247wallst.com · 3 jul

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.

247wallst.com · 2 jul

Dividend Aristocrats Are Quietly Outrunning Software in 2026. Investors Are Piling Into This ETF

Six months into 2026, the boring stuff is winning. The SPDR S&P Dividend ETF (NYSEARCA:SDY) is up 12.57% year to date, while the iShares Expanded Tech-Software ETF is down 11.4% over the same stretch. That is a wide gap between dividend aristocrats and enterprise software. SDY, the plain-vanilla index of companies that have raised dividends... Dividend Aristocrats Are Quietly Outrunning Software in 2026. Investors Are Piling Into This ETF

zacks.com · 2 jul

Can Salesforce's Data 360 Momentum Drive Stronger FY27 Growth?

CRM's Data 360 momentum, AI-driven ARR growth and Informatica synergies are likely to support stronger fiscal 2027 revenue growth as customer demand expands.

247wallst.com · 2 jul

The Dow Just Had Its Best First Half Since 2021, but This Jobs Number Is Flashing Yellow

The Dow just closed out its best first half since 2021, up 8.7% year-to-date, yet Wednesday's open felt like a nervous glance at the door. CNBC's Dominic Chu kicked off July with mixed earnings, one big M&A shrug, and a jobs report that gave the bulls something to chew on. Chu flagged the labor data.... The Dow Just Had Its Best First Half Since 2021, but This Jobs Number Is Flashing Yellow

fool.com · 1 jul

Why Salesforce Stock Is Up Today

Investors are too bearish about the impact of AI on Salesforce's business, according to one Wall Street analyst. The enterprise software specialist's stock is trading at a sizable discount to its recent highs.

benzinga.com · 1 jul

Salesforce rallies as analyst says its selloff went too far

Salesforce, Inc. (NYSE:CRM) stock traded higher by more than 4% on Wednesday after an analyst upgrade. The move stands out because the broader market is mixed, making stock-specific news the cleaner driver.

schaeffersresearch.com · 1 jul

Upgrade Boosts 2 Beaten-Down Software Stocks

Salesforce (NYSE:CRM) and ServiceNow (NYSE:NOW) stocks are both higher this morning, after Guggenheim upgraded the software staples to "buy," from "neutral," arguing that recent weakness has created attractive entry points.

marketwatch.com · 1 jul

ServiceNow and Salesforce shares now look like buys, as ‘Armageddon' fears are too extreme, analyst says

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