Ray Wang sees the AI market splitting megacaps into two very different investment stories, and the beaten-down names Wall Street has abandoned may be hiding the more compelling opportunity.

D.A. Davidson Head of Technology Research Gil Luria joins Market Domination Overtime to discuss Palantir's (PLTR) strong second-quarter results and explain why he believes the AI leader is the "best" publicly traded technology company.

Investors took profits in high-flying chip stocks and rotated into beaten-down software names, while also seeking the relative safety of defensive sectors such as energy and financials.

FTSE 100 down 30 points to 10,838 Housebuilders, airlines climb as oil and bonds fall AstraZeneca drops on reports of Bristol-Myers merger talks Shell sells UK and EU renewables p'folio to Total 4.14pm: AZ and commodities drag offsets oil optimism AstraZeneca is down 9.3% now, and...

The market is offering a hefty cash payout to own this software leader, but it comes with a story of major change and major risk.

The fund, which peaked at $45 billion this month, was forced to sell leveraged bets on AI infrastructure stocks to Ken Griffin's Citadel at a discount

If you hold shares in the software giant, you are already carrying exposure to a remarkably wide range of outcomes priced in for the coming year.

A 24-year-old wunderkind turned a few hundred million dollars into a $45 billion AI hedge fund in under two years, then watched it all collapse in a single week after a paired trade that seemed bulletproof suddenly moved against him on both sides at once.

Salesforce has quietly become a much more profitable company, but investors don't seem to have noticed the transformation.

Adobe Systems (ADBE) closed the most recent trading day at $247.9, moving 5.9% from the previous trading session.

You pay less than the market for Adobe on earnings and cash flow, and what comes with the discount is a growth engine management is deliberately rebuilding.

Madison & Wall commented that the firm's growth was stronger than most groups other than Publicis.

The recently released "Retail & E-Commerce Market Research 2027" report provides a comprehensive evaluation of the retail and e-commerce landscape, combining extensive market data and trend analysis. This research offers insights into consumer spending, industry trends, and competitive dynamics, aiding strategic decision-making for businesses in both digital and physical retail spaces. The report features historical and year-end data across various sectors, financial performance reviews of...

U.S. equity futures were little changed on Wednesday as investors digested Microsoft, Meta and Qualcomm earnings and the Federal Reserve’s decision.

Equinix shares fell 3% on Wednesday as soft third-quarter forecast overshadowed a ‌raised full-year and long-term outlook. Here are some ‌details: • For the third quarter, Equinix expects revenue of $2.53 billion ​to $2.58 billion, the midpoint of which is below analysts' estimate of $2.58 billion. Equinix raised its forecast for 2026 revenue to a range of $10.21 to $10.29 billion, from $10.14 ‌billion to $10.24 billion.

Adobe Shares Jump on AI-Powered Topaz Labs Deal

Federal regulators have given Adobe the green light to proceed with its acquisition of Topaz Labs, clearing antitrust hurdles ahead of schedule.

Arch Capital Group (NASDAQ:ACGL) reported second-quarter after-tax operating income of $893 million, or $2.56 per share, as all three operating segments produced what management described as strong underlying underwriting results. The insurer and reinsurer also accelerated capital returns, repurchas

Collect a healthy income stream from Autodesk now, that you keep no matter what, while lining up a chance to own this software giant at a serious discount if its big new bet creates a little turbulence.

The growth is genuinely rare, but so is the price, and the margin cushion behind it is thin; both deserve a hard look before you decide.

For the same bet on enterprise software, Oracle presents a clearer forward path backed by a massive backlog, while Salesforce asks investors to underwrite a future turnaround.

Adobe joined an industry coalition to create the Open Source AI Cybersecurity Alliance, focusing on safer AI tools and standards. The alliance aims to develop shared, open-source defenses for AI systems that are increasingly used across software and digital media. This move adds a new dimension to Adobe's role in AI beyond its core creative and productivity products. Adobe, traded as NasdaqGS:ADBE, is stepping into a broader AI security role at a time when its stock has shown mixed...

Nvidia joined Adobe, CrowdStrike, Dell and Hugging Face to develop shared tools for securing autonomous AI systems.

The software giant sent a torrent of cash back to its owners, yet the stock fell far behind the market. Here’s what that trade-off really bought them.

Enterprise software names are staging one of their sharpest single-day reversals of the year, and the catalyst has less to do with their own fundamentals than with what is happening in a completely different corner of the market.

Insider disposed of stock automatically upon RSU vesting to cover tax obligations, retaining substantial equity exposure of 43,216 shares and 15,826 derivative securities.

Adobe is set to report Q3 earnings, with analysts expecting double-digit year-over-year EPS growth.

Nvidia (NVDA) is leading an initiative among a number of companies advocating for open-source AI too

Nvidia assembled nearly 40 tech and cybersecurity giants for a new open-source AI defense coalition, but Meta was not among the listed founding members.

July 27 (Reuters) - Nvidia said on Monday it had formed a coalition with other companies to develop and share tools for AI safety and cybersecurity, days after the Hugging Face incident drew attention

July 27 () - Nvidia said on Monday it had formed a coalition with other companies to develop and share tools for ‌AI safety and cybersecurity, days after the Hugging Face incident ‌drew attention to the dangers of losing control of autonomous AI agents. The Open Secure AI ​Alliance, with founding members including Adobe, CrowdStrike, Hugging Face and Dell Technologies, follows a public letter, signed by a wide range of companies including OpenAI, which advocates for open-weight AI models.

Five years ago, Autodesk spent about $1.8 billion on a string of construction acquisitions. That bet has now compounded into a business generating almost $600 million in annual revenue. This segment is still growing north of 20%, a rate faster than the company average.

UiPath's stock has been left for dead, yet several of enterprise software's biggest players have compelling reasons to want it. Five names stand out as potential acquirers, and the logic behind one of them is almost impossible to argue against.

Adobe (ADBE) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

At $205, Autodesk (ADSK) looks set up for roughly 49% of upside over the next three years under a conservative scenario. Not a moonshot, but enough to matter if the math holds. Revenue compounding does all the work; the multiple is asked to do nothing. Here is the operational reality the math is built on.

ServiceNow stock jumped on Thursday morning following quarterly results.

The global e-commerce fulfillment services market is projected to grow from USD 154.11 billion in 2026 to USD 304.04 billion by 2032, reflecting a compound annual growth rate (CAGR) of 11.73%. Key drivers of this growth include advancements in artificial intelligence, warehouse automation, and distributed omnichannel networks, which enhance delivery speed, cost management, and customer service. The market is evolving with a focus on balancing factors such as delivery resilience, regulatory...

The software giant showered owners with cash while the stock price sank. Here's the real accounting of what investors got, and what they're betting on now.

Chen surrendered shares at $224.56 each following RSU vesting, reducing direct holdings by 3% while maintaining 50,434 shares and derivative positions totaling 31,662 securities.

The company is intentionally slowing a key growth metric, and it might just be the smartest thing it has done in years.

ADBE's 40% slide from its 52-week high reflects AI monetization doubts, slower near-term ARR growth and leadership changes despite strong adoption.

Adobe stock is caught between a deep five year share price decline and valuation checks that now lean supportive, raising the question of whether the market has pushed expectations too low after a long reset. Over the past five years, Adobe shareholders have seen the stock decline 63.3%, which sets a low bar for sentiment and can matter for how much risk investors feel they are taking on at today’s price. On the fundamental side, Adobe’s push into generative AI for content and e-commerce may...

Earlier this week, Morgan Stanley started coverage of ServiceNow with an ‘Overweight’ rating.

Morgan Stanley downgraded Adobe to underweight from equal weight on Tuesday, July 21, slashing its price target to $240 from $365, according to Seeking Alpha. The move landed one day after CLSA initiated coverage of Adobe with an outperform rating and a $300 target, according to Investing.com. Two ...

Shares of creative software giant Adobe (NASDAQ:ADBE) fell 3.5% in the afternoon session after Morgan Stanley downgraded the stock's rating to "underweight" from "equal-weight" and slashed its price target to $240 from $365. The investment bank cited concerns over three simultaneous changes occurring at the software company. First, analysts pointed to Adobe's shift toward a model offering free basic services, which could pressure steady subscription revenue. Second, they highlighted a leadership

Adobe shares sink as Morgan Stanley analyst downgrades them to "Underweight." Here’s why the investment firm recommends caution in playing ADBE stock at the current price.

The bank named eight highest-conviction Overweights while starting Adobe and Workday at Underweight

CRM's faster AI growth, stronger earnings revisions and lower valuation give it a slight edge over ADBE in enterprise software.

Shopify downgraded, Five Below upgraded: Wall Street's top analyst calls