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.
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 ...
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Threat actors have been using short-form videos on TikTok and Instagram Reels to push the Vidar infostealer, disguising the attacks as tutorials for unlocking premium software for free. New analysis ...
At ASMS, SCIEX, a Danaher company and leader in life science analytical technologies, launched the novus V55 system - a next-generation triple quadrupole mass spectrometer designed for the realities ...
SCIEX Software Solutions Advance Workflow Efficiency with Six Industry Collaborations SCIEX, a Danaher company and leader in life science analytical technologies, highlighted six industry ...