ServiceNow (NYSE:NOW | NOW Price Prediction) reports Q1 2026 results this week, and the timing could not be more charged. The stock is down 36.9% year to date as AI-driven fears have…
Rich Duprey Billionaire investor Chase Coleman built Tiger Global into one of the most influential technology-focused hedge funds in the world, earning a reputation for identifying high-growth digital businesses before they become Wall Street…
ServiceNow (NYSE: NOW | NOW Price Prediction) and Shopify (NASDAQ: SHOP) are both high-multiple technology names, but which one carries the more compelling short thesis right now? The answer, based on valuation,…
ServiceNow (NYSE:NOW | NOW Price Prediction) is drawing fresh scrutiny from Wall Street as two analyst firms trimmed their price targets on the same day, even while maintaining positive ratings. Citi analyst…
Datadog (NASDAQ:DDOG | DDOG Price Prediction) stock is heading into its May 7 Q1 2026 earnings report with a freshly trimmed price target from Mizuho. Analyst Gregg Moskowitz lowered his target to…
Cloudflare (NYSE:NET | NET Price Prediction) stock is getting a vote of confidence from Mizuho even as the firm trims its price target. Mizuho lowered its price target on Cloudflare to $235…
Microsoft (NASDAQ:MSFT | MSFT Price Prediction) stock got a reality check from Mizuho on Tuesday, as the firm slashed its price target on shares to $515 from $620 while maintaining an Outperform…
The so-called “SaaS-pocalypse” is back, and it’s hitting harder today than it did yesterday. Anthropic’s release of “Claude Code Security,” an AI-driven security product, has rattled investors across the enterprise software and…
Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction) stock is extending a brutal four-day losing streak in early trading on Friday, falling another 5% to around $124 after closing Thursday at $130.49. What…
ServiceNow (NYSE:NOW | NOW Price Prediction) stock dropped 7.86% on Thursday, April 9, and continued lower Friday morning as a broader software sector selloff accelerated on fears that managed AI agents could…
David Moadel Pre-Market Stock Futures: The futures are trading mixed as we approach the end of one of the most volatile and wild trading weeks in recent memory. After starting the day lower on…
Investors scrolling their feeds this morning are shocked by today’s carnage in enterprise software stocks. Social media chatter has blamed routine insider stock sales for Cloudflare‘s (NYSE:NET | NET Price Prediction) brutal…
ServiceNow (NYSE:NOW | NOW Price Prediction) stock is drawing fresh analyst scrutiny in early April, with BTIG analyst Allan Verkhovski cutting his price target to $185 from $200 while keeping a Buy…
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) is sitting at $177.39, down about 5% year to date, and Wedbush’s Dan Ives just called it a “table pounder” with 30 to 40% upside from…
Practically all of my personal investing is centered around AI companies, or those who will benefit from it. But we can’t ignore macro events. What happens if things get ugly out there?…
