Topic: software

Analysts Citi and Bank of America raised Dell Technologies (DELL) target price to $600, expecting 41% upside amid strong AI demand

09/02/2026, 04:36 AM investing rating_growth Analysts: analysts, Bank of America, Citi ai software

Dell Technologies continues to thrive amid strong demand for hardware driven by artificial intelligence, with analysts projecting further stock growth following a positive earnings report and raised guidance.

Analysts Morgan Stanley expect new AI product launches from Meta (META) following $18 billion settlement

09/02/2026, 02:36 AM economy forecast Analysts: analysts, Morgan Stanley ai software

Meta's $18 billion settlement over social media design features for younger users may enable the company to accelerate its AI product launches, according to analysts. This legal resolution could alleviate investor concerns and lead to innovative offerings in the near future.

Analysts raised target price on Palo Alto Networks (PANW) as AI-driven cybersecurity demand grows

09/01/2026, 05:36 PM rating_growth Analysts: analysts ai software

Palo Alto Networks reported strong fiscal fourth-quarter results, highlighting the growing importance of cybersecurity in the AI era, which is expected to drive future demand for its services. The company's performance exceeded analyst expectations, reinforcing its position in a rapidly evolving market.

Palo Alto Networks CEO Nikesh Arora Highlights $1 Trillion Cybersecurity Infrastructure Needs Overhaul for AI Readiness

09/01/2026, 04:37 PM economy growth software ai

Palo Alto Networks' CEO highlighted the urgent need for companies to modernize their cybersecurity infrastructure, estimated at $1 trillion, to effectively combat AI-driven threats. This shift is expected to significantly benefit the cybersecurity sector, including Palo Alto, as businesses adapt to new vulnerabilities.

Jim Cramer Advocates for Nvidia (NVDA) to Implement a $500 Billion Stock Buyback Similar to Apple’s Strategy

09/01/2026, 04:37 PM economy recommendation software

Jim Cramer advocates for Nvidia to significantly increase its stock buyback program, suggesting a half-trillion dollar repurchase to better reflect the company's strong business fundamentals and address the disconnect with its stock performance.

Palo Alto Networks (PANW) Surpasses Q4 Estimates Amid Rising AI Demand and Plans Further Acquisitions

09/01/2026, 01:37 PM economy forecast software ai

Palo Alto Networks reported strong fiscal fourth-quarter results, driven by increased demand for cybersecurity tools amid rising artificial intelligence threats, although its shares declined in after-hours trading.

Dell Technologies (DELL) shares rise 10% after strong fiscal 2027 forecast driven by AI server sales

09/01/2026, 01:37 PM economy forecast ai software

Dell Technologies' shares surged 10% after the company reported strong fiscal second-quarter results and raised its full-year forecast, driven by significant growth in AI-optimized server sales. This performance highlights Dell's robust position in the rapidly expanding AI infrastructure market.

OneRail Launches AI Platform OmniStar in Partnership with Nvidia to Enhance Retail Delivery Efficiency

09/01/2026, 04:37 AM business announcement ai software

OneRail's new AI-powered platform, OmniStar, developed in partnership with Nvidia, aims to enhance delivery efficiency for retailers, particularly smaller ones, by enabling rapid decision-making on logistics options. This innovation is crucial as it allows these retailers to compete more effectively against larger companies like Amazon and Walmart.

Apple Appoints John Ternus as CEO Amid AI Challenges and Memory Crisis

09/01/2026, 04:37 AM economy appointment software

John Ternus has officially taken over as CEO of Apple, succeeding Tim Cook amid significant challenges including a global memory crisis and the need to innovate in the face of rising competition in the tech sector. His leadership will be crucial as Apple navigates these hurdles while preparing for upcoming product launches.

Jim Cramer Reviews August’s Stock Comeback Driven by Improving Fundamentals

08/31/2026, 04:36 PM economy review software finance

August marked a significant recovery for stocks that had previously faced bearish pressures, with notable rebounds in companies like Moderna and various software firms, driven by improving fundamentals and a shift in investor sentiment.