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Salesforce (CRM) Upgraded as AI Bear Case Looks Overdone
Insider Monkey40d agobullish
Salesforce (CRM) Upgraded as AI Bear Case Looks Overdone

Salesforce Inc. (NYSE:CRM) is one of the best beaten-down technology stocks to buy now. On July 1, Guggenheim upgraded Salesforce Inc. (NYSE:CRM) to a Buy from Neutral and set a $228 price target. The new price target implies significant upside potential, as the stock has pulled back about 38% year to date to $163.23 a […]

Oracle Corporation (ORCL): A Beaten Down Technology Stock to Buy on AI Buildout Opportunities
Insider Monkey40d agobullish
Oracle Corporation (ORCL): A Beaten Down Technology Stock to Buy on AI Buildout Opportunities

Oracle Corporation (NYSE:ORCL) is one of the best beaten-down technology stocks to buy now. On July 1, Blair added Oracle Corporation (NYSE:ORCL) to its analyst conviction list. According to the research firm, the company has emerged as a major beneficiary of the artificial intelligence buildout as hyperscale cloud commitments continue to drive strong revenue visibility. […]

Beaten Down Technology Stock to Buy: Microsoft Corporation (MSFT) Embarks on Cost Cuts
Insider Monkey40d agobullish
Beaten Down Technology Stock to Buy: Microsoft Corporation (MSFT) Embarks on Cost Cuts

Microsoft Corporation (NASDAQ:MSFT) is one of the best beaten-down technology stocks to buy now. On July 1, Business Insider reported that Microsoft Corporation (NASDAQ:MSFT) is poised to cut its workforce by under 2.5%. The cut, which will affect thousands of employees, is part of an effort to control costs. The cuts will mostly affect personnel […]

JEPI vs. JEPQ: Which Is the Better Buy in July?
24/7 Wall St.40d agobullish
JEPI vs. JEPQ: Which Is the Better Buy in July?

The battle between JPMorgan’s two flagship covered-call income ETFs comes down to a simple trade-off: JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) offers the smoother ride, while JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ) delivers the fatter distributions. In July 2026, that trade-off looks less balanced than usual, and the winner may not be the one ... JEPI vs. JEPQ: Which Is the Better Buy in July?

Salesforce vs ServiceNow: One Buys Back Shares, Other Buys Companies
24/7 Wall St.40d agobullish
Salesforce vs ServiceNow: One Buys Back Shares, Other Buys Companies

Salesforce (NYSE:CRM) and ServiceNow (NYSE:NOW) both just delivered results that reset the enterprise AI conversation. Salesforce posted $11.13 billion in Q1 FY27 revenue on May 27, 2026, leaning on Agentforce and a massive buyback. ServiceNow closed FY25 on January 28, 2026 with $3.568 billion in Q4 revenue and a wave of security-focused acquisitions. Two AI ... Salesforce vs ServiceNow: One Buys Back Shares, Other Buys Companies

This Undervalued $40 Billion Company Is Ready To Soar
24/7 Wall St.40d agobullish
This Undervalued $40 Billion Company Is Ready To Soar

$40 billion. That is the market capitalization of Celestica (NYSE:CLS), a company that raised its revenue guidance from $17.0 billion to $19 billion recently (now trading right around 2-times sales). This move came alongside the company’s Q1 2026 report on April 27, 2026. Management now expects to add more than $6.5 billion in revenue this ... This Undervalued $40 Billion Company Is Ready To Soar

Penguin Solutions (PENG) Wins Nvidia AI Status And Unveils New ClusterWareAI Tools
Simply Wall St.40d agobullish
Penguin Solutions (PENG) Wins Nvidia AI Status And Unveils New ClusterWareAI Tools

Penguin Solutions has been awarded Nvidia AI Factory Specialized Partner status, an invitation-only recognition for AI infrastructure providers. The company has launched a major upgrade to its ClusterWareAI AI Factory Platform Operating System. The new release adds a conversational AI Operations Agent and deeper automated monitoring for GPU clusters. For investors tracking NasdaqGS:PENG, this combination of partner recognition and product rollout provides context around how Penguin...

Here is why Palantir Technologies Inc. (PLTR) is among the 12 Best Cybersecurity Stocks to Buy and Hold for the Long Term
Insider Monkey40d agobullish
Here is why Palantir Technologies Inc. (PLTR) is among the 12 Best Cybersecurity Stocks to Buy and Hold for the Long Term

With a 5-year EPS growth forecasted at 59.78%, Palantir Technologies Inc. (NASDAQ:PLTR) is among the 12 Best Cybersecurity Stocks to Buy and Hold for the Long Term. On June 18, Oligo Security announced that it had joined Palantir Technologies Inc. (NASDAQ:PLTR) FedStart program, a strategic initiative designed to accelerate the path to federal cybersecurity certifications. Through the […]

Google vs. Microsoft: The AI Economics War Has a Clear Winner (and a Clear Buy)
24/7 Wall St.40d agobullish
Google vs. Microsoft: The AI Economics War Has a Clear Winner (and a Clear Buy)

Alphabet (NASDAQ:GOOGL) and Microsoft (NASDAQ:MSFT) both reported earnings on April 29, 2026, and the results now read very differently after this week’s news that Microsoft is replacing OpenAI and Anthropic models with its own MAI system inside Excel and Outlook. One company is defending margins. The other is compounding them. Full Stack Google vs. a ... Google vs. Microsoft: The AI Economics War Has a Clear Winner (and a Clear Buy)

Alibaba Stock Jumps as Investors Look for Less-Crowded AI Trades
The Wall Street Journal40d agobullish
Alibaba Stock Jumps as Investors Look for Less-Crowded AI Trades

Hong Kong tech stocks staged a comeback today, even as South Korea's Kospi, an AI darling, slipped into bear market. Investors aren't necessarily abandoning AI, they are moving away from the most crowded parts of the trade and looking for a different AI driver, according to Saxo Markets chief investment strategist Charu Chanana.