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iShares S&P Software Index Fund
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Updated: 8:00 PM EDT, Apr 1, 2025
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Amazon Pushes Further Into AI Agents As Stock Falls On Tariff Concerns
March 31, 2025
Amazon stock fell on tariff fears as the tech giant rolled out a new AI agent that underscored its big investments in the technology.
Via
Investor's Business Daily
Topics
Artificial Intelligence
Economy
Government
Exposures
Artificial Intelligence
Economy
Political
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
Topics
Artificial Intelligence
ETFs
Economy
Exposures
Artificial Intelligence
Economy
Political
Nvidia Takes a Hit: Why AI Investors Are Moving Away from Chips to Software
March 24, 2025
Via
Benzinga
Topics
Artificial Intelligence
Exposures
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
Exposures
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
Exposures
US Equities
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
Exposures
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
Exposures
Artificial Intelligence
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
Exposures
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
Exposures
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
Exposures
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
Exposures
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
Exposures
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
Exposures
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
Exposures
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
Exposures
Interest Rates
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
Exposures
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
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