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25,542 signal articles · 32 in last 24h · 122,390 total before filter · latest 1h ago
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AI Didn’t Kill SaaS After All: Why Beaten-Down Software Stocks Are Rebounding
24/7 Wall St.55d agobullish
AI Didn’t Kill SaaS After All: Why Beaten-Down Software Stocks Are Rebounding

The AI investment story has shifted repeatedly over the past year. Investors first piled into semiconductor companies, then power producers, networking firms, and data center infrastructure providers as the race to build AI capacity accelerated. Software companies, however, became the market’s biggest casualty after fears emerged that AI agents could replace many traditional software applications ... AI Didn’t Kill SaaS After All: Why Beaten-Down Software Stocks Are Rebounding

Investing.com55d agobullish
Palantir surges 4% on Nvidia sovereign AI pact as software beats semis

Investing.com -- Palantir Technologies Inc (NASDAQ:PLTR) is trading up 4.6% at $118.09 on Monday, extending a rebound that began Friday when the stock snapped a seven-session losing streak, after the company announced a strategic initiative with NVIDIA Corporation (NASDAQ:NVDA) to deploy open AI models inside classified and air-gapped government environments. The partnership pertains to a jointly developed intelligent engine pairing Nvidia's Blackwell Ultra GPUs and Nemotron open models with Pal

Strategy’s Turnaround Plan Includes Stock Buyback, Bitcoin Sales and More Reserves
The Wall Street Journal55d agobullish
Strategy’s Turnaround Plan Includes Stock Buyback, Bitcoin Sales and More Reserves

Michael Saylor’s   Strategy plans to buy back stock and sell bitcoin among many moves aimed at stemming the loss of confidence in the crypto-hoarding company. Strategy said Monday it would repurchase as much as $1 billion of its preferred shares and up to $1 billion of its Class A common stock. It also said it might sell bitcoin to raise up to $1.25 billion in cash to help cover the dividend payments on its preferred stock and the interest on outstanding debt, as well as to fund its share-repurchase program and cash reserve.

3 Reasons DRS is Risky and 1 Stock to Buy Instead
StockStory55d agobullish
3 Reasons DRS is Risky and 1 Stock to Buy Instead

Over the past six months, Leonardo DRS has been a great trade, beating the S&P 500 by 19.1%. Its stock price has climbed to $42.96, representing a healthy 25.9% increase. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.

Wall Street Is Terrified of Nike’s Tuesday Earnings and a Sudden CFO Shakeup—Why This Is the Ultimate Aggressive Buy on Repeat
24/7 Wall St.55d agobullish
Wall Street Is Terrified of Nike’s Tuesday Earnings and a Sudden CFO Shakeup—Why This Is the Ultimate Aggressive Buy on Repeat

I keep hitting the buy button on Nike, and Tuesday’s earnings report has not slowed me down. It has done the opposite. Every panic headline about CFO Matthew Friend stepping down, every Reddit thread warning of soft numbers, every fresh leg lower in the share price has me adding again. This is a confession of ... Wall Street Is Terrified of Nike’s Tuesday Earnings and a Sudden CFO Shakeup—Why This Is the Ultimate Aggressive Buy on Repeat

FuelCell Energy Is Up 17% Today: Is It Outperforming Other Fuel-Cell Stocks Like Plug Power and Bloom Energy?
24/7 Wall St.55d agobullish
FuelCell Energy Is Up 17% Today: Is It Outperforming Other Fuel-Cell Stocks Like Plug Power and Bloom Energy?

FuelCell Energy (NASDAQ:FCEL) stock is up 17% in morning trading on Monday, leading a sharp rally across hydrogen and fuel cell names. Bloom Energy (NYSE:BE) stock is up 6%, while Plug Power (NASDAQ:PLUG) stock is flat on the session. The clear answer to today’s market-mover question: FuelCell Energy is decisively outperforming its hydrogen peers. The ... FuelCell Energy Is Up 17% Today: Is It Outperforming Other Fuel-Cell Stocks Like Plug Power and Bloom Energy?