Topic: software

Analysts Bank of America reinstated buy rating on ServiceNow (NOW) with a $130 target price

05/19/2026, 05:32 AM investing rating_growth Analysts: analysts, Bank of America software

Software stocks are experiencing a resurgence, with the iShares Expanded Tech-Software Sector ETF (IGV) climbing over 20% since April, signaling potential bullish momentum in the sector despite ongoing concerns about AI's impact on software companies.

Anthropic Tops 2026 CNBC Disruptor 50 List, Highlighting Rapid Growth and AI Innovation

05/19/2026, 03:34 AM economy review ai software

Anthropic's rise to the top of the 2026 CNBC Disruptor 50 list highlights its rapid growth and significant valuation, reflecting the increasing importance of AI in various industries. This trend underscores the potential for substantial investment opportunities in AI-focused companies.

Blackstone to Invest $5 Billion in AI Infrastructure Venture with Google, Utilizing TPU Chips

05/19/2026, 02:32 AM economy announcement ai software

Blackstone's $5 billion investment in a new AI infrastructure venture with Google highlights the growing demand for computing power in the AI sector and positions both companies strategically against competitors like Nvidia.

Analysts expect Nvidia (NVDA) stock volatility ahead of earnings report

05/18/2026, 01:34 PM investing forecast Analysts: analysts software

Nvidia's stock has seen a significant decline, impacting options traders as many short-term contracts are set to expire worthless. Despite this, bullish sentiment remains strong among traders ahead of the company's earnings report.

Analysts Ritholtz Wealth Management highlight cybersecurity stocks as a growth area amid AI advancements

05/18/2026, 09:34 AM investing review Analysts: analysts, Ritholtz software internet

The resurgence of cybersecurity stocks, particularly CrowdStrike, Palo Alto Networks, and Fortinet, highlights their critical role in corporate IT budgets as AI advancements increase hacking threats. This trend suggests a strong growth trajectory for these companies, making them attractive investments for the future.

Analysts Bank of America downgraded Salesforce (CRM) to Underperform with a price target of $160, indicating an 8% downside

05/18/2026, 05:35 AM investing rating_drop Analysts: analysts, Bank of America software

Salesforce has been under pressure of late, and that decline is due to deepen despite the cloud-based software firm's efforts to modernize its business with artificial intelligence, according to Bank of America.

Analysts TD Cowen and Tigress Financial recommend buying Advanced Micro Devices (AMD) and Microsoft (MSFT) stocks, raising price targets significantly

05/17/2026, 05:32 AM investing review Analysts: analysts, TD Cowen ai software

The earnings season has revived investors' interest in artificial intelligence trades.

Cisco (CSCO) Named Most Overbought Stock in S&P 500 Following Strong Earnings Report

05/16/2026, 06:31 AM investing review software ai

During the ongoing earnings season, the S&P 500 experienced significant volatility, reaching an intraday high of 7,501.24 on Thursday, driven by strong quarterly earnings reports.

D1 Capital, led by Daniel Sundheim, divests from Meta Platforms (META) while increasing stakes in Amazon (AMZN) and AI stocks

05/15/2026, 02:32 PM investing review ai software

D1 Capital, led by Daniel Sundheim, made significant adjustments to its investment portfolio in the first quarter, notably divesting its entire stake in Meta Platforms, which consisted of over 376,000 shares valued at more than $240 million.

Bill Ackman Invests in Microsoft (MSFT) Amid Analyst Confidence and AI Growth Potential

05/15/2026, 11:33 AM economy growth Analysts: analysts software ai

Jim Cramer is warning investors not to sleep on Microsoft 's ability to stay competitive.