Yahoo Finance • yesterday

Goldman Launches AI-Resilient Trade Basket

This article first appeared on GuruFocus. Goldman Sachs (GS) is making a pretty bold call on software. The firm has rolled out a new pair trade basket that goes long on companies it believes are positioned to benefit from AI, and short on... Full story

Yahoo Finance • 2 days ago

Morgan Stanley flags $45B hidden cybersecurity opportunity

Artificial intelligence-driven panic erased approximately $300 billion of market value on Feb. 3 across the software industry, according to Forbes. Cybersecurity stocks have also been caught up in the same sell-off, and Morgan Stanley ana... Full story

Yahoo Finance • 2 days ago

Baidu Embeds OpenClaw In Search App Ahead Of Lunar New Year

Baidu Inc. (NASDAQ:BIDU) is embedding the fast-rising OpenClaw AI agent directly into its flagship search app, opening the tool to roughly 700 million monthly users just days before Lunar New Year. The move escalates China’s AI arms race,... Full story

Yahoo Finance • 3 days ago

CrowdStrike (CRWD) Draws Fresh Optimism as HSBC Sees Attractive Entry Point

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the AI stocks currently on Wall Street’s radar. Crowdstrike is trading at an attractive valuation, according to one Wall Street firm. On February 13, HSBC analyst Stephen Bersey upgraded... Full story

Yahoo Finance • 4 days ago

Stocks Settle Slightly Higher as Bond Yields Fall

The S&P 500 Index ($SPX) (SPY) on Friday closed up +0.05%, the Dow Jones Industrial Average ($DOWI) (DIA) closed up +0.10%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +0.18%.  March E-mini S&P futures (ESH26) rose +0.03%, and March E... Full story

Yahoo Finance • 4 days ago

Pinterest downgraded, Airbnb upgraded: Wall Street's top analyst calls

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly. Top 5 Upgrades: Deutsche Bank upgraded Airbnb (ABNB) t... Full story

Yahoo Finance • 5 days ago

Software still has a 'huge role' in AI buildout, Dan Ives explains

Investors and markets (^DJI, ^IXIC, ^GSPC) are trying to survive the "Software-mageddon" as AI advancements place additional pressure on the software space. Wedbush Securities managing director and global head of technology research Dan I... Full story

Yahoo Finance • 5 days ago

CrowdStrike Named a Customers’ Choice in the 2026 Gartner® Peer Insights™ ‘Voice of the Customer’ for User Authentication Report

CrowdStrike has the most 5-star reviews and the highest product capability rating (tied) of any vendor in the report AUSTIN, Texas, February 12, 2026--(BUSINESS WIRE)--CrowdStrike (NASDAQ: CRWD) today announced it has been named the Custo... Full story

Yahoo Finance • 5 days ago

1 Small-Cap Growth Stock Down 65% to Buy on the Dip, According to Wall Street

Tenable(NASDAQ: TENB) is a cybersecurity company that specializes in exposure management. It offers a portfolio of proactive tools designed to help enterprises patch vulnerabilities in their networks before they can be exploited. With a m... Full story

Yahoo Finance • 6 days ago

Software vs. chips, stocks flat, oil prices: Market Takeaways

All three of the major indexes (^DJI, ^IXIC, ^GSPC) ended Wednesday's trading session just below their flatlines — the S&P 500 capping the day off completely flat. Yahoo Finance Markets and Data Editor Jared Blikre breaks down the biggest... Full story

Yahoo Finance • 6 days ago

Is CrowdStrike Holdings Inc. (CRWD) One of the Best High-Growth Cybersecurity Stocks to Buy?

CrowdStrike Holdings Inc. (NASDAQ:CRWD) is one of the best high-growth cybersecurity stocks to buy. On January 30, RBC Capital reiterated CrowdStrike Holdings Inc. (NASDAQ:CRWD) as one of the best stocks to buy after a deep pullback in the... Full story

Yahoo Finance • 6 days ago

“I Love CrowdStrike (CRWD) Here,” Says Jim Cramer

We recently published 9 Stocks Jim Cramer Talked About. CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the stocks that Jim Cramer talked about. Cybersecurity services provider CrowdStrike Holdings, Inc. (NASDAQ:CRWD)’s shares are down... Full story

Yahoo Finance • 6 days ago

CrowdStrike Aramco Saudi Cybersecurity Push And What It Means For Valuation

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. CrowdStrike Holdings (NasdaqGS:CRWD) has signed a memorandum of understanding with Aramco to adv... Full story

Yahoo Finance • 7 days ago

Stocks are Mixed After Weak Retail Sales Data Released

The S&P 500 Index ($SPX) (SPY) today is down -.10%, the Dow Jones Industrials Index ($DOWI) (DIA) is up +0.12%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.25%. Stock indexes are mixed today. This morning a weaker-than-expected repo... Full story

Yahoo Finance • 7 days ago

Microsoft and 18 More Software Stocks That Can Be AI Survivors

J.P. Morgan says fears of an AI-driven software wipeout are overblown and highlights 19 stocks—from Microsoft to CrowdStrike—it believes are positioned to rebound. Continue Reading... Full story

Yahoo Finance • 7 days ago

Stocks Climb on Fed Rate Cut Hopes

The S&P 500 Index ($SPX) (SPY) today is up +0.18%, the Dow Jones Industrials Index ($DOWI) (DIA) is up +0.46%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.15%.  March E-mini S&P futures (ESH26) are up +0.17%, and March E-mini Nasdaq fu... Full story

Yahoo Finance • 7 days ago

AI disruption fears create buying chance in US software stocks, strategists say

By Saqib Iqbal Ahmed NEW YORK, Feb 10 (Reuters) - The severity of the pullback in software stocks in recent days, driven by fears ​of advances in artificial intelligence disrupting the industry, has created opportunities for ‌investors to... Full story

Yahoo Finance • 7 days ago

Microsoft, CrowdStrike, and 17 Software Stocks That Can Survive AI

J.P. Morgan says fears of an AI-driven software wipeout are overblown and highlights 19 stocks—from Microsoft to CrowdStrike—it believes are positioned to rebound. Continue Reading... Full story

Yahoo Finance • 7 days ago

Jim Cramer on CrowdStrike: “I See Little or No Possibility of or Threat of AI Disruption”

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the software stocks that Jim Cramer named as potential undervalued buys. Cramer noted that the trust is sticking by the stock despite the decline, as he said: Now, here’s two that I just... Full story

Yahoo Finance • 7 days ago

CrowdStrike (CRWD) Draws Analyst Support After Saudi Aramco Collaboration

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the 10 AI Stocks Analysts Are Watching. On February 9, Cantor Fitzgerald analyst Jonathan Ruykhaver reiterated an Overweight rating on the stock following a recent signing of memorandum of... Full story