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Veteran tech analyst: The market has wrongly left software for dead in the AI rotation
Quick ReadWindsor says NVDA and MU's sharp selloffs reflect rate anxiety in high-beta stocks, not a collapse in underlying AI ...
Of the platforms compared here, Celebrus AI is the only one built from the ground up on a live, identity-resolved behavioral ...
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 ...
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Cramer says Palantir is the cheapest he’s ever seen it, and names 2 more AI winners
Quick ReadCramer called PLTR the cheapest he's ever seen it, down 29% year to date while Q1 revenue surged 85% year over year ...
Management and technology consultancy BearingPoint introduces the BearingPoint Store, a new marketplace that enables ...
In 2024, the Blue Whale fund picked up Vertiv (VRT), which makes liquid cooling systems for AI data centers, along with Broadcom (AVGO), then Lumentum, the maker of optical interconnects for AI data ...
Bandwidth is entering a new growth phase, targeting revenue growth in 2026, driven by enterprise AI adoption. Find out why ...
A contrarian analyst call argues that AI fears have compressed both stocks past what the actual competitive dynamics warrant ...
A number of stocks jumped in the afternoon session after Guggenheim's John DiFucci upgraded both Salesforce and ServiceNow to ...
Shares of Salesforce (NYSE: CRM) rose on Wednesday after an investment bank upgraded its rating on the beleaguered tech stock ...
A Guggenheim analyst says valuations for the two software stocks are too depressed, even though the AI threat is real Guggenheim analyst John DiFucci upgraded shares of ServiceNow to buy from neutral ...
Guggenheim Securities upgraded shares of Salesforce, Check Point Software Technologies and ServiceNow to Buy, arguing that investor concerns over artificial intelligence have driven software ...
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