Two software-defined vehicle (SDV) names are moving on their own this morning while the category around them isn’t. BlackBerry Limited (NYSE:BB) and Mobileye (NASDAQ:MBLY | MBLY Price Prediction) are climbing sharply in…
Speculative software names are absorbing most of the day’s selling on Wednesday midday, even as the broader U.S. market drifts higher. The iShares Expanded Tech-Software Sector ETF (CBOE:IGV) sits at $105.36, down…
Shares of C3.ai (NYSE:AI | AI Price Prediction) are climbing Monday afternoon as a sharp rebound in beaten-down enterprise artificial intelligence (AI) software names sweeps across the group. C3.ai stock is up…
ServiceNow (NYSE:NOW | NOW Price Prediction) stock is up 5% to $139.62 in early Monday trading, Adobe (NASDAQ:ADBE) stock is climbing 4% to $261.90, and Salesforce (NYSE:CRM) stock is rising 3% to…
Adobe beat estimates and raised its full-year outlook, yet the stock still stumbled out of the gate Friday morning. A soft Q4 guide and a simultaneous CEO and CFO transition are now…
Salesforce just posted a blowout quarter and rocketed while the rest of enterprise software slid, but a closer look at what actually drove the earnings beat raises questions every CRM shareholder needs…
Citi just slapped a Buy rating on UiPath with a target nearly 70% above the current price, yet shares keep falling. Here is what the bull and bear camps are fighting over…
Braze beat revenue estimates and raised its full-year outlook, yet its stock cratered while every peer in the sector held firm. One line in the earnings guide explains why investors are selling…
Wall Street just raised price targets on UiPath across the board after a strong earnings beat, yet not a single analyst upgraded the stock. Here is why four simultaneous target hikes are…
Investors yanked $700 million from the top software ETF in a single session, and within hours a major earnings report threatened to make that timing look catastrophic. Whether the selloff was a…
ServiceNow surged nearly 30% in a month without releasing a single earnings report, leaving investors caught between locking in gains and betting the sector re-rating still has room to run.
Michael Burry just renewed his short case against Palantir, and Palantir answered with a major alliance announcement that sent the stock surging. Whether that response actually addresses the receivables quality problem Burry…
Silver Lake wants Workday, but Workday just fired back with $4 billion and a packed calendar of public commitments. Jim Cramer says the company is fighting its own takeover, and the five-year…
Software's biggest winners are selling off hard today while the broader tech index barely flinches, and the disconnect between those two moves reveals something traders need to understand before Snowflake's report hits…
Palantir just landed a U.S. Army production contract for next-generation AI targeting systems, yet the stock is sinking anyway. The reason has nothing to do with the company and everything to do…
