Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle.

A number of stocks jumped in the afternoon session after a soft Producer Price Index (PPI) print reassured investors, countering fears of an industry-wide budget squeeze sparked by IBM a day earlier.

Recently, payments software company Marqeta saw increased buying interest as investors shifted attention from AI infrastructure chips to enterprise software and payments platforms monetizing AI capabilities. This rotation highlights how Marqeta’s role in enabling AI-driven payment solutions is drawing fresh attention despite ongoing macroeconomic and geopolitical pressures on software valuations. We’ll now consider how this renewed investor focus on AI-enabled enterprise software could...

Payments software company Marqeta (MQ) rose 4.5% as traders rotated into oversold enterprise software stocks and took profits in chip stocks, drawing attention to platforms tied to AI-driven payment and card-issuing workflows. See our latest analysis for Marqeta. Marqeta’s latest move comes after a mixed stretch, with a 7.25% 1 month share price return contrasted by a decline of 11.48% for the year to date and a 29.79% fall in the 1 year total shareholder return. This suggests recent momentum...

A number of stocks jumped in the afternoon session after investors appeared to rotate into oversold enterprise software names amid profit taking in chip stocks. While the Nasdaq retreated and semiconductor leaders like Micron (-4%) sold off, major SaaS incumbents caught a strong bid.