Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. On Tuesday, Jim Cramer said Microsoft Corporation's (NASDAQ:MSFT) decision to pay Amazon.com, Inc. (NASDAQ:AMZN) -backed Anthropic for artificial intelligence features in Office apps marks a major change in strategy after years of relying heavily on OpenAI. Microsoft To Integrate Anthropic's Claude AI Into Office 365 Microsoft will integrate some of Anthropic's Claude models into Office 365 applications su ...

Salesforce (CRM) co-founder and CEO Marc Benioff has a lot on his mind, from growing his AI agent technology to swatting away the naysayers to competing with Palantir (PLTR) for government contracts. "We have more than 12,000 AgentForce customers now, and that's up from zero nine months ago," Benioff told me at the Goldman Sachs Communacopia conference. "Our data cloud and our agents together, we're doing about $1.2 billion in revenue already. It's a triple-digit grower in our company." Salesforce stock ...

Key Takeaways Adobe expects fiscal Q3 revenues of $5.87B to $5.92B and EPS of $5.15 to $5.20.Growth in Acrobat and Express drove over 700M monthly active users by Q2 end.Shares are down 20.4% YTD, trailing the sector's 15.9% gain and industry's 15.2%.Adobe (ADBE) is set to report its third-quarter fiscal 2025 results on Sept. 11.For third-quarter fiscal 2025, Adobe projects total revenues between $5.87 billion and $5.92 billion. The company expects non-GAAP earnings between $5.15 and $5.20 per share.The Zac ...

UiPath Inc. (NYSE:PATH) is one of the Exciting AI Stocks to Watch Right Now. On September 5, RBC Capital analyst Matthew Hedberg reiterated a Sector Perform rating on the stock with a $12.00 price target following its latest quarterly results. According to the firm, PATH delivered a stable quarter characterized by outperformance across metrics, even with foreign exchange tailwinds present. UiPath’s building momentum in its agentic opportunity was particularly mentioned in the investor note, which the fir ...

U.S. Democratic Senator Ron Wyden on Wednesday requested the Federal Trade Commission "investigate and hold Microsoft responsible†for its role in a string of high-profile cybersecurity incidents in r... ...

Core Viewpoint - Oracle has signed a $300 billion computing agreement with OpenAI, which will require 4.5 GW of power [1] Group 1 - The agreement between Oracle and OpenAI signifies a substantial investment in computing resources [1] - The power requirement of 4.5 GW indicates a significant commitment to infrastructure and energy consumption [1]

Dynatrace Conference Summary Company Overview - **Company**: Dynatrace (NYSE:DT) - **Current Status**: Approaching $2 billion in Annual Recurring Revenue (ARR) from previously being under $1 billion three years ago [8][19] Industry Insights - **Observability Market**: The demand for observability capabilities is increasing due to the complexity of managing data in a cloud-based and AI-driven environment [17][19] - **Customer Base**: Dynatrace serves major global companies, receiving overwhelmingly positive feedback regarding the value delivered [18] Key Milestones and Future Outlook - **Growth Drivers**: - Strong observability market - Exceptional customer base - Robust financial model with 19% subscription revenue growth and 33% pre-tax free cash flow [18][19] - **Future Positioning**: Dynatrace aims to lead in end-to-end observability, AI observability, and business observability, which are seen as key differentiators in the competitive landscape [25][24] Observability Evolution - **End-to-End Observability**: - Integration of various observability tools into a single solution to improve efficiency and reduce costs by 20-30% for large enterprises [22][24] - **AI Observability**: - Focus on using AI to enhance observability and manage AI workloads effectively [24][66] - **Business Observability**: - Organizations are increasingly interested in understanding business operations through observability metrics [25] Log Management Opportunity - **Growth in Log Management**: - Log consumption is growing over 100% year-over-year, with a 36% quarter-over-quarter increase [34] - **Competitive Advantage**: - Dynatrace's Grail platform allows for integrated log management, providing better insights and cost reductions compared to traditional vendors [33][35] Go-to-Market Strategy - **Salesforce Expansion**: - Increased Salesforce personnel to enhance productivity and capitalize on market opportunities [39][40] - **Pipeline Growth**: - Significant growth in pipeline opportunities, particularly in large organizations [46] Dynatrace Platform Subscription (DPS) - **DPS Adoption**: - 45% of customers and 65% of ARR are now on the DPS model, which allows for more flexible access to the platform [52][54] - **Consumption Growth**: - Consumption growth is a leading indicator of future opportunities, with DPS customers showing double the consumption growth compared to non-DPS customers [54][55] AI and Autonomous Observability - **AI Workloads**: - Dynatrace is observing AI workloads and aims to develop an autonomous AI observability platform that can proactively address issues [66][67] - **Trustworthy Insights**: - Emphasis on providing trustworthy insights to enable autonomous actions across various systems [68][69] Conclusion - **Market Position**: Dynatrace is well-positioned to capitalize on the growing demand for observability solutions, driven by its innovative platform and strong customer relationships [19][25] - **Future Growth**: The combination of log management, consumption growth, and the DPS model are expected to drive significant future growth for the company [56][57]

Exclusive: Oracle and OpenAI signed a $300 billion contract for computing power, one of the largest cloud contracts ever https://t.co/4LAOotjfUV ...

The U.S. stock market is experiencing a robust afternoon trading session on Wednesday, September 10, 2025, with major indexes largely pushing to new record highs. Investor optimism is primarily fueled by unexpectedly soft inflation data and a blockbuster earnings outlook from tech giant Oracle, which has ignited a fresh wave of enthusiasm for artificial intelligence-driven growth. While the S&P 500 and Nasdaq Composite are charting new territory, the Dow Jones Industrial Average shows a slight pullback, lar ...

Oracle Corp.'s co-founder Larry Ellison became the world's richest man on Wednesday, surpassing Tesla chief Elon Musk after Oracle shares gained 41%. Ellison's journey from a college dropout to co-founding the world's biggest technology company is inspiring in its own way.He was raised on the south side of Chicago by his mother's aunt and uncle who adopted him when he was nine months old. He has dropped out from both the University of Illinois and the University of Chicago. He later moved to Berkeley, Calif ...