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Software Stocks Surge as Traders Bet on Continued Growth

05/29/2026, 12:34 PM investing review software iShares Expanded Tech-Software ETF Oracle Workday Salesforce

The software stock sector is experiencing a significant bull market, with the iShares Expanded Tech-Software ETF (IGV) rising 35% since April, driven by strong performances from key companies like ServiceNow and Workday. This surge has led to a notable increase in bullish options trading, indicating trader confidence in continued growth.

Analysts Bank of America and JPMorgan raise Dell Technologies (DELL) target price to $500 on strong AI server sales

05/29/2026, 09:32 AM investing rating_growth Analysts: analysts, Bank of America, JPMorgan ai software Dell Technologies

Dell Technologies reported record fiscal first-quarter results, driven by a significant surge in its AI-linked server business, prompting analysts to raise their price targets and outlook for the company.

Costco (COST) Shares Decline Despite Strong Earnings; Analysts Anticipate Special Dividend Announcement

05/29/2026, 08:32 AM investing forecast Analysts: analysts, Bank of America, Bernstein retail Costco Wholesale

Costco's fiscal third-quarter results exceeded revenue expectations, but the stock fell about 3% as investors await a potential special dividend announcement that could boost shares in the coming months.

Analysts expect Palantir Technologies (PLTR) to break out above $160 following a consolidation phase

05/29/2026, 07:33 AM investing forecast Analysts: analysts ai software Palantir Technologies

Palantir Technologies is poised for a potential breakout after a period of consolidation between $130 and $160, driven by strong fundamentals and market conditions favoring cash-flow-positive companies. Investors are encouraged to consider options strategies to capitalize on this anticipated movement.

Record Disconnect in U.S. Stock Market: Index Calm Amid High Individual Stock Volatility

05/29/2026, 07:33 AM investing review semiconductors finance

The current U.S. stock market is experiencing a significant divergence between index stability and heightened volatility in individual stocks, particularly in the tech sector, which has implications for trading strategies and market sentiment.

Analysts HSBC upgraded Snowflake (SNOW) to Buy and raised target price to $289 (upside +20.8%) following record performance

05/29/2026, 03:32 AM investing rating_growth Analysts: analysts, HSBC ai software Snowflake

HSBC's upgrade of Snowflake to a buy rating and a price target increase to $289 highlights the company's strong performance and growth potential, particularly in AI-driven revenue.

Apple (AAPL) Continues Winning Streak as Dell (DELL) Surges After Strong Earnings

05/28/2026, 05:37 PM investing review software consumer Dell Technologies Apple

Apple continues its strong performance with nine consecutive weeks of gains, while Dell's stock surged nearly 40% after reporting impressive earnings, highlighting significant movements in the tech sector that could influence market trends.

Analysts UBS warn of rising private credit defaults amid AI pressures and economic challenges

05/28/2026, 01:33 PM investing forecast Analysts: analysts, UBS finance software

The private credit sector is facing an increase in defaults, driven by rising inflation, higher interest rates, and pressures on the software industry, which constitutes a significant portion of private credit collateral. This situation poses risks not only to institutional investors but potentially to retail investors as well, as interconnectedness with public markets could lead to broader financial implications.

Analysts Oppenheimer and Barclays identify key drone industry beneficiaries amid U.S. government investment discussions

05/28/2026, 01:33 PM investing review Analysts: analysts, Barclays, Oppenheimer ai industrials Palantir Technologies Ondas AeroVironment Motorola Solutions Kratos Defense & Security Solutions

The potential U.S. government investment in drone companies is expected to significantly boost the sector, with analysts identifying key players like Unusual Machines and Motorola Solutions as likely beneficiaries. This development could reshape the drone market, increasing its total addressable market to $140 billion by 2027.

CFTC Files Lawsuit Against Rhode Island Over Regulation of Prediction Markets

05/28/2026, 12:33 PM investing announcement

The CFTC's lawsuit against Rhode Island highlights a growing conflict over the regulation of prediction markets, which could significantly impact how these platforms operate across the U.S.