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High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

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PagerDuty and Paylocity Shares Are Soaring, What You Need To Know
StockStory80d agobullish
PagerDuty and Paylocity Shares Are Soaring, What You Need To Know

A number of stocks jumped in the afternoon session after investors continued to rotate out of high-flying semiconductors into beaten-down software stocks. DigitalOcean's blowout preliminary results also supported the improved appetite as it showed proof that AI demand is converting into real, contracted revenue.

Guggenheim Upgrades Salesforce (CRM) to Buy From Neutral
Insider Monkey80d agobullish
Guggenheim Upgrades Salesforce (CRM) to Buy From Neutral

Salesforce, Inc. (NYSE:CRM) is among our Best Software Stocks to Buy in 2026. Recently, on July 1, John DiFucci from Guggenheim upgraded Salesforce, Inc. (NYSE:CRM) from Neutral to Buy, while maintaining a price target of $228. ​The rating upgrade comes after the stock has fallen more than 35% over the past 6 months. The sell-off […]

Atlassian and Intuit Shares Skyrocket, What You Need To Know
StockStory80d agoneutral
Atlassian and Intuit Shares Skyrocket, What You Need To Know

A number of stocks jumped in the afternoon session after investors continued to rotate out of high-flying semiconductors into beaten-down software stocks. DigitalOcean's blowout preliminary results also supported the improved appetite as it showed proof that AI demand is converting into real, contracted revenue.

Salesforce (CRM) Pushes Further Into AI And Data, Is The Stock Cheap?
Simply Wall St.80d agoneutral
Salesforce (CRM) Pushes Further Into AI And Data, Is The Stock Cheap?

Salesforce (CRM) is back in the spotlight after recent news around its push into enterprise AI and data management, highlighted by the integration of Informatica and an upward revision to AI related revenue guidance. See our latest analysis for Salesforce. Salesforce's AI and data story is unfolding against a weak share price backdrop, with the stock down 34.69% year to date on a share price basis and the 1 year total shareholder return declining 38.08%, while a 4.89% 7 day share price gain...

Stock Indexes Fall as Chipmakers Retreat
Barchart80d agobearish
Stock Indexes Fall as Chipmakers Retreat

The S&P 500 Index ($SPX ) (SPY ) today is down -0.19%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.43%. September E-mini S&P futures (ESU26 ) are down -0.25%, and September E-mini Nasdaq futures...

AI Crushed Software Stocks. IGV Is Betting the ‘SaaSpocalypse’ Is Overblown
24/7 Wall St.81d agoneutral
AI Crushed Software Stocks. IGV Is Betting the ‘SaaSpocalypse’ Is Overblown

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 Technology Select Sector SPDR is up 26%. That gap reflects the market pricing software as if the AI thesis has turned against it. Own IGV and you are betting the “SaaSpocalypse” narrative, that ... AI Crushed Software Stocks. IGV Is Betting the ‘SaaSpocalypse’ Is Overblown

Jim Cramer on ServiceNow: “These Gains, They May Be Ephemeral”
Insider Monkey83d agoneutral
Jim Cramer on ServiceNow: “These Gains, They May Be Ephemeral”

ServiceNow, Inc. (NYSE:NOW) was among the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday’s market rotation. Cramer noted the AI worries around the stock, as he commented: Next up, after cratering all year, the software-as-a-service stocks like Salesforce, like ServiceNow, oh, they were flying today. Now, these […]

Salesforce (CRM) Lands Formula 1 Partnership To Bring Agentforce 360 To Racing Bulls
Simply Wall St.84d agobullish
Salesforce (CRM) Lands Formula 1 Partnership To Bring Agentforce 360 To Racing Bulls

Salesforce (NYSE:CRM) and the Visa Cash App Racing Bulls Formula 1 Team announced a new global partnership centered on Salesforce's Agentforce 360 platform. The collaboration focuses on AI driven fan engagement, real time data visualization, and community features around Formula 1 operations. The agreement highlights Salesforce technology being used in a high stakes, real time sports setting beyond its traditional CRM use cases. For investors following Salesforce, this partnership adds...

Veteran Tech Analyst: The Market Has Wrongly Left Software for Dead in the AI Rotation
24/7 Wall St.84d agoneutral
Veteran Tech Analyst: The Market Has Wrongly Left Software for Dead in the AI Rotation

Richard Windsor, founder of Radio Free Mobile, pushed back against the panic gripping AI stocks in a recent episode of Bloomberg Horizons Middle East & Africa. His argument is that the semiconductor tumble reflects rate sensitivity in richly valued names, and the market has overshot on software incumbents by assuming AI will hollow out application ... Veteran Tech Analyst: The Market Has Wrongly Left Software for Dead in the AI Rotation

3 Value Stocks That Fall Short
StockStory84d agobearish
3 Value Stocks That Fall Short

The low valuation multiples for value stocks provide a margin of safety that growth stocks rarely offer. However, the challenge lies in determining whether these cheap assets are genuinely undervalued or simply on sale due to their potentially deteriorating business models.