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Jim Cramer on ServiceNow: “The Software Stocks Are Wildly Emotional Traders”
Insider Monkey87d agoneutral
Jim Cramer on ServiceNow: “The Software Stocks Are Wildly Emotional Traders”

ServiceNow, Inc. (NYSE:NOW) was among the stocks Jim Cramer discussed while explaining how investors can navigate the current market rotation. Cramer mentioned the stock while discussing the conditions of its industry, as he stated: The software thesis is about companies like Salesforce, ServiceNow, Workday, and Adobe… All beaten down, stocks that trade together as part […]

Adobe Price Prediction. A $417 Stock Now at $253 With AI Revenue Tripling. Here Is Our 12 Month Target
24/7 Wall St.87d agoneutral
Adobe Price Prediction. A $417 Stock Now at $253 With AI Revenue Tripling. Here Is Our 12 Month Target

Adobe (NASDAQ:ADBE) has been one of the most punished large-cap software names of 2026, and that selloff is exactly where our model finds opportunity. After a brutal 27.61% year-to-date decline, the stock now trades well below where the fundamentals suggest it should. Our 24/7 Wall St. price target for Adobe is $331.81, implying roughly 31% ... Adobe Price Prediction. A $417 Stock Now at $253 With AI Revenue Tripling. Here Is Our 12 Month Target

This Week In E-Commerce - AI Collaboration Boosts Team Efficiency and Customer Experience
Simply Wall St.87d agoneutral
This Week In E-Commerce - AI Collaboration Boosts Team Efficiency and Customer Experience

Cint has announced an expanded collaboration with Salesforce to enhance AI-powered support through Slack, their cloud-based team communication platform. This development is part of a broader strategic initiative that integrates Salesforce's AI CRM capabilities with Cint's custom product configuration engine. The collaboration aims to streamline operations by enabling teams to manage accounts and conduct go-to-market activities directly within Slack. The first phase has introduced an AI suite...

Michael Burry buys beaten-down, forgotten fintech stock
TheStreet87d agobullish
Michael Burry buys beaten-down, forgotten fintech stock

While the rest of the market has been chasing AI, Michael Burry spent his Monday evening on Substack explaining why he has been buying the stocks everyone else is ignoring. He has a name for what he is seeing. And it is not a phrase Wall Street has used before. Burry disclosed in a Substack post on ...

Adobe Inc. (ADBE): Michael Burry Maintains Position
Insider Monkey87d agoneutral
Adobe Inc. (ADBE): Michael Burry Maintains Position

We just covered the Michael Burry Stock Portfolio: Top 8 Stock Picks in 2026 and Adobe Inc. (NASDAQ:ADBE) ranks 2nd on this list. In a post on Substack in April, Michael Burry confirmed to his followers that he had maintained a position in Adobe Inc. (NASDAQ:ADBE) stock as part of a larger bet on struggling […]

Adobe Lawsuit Appeal Keeps Governance Questions And Value Debate Alive
Simply Wall St.88d agobearish
Adobe Lawsuit Appeal Keeps Governance Questions And Value Debate Alive

A court has dismissed the amended shareholder lawsuit against Adobe related to alleged securities law violations tied to competition from Figma. The plaintiff is appealing the court's orders, keeping the case active and the legal issues unresolved. The dispute centers on Adobe's disclosures about competitive dynamics and product adequacy, which are important for assessing risk and governance. For investors following NasdaqGS:ADBE, this legal update sits alongside a stock that has faced...

BofA Just Reinstated Zeta as a Buy With a $24 Price Target. Is AdTech Heating Up?
24/7 Wall St.89d agobullish
BofA Just Reinstated Zeta as a Buy With a $24 Price Target. Is AdTech Heating Up?

Bank of America reinstated coverage of Zeta Global (NYSE:ZETA) with a Buy rating and a $24 price target, ending an extended quiet stretch on the AI marketing platform. The reinstatement lands just weeks after a blowout Q1 2026 report and signals renewed Wall Street conviction in the AdTech recovery story. For long-term investors, the call ... BofA Just Reinstated Zeta as a Buy With a $24 Price Target. Is AdTech Heating Up?

Rising Bond Yields Weigh on Stocks
Barchart89d agoneutral
Rising Bond Yields Weigh on Stocks

The S&P 500 Index ($SPX ) (SPY ) today is down -0.68%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.34%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.95%. June E-mini S&P futures (ESM26 ) are down -0.75%, and June E-mini Nasdaq futures...

ServiceNow stock gains as investors push further into software
Yahoo Finance Video89d agoneutralVIDEO
ServiceNow stock gains as investors push further into software

ServiceNow (NOW) shares are extending their gains in this trading week, jumping by nearly 5% on Tuesday morning in a new push by software stocks. Yahoo Finance Senior Reporter Ines Ferré takes a closer look at why investors may be rotating out of semiconductor stocks into software. AI semiconductor giant Nvidia (NVDA) is scheduled to report first quarter earnings this Wednesday, May 20.

BofA Reinstates Coverage of ServiceNow, Salesforce. It Says 1 Is an AI Beneficiary.
Barrons.com89d agoneutral
BofA Reinstates Coverage of ServiceNow, Salesforce. It Says 1 Is an AI Beneficiary.

Bank of America analysts reinstated coverage of two software plays on Monday, but took widely different views about how they will be affected by artificial intelligence. A team led by Tal Liani reinstated coverage of ServiceNow with a Buy rating and a $130 price target, which currently represents 28% upside. Meanwhile, the firm reinstated coverage of Salesforce with an Underperform rating and a $160 price target.

Adobe’s AI Agent And PDF Spaces Reframe Document Workflows And Investor Focus
Simply Wall St.92d agoneutral
Adobe’s AI Agent And PDF Spaces Reframe Document Workflows And Investor Focus

Adobe launched a next generation productivity agent integrated into Acrobat, aimed at reshaping how users work with PDFs using AI. The company also introduced PDF Spaces, a new way to organize, share, and interact with documents in customizable hubs. These updates expand Adobe's AI powered document tools for professionals, enterprises, and everyday users of NasdaqGS:ADBE. Adobe, trading on NasdaqGS:ADBE, is rolling out these features while its stock sits at $247.6, with the share price down...

Figma’s Earnings Just Flipped the Narrative
Trefis93d agoneutral
Figma’s Earnings Just Flipped the Narrative

Figma (NYSE: FIG) has had one of the wildest post-IPO rides in recent memory. After debuting at $33 in July 2025, the stock soared to nearly $143 before crashing to around $20. That’s an 88% collapse from peak levels, despite the business itself continuing to grow rapidly.

Trump Bought the Software Stock Slump—and More Revelations From His Trades
Barrons.com93d agobearish
Trump Bought the Software Stock Slump—and More Revelations From His Trades

President Donald Trump has been busy in the stock market. Trump disclosed purchases and sales of hundreds of millions of dollars worth of U.S. stocks in the first quarter, according to a disclosure released by the U.S. Office of Government Ethics. Trump purchased between $1 million and $5 million worth of ServiceNow Adobe Workday on Feb. 10, the disclosure revealed.

Adobe (ADBE) Expands Its Agentic AI Push With New Acrobat Productivity Agent
Insider Monkey93d agoneutral
Adobe (ADBE) Expands Its Agentic AI Push With New Acrobat Productivity Agent

With more than 28.7% upside potential, Adobe Inc. (NASDAQ:ADBE) secures its spot among the best agentic AI stocks to buy right now. On May 6, 2026, Adobe Inc. (NASDAQ:ADBE) launched its new productivity agent within Acrobat, enabling users to chat with PDFs, extract key insights, and generate rich content, including presentations, podcasts, and social posts, […]