Market news

SAP supplies business permissions and audit context above OpenShell's technical containment layer.

SAP SE (NYSE:SAP) was one of the software-as-a-service stocks caught up in the February SaaSpocalypse selloff, which wiped out almost $300 billion from U.S. software and data stocks in a single session. The SaaSpocalypse narrative centered on fears that AI agents would replace the per-seat software subscription model that built companies like SAP. The company […]

Detailed price information for Oracle Corp (ORCL-N) from The Globe and Mail including charting and trades.

Detailed price information for Ionq Inc (IONQ-N) from The Globe and Mail including charting and trades.

The licensing practices of Oracle Corporation (NYSE:ORCL) are on the radar of European Union antitrust regulators, a person familiar with the matter told Reuters on September 1, in a case similar to one involving German rival SAP SE (NYSE:SAP) that was settled with concessions in July. The European Commission, the EU’s competition enforcer, is seeking […]

Germany's Zeiss Group, a key supplier to the global semiconductor industry, overhauled plans to move to a new cloud-based SAP SE software service after costs swelled.

SAP's cloud gross margin remains robust at 74.6%, supporting overall profitability and solid free cash flow. Read why SAP stock is downgraded to a hold.

Tipranks Press Release.

Enterprise applications are reclaiming value as investors see artificial intelligence supporting incumbents instead of erasing them.

SAP SE is rated a Buy, with technical and fundamental factors supporting upside despite a recent UBS downgrade. Click for this updated look at SAP.

UBS downgrades SAP stock to Neutral, citing slower AI catalysts and likely cloud backlog deceleration.

SAP (NYSE:SAP) faces a slower path to monetizing artificial intelligence, according to UBS, which downgraded the German software giant to Neutral from Buy on concerns that agentic AI is reaching customers too slowly. The Swiss bank said SAP remains a dominant system of record with a deep moat...

UBS still sees upside, but the downgrade says SAP's AI delivery is arriving too slowly to sustain premium expectations.

Bretton Capital Management, an investment management company, released the “Bretton Fund” second-quarter 2026 investor letter. The letter can be downloaded here. Bretton Fund returned 10.67% in the second quarter compared to a 15.20% return for the S&P 500 Index. Increased spending on AI data centers has hurt overall performance relative to the broader market. Despite […]

Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for “Aoris International Fund”. A copy of the letter can be downloaded here. The fund invests in high-quality, wealth-generating businesses managed by prudent and capable teams, targeting an annual return of 8–12% after fees over a 5–7-year market cycle. During the June […]

Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations, concentrated demand, and aggressive investment assumptions. […]

From my vantage point, I repeatedly see the same initial bottleneck in enterprise quantum work. It is rarely access to a processor.

Detailed price information for SAP Ag ADR (SAP-N) from The Globe and Mail including charting and trades.

Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Vulcan Value Partners prioritizes long-term returns and lower risk over short-term performance. In the quarter, the Large Cap Composite (Net) returned 9.5%, the Small Cap Composite (Net) returned 13.3%, the Focus Composite (Net) returned 10.4%, the […]

Detailed price information for SAP Ag ADR (SAP-N) from The Globe and Mail including charting and trades.

Detailed price information for SAP Ag ADR (SAP-N) from The Globe and Mail including charting and trades.

SAP shares are trading higher nearly 7% Monday as investors looked past last week's second-quarter earnings miss.

Detailed price information for SAP Ag ADR (SAP-N) from The Globe and Mail including charting and trades.

Detailed price information for SAP Ag ADR (SAP-N) from The Globe and Mail including charting and trades.

Detailed price information for SAP Ag ADR (SAP-N) from The Globe and Mail including charting and trades.

SAP highlights AI expansion, cloud momentum and disciplined investments as it advances its Autonomous Enterprise strategy while balancing margins.

SAP stock surges premarket after strong Q2 cloud growth offsets a slight USD estimate miss. Read SAP's latest earnings breakdown.

Shares climbed after the group logged strong revenue figures, reassuring investors that growth at its cloud business remained healthy despite fears of AI disruption.

SAP's AI strategy and cloud momentum helped lift Q2 revenue, while strong backlog and reaffirmed growth targets offset a modest profit outlook cut.

SAP SE (SAP) reports strong cloud revenue growth and strategic AI advancements amid challenges in operating profit and market uncertainties.

Ironvine Capital Partners, an investment management company, released its Q2 2026 investor letter. A copy of the letter can be downloaded here. The letter emphasizes the vital role of AI adoption in capital markets, highlighting a projected $7 trillion in new debt issuance by 2029 due to increased AI computing investments by hyperscale companies. This […]

SAP (XTRA:SAP) drew fresh attention after reporting Q2 2026 results that included higher cloud and total revenue, earnings ahead of expectations, and updates on its Business AI and Autonomous Enterprise initiatives. See our latest analysis for SAP. At a share price of €128.32, SAP has seen its short term momentum cool, with the share price down 6.77% over seven days and 36.46% year to date, even though the five year total shareholder return of 14.92% remains positive. As a result, the latest...

SAP's Q2 2026 results will test whether cloud growth, AI adoption and margin gains can offset slower cloud tailwinds and rising uncertainty.

Detailed price information for Taiwan Semiconductor ADR (TSM-N) from The Globe and Mail including charting and trades.

Detailed price information for SAP Ag ADR (SAP-N) from The Globe and Mail including charting and trades.

Harris Oakmark recently released its second-quarter 2026 investor letter for its “Oakmark Global Select Fund”. A copy of the letter can be downloaded here. It is a non-diversified fund that focuses on long-term capital appreciation by investing in common stocks of U.S. and non-U.S. companies. In the quarter, the fund (Investor Class) delivered a return […]

Detailed price information for SAP Ag ADR (SAP-N) from The Globe and Mail including charting and trades.

The latest analyst reports spotlight SAP's cloud expansion, UBS' Credit Suisse integration and Cadence's AI-led growth strategy.