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Meta’s Enterprise Push Could Turn AI From a SaaS Feature Into a SaaS Competitor
Meta Platforms, Inc. (NASDAQ:META) launched the Meta Enterprise Platform on September 28 as a new business pillar focused on its AI technology stack. The platform will give businesses and developers access to tools such as the Meta Busines…
monday.com, CrowdStrike, Asana, C3.ai, and Palo Alto Networks Shares Skyrocket, What You Need To Know
monday.com, CrowdStrike, Asana, C3.ai, and Palo Alto Networks Shares Skyrocket, What You Need To Know What Happened? A number of stocks jumped in the morning session after market concerns regarding artificial intelligence disruption subsid…
[Trading charts background] da-kuk/E+ via Getty Images Corporate optimism has reached an all-time high as a record 72 S&P 500 (SPY [https://seekingalpha.com/symbol/SPY]) (VOO [https://seekingalpha.com/symbol/VOO]) companies issued positive…
AI Will Revolutionize Medicine. This Company Provides the Plumbing.
Veeva Systems is making that transformation happen. The Pleasanton, Calif.–based company develops software for biotechnology and pharmaceutical customers to manage everything from research and development and regulatory submissions to day-…
Software and Mag 7 Stocks Are Picking Up the Slack for Chips
The Nasdaq Composite is rallying to close out September, but the gains aren’t coming from chips. The tech-heavy index was up 0.9%, while the S&P 500 was up 0.5%. The iShares Semiconductor ETF was actually down 0.2%, despite a 1.3% gain for…
2 Reasons Oracle Stock Is on Pace to Snap a 4-Day Losing Streak
Oracle stock advanced on Tuesday after the software and artificial-intelligence cloud provider made two significant AI announcements for the company’s all-important cloud infrastructure business segment. Oracle stock rose 3.8% to $137.69 o…
Stocks making the biggest moves premarket: Fair Isaac, SpaceX, AMD & more
Check out the companies making the biggest moves premarket: Fair Isaac — Shares plunged 18% after Federal Housing Finance Agency director Bill Pulte introduced changes to mortgage pricing. "We are Simplifying Mortgage Pricing following fee…
Meta Platform Takes Aim at Salesforce, ServiceNow With AI Push
This article first appeared on GuruFocus. Meta Platforms (NASDAQ:META) is making a direct push into enterprise software, and investors are already reassessing what that could mean for some of the biggest names in the sector. Meta unveiled…
Debt-hungry AI companies face increased risk as bond yields spike
With Treasury yields climbing this week to their highest levels since 2007, companies reliant on debt are poised to see their borrowing costs rise. That means the AI infrastructure buildout, which has already reached historic levels, is ab…
3 Software ETFs to Buy as the SaaSpocalypse Bottoms Out
The "SaaSpocalypse" is officially over. What began in early 2026 as a brutal sell-off, driven by existential fears that artificial intelligence (AI) coding tools would render traditional software obsolete, has now given way to a sharp reco…
Stocks declined as the tone on Wall Street shifted away from risk amid mounting geopolitical uncertainties. The downturn marked a breather from the recent tech stock rally. The tech-heavy Nasdaq Composite dove 1%, pulling back from the rec…
The recent debate over slowing frontier AI development could shift investor attention from capital-intensive chipmakers toward software platforms, cybersecurity and established technology companies. Major AI lab CEOs (Amodei, Altman, Musk)…
Adobe Is Down 32% This Year: Is ADBE Stock Dead Money or Due for a Bounce?
Quick Read Adobe stock has tumbled 32% this year while the S&P 500 gained 14%, making it the steepest decliner in its software peer group. Autodesk fell 26% and Salesforce dropped 12% year-to-date, yet Adobe's steeper slide signals stock-s…
How Is Gen Digital's Stock Performance Compared to Other Software - Infrastructure Stocks?
Businessman trading stock market on teblet screen by Nespix via iStock Valued at a market cap of $17.4 billion, Tempe, Arizona-based Gen Digital Inc. (GEN) is a global company focused on enabling Digital Freedom through trusted consumer br…
BlackBerry Jumps 7% as Coretura Selects QNX-Based Alloy Kore for Truck Platform; Aptiv Edges Higher, Mobileye Barely Budges
Quick Read BlackBerry jumped 7%, now up 141% YTD, after Daimler Truck and Volvo Group's joint venture Coretura chose Alloy Kore as its commercial truck SDV foundation. Aptiv gained just 1% and Mobileye barely moved 0.3%, confirming the mar…
Bitcoin hits an 8-month high — and sends a clear message about risk appetite right now
Bitcoin is back to its late-January highs, while the tech-heavy Nasdaq Composite on Monday logged its first record close since June. - Getty Images After weeks of looking all but lost amid a stunning decline this year, bitcoin broke above…
Dell and AppLovin Look Vulnerable. How to Play the Charts.
AppLovin, which helps mobile app developers monetize their products, is down 52% over the last year, and trades 57% below its 52-week high. Continue Reading
The stock market was on a tear on Monday, led by the tech sector. Both semiconductor and software stocks were taking part in the rise. The PHLX Semiconductor Index was up 3.2%, lifted on gains by Arm Holdings, Intel, and AMD. Continue Read…
Nvidia Has Been the King of AI. This ETF Bets the Next Winners Will Be Somewhere Else.
Nvidia (NASDAQ: NVDA) has unquestionably been one of the biggest beneficiaries of the artificial intelligence (AI) boom. The next phase of the AI trade, however, might be dominated by something completely different. The one exchange-traded…
Image from Pixabay This cybersecurity stock is on a historic run fueled by the AI boom, forcing investors to evaluate whether the growth engine has enough fuel left to justify its expanding multiple. After a stock has climbed 121% in a yea…
Swing Trading Focus On Software Stocks Over Semiconductors With IGV
The Nasdaq composite might not be at its healthiest but it's outshining the other major indexes at the moment. Where we've found relative strength is in the software sector lately. The idea that a subscription that made use of AI agents co…
Agentforce Triggers Renewal Surge, Sparking Salesforce AI Boom: Analyst
Salesforce Inc.(NYSE:CRM) is expanding its AI monetization strategy while targeting stronger revenue growth, higher customer spending and continued shareholder returns. BNP Sees Revenue Reacceleration Ahead BNP Paribas analyst Stefan Slowi…
Software Stocks Get New Life From Strong Earnings, AI Warnings
(Bloomberg) -- Software stocks were basically left for dead earlier this year as investors bet that the business was doomed by the emergence of artificial intelligence. But it turns out that imminent demise was greatly exaggerated. Most Re…
BlackBerry Climbs 6%, Mobileye Rises 5%: Is the Software-Defined Vehicle Trade Waking Up?
Quick Read BlackBerry surges 6% to $8.10, up 114% YTD, while Mobileye climbs 5% as traders bid both SDV software names without a fresh catalyst. Aptiv's near-flat 0.3% gain, with the software ETF trailing the S&P 500, confirms this is name…
How Is PTC Inc.'s Stock Performance Compared to Other Tech-Software Stocks?
Bull and bear on a tablet_Image by Ice stocker via Shutterstock PTC Inc. (PTC), headquartered in Boston, Massachusetts, develops and delivers technology solutions, comprised of software and services, used by discrete manufacturers to desig…
SoundHound AI Drops 4% as Selling Concentrates in Speculative Software Names; UiPath Falls 3%, C3.ai Dips
Quick Read SoundHound AI slides 4% and UiPath drops 3% with no company-specific catalyst, flagging pure flow-driven selling in thinly supported small-cap software. IGV barely budges while SPY gains 0.35%, confirming the selloff is isolated…
Death of software 'greatly overstated' as sector flips the script on chip stocks: Chart of the Day
Software stocks, once left in the dust, have roared back in recent months as high-flying chip stocks take a back seat. "One of the things that was greatly overstated earlier this year was the death of software," Brian Mulberry, Zacks Inves…
10-year Treasury yield hits 5% as oil prices jump and Fed meeting looms
The U.S. dollar was getting a haven bid Monday as the yield on the 10-year Treasury note topped 5%. - Getty Images The benchmark 10-year Treasury yield briefly found some support from dip buyers Monday, but was back at the crucial 5% thres…
AI Stocks Tumble, Software Soars as Doomsday Warnings Ripple Through Market
A wave of worry among top executives about the speed of artificial intelligence development had Wall Street selling shares of chip firms and buying software stocks. The Nasdaq Composite fell 0.6%. The selling was mostly limited to stocks t…
C3.ai Jumps 7% as Software Rally Lifts Beaten-Down AI Names; UiPath Climbs 8%, SoundHound AI Gains 5%
Quick Read C3.ai surged 7%, UiPath jumped 8%, and SoundHound AI climbed 5% Monday with zero company-specific news driving any of the three. IGV's 5% rally while QQQ fell signals money rotating out of large-cap tech into software, not a bro…
The Flood of AI Debt Is Poised to Crush Small-Caps. Here’s Why.
businessman using technology AI for working tools by Deemerwha studio via Shutterstock Generally speaking, in the stock market, bigger companies are more financially sound. I know some former Enron shareholders would quickly debate that, a…
There were obvious winners amid Monday’s AI selloff. A modest majority of S&P 500 stocks were actually positive despite the index’s 0.8% drop. The Dow Jones Industrial Average was down 261 points, or 0. Continue Reading