion market cap, faces a key checkpoint in how it breaks out AI driven data center costs and Azure usage under its new FY27 reporting structure, with the first segment numbers due under Agents and Infra. The coalition lines up with an existing risk around heavy AI and cloud investment that raises financial and execution pressure, and coordinated work on permitting, grid access, and environmental rules may help manage that capital intensity without removing the exposure to very large, long dated infrastructure bets.

S&P Dow Jones Indices announced a series of benchmark rebalancings on Thursday afternoon, effective prior to the market open on Tuesday, Oct. 6. Cloud communications software maker Twilio Inc Class A will join the flagship S&P 500, moving up from the S&P MidCap 400, replacing Warner Bros Discovery Inc, which is being acquired by S&P 500 constituent Paramount Skydance Corp in a deal nearing final completion. Twilio shares rose 1.6% in extended trading, while semiconductor test equipment producer FormFactor Inc will fill Twilio's former spot in the S&P MidCap 400 as it shifts up from the S&P SmallCap 600. The small-cap benchmark will in turn absorb SaaS platform Workiva Inc, which replaces FormFactor and gained 2.7% after-hours. In a separate structural shift, newly formed Consumer Staples entity Vylor Inc. joined the S&P 500 on Thursday following its spinoff from Corteva Inc, which will transition into the S&P MidCap 400 on Oct. 6, taking the spot of Olin Corporation; Olin moves to the S&P SmallCap 600 to replace chipmaker Qorvo Inc, which is being acquired by Skyworks Solutions Inc in a pending transaction that prompted the chain of small-cap reallocations.

Palantir Technologies and Armada announced a partnership to deliver sovereign AI on infrastructure manufactured in the United States and allied nations, with Palantir naming Armada its Inaugural Certified Modular Data Center Partner. The joint offering combines Palantir's Sovereign AI Operating System with Armada's infrastructure layer: Galleon modular data centers, the Armada Platform that keeps every deployment under the customer's control, and the Sovereign AI Grid that connects deployments into a resilient distributed system. Palantir will validate and integrate its Sovereign AI Operating System, built on AIP, Ontology, Foundry and Apollo, on Armada's Galleon modular data centers, extending the Palantir Sovereign AI OS Reference Architecture developed with NVIDIA to a ruggedized, modular data center. The Armada Platform distills the latest open-source models, including NVIDIA Nemotron, for fine-tuning and inference on infrastructure the customer owns and controls, without reliance on any external cloud, including any operated by Armada, and can operate fully air-gapped where the mission requires it. Enterprises and governments gain the ability to run open-weight models on compute, data, and physical infrastructure they own and control outright, deployed in months rather than years.

SoftwareOne announced it has achieved the AWS Data Competency in the Analytics and Database categories, a validation awarded only to AWS partners with proven customer success and deep technical expertise. The competency recognizes SoftwareOne's work helping customers modernize and run mission-critical database workloads on AWS, including migrating from proprietary licensed engines to open-source alternatives to cut costs and building data lakes and analytics platforms. Gudmundur Adalsteinsson, Chief Channels and Ecosystems Officer at SoftwareOne, said the recognition reflects both sides of how the company helps customers, optimizing and modernizing databases while building the data foundations that AI and agentic AI projects depend on. The achievement builds on SoftwareOne's existing AWS credentials, including the AWS AI Services Competency and AWS Machine Learning Competency, and its participation in the AWS Generative AI Partner Innovation Alliance, bringing its total to 23 AWS Competencies. SoftwareOne, a global software and cloud solutions provider listed on the SIX Swiss Exchange and Euronext Oslo Bors under the ticker symbol SWON, is an AWS Premier Tier Services Partner with a presence in over 70 countries and a team of about 12,000 professionals.

ServiceNow launched Flow by ServiceNow, a conversational AI-native service desk that deploys within a single day without infrastructure requirements, sending its shares up 3.9% in the morning session. According to a company press release, the standalone offering operates directly inside chat applications including Slack and Microsoft Teams, letting enterprise teams automate repetitive workflows using natural language. ServiceNow said new customers can activate the tool with no prior platform prerequisites, while existing AI-tier customers can deploy it through consumption-based pricing. The launch targets the risk that agile, AI-native competitors peel away service-desk volume before companies commit to complex enterprise software, and aims to capture mid-market accounts that previously lacked the resources for a full implementation. After the initial pop, the shares cooled to $135.90, up 1.4% from the previous close, leaving ServiceNow down 7.8% since the start of the year and 28.2% below its 52-week high of $189.26 from October 2025.

Synopsys shares jumped almost 13% on Thursday, ending at $490.54 after rising $55.60 from the previous close, as Wall Street digested the electronic-design-automation company's Investor Day announcements. At its 2026 Investor Day on September 30, Synopsys outlined approximately 15% expected revenue growth for the next fiscal year, expanding non-GAAP operating margins, strong free-cash-flow generation, and a planned share-repurchase program. The company also revealed a multiyear IP agreement with Amazon covering custom silicon design for Amazon's cloud business, and a strategic partnership with OpenAI to build GPT-Synopsys, a specialized model designed to operate within Synopsys' EDA tools and support semiconductor design workflows. Deutsche Bank raised its Synopsys price target to $640 from $590, citing both agreements, expected fiscal-year growth, and potential expansion into usage-based fees, customized products, and royalties.