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The market is offering a software giant’s immense cash flow at a steep discount, forcing investors to decide if the price reflects a temporary problem or a permanent one.

Netflix upgraded, Microsoft initiated: Wall Street's top analyst calls

L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The letter discusses the current investment environment as a ‘two-speed’ but resilient global economy, accompanied by an uncertain future. The letter explores the potential of an AI bubble, distinguishing […]

Everyone already owns NVIDIA, Microsoft, and Alphabet, but the real AI infrastructure buildout is quietly funneling billions into a different layer of the stack. Three under-the-radar names are converting that spending into hard revenue growth right now.

RBC Capital Markets managing director, Rishi Jaluria, shares a few of his thoughts on the software sector and the fear of AI disruption.

One trades at a 12x earnings multiple while the other generates triple the revenue.

One trades at a 12x forward multiple while the other commands 165x, a valuation gap that masks fundamentally different risk-reward profiles.

In the latest trading session, Salesforce (CRM) closed at $170.77, marking a -1.11% move from the previous day.

Management has gone quiet on the cloud migration engine that built Azure, but with AI now shouldering all the growth expectations, the health of that silent giant has never mattered more.

AI is eating away at software’s superpower: profit-rich recurring revenue. The good news? Companies—and investors—are starting to adapt.

NOW's Q2 results may reflect strong AI adoption and subscription growth, but rising costs, competition and valuation risks cloud the outlook.

Six months after Barron’s wrote about his overlapping business interests, the prominent tech analyst has a new job. And he finally got on the phone to talk to us.

Oracle just shed a third of its value in a month while sitting on a backlog that one top Wall Street analyst calls the clearest forward-revenue signal he has ever seen in enterprise software. Something in that math does not add up, and figuring out which side is wrong could define the trade of the year.

Oracle's cloud backlog just shattered records while the stock collapsed to near its 52-week low, creating a gap between fundamentals and price that rarely survives for long. Two overlooked forces from last quarter suggest the selloff may have handed investors a rare window.

The company is making an enormous bet on AI infrastructure, and the sheer scale of that wager is now the central vulnerability for investors.

It was a blue chip day for IBM.

With the stock beaten down by fears of AI disruption, one number reveals a surprising foundation of long-term customer commitment that the market seems to be overlooking.

(Bloomberg) -- International Business Machines Corp.’s warning this week that its sales are falling well short of expectations highlights a growing divide between artificial intelligence winners and everyone else in the tech universe.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthNasdaq Futures Tumble 1.5% as Chip Rout Deepens: Ma

Salesforce Inc (NYSE:CRM) is one of the best stocks to buy for the AI boom in the second half of 2026. Analysts project a 48% upside potential for Salesforce shares from the current price, and some 101 hedge funds have Salesforce stock in their portfolios. The US Air Force has picked Salesforce Inc (NYSE:CRM) to […]

A company famous for its growth is now offering investors a surprising amount of cash, but the market isn't buying the story.

The e-commerce landscape is rapidly evolving with the integration of artificial intelligence, as highlighted by recent strategic developments and technological advancements. Adobe's acquisition of Rephrase.AI exemplifies the industry's drive to enhance AI-driven generative video capabilities, reinforcing the commitment to sophisticated e-commerce marketing strategies. The market for generative AI in e-commerce is projected to grow significantly, buoyed by AI-powered personalized...

The company has booked an unprecedented pipeline of future cloud revenue, but it comes with a large price tag and a bet on a flawless, capital-intensive build-out.

If you hold the shares, you are already exposed to the full, sizable gap between two very different potential outcomes.

Salesforce stock sits at about US$167 after falling 34.7% over the past year, yet the valuation checks and current market multiples still lean toward the shares looking cheap rather than expensive. Salesforce has declined 34.7% over the past 12 months, which puts the focus squarely on whether the current price already reflects weaker sentiment around enterprise software and AI spending. On the one hand, wins such as the U.S. Air Force adopting Salesforce's Missionforce platform may support...

IBM (NYSE:IBM) currently trades at $214.46 after a brutal reset, while Wall Street’s consensus price target sits at $294.94. That gap implies roughly 37% upside to the average target, one of the widest dislocations in large-cap tech. IBM is the century-old hybrid cloud, mainframe, consulting, and enterprise software franchise that spent the last two years ... IBM Just Crashed. If Wall Street Pros Are Right The Stock Could Soar From Here

MSFT reshapes Teams pricing by moving key features into Enterprise while adding new licenses, making renewal cycles key to its monetization strategy.

Quant ratings reveal relative strength across major competitors

Investing.com -- Bernstein's mid-year CIO survey reaffirmed expectations for strong IT budget growth in 2026, with growth similar to 2025 and rivaling the strength seen during the COVID-era rebound in 2021, according to a note from analyst Peter Weed on Wednesday.

ServiceNow has dropped more than 40% over the past year while its business quietly accelerates, and options traders are making an unusually lopsided bet before the July 22 earnings report. Here is what the signal says about where shares go next.

After a punishing markdown, the creative software giant looks cheap, but the market is pricing in a story of strategic turmoil and fundamental risk.