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Guidewire's cloud transition, ARR growth and margin gains support the stock case, but deal timing, costs and AI scaling remain key tests.

Microsoft (MSFT) stock has had a tough run, down 20% over the last year and trailing the market significantly. The conversation is dominated by one large number: a plan to invest roughly $190 billion in capital expenditures in calendar year 2026. The question for skeptics is whether the demand for artificial intelligence is real enough to pay for it all.

The Vanguard Information Technology ETF (NYSEARCA:VGT) just gave back a chunk of its 2026 run, sliding 5% in a single week as semiconductor names corrected. The fund is still up about 21% year to date and roughly 39% over the past year, but holders should treat that pullback as the market beginning to question the ... VGT Investors: Watch Hyperscaler Capex Guidance in H2 2026

Entrepreneur and venture capitalist Chamath Palihapitiya is best known to many investors for his love of SPACs and for bringing several companies public via reverse mergers, including Virgin Galactic, a space company he previously served as chairman of. Palihapitiya announced...

UiPath’s agentic automation push is raising the stakes for its next report, where investors will look for proof that new workflow tools are lifting ARR, retention, and margins.

Jim Cramer opened his Mad Dash Thursday morning with a striking call. Palantir Technologies (NASDAQ:PLTR) is now the cheapest he has ever seen it. That is a striking sentence about a company still trading at a trailing P/E of 146x. Cramer’s exact framing, after watching CEO Alex Karp’s recent interview, was “I will say this ... Cramer Says Palantir Is the Cheapest He’s Ever Seen It, and Names 2 More AI Winners

Salesforce Inc. (NYSE:CRM) is one of the 10 Best SaaS Stocks to Buy According to Reddit. On July 1, Guggenheim upgraded its rating on Salesforce to Buy from Neutral, setting a price target of $228.00, according to a report by Investing.com. The analyst highlighted that the company’s current valuation of 3.7 times recurring revenue and […]

Six months into 2026, the boring stuff is winning. The SPDR S&P Dividend ETF (NYSEARCA:SDY) is up 12.57% year to date, while the iShares Expanded Tech-Software ETF is down 11.4% over the same stretch. That is a wide gap between dividend aristocrats and enterprise software. SDY, the plain-vanilla index of companies that have raised dividends ... Dividend Aristocrats Are Quietly Outrunning Software in 2026. Investors Are Piling Into This ETF

Palantir stock continues to rise after bottoming at $107.27 last week. DA Davidson upgrades the stock to a Buy and sees 39% upside.

CRM's Data 360 momentum, AI-driven ARR growth and Informatica synergies are likely to support stronger fiscal 2027 revenue growth as customer demand expands.

NOW's AI Control Tower demand supports long-term growth, but premium valuation, acquisition integration costs and margin pressure warrant caution.

The Dow just closed out its best first half since 2021, up 8.7% year-to-date, yet Wednesday’s open felt like a nervous glance at the door. CNBC’s Dominic Chu kicked off July with mixed earnings, one big M&A shrug, and a jobs report that gave the bulls something to chew on. Chu flagged the labor data. ... The Dow Just Had Its Best First Half Since 2021, but This Jobs Number Is Flashing Yellow

The firm said AI fears may be overdone, lifting three beaten-down software stocks to Buy.

The Australian social commerce market is experiencing rapid growth and is poised to reach $63.55 billion by 2026. Key drivers for this expansion include mobile commerce, video commerce, and strategic innovations by industry players, particularly in sectors like clothing, beauty, and electronics. The market, marked by a significant compound annual growth rate over recent years, continues to offer numerous opportunities differentiated by domestic versus cross-border sales, diverse social...

Guggenheim analyst John DiFucci says now is the time for Wall Street to take advantage of the deep software selloff.

In June, Guggenheim’s upgrade of large software peers like Salesforce and ServiceNow prompted a broad reassessment of software valuations, while Appian and Deloitte expanded their alliance to deliver AI-powered modernization for UK policing by unifying fragmented legacy systems. These developments highlight how sector sentiment can shift quickly on influential analyst views even as Appian’s fundamentals, including modest revenue growth and constrained free cash flow, continue to raise...

Shares of data analytics company Palantir Technologies (NASDAQ:PLTR) jumped 9.3% in the afternoon session after the company announced a strategic AI partnership with Nvidia, while a financial disclosure revealed President Donald Trump holds a significant stake.

A number of stocks jumped in the afternoon session after Guggenheim's John DiFucci upgraded both Salesforce and ServiceNow to Buy, arguing the AI-disruption fear that gutted the software sector during the year had pushed valuations too low.

A number of stocks jumped in the afternoon session after Guggenheim's John DiFucci upgraded both Salesforce and ServiceNow to Buy, arguing the AI-disruption fear that gutted the software sector during the year had pushed valuations too low.

A number of stocks jumped in the afternoon session after Guggenheim's John DiFucci upgraded both Salesforce and ServiceNow to Buy, arguing the AI-disruption fear that gutted the software sector during the year had pushed valuations too low.

A number of stocks jumped in the afternoon session after Guggenheim's John DiFucci upgraded both Salesforce and ServiceNow to Buy, arguing the AI-disruption fear that gutted the software sector during the year had pushed valuations too low.

Shares of e-commerce platform Shopify (NASDAQ:SHOP) jumped 6.7% in the afternoon session after Guggenheim's John DiFucci upgraded both Salesforce and ServiceNow to Buy, arguing the AI-disruption fear that gutted the software sector during the year had pushed valuations too low.

A number of stocks jumped in the afternoon session after Guggenheim's John DiFucci upgraded both Salesforce and ServiceNow to Buy, arguing the AI-disruption fear that gutted the software sector during the year had pushed valuations too low.

A number of stocks jumped in the afternoon session after Guggenheim's John DiFucci upgraded both Salesforce and ServiceNow to Buy, arguing the AI-disruption fear that gutted the software sector during the year had pushed valuations too low.

Salesforce stock is down about 38.9% over the past year, yet both an intrinsic value estimate using a Discounted Cash Flow (DCF) approach and market multiples currently point to the shares trading at a discount. This creates a clear valuation tension for investors trying to weigh price against the recent share price slide. With a roughly 38.9% decline over 1 year, the recent share price fall has shifted attention away from momentum and toward whether current levels reflect excessive...

A number of stocks jumped in the afternoon session after Guggenheim's John DiFucci upgraded both Salesforce and ServiceNow to Buy, arguing the AI-disruption fear that gutted the software sector during the year had pushed valuations too low.

Shares of collaboration software company Atlassian (NASDAQ:TEAM) jumped 6.6% in the afternoon session after Guggenheim's John DiFucci upgraded both Salesforce and ServiceNow to Buy, arguing the AI-disruption fear that gutted the software sector during the year had pushed valuations too low.

The company has booked a future nearly ten times its current size, but now comes the hard part: building it.

Long known for its high-priced professional software, the company is now chasing billions of mainstream users. This strategic pivot is already showing results, with Creative Freemium MAU growing from 50 million to 90 million in a year. The new aim is to build a comprehensive freemium funnel, a dramatic departure from its historical focus on paid-only tools.

Shares of digital advertising platform The Trade Desk (NASDAQ:TTD) jumped 5.7% in the afternoon session after Guggenheim's John DiFucci upgraded both Salesforce and ServiceNow to Buy, arguing the AI-disruption fear that gutted the sector during the year had pushed valuations too low.