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7.47am: Shell gives pre-results update Shell says stronger trading in its integrated gas business and improved refining margins should support second-quarter performance, although production has been hit by disruption to output from Qatar following the Iran war. Ahead of second-quarter...
The iShares Expanded Tech-Software Sector ETF (BATS:IGV) is down 10.5% year to date while the S&P 500 is up 10.8% and the Technology Select Sector SPDR is up 26%. That gap reflects the market pricing software as if the AI thesis has turned against it. Own IGV and you are betting the “SaaSpocalypse” narrative, that ... AI Crushed Software Stocks. IGV Is Betting the ‘SaaSpocalypse’ Is Overblown
The S&P 500 Index ($SPX ) (SPY ) today is up +0.43%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.17%. September E-mini S&P futures (ESU26 ) are up +0.46%, and September E-mini Nasdaq futures...
Zacks.com users have recently been watching Salesforce (CRM) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Stock Market Today: The Dow Jones index fell Monday, while tech futures rallied. Micron stock and Sandisk rebounded in premarket trading.
ServiceNow, Inc. (NYSE:NOW) was among the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday’s market rotation. Cramer noted the AI worries around the stock, as he commented: Next up, after cratering all year, the software-as-a-service stocks like Salesforce, like ServiceNow, oh, they were flying today. Now, these […]
Salesforce (NYSE:CRM) and the Visa Cash App Racing Bulls Formula 1 Team announced a new global partnership centered on Salesforce's Agentforce 360 platform. The collaboration focuses on AI driven fan engagement, real time data visualization, and community features around Formula 1 operations. The agreement highlights Salesforce technology being used in a high stakes, real time sports setting beyond its traditional CRM use cases. For investors following Salesforce, this partnership adds...
Richard Windsor, founder of Radio Free Mobile, pushed back against the panic gripping AI stocks in a recent episode of Bloomberg Horizons Middle East & Africa. His argument is that the semiconductor tumble reflects rate sensitivity in richly valued names, and the market has overshot on software incumbents by assuming AI will hollow out application ... Veteran Tech Analyst: The Market Has Wrongly Left Software for Dead in the AI Rotation
The low valuation multiples for value stocks provide a margin of safety that growth stocks rarely offer. However, the challenge lies in determining whether these cheap assets are genuinely undervalued or simply on sale due to their potentially deteriorating business models.
Guidewire's cloud transition, ARR growth and margin gains support the stock case, but deal timing, costs and AI scaling remain key tests.
Microsoft (MSFT) stock has had a tough run, down 20% over the last year and trailing the market significantly. The conversation is dominated by one large number: a plan to invest roughly $190 billion in capital expenditures in calendar year 2026. The question for skeptics is whether the demand for artificial intelligence is real enough to pay for it all.
The Vanguard Information Technology ETF (NYSEARCA:VGT) just gave back a chunk of its 2026 run, sliding 5% in a single week as semiconductor names corrected. The fund is still up about 21% year to date and roughly 39% over the past year, but holders should treat that pullback as the market beginning to question the ... VGT Investors: Watch Hyperscaler Capex Guidance in H2 2026
Entrepreneur and venture capitalist Chamath Palihapitiya is best known to many investors for his love of SPACs and for bringing several companies public via reverse mergers, including Virgin Galactic, a space company he previously served as chairman of. Palihapitiya announced...
UiPath’s agentic automation push is raising the stakes for its next report, where investors will look for proof that new workflow tools are lifting ARR, retention, and margins.
Jim Cramer opened his Mad Dash Thursday morning with a striking call. Palantir Technologies (NASDAQ:PLTR) is now the cheapest he has ever seen it. That is a striking sentence about a company still trading at a trailing P/E of 146x. Cramer’s exact framing, after watching CEO Alex Karp’s recent interview, was “I will say this ... Cramer Says Palantir Is the Cheapest He’s Ever Seen It, and Names 2 More AI Winners
Salesforce Inc. (NYSE:CRM) is one of the 10 Best SaaS Stocks to Buy According to Reddit. On July 1, Guggenheim upgraded its rating on Salesforce to Buy from Neutral, setting a price target of $228.00, according to a report by Investing.com. The analyst highlighted that the company’s current valuation of 3.7 times recurring revenue and […]
Six months into 2026, the boring stuff is winning. The SPDR S&P Dividend ETF (NYSEARCA:SDY) is up 12.57% year to date, while the iShares Expanded Tech-Software ETF is down 11.4% over the same stretch. That is a wide gap between dividend aristocrats and enterprise software. SDY, the plain-vanilla index of companies that have raised dividends ... Dividend Aristocrats Are Quietly Outrunning Software in 2026. Investors Are Piling Into This ETF
Palantir stock continues to rise after bottoming at $107.27 last week. DA Davidson upgrades the stock to a Buy and sees 39% upside.
CRM's Data 360 momentum, AI-driven ARR growth and Informatica synergies are likely to support stronger fiscal 2027 revenue growth as customer demand expands.
NOW's AI Control Tower demand supports long-term growth, but premium valuation, acquisition integration costs and margin pressure warrant caution.
The Dow just closed out its best first half since 2021, up 8.7% year-to-date, yet Wednesday’s open felt like a nervous glance at the door. CNBC’s Dominic Chu kicked off July with mixed earnings, one big M&A shrug, and a jobs report that gave the bulls something to chew on. Chu flagged the labor data. ... The Dow Just Had Its Best First Half Since 2021, but This Jobs Number Is Flashing Yellow
The firm said AI fears may be overdone, lifting three beaten-down software stocks to Buy.
The Australian social commerce market is experiencing rapid growth and is poised to reach $63.55 billion by 2026. Key drivers for this expansion include mobile commerce, video commerce, and strategic innovations by industry players, particularly in sectors like clothing, beauty, and electronics. The market, marked by a significant compound annual growth rate over recent years, continues to offer numerous opportunities differentiated by domestic versus cross-border sales, diverse social...
Guggenheim analyst John DiFucci says now is the time for Wall Street to take advantage of the deep software selloff.
In June, Guggenheim’s upgrade of large software peers like Salesforce and ServiceNow prompted a broad reassessment of software valuations, while Appian and Deloitte expanded their alliance to deliver AI-powered modernization for UK policing by unifying fragmented legacy systems. These developments highlight how sector sentiment can shift quickly on influential analyst views even as Appian’s fundamentals, including modest revenue growth and constrained free cash flow, continue to raise...
Shares of data analytics company Palantir Technologies (NASDAQ:PLTR) jumped 9.3% in the afternoon session after the company announced a strategic AI partnership with Nvidia, while a financial disclosure revealed President Donald Trump holds a significant stake.
A number of stocks jumped in the afternoon session after Guggenheim's John DiFucci upgraded both Salesforce and ServiceNow to Buy, arguing the AI-disruption fear that gutted the software sector during the year had pushed valuations too low.