Software
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Microsoft – Is the Giant Already Undervalued?
Key takeaways Attractive Valuation Metrics: With a forward P/E of 22x (25% below the 5-year average) and a PEG ratio…
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“AI” Layoffs: Is it a fiction?
Headlines about successive layoffs, carried out or planned, mostly in the US and mostly in technology-related sectors, have become a…
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AllBirds – From sneakers to AI, can It work?
Allbirds shares surged more than 500% in today’s session, with the price jumping from roughly $2.5 to around $18, after…
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Software Stocks Rebound
The market mood is upbeat as we move through Tuesday. US equity futures are edging higher, and the rally in…
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Shares of Novo Nordisk (NVO.US), listed in the U.S., are up nearly 3% following the announcement of a strategic partnership with…
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Tech Talk – SaaS-Pocalypse
Despite moderately cautious investor sentiment, today’s session marks yet another day of sharp declines for software stocks. This move is…
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CoreWeave – Lifeline or Break-through?
CoreWeave is a cloud infrastructure operator and software distributor, both focused on artificial intelligence. It is not a brand as…
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Stock of The Week – ASML
The Race for Artificial Intelligence is Most Often Associated with Tech Giants Like NVIDIA, Microsoft, and Alphabet. These companies design chips,…
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Intel on a Winning Streak
Intel, benefiting from strong sentiment during Wednesday’s session and news of a partnership with Google, rose by more than 11%.…
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Anthropic Leak and a Cybersecurity Sell-off
Market leaders in cybersecurity solutions, CrowdStrike, Zscaler, and Palo Alto, are posting several-percent losses in today’s session, with declines averaging…
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