A Guggenheim analyst says that valuations for the two software stocks are too depressed, even though the AI threat is real.

The iShares Expanded Tech-Software Sector ETF (BATS:IGV) is down 10.5% year to date while the S&P 500 is up 10.8% and the ...

Salesforce, ServiceNow, and Check Point had been among the harder-hit names, with declines ranging from nearly 30% for Check Point to more than 40% for Salesforce, which also posted its longest losing ...

Salesforce wants to own the data, content, integration and agent layers AI needs to operate across the enterprise. Here's ...

Guggenheim Securities upgraded shares of Salesforce, Check Point Software Technologies and ServiceNow to Buy, arguing that investor concerns over artificial intelligence have driven software ...

Shares of cybersecurity software provider Rapid7 (NASDAQ:RPD) jumped 10% in the afternoon session after the stock rose amid a ...

Bloomberg journalists discuss today's biggest winners and losers in the stock market. Listen for analysis on the companies ...

Guggenheim’s upgrade is explicitly valuation-driven, not an AI-winner bet, and it targets double-digit growth with improving US federal business as procurement delays ease. With investors shifting ...

Chief Executive Alex Karp’s recent broadside against the frontier model vendors put a knife to the throat of the central ...

Guggenheim analyst John DiFucci raises his rating on Salesforce to Buy from Hold with a $228 price target.

Jim Cramer opened his Mad Dash Thursday morning with a striking call. Palantir Technologies (NASDAQ:PLTR | PLTR Price ...

Nike — The apparel company fell more than 3% after it reported a sales decline of 12% in the Greater China market. Despite the significant decline in a key market, Nike still reported an earnings and ...