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After an impressive 12.5% five-day surge powered by AI and cloud momentum, how much higher can Oracle shares really go?
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Piper Sandler’s price target cut to $215 is another sign of the “SaaS‑pocalypse” reset hitting software, but in Salesforce’s case, the downgrade lands against 10%‑plus revenue growth, a $72...
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Based on the IGV ETF, software stocks recently had their worst quarter since 2008.
One of the iShares Expanded Tech-Software Sector ETF’s call options was the eighth-highest Vol/OI ratio in Wednesday’s trading. The software ETF looks to be at a crossroads. The question is whether...
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Analysts say the software selloff is an opportunity for investors.
Evercore ISI sees C.H. Robinson as a rare AI-era winner because its agentic supply chain platform is already turning 30‑plus AI agents loose on real freight tasks, helping it gain share, expand margins,...
Fundstrat’s Tom Lee argues the “AI scare trade” in software is nearing exhaustion and that leaders like Microsoft, Palantir, Oracle, Salesforce, and Intuit now offer a bottoming‑phase entry into...
Nvidia is dominating in AI infrastructure, but software stocks are bleeding red.
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The software application names may be under pressure, but this resilient financial software maker is catching Jefferies’ attention for all the right reasons.
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IBM’s volume was three times its 30-day average yesterday. It also had a high standard deviation of -3.46. Big moves are the norm for IBM; this latest decline suggests the good times could be over.