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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.

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...

In recent days, Guggenheim analyst John DiFucci upgraded ServiceNow from Neutral to Buy, arguing that AI-disruption fears had pushed software valuations too low and that the harshest scenarios were already reflected in prices. This upgrade, coming from a previously skeptical voice, has acted as a sector-wide signal that earlier pessimism toward enterprise SaaS may have been excessive, prompting investors to reassess ServiceNow’s role in AI-enabled workflows and security. We’ll now examine...

NOW stock has a mixed record for shareholders, with the share price down about 79% over the past 5 years yet still screening as expensive on the current valuation checks. Over the past 5 years, NOW has delivered a share price decline of about 79%, which raises questions about how much long term value has been created for investors. For holders of NOW, the key support for any premium valuation may come from confidence in the company’s ability to translate its business model into durable cash...

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.

An AI scare cut this software stock in half -- but the company's own growth never got the memo.

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 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.

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 sector during the year had pushed valuations too low.

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.

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 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 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 sector during the year had pushed valuations too low.

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

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 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 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 sector during the year had pushed valuations too low. This was a valuation call from a skeptic, not an AI endorsement.

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 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 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 sector during the year had pushed valuations too low. This was a valuation call from a skeptic, not an AI endorsement.

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 sector during the year had pushed valuations too low.