Yahoo Finance • 22 hours ago

Software Bear Market: 3 Stocks With 47% to 63% Upside, According to Wall Street

Artificial intelligence (AI) moves hard and fast. Since the launch of OpenAI's ChatGPT, investors have wondered just how many different jobs AI could displace and in which industries. With the release of Anthropic's Claude Cowork tool, whi... Full story

Yahoo Finance • 23 hours ago

Rosenblatt Stays Constructive on Datadog, Inc. (DDOG) Growth Outlook Despite Target Cut

We recently published an article titled 13 High Growth Cloud Stocks to Buy. Datadog, Inc. (NASDAQ:DDOG) is among the high-growth cloud stocks to buy, even as near-term macro pressures weigh on valuation multiples across the sector. On Jan... Full story

Yahoo Finance • yesterday

KeyBanc Flags Guidance Uncertainty as Key Debate around Datadog (DDOG)

Datadog, Inc. (NASDAQ:DDOG) is one of the 10 AI Stocks to Keep on Your Radar. On February 4, KeyBanc analyst Eric Heath lowered the price target on the stock to $155.00 (from $170.00) while maintaining an Overweight rating. The firm believ... Full story

Yahoo Finance • yesterday

Goldman Sachs signals grim shift as software stocks bounce

Software stocks are facing an increasingly loud reckoning as Wall Street rethinks how artificial intelligence affects the sector. Goldman Sachs is the latest to offer a reality check, suggesting that software's reckoning may not yet be ov... Full story

Yahoo Finance • 2 days ago

Catalyst Watch: Crypto swings, FedEx investor event, and Super Bowl bets

[Stock exchange building columns stock market finance] alexsl Welcome to Seeking Alpha's Catalyst Watch - a breakdown of some of next week's actionable events that stand out. Read more about the events that may impact stock prices next we... Full story

Yahoo Finance • 2 days ago

Tech stock shakeout clouds market ahead of economic data deluge

By Lewis Krauskopf NEW YORK, Feb 6 (Reuters) - An artificial intelligence-driven shakeout in the heavyweight technology sector is set to keep stock investors on edge in the coming week while a barrage of data could shift focus to the heal... Full story

Yahoo Finance • 2 days ago

Heard on the Street Thursday Recap: Chomping at the Bitcoin

Tech stocks kept falling, continuing the rout that started Tuesday. A broad array of AI-exposed companies saw their shares decline, including software companies, data-service firms, hyperscalers, and fund managers that invest in software c... Full story

Yahoo Finance • 3 days ago

Stocks Settle Lower as Tech and Crypto are Routed

The S&P 500 Index ($SPX) (SPY) on Thursday closed down -1.23%, the Dow Jones Industrials Index ($DOWI) (DIA) closed down -1.20%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -1.38%.  March E-mini S&P futures (ESH26) fell -1.23%, and... Full story

Yahoo Finance • 3 days ago

Heard on the Street Recap: Chomping at the Bitcoin

A broad array of AI-exposed companies saw their shares decline, including software companies, data service firms, hyperscalers, and fund managers that invest in software companies. Thomson Reuters on its Thursday earnings call argued that... Full story

Yahoo Finance • 4 days ago

Software companies are 'overly maligned,' analyst says

Palantir (PLTR) reported fourth quarter earnings on Monday that beat Wall Street's expectations. DA Davidson head of technology research Gil Luria joins Market Catalysts host Julie Hyman to discuss the overall software sector, whether he... Full story

Yahoo Finance • 4 days ago

Gartner forecasts 10.8% IT spending growth in 2026, software trimmed to 14.7%

[Digital technology concept. Man programmer working on laptop for big data management, computer code on futuristic virtual interface screen, data mining, digital software development] Tippapatt Global IT spending is projected to reach $6.... Full story

Yahoo Finance • 5 days ago

Enterprise software stocks tumble as analysts mull growth acceleration amid AI impact

Enterprise software stocks were largely in the red on Tuesday while analysts noted that growth is broadly not accelerating in software, while it is in sectors exposed to AI. William Blair noted that fear and not fundamentals is behind the... Full story

Yahoo Finance • 5 days ago

Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought

There was a flurry of trading activity at Ark Invest on Monday. The family of aggressive growth exchange-traded funds (ETFs) kicked off the new trading week with its busiest day of 2026, by the number of stocks it bought. With Cathie Wood... Full story

Yahoo Finance • 5 days ago

Datadog (DDOG) Seen as Software Top Pick as AI Momentum Builds

Datadog, Inc. (NASDAQ:DDOG) is one of the 10 AI Stocks Gaining Attention on Wall Street. On February 2, DA Davidson analyst Gil Luria reiterated a Buy rating on the stock with a $225.00 price target. The firm calls DDOG a Top Pick in Softw... Full story

Yahoo Finance • last month

Is Most-Watched Stock Datadog, Inc. (DDOG) Worth Betting on Now?

Datadog (DDOG) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Shares of this data analytics... Full story

Yahoo Finance • last month

Snowflake in Talks for $1 Billion Observe Acquisition

This article first appeared on GuruFocus. Sources have indicated that Snowflake (NYSE:SNOW) is in discussions to acquire Observe for around $1 billion, a transaction that could become the company's largest deal to date as it continues exp... Full story

Yahoo Finance • last month

2 Extraordinary Artificial Intelligence (AI) Stocks Down 30% and 73% to Buy Before They Turn Around in 2026

Key Points These two stocks have seen pullbacks in their prices as competitive pressure weighs on investor outlook. They're both leaders in fast-growing markets with huge total addressable markets. Despite setbacks and pressure, they shou... Full story

Yahoo Finance • last month

US Stock Market Today: S&P 500 Futures Rise amid Hot Jobs, Fewer Cut Bets

The Morning Bull - US Market Morning Update Thursday, Dec, 25 2025 US stock futures are pointing higher this morning, with contracts linked to the S and P 500 up about 0.3 percent, as investors juggle strong US jobs signals against shifti... Full story

Yahoo Finance • 2 months ago

4 software stocks facing guidance risks in 2026, Morgan Stanley warns

Investing.com -- Morgan Stanley has flagged four U.S. software companies that could face downside risk when they issue initial guidance for 2026, even as the broader setup across the sector looks more constructive than in recent years. In... Full story

Yahoo Finance • 2 months ago

A Subpar Year for Software Stocks. 3 Charts Point to a Turnaround.

Microsoft the only $1 trillion software company, has gained just 5% over the past year. As the second-largest holding in the iShares ETF behind Palantir Microsoft’s next move could dictate the overall flow of software stocks. Bulls can rem... Full story