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Navan Stock Soars On Q1 Earnings Beat, Raised Guidance
Navan Stock Soars On Q1 Earnings Beat, Raised Guidance
Here's a detailed look inside the Q1 earnings report from Navan.
Software Stocks Are Sinking In 2026, But These 'Fab Five' Are Up 30% — And BofA Says They're Just Getting Started
Software Stocks Are Sinking In 2026, But These 'Fab Five' Are Up 30% — And BofA Says They're Just Getting Started
Bank of America's "Fab Five" software stocks are up 30% in 2026, while the rest of the sector is falling. Why BofA likes the Fab Five.
Broadcom CEO Hock Tan Says AI Isn't Hurting Software Business: 'We're Not Seeing It'
Broadcom CEO Hock Tan Says AI Isn't Hurting Software Business: 'We're Not Seeing It'
Broadcom CEO Hock Tan said AI is boosting VMware growth, not hurting its software business, as the company issued strong guidance.
Did Jim Cramer Call The Top On ServiceNow Stock?
Did Jim Cramer Call The Top On ServiceNow Stock?
Jim Cramer warns that ServiceNow buying could be overdone. Did he call the top?
The Forgotten AI Trade Is Back: Software ETFs Outpace QQQ As ServiceNow, Salesforce Rebound
The Forgotten AI Trade Is Back: Software ETFs Outpace QQQ As ServiceNow, Salesforce Rebound
Software ETFs like IGV and WCLD are outperforming QQQ over the past month as fresh momentum builds around names like NOW and CRM.
HubSpot Founder Buys Stock Dip, Brushes Off AI Concerns: 'Don't Think Completely Humanless Is A Good Idea'
HubSpot Founder Buys Stock Dip, Brushes Off AI Concerns: 'Don't Think Completely Humanless Is A Good Idea'
The founder of HubSpot is buying the dip in shares. Here's his reasoning and why AI could have less disruption on the company than investors believe.
Palantir Tops Q1 Estimates, Raises 2026 Guidance As Rule Of 40 Score Hits 140%
Palantir Tops Q1 Estimates, Raises 2026 Guidance As Rule Of 40 Score Hits 140%
Palantir reports financial results for the first quarter of 2026 after the market close on Monday. Here's a rundown of the report.
Steve Eisman Says Equity Value In Private Credit Software Companies Has Been 'Obliterated'
Steve Eisman Says Equity Value In Private Credit Software Companies Has Been 'Obliterated'
"Big Short" investor Steve Eisman said that software-related exposure within the private credit market has been "obliterated."
Thoma Bravo Faces $5 Billion Wipeout As Medallia Heads To Lenders
Thoma Bravo Faces $5 Billion Wipeout As Medallia Heads To Lenders
Thoma Bravo is inching closer to a deal that would transfer control of Medallia to its lenders, effectively erasing $5.1 billion.
Forget The Chip Boom: Wall Street's 'Ultimate Contrarian Trade' Favors Software For 2026
Forget The Chip Boom: Wall Street's 'Ultimate Contrarian Trade' Favors Software For 2026
BTIG's Jonathan Krinsky highlights an unprecedented valuation gap favoring software over semiconductors. Discover why a "false breakdown" in software ETFs could signal a massive 2026 rally.
Stock Of The Day: Is This The Bottom For ServiceNow?
Stock Of The Day: Is This The Bottom For ServiceNow?
SeviceNow (NOW) shares are oversold and at a possible support level. This means there is a good chance it rallies.
Trump Throws A Lifeline To Palantir, Nasdaq 100 Targets 8th Green Day: What's Moving Markets Friday?
Trump Throws A Lifeline To Palantir, Nasdaq 100 Targets 8th Green Day: What's Moving Markets Friday?
Tech stocks rise as the Nasdaq 100 targets an 8-day streak, even as inflation spikes and consumer sentiment hits a record low. Trump lifts Palantir, oil rebounds and AI chips surge on TSMC strength.
Jim Cramer Slams Citrini Research's 'Dystopian' 2028 AI Thesis As High-Stakes Science Fiction
Jim Cramer Slams Citrini Research's 'Dystopian' 2028 AI Thesis As High-Stakes Science Fiction
Jim Cramer calls Citrini's AI "Intelligence Crisis" science fiction as Goldman Sachs pivots to "HALO" assets. A deep dive in software crash.
Robinhood, AppLovin, Rivian and More Stocks With Earnings This Week
Robinhood, AppLovin, Rivian and More Stocks With Earnings This Week
Investors are anticipating reports from Robinhood, Pinterest, Rivian and more. Here's a look at the earnings calendar for the week ahead.
From AI Darlings To Dow Dinosaurs: Investors Flee Software For Old-Economy Stocks
From AI Darlings To Dow Dinosaurs: Investors Flee Software For Old-Economy Stocks
Software stocks are sliding as AI disruption fears grow, but investors aren't panicking. Goldman Sachs shows capital rotating toward AI-insulated, real-economy sectors.
Blue Owl CEO Says 'No Red Flags' In Relation To Software Disruption
Blue Owl CEO Says 'No Red Flags' In Relation To Software Disruption
Blue Owl Capital's software loan book has remained strong, with the CEO stating he sees "no red flags" in relation to software AI disruption.
Software's Freefall Continues, Bitcoin Dips To 16-Month Lows: What's Moving Markets Thursday?
Software's Freefall Continues, Bitcoin Dips To 16-Month Lows: What's Moving Markets Thursday?
Software stocks plunged for an eighth straight session on Thursday, putting the sector on track for its longest losing streak since May 2021, as investors grow increasingly concerned that artificial intelligence could undermine demand across the SaaS economy.
Trump Mulls Tech Export Crackdown On China: These 10 Stocks Are Sinking
Trump Mulls Tech Export Crackdown On China: These 10 Stocks Are Sinking
Trump hints at restricting tech exports to China, sparking trade tensions and sending markets into tailspin. US-China trade war escalates.
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