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…
CrowdStrike just announced a landmark partnership milestone from its own conference stage, yet the stock is cratering anyway. The reason behind the selloff has nothing to do with the company's business, and…
Salesforce's blowout quarter sent shockwaves through software stocks that never reported a single number this week, and the names catching the biggest bids are some of the most beaten-down agentic-AI plays in…
Salesforce spent months as the broken name in enterprise software, dragging the sector's AI credibility down with it. Now one earnings report and a surprise Anthropic partnership are forcing the bears to…
Palantir just staged one of the sharpest recoveries in enterprise software, but the stock still sits below where the year began and trades at a valuation that makes most analysts nervous. The…
Zoom delivered a cleaner quarter than the Street expected, raised its full-year targets, and still managed to send its own stock tumbling 6% in a sector that barely flinched. The culprit traces…
Rezolve AI scored a validation win so rare for small-cap AI names that it sent the stock surging 22% in a single session, yet the same announcement barely moved the needle for…
Intuit just handed Wall Street something rare: guidance so cautious it sparked fears that AI disruption has moved from theory to measurable damage, pulling Adobe, ServiceNow, and the entire enterprise software sector…
ServiceNow has surged nearly 30% in a single month and left the broader software sector in the dust, but Wall Street's price targets and a quietly sobering Q3 forecast reveal just how…
A Taiwanese indictment named individuals tied to Super Micro and NVIDIA, but whether the companies themselves face liability depends on a legal distinction that sent one stock soaring 8% while the broader…
Three software stocks entered 2026 chasing the same customers, but by mid-year the scoreboard looks nothing like a sector story, and the reason one name pulled ahead points to a fault line…
