Jefferies turns bullish on AI fraud software name as demand accelerates
Jefferies expects that accelerating demand for artificial intelligence-driven fraud prevention will boost shares of Mitek Systems higher. The…
China’s Baidu adds OpenClaw AI into search app for 700 million users
Chinese tech company Baidu, best known for its search engine, also operates cloud, mapping and other internet-based services.…
The ‘Moon economy’ is about to boom. This space stock could benefit, Deutsche Bank says
One small step for the U.S. could be one giant leap forward for Intuitive Machines as the nation…
This stock got caught in software drawdown. Goldman says it’s insulated
Goldman Sachs believes that recent volatility in software stocks has created an attractive buying opportunity in shares of…
January jobs report has bulls excited, even if it means fewer rate cuts in 2026
A surprise blockbuster jobs report could support the broadening of the stock market rally, even as it keeps…
Gordon Haskett upgrades Booking Holdings ahead of earnings, calls AI fears overblown
Gordon Haskett Research Advisors believes that Booking Holdings ‘ operational advantages are being overlooked amid heightened AI fears.…
Daiwa upgrades Palantir on AI demand, strong commercial revenue guidance
Daiwa Capital Markets believes that shares of Palantir Technologies can claw back their early losses this year. The…
Stifel downgrades Microsoft, says AI spending and Azure concerns could limit near-term upside
Stifel believes that heavy AI spending and rising competition could weigh on Microsoft ‘s growth. The investment firm…
Fred Hickey of the High Tech Strategist says AI bubble starting to pop
Long-time technology analyst Fred Hickey said Tuesday that he was buying puts against Nvidia amid concerns that the…
Microsoft is the best ‘pure play’ on AI adoption, says Piper Sandler
After Microsoft’s big fall following its earnings report last week, Piper Sandler is naming the stock as a…
Software stocks enter bear market on AI disruption fear with ServiceNow plunging 11%
ServiceNow Inc. signage during the Nvidia GPU Technology Conference in San Jose, California, on March 20, 2025. David…
China’s AI trade moves from infrastructure to applications. Stocks to watch
Local investors in China are excited about a new artificial intelligence stock trend. As trading volumes in the…