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iShares S&P Software Index Fund (NY:IGV)

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Why Palantir Stock Outperforms Big-Cap Software As AI Plays Struggle ↗

March 28, 2025

Palantir stock may not be hitting home runs this year for investors. But PLTR stock is out-performing the Nasdaq and IGV software index.

Via Investor's Business Daily

Nvidia Takes a Hit: Why AI Investors Are Moving Away from Chips to Software ↗

March 24, 2025

Via Benzinga

Topics Artificial Intelligence

Adobe Analyst Drops Bearish Stance On Valuation, Fundamental Improvement: Retail Sentiment Flips To ‘Bullish’ ↗

March 21, 2025

KeyBanc analyst Jackson Ader said he expects revisions to fundamentals throughout the remainder of the year.

Via Stocktwits

Oracle Expands Microsoft Partnership, Enhances Cloud Offerings ↗

March 20, 2025

Oracle Corp. disclosed contracts and product enhancements, including Exadata Database Service on Exascale Infrastructure, easier management and pay-as-you-go pricing, and boosted employee experience.

Via Benzinga

Oracle Integrates NVIDIA AI Enterprise and Secures Major Defense Cloud Deal with Singapore ↗

March 19, 2025

Oracle announced deals with NVIDIA Corp. and Singapore's Defence Science and Technology Agency (DSTA).

Via Benzinga

Topics Artificial Intelligence

ServiceNow, Salesforce And Cadence Design: How Retail’s Positioned On These Beaten-Down S&P 500 Application Software Stocks ↗

March 19, 2025

Earnings and macro worries have been common catalysts that drove down these stocks this year.

Via Stocktwits

Topics Stocks

Snap’s Latest AI Video Lenses Leave Stocktwits Users Mixed About Company’s AI Strategy, But Beaten-Down Stock Triggers Bullish Retail Reaction ↗

March 14, 2025

Snap said the lenses will be powered by its generative AI video model built in-house.

Via Stocktwits

Topics Artificial Intelligence

3 ETFs With Super Micro Computers Exposure, Enjoy AI Surge ↗

March 13, 2025

Super Micro (NASDAQ: SMCI) is a top player in AI infrastructure with growing demand and potential for investors. ETFs like SMH, BOTZ and IGV can benefit from its growth.

Via Benzinga

Topics Artificial Intelligence ETFs

Oracle Leverages AI To Automate Financial Crime Probes, Boosting Efficiency ↗

March 13, 2025

Oracle enhances Investigation Hub Cloud Service with AI agents and workflows to automate financial crime investigations, driving operational efficiencies.

Via Benzinga

Topics Artificial Intelligence

Adobe Stock Slides As Disappointing Revenue Guidance Overshadows Q1 Beat: Retail Mood Hits Rock Bottom ↗

March 13, 2025

CEO Shantanu Narayen said Adobe is well-positioned to capitalize on the acceleration of the creative economy driven by AI, but retailers on Stocktwits see it as an expense AI play.

Via Stocktwits

Topics Artificial Intelligence Economy

AI Takes Flight: Singapore Airlines Taps Salesforce For Next-Gen Customer Service Tech ↗

March 12, 2025

Salesforce partners with Singapore Airlines to enhance customer service through AI-driven solutions and Agentforce technology.

Via Benzinga

Topics Artificial Intelligence

Adobe Stock Draws Pessimistic Retail Reaction Ahead Of Wednesday’s Q1 Earnings ↗

March 12, 2025

Morgan Stanley analyst Keith Weiss said he sees a lower bar going into the earnings, as debates on Adobe's GenAI positioning and increasing competition have led to the recent stock underperformance.

Via Stocktwits

ServiceNow Stock Rebounds After Analysts Give Thumbs Up To $2.85B Moveworks Deal: Retail’s Excited ↗

March 11, 2025

Morgan Stanley’s Keith Weiss said the proposed Moveworks buy expands ServiceNow’s agentic offerings and assists with expansion into areas such as customer relationship management and enterprise/agentic...

Via Stocktwits

SPY Trying To Find A Floor At The 200 SMA; One New Swing ↗

March 08, 2025

In this video lesson I review the day-one of a new rally attempt in the overall market, discuss my new swing trade in a cyber-security leader, and review my tier-one long-term portfolio purchases in my...

Via Talk Markets

Topics Stocks / Equities

Salesforce Unveils Agentforce 2dx: AI Agents That Work Beyond Chatbots ↗

March 05, 2025

Salesforce introduces Agentforce 2dx, an updated digital labor platform that integrates AI agents into business operations, enhancing efficiency and scalability with new low-code and pro-code tools.

Via Benzinga

Topics Artificial Intelligence

AgentExchange: Salesforce's New AI Marketplace Targets $6 Trillion Digital Labor Market ↗

March 04, 2025

Salesforce's new AgentExchange marketplace connects businesses with pre-built AI agents, driving efficiency and innovation in the digital labor market.

Via Benzinga

Topics Artificial Intelligence

Oracle Boosts AI In Construction And Cloud With New Innovations At Customer Edge Summit ↗

March 03, 2025

Oracle revealed new AI agent features in Oracle Textura to assist subcontractors in the US, and introduced Oracle Energy and Water Data Exchange for improved data sharing and AI insights.

Via Benzinga

Topics Artificial Intelligence

Salesforce & Google Supercharge AI: New Partnership Unlocks Next-Gen Business Automation ↗

February 24, 2025

Salesforce expand partnership with Google, allowing customers to integrate AI agents and deploy on Google Cloud.

Via Benzinga

Topics Artificial Intelligence

Unity Software Skyrockets After Q4 Beat: Retail Lauds Stock As ‘Great Value Play’ ↗

February 20, 2025

CEO Matt Bromberg said fourth-quarter results meaningfully exceeded expectations on both revenue and profit, underscoring the company’s progress “in building a new Unity.”

Via Stocktwits

BlackBerry Stock Rally: Fundamentals or Meme Hype? Here's What Most Retail Investors Think ↗

February 18, 2025

Better-than-expected fiscal year 2025 third-quarter results, released in late December, and the divestment of the Cylance endpoint security business provided a boost to the stock.

Via Stocktwits

Informatica Stock Plunges To Nearly 2-Year Low On Disappointing Q4 Revenue, Downbeat Guidance: Retail Sees Buying Opportunity ↗

February 14, 2025

CEO Amit Walia said, “Although we encountered unexpected headwinds in the fourth quarter, we're entering 2025 with strong fundamentals.”

Via Stocktwits

BlackBerry Stock Soars To Over 2-Year High Even As Broader Market Struggles: Retail Remains Optimistic ↗

February 12, 2025

BlackBerry shares have been on a tear since breaking out of a trading range in early December, and they have added over 75% since the start of the year.

Via Stocktwits

Is Snap Buyout Target: Nearly 50% Of Stocktwits Users Say Snapchat Parent Will Likely Be Acquired In Next 2 Years ↗

February 10, 2025

Snap shares have been trading sideways in a consolidative move around depressed levels since the middle of 2022.

Via Stocktwits

Prudent Selling Based On Inflation Or An Overreaction? ↗

February 07, 2025

In this week's video, we'll review the latest charts and data help us answer the question, prudent selling based on inflation fears or an overreaction?

Via Talk Markets

Topics ETFs Economy Stocks / Equities

Fortinet's Firewall Refresh and Enterprise Deals Drive Growth, Analysts Highlight Upsell Potential ↗

February 07, 2025

Fortinet, Inc (NASDAQ: FTNT) reported strong Q4 results, beating revenue and earnings estimates. Analysts remain mixed on stock with Hold/Neutral/Buy ratings.

Via Benzinga

Unity Software Inks Pact To Develop GUI For Toyota's Next-Gen Digital Cockpits: Retail Remains Downbeat As Stock Fails To Find Traction ↗

February 06, 2025

The partnership aims to seamlessly integrate Unity’s technology into Toyota’s HMI development pipeline and improve efficiency across all design and engineering stages.

Via Stocktwits

Oracle Enhances Cloud HCM With AI, Helping Businesses Improve HR Efficiency ↗

February 06, 2025

Oracle introduced new AI agents for its Fusion Cloud HCM, expected to enhance employee experience and productivity by automating tasks.

Via Benzinga

Topics Artificial Intelligence

Lightspeed Commerce Stock Plunges Despite Q3 Beat But Retail’s Impressed With Buyback Plan ↗

February 06, 2025

Lightspeed Commerce said the transformation plan will focus on go-to-market strategy, investments in key growth areas, initiatives to free up capital and a share repurchase program to return up to $400...

Via Stocktwits

BlackBerry Stock Rides ‘FOMO’ Rally To 16-Month High Following Cylance Divestment: Retail Turns Bullish ↗

February 06, 2025

While analysts are optimistic about BlackBerry’s Cylance divestment, they are skeptical about its near-term fundamentals.

Via Stocktwits

Snap Stock Rises Premarket After Social-Media Company’s Q4 Beat: Retail Doubles Down ↗

February 05, 2025

Snap CEO Evan Spiegel said the company made significant progress on its core priorities of growing its community and improving depth of engagement.

Via Stocktwits

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