Topic: software

Jim Cramer Highlights Software’s Resurgence as Potential Indicator for AI Stocks' Recovery

07/29/2026, 03:35 PM economy forecast software

Jim Cramer highlights the recent rebound in enterprise software stocks as a potential indicator for a similar recovery in AI infrastructure stocks, suggesting that investor sentiment can shift rapidly when valuations become attractive.

Meta’s Reality Labs Reports $4.62 Billion Loss in Q2 Amidst Struggles in VR Market

07/29/2026, 01:36 PM economy losses software

Meta's Reality Labs unit reported a significant loss of $4.62 billion in the second quarter, despite a slight increase in revenue, highlighting ongoing challenges in the virtual reality market.

Analysts Deutsche Bank recommend buying Microsoft (MSFT) ahead of earnings report amid concerns over AI disruption

07/29/2026, 09:38 AM economy forecast Analysts: analysts, Deutsche Bank software

Microsoft's upcoming fiscal fourth-quarter earnings report is crucial for investors, as analysts anticipate significant growth in revenue and earnings per share, while also expressing concerns about the company's reliance on OpenAI and competition from generative AI models.

Meta (META) Expected to Report Strong Revenue Growth of 26% in Q2 Earnings Call

07/29/2026, 09:38 AM economy forecast ai software

Meta is set to report its second-quarter earnings, with expectations of significant revenue growth driven by its advertising business and advancements in artificial intelligence. Investors are particularly focused on the company's AI strategy and its ability to monetize these efforts amid substantial capital expenditures.

DoorDash Launches In-House Drone Delivery Program Following FAA Certification

07/29/2026, 09:38 AM announcement software consumer

DoorDash has initiated its in-house drone delivery program, DoorDash Air, following the receipt of FAA certification, marking a significant step towards autonomous delivery solutions in the food delivery sector.

Analysts expect upside for Adobe (ADBE) as AI monetization gains traction and stock breaks key resistance

07/29/2026, 07:36 AM investing forecast Analysts: analysts software

Adobe is transitioning from a narrative of potential disruption from generative AI to one of direct monetization through its AI initiatives, which is reflected in its strong financial performance and stock movement.

Analysts Wells Fargo raised Snowflake (SNOW) target price to $500, expecting an 85% upside

07/29/2026, 04:37 AM investing rating_growth Analysts: analysts, Wells Fargo software ai

Wells Fargo has raised its price target for Snowflake to $500, citing the company's potential to benefit from artificial intelligence, which could lead to an 85% increase in stock value from its recent close. This positive outlook reflects a significant shift in investor sentiment towards Snowflake's growth prospects in the AI sector.

Jim Cramer Observes Wall Street Shifting Focus from AI Stocks to Growth Companies

07/28/2026, 03:37 PM economy review software consumer

Investors are shifting away from AI infrastructure stocks, which have seen significant price drops, and are reallocating funds into companies with more stable growth prospects. This trend highlights a broader market rotation as investors seek to capitalize on different sectors.

Microsoft (MSFT) Short Interest Reaches Highest Level in a Decade Ahead of Q2 Earnings Amid AI Spending Concerns

07/28/2026, 01:35 PM investing review software

Microsoft faces significant investor skepticism ahead of its quarterly earnings report, with short interest at its highest level in over a decade, reflecting concerns about the profitability of its substantial AI investments.

Meta Platforms (META) Expected to Focus on Smart Glasses and Cloud Services in Upcoming Earnings Call

07/28/2026, 09:38 AM investing forecast software

Traders anticipate that Meta will focus on its smart glasses and cloud initiatives during its upcoming earnings call, while avoiding discussions on social media policies, which could influence investor sentiment and stock performance.