Brad Gerstner, Altimeter Capital's Founder & CEO, joins CNBC's "Halftime Report to debate software's plunge this week and how he's trading the space. Got a confidential news tip? We want to hear from ...
The selloff in enterprise software stocks that crushed the market for most of last week was abating for the second straight session on Monday for some of the more established names. Is it time to buy?
Snowflake Inc. (NYSE:SNOW) is one of the 10 AI Stocks Making Waves on Wall Street. On January 30, DA Davidson analyst Gil Luria reiterated a Buy rating on the stock with a $300.00 price target. The ...
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Software sell-off: Buy or beware?
Brad Gerstner, Altimeter Capital's Founder & CEO, joins CNBC's "Halftime Report to debate software's plunge this week and how he's trading the space. Trump shares video that includes racist depiction ...
Fears of disruption from AI programs have led to a sell-off in software stocks. Axon is down 50%, even though its business is anchored in hardware like the TASER. Atlassian is off 70%, and it seems ...
Microsoft is upgraded to a strong buy as recent valuation contraction offers a compelling entry point. Q2 results showed robust 17% revenue growth, strong Azure momentum, and resilient software ...
Software stocks had a historically weak January, but does that mean the sector should be left for dead? Some analysts see selective ways to play the beaten-down sector, even in the face of bearish ...
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