Topic: software

Analysts Wells Fargo raised Microsoft (MSFT) target price to $650, expecting 44% upside from current levels

06/01/2026, 04:34 AM investing rating_growth Analysts: analysts, Wells Fargo ai software

Microsoft is intensifying its focus on artificial intelligence by launching a range of proprietary AI models, a strategy that Wells Fargo believes could drive its stock price to new heights.

Software Stocks Surge as Nvidia CEO Jensen Huang Unveils New N1X Chip at Computex

06/01/2026, 03:31 AM growth software

Nvidia's announcement of a new chip designed for personal computers has led to significant gains in software stocks, indicating strong investor confidence in the technology sector.

Nvidia Expands into Personal Computers with New Arm-Based N1X Processor for Laptops from Microsoft, Dell, HP, and Others

05/31/2026, 10:32 PM economy announcement software hardware

Nvidia is set to disrupt the personal computer market with its new Arm-based N1X processor, which will power a fresh line of Windows laptops and desktops, challenging established players like Intel and AMD. This move highlights the growing significance of AI in computing and positions Nvidia for substantial growth in a rapidly evolving industry.

Analysts Argus Research raised Snowflake (SNOW) target price to $300 on strong AI-driven performance

05/29/2026, 02:32 PM economy rating_growth Analysts: analysts software ai

Recent strong earnings from Snowflake and Okta have alleviated fears surrounding the software sector, leading to significant gains in software stocks and marking the best monthly performance for the iShares Expanded Tech-Software ETF since 2001.

Software Stocks Surge as Traders Bet on Continued Growth

05/29/2026, 12:34 PM investing review software

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.

Jim Cramer Highlights Nvidia as a Key Beneficiary of Dell Technologies' Strong Quarter

05/29/2026, 09:32 AM economy review ai software

Costco's stock dropped 4.5% due to disappointing membership growth, while Dell Technologies saw a 30% surge following strong earnings driven by AI demand, highlighting Nvidia's potential as a key investment.

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 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.

SentinelOne (S) Stock Drops 12% Following Workforce Reductions to Enhance AI Investments

05/29/2026, 08:32 AM economy stock_drop ai software

SentinelOne's decision to lay off 8% of its workforce, aimed at enhancing its focus on artificial intelligence, resulted in a 12% drop in its stock price, reflecting investor concerns over the company's future performance amid broader industry layoffs.

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 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.

Dell Technologies (DELL) Shares Surge 39% Following Strong AI-Fueled Earnings Report

05/29/2026, 06:33 AM economy rating_growth software

Dell Technologies experienced a significant surge in its stock price following a strong earnings report driven by AI demand, while broader market trends indicate a potential easing of inflation pressures.