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.

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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 ...

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.

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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 ...

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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 ...

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.

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