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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.

Analysts Loop Capital initiated coverage on CrowdStrike (CRWD) with a buy rating and a target price of $230, expecting a 27% gain

07/28/2026, 04:37 AM investing rating_growth Analysts: analysts, Loop Capital ai software

Loop Capital has initiated coverage of CrowdStrike with a buy rating and a price target of $230, indicating a potential 27% upside, as the firm believes CrowdStrike is well-positioned to lead in the emerging market for agentic artificial intelligence security.

Microsoft Introduces Cost-Effective AI Model for Cybersecurity Enhancements

07/27/2026, 05:36 PM economy announcement ai software

Microsoft's introduction of a new AI model for cybersecurity marks a significant effort to enhance its cybersecurity business, which has faced challenges recently. This development is crucial for investors as it may influence Microsoft's competitive positioning and financial performance in the cybersecurity sector.

Stock Futures Steady as Cadence Design Systems and Rambus Report Earnings, Universal Health Services Lowers Guidance

07/27/2026, 03:36 PM review software healthcare

Cadence Design Systems and Rambus reported better-than-expected earnings, boosting their stock prices, while Universal Health Services faced a decline after lowering its full-year guidance, indicating potential challenges ahead.

Analysts Goldman Sachs and Bernstein project significant upside for Bending Spoons (BSP) following its IPO

07/27/2026, 11:38 AM investing forecast Analysts: analysts, Bernstein, Goldman Sachs ai software

Bending Spoons, an Italian tech company that acquires mature internet brands, is gaining attention from analysts who predict significant stock price increases due to its unique business model focused on cost-cutting through artificial intelligence.

Analysts warn that cuts in capital expenditure by hyperscalers like Alphabet (GOOGL) could negatively impact the stock market

07/27/2026, 10:38 AM investing forecast Analysts: analysts, JPMorgan ai software

Alphabet's increased capital expenditure forecast for 2026 and 2027 reflects rising demand for computing power, but it raises concerns about potential debt costs and impacts on shareholder returns. This move is critical as it could influence market sentiment regarding the broader cloud computing sector.

Stocks Making Significant Moves Midday: ASML, SK Hynix, SAP, Forte Biosciences, and More

07/27/2026, 10:38 AM business review software biotech

Several companies experienced significant stock movements, with ASML declining due to competition from Chinese chipmakers, while Forte Biosciences surged following an acquisition announcement. These developments highlight the ongoing volatility in the semiconductor and biotech sectors, which could impact investor sentiment and market dynamics.

Topic: software