Windsor says NVDA and MU's sharp selloffs reflect rate anxiety in high-beta stocks, not a collapse in underlying AI demand fundamentals. Windsor calls CRM and ADBE underpriced, each compounding AI ARR ...

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Palantir’s stock is charting a comeback from its worst month in over five years. The latest catalyst is an upgrade from D.A. Davidson analyst Gil Luria, who wrote that Palantir PLTR has a number of ...

Artificial intelligence will change the software industry, but several players in the space will be able to evolve with the shifting times and investors should get in now, says one Guggenheim analyst.

Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Wednesday's key moments. 1. The S & P 500 is up to start the new month.

IBM resisted a broad tech selloff Tuesday after a Wall Street upgrade underscored analysts’ growing conviction that Big Blue’s decade-long software makeover was finally paying off.

Adobe is undergoing some significant changes all at once. That creates significant uncertainty about the business's future, especially as the entire industry grapples with the impacts of generative AI ...

This stock has been beaten down amid concerns that generative AI threatens the software industry. A major strategy shift coincides with two executives leaving, creating significant risk. The downside ...

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