NET, ZS, PANW End Second Week Higher — Citrini Research Sees Cybersecurity Stocks Pulling Further Ahead Of Software
Cybersecurity equities are decoupling from the broader software sector as sophisticated autonomous AI threats force enterprises to overhaul digital defenses.
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TEAM, NET Stocks Rally Overnight After Earnings: Is ‘SaaSpocalypse’ Finally Fading?
Strong cloud results and a July rebound in SaaS stocks, followed by select strong earnings, are boosting investor sentiment.
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D-Wave CEO Says QBTS Ready To 'Lead’ The Quantum Market After 1,100% Surge In First-Half Bookings
The quantum computing company reported second-quarter revenue of $3.1 million, below Wall Street expectations, while losses were slightly wider than analysts estimated.
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Palantir Soars on Blowout Q2 Results: ETFs to Benefit
Palantir soared nearly 30% after crushing Q2 estimates on booming AI demand. These ETFs could ride the momentum despite valuation concerns.
Zacks
WDAY, ADBE, INTU, ADSK, CRM: Software Stocks Stage Sharp Rebound In July
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.
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MSTR Stock Drops On Q2 Miss – Michael Saylor Says $1 Trillion AI 'Capital Suction' Is One Of Five Bitcoin Headwinds
Saylor stated Bitcoin miners expanding into AI data centers have also contributed to the industry’s growing demand for capital.
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Oracle’s $7B Pentagon Deal Win Sparks 'Buy' Calls From Retail Traders As ORCL Rebounds Premarket
The move came as a relief for the stock which has fallen sharply over the last two months.
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NOW Stock Draws Price Target Hikes After Q2 Beat – Bernstein Sees ‘Relief’ While UBS Warns Of ‘Mixed Demand’
Jefferies and BMO said some of the upside reflected favorable deal timing and a richer sales mix, though both remained constructive on the company's outlook.
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Why Is NOW Stock Soaring In Premarket Trading Today?
ServiceNow reported second-quarter results above expectations and raised its full-year subscription revenue forecast.
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NOW Stock Has Tumbled 33% This Year: Will Q2 Report Today Inject Fresh Life?
Earlier this week, Morgan Stanley started coverage of ServiceNow with an ‘Overweight’ rating.
