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iShares S&P Software Index Fund
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GSA Partners With Salesforce To Offer Slack Discounts To Federal Agencies: Retail Yet To React
Today 12:49 EDT
Federal agencies can access Slack Enterprise Grid at a limited-time 90% discount and close to 70% savings per user for Slack AI for Enterprise, valid through Nov. 30, 2025.
Via
Stocktwits
Topics
Artificial Intelligence
Government
Exposures
Artificial Intelligence
Political
Oracle Partners With seQure To Bolster Cybersecurity For Governments, Enterprises
May 13, 2025
Oracle Corp. and seQure announce availability of Ground-Truth service on Oracle Cloud Infrastructure, offering automated threat detection and data observability.
Via
Benzinga
TaskUs Stock Soars As Blackstone Unveils Buyout As Earnings Smash Estimates
May 09, 2025
TaskUs Inc. surges after strong Q1 results and $16.50/share all-cash buyout by Blackstone and co-founders. Deal to take company private.
Via
Benzinga
FiscalNote Sells TimeBase To Thomson Reuters For $6.5M, Reaffirms 2025 Outlook
May 05, 2025
FiscalNote (NYSE: NOTE) to sell Australian subsidiary to Thomson Reuters (NASDAQ: TRI) for $6.5M. Supports strategy to streamline operations and refocus on core strengths. Maintains FY25 guidance.
Via
Benzinga
Strategy Stock Climbs Ahead Of Q1 Earnings With $53B Bitcoin Reserve, Analyst Expectations Run High
May 01, 2025
H.C. Wainwright initiated coverage at ‘Buy’ and a $480 price target earlier this week, citing its aggressive Bitcoin accumulation strategy as grounds for a premium valuation.
Via
Stocktwits
Topics
Earnings
World Trade
Exposures
Financial
Tariff
Microsoft Stock Has 'Derisked Setup' Ahead Of March-Quarter Report
April 28, 2025
A Wall Street analyst thinks Microsoft stock has been "derisked" ahead of the software giant's fiscal Q3 report. MSFT stock fell Monday.
Via
Investor's Business Daily
Topics
Artificial Intelligence
ETFs
Government
Exposures
Artificial Intelligence
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Tariff
ServiceNow Stock Rallies After Q1 Beat, Positive Outlook: Retail Lauds String Of Upbeat Prints
April 24, 2025
CEO Bill McDermott said the company’s position as the “platinum standard for enterprise‑grade AI drove these outstanding first quarter results.”
Via
Stocktwits
Topics
Artificial Intelligence
Earnings
Exposures
Artificial Intelligence
Financial
Datadog, Robinhood And More On CNBC's 'Final Trades'
April 17, 2025
Via
Benzinga
CrowdStrike Leads Rebound In Cybersecurity Stocks Amid Trump Tariffs
April 16, 2025
Cybersecurity stocks are showing resilience amid a downturn in the technology sector.
Via
Investor's Business Daily
Topics
ETFs
Government
Malware
Exposures
Information Security
Political
Tariff
Palantir Stock Set For Weekly Gain Amid Trump Tariffs, Outperforms Software Index In 2025
April 11, 2025
Palantir stock is on track to post a gain for the week amid volatile trading tied to President Donald Trump's trade tariffs.
Via
Investor's Business Daily
Topics
Artificial Intelligence
ETFs
Economy
Exposures
Artificial Intelligence
Interest Rates
Political
Cloudflare Gets A Price Target Cut On Broader Decline In Software Companies, Stock Plunges: Retail Remains Bearish
April 04, 2025
The brokerage updated its outlook for Cloudflare as part of its broader note for infrastructure and artificial intelligence (AI) software companies.
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
Government
Exposures
Artificial Intelligence
Political
Tariff
BlackBerry Stock Settles At 4-Month Low As Outlook Takes Sheen Off Q4 Beat, But Retail Optimism Grows
April 03, 2025
CEO John Giamatteo said the company witnessed another quarter of strong financial performance from all three divisions, namely QNX, Secure Communications and Licensing.
Via
Stocktwits
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
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