High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Wall Street just raised price targets on UiPath across the board after a strong earnings beat, yet not a single analyst upgraded the stock. Here is why four simultaneous target hikes are actually a bearish signal for automation software investors.
Investors yanked $700 million from the top software ETF in a single session, and within hours a major earnings report threatened to make that timing look catastrophic. Whether the selloff was a blunder or a bullet dodged depends on a deeper AI disruption debate that has kept the fund negative all year.
The modern stock market has effectively ceased to function as a venue for individual security selection. Investing being business as usual? No ma’am, not in the least bit. This is a whole new world. One that requires a different mentality before we can even begin to operate successfully in it....
Chip stocks are standing out in what's shaping up to be a weak day on Wall Street. The Nasdaq has joined the other major indexes in trading lower after the jobs report as semiconductor stock gains weren't enough to offset broader weakness. The downturn came after news that the U.S. economy added more than double the jobs expected in August, fueling a brief spike in already high Treasury yields.
It has lagged software peers on the ratio chart against the IGV ETF since July, which marked the conclusion of a nice uptrend dating to March. Nebius recorded a bullish engulfing candle on Wednesday at $200. Note the doji the day prior, as well as on Aug. 24 and Aug. 26, suggesting selling pressure is abating and the stock could be bottoming.
Michael Burry just renewed his short case against Palantir, and Palantir answered with a major alliance announcement that sent the stock surging. Whether that response actually addresses the receivables quality problem Burry flagged is a different question entirely.
Silver Lake wants Workday, but Workday just fired back with $4 billion and a packed calendar of public commitments. Jim Cramer says the company is fighting its own takeover, and the five-year chart reveals what investors are actually betting on.
Software's biggest winners are selling off hard today while the broader tech index barely flinches, and the disconnect between those two moves reveals something traders need to understand before Snowflake's report hits after the close.
Palantir just landed a U.S. Army production contract for next-generation AI targeting systems, yet the stock is sinking anyway. The reason has nothing to do with the company and everything to do with which basket Wall Street keeps it in.
<p>For most of 2026, one trade beat everything: semiconductors. Chip ETFs soared while software funds were left for dead. Then, over the past month, the script flipped. Software stocks staged one of the sharpest rotations in years while chip stocks rolled over, wiping roughly $1.1 trillion off the group. Suddenly, software ETFs are beating semiconductors. Here's why the rotation is happening, and how the top funds on each side stack up.</p>
CrowdStrike just announced a landmark partnership milestone from its own conference stage, yet the stock is cratering anyway. The reason behind the selloff has nothing to do with the company's business, and everything to do with a market force now hitting software stocks harder than anything else in tech.
Software stocks just posted their second-best month since 2002 as chip stocks only held on to small gains.
The Dow is on track to end the month higher, and one stock is behind more than half of August's point gain. Salesforce alone contributed roughly 459 points to that monthly rise, according to Dow Jones Market Data. The August rise brings the Dow into its fifth straight month of gains.
Software stocks broke out last week as Salesforce, ServiceNow, CrowdStrike, Palantir, and Adobe earnings showed AI is boosting, not eroding, demand and easing "SaaSpocalypse" fears.
The software industry is no longer unified.
The benchmark software ETF now above water for the year after Salesforce’s solid earnings. Salesforce is turning itself into a force because of its partnership with Anthropic.
Salesforce's blowout quarter sent shockwaves through software stocks that never reported a single number this week, and the names catching the biggest bids are some of the most beaten-down agentic-AI plays in the market.
Salesforce spent months as the broken name in enterprise software, dragging the sector's AI credibility down with it. Now one earnings report and a surprise Anthropic partnership are forcing the bears to rethink everything.
Palantir just staged one of the sharpest recoveries in enterprise software, but the stock still sits below where the year began and trades at a valuation that makes most analysts nervous. The math on what to do next is trickier than it looks.
A soft third-quarter profit outlook is overshadowing an otherwise clean beat at Zoom Communications (NASDAQ:ZM), sending the video collaboration name lower even as the broader software tape barely moves. Zoom stock is down 6% to $95.08 Wednesday morning after the company delivered a Q2 FY2027 double beat, raised its full-year outlook, and then guided Q3 ... Zoom Falls 6% as Soft Q3 Profit Guidance Overshadows a Double Beat; HubSpot and Monday.com Slip
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