AI panic crushed SaaS and dragged down BDCs and asset managers. Trading at steep discounts and high dividend yields, we think that this is a historic opportunity. We explain why the market got it wron
Stock News Tech slump hits indexes: A broad risk-off move saw Apple (AAPL) and Cisco (CSCO) lead declines, while Applied Materials (AMAT) rallied on upbeat AI t
Although the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite have soared, the iShares Expanded Tech-Software Sector ETF recently plunged 32% from its all-time high. Potentially overblown c
Tom Lee, Chairman of Bitmine Immersion and Co-Founder & Head of Research at Fundstrat, says that while the U.S. jobs report was better than expected, job losses might follow due to the recent tech sel
Exploring Al Gore (Trades, Portfolio)'s Investment Moves in the Fourth Quarter of 2025 Introduction to Al Gore (Trades, Portfolio) and Generation Investment Ma
Guru Stock PicksAl Gore has made the following transactions:Reduce in NTNX by 46.77%Sold out in MCHPAdd in MELI by 2.52%New position in CSLKen Fisher has made t
Salesforce and other high-quality SaaS stocks have experienced indiscriminate panic selling, creating deep value relative to fundamentals and historical multiples. Salesforce now trades at a forward P
#Softwarestocks #AITrade #StockPicks Two top picks from Morningstar analysts. Watch the full episode on Investing Insights: Beyond AI: Are Quantum Stocks the Next Big Thing in Tech Investing?
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When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often
Artificial intelligence (AI) has emerged as a growing source of market panic these days, with investors increasingly questioning the long-term viability of labor-intensive business models. Recent rele
In the latest trading session, Salesforce.com (CRM) closed at $185, marking a -4.37% move from the previous day.
Guru Stock PicksCatherine Wood has made the following transactions:Reduce in NXDR by 2.41%Sold out in KMDAAdd in FVRR by 24%New position in IWBPRIMECAP Manageme
Software stocks may be down, but they're not out, according to analysts at Morgan Stanley.

Software Stocks Look Primed for a Short Squeeze

01:02pm, Wednesday, 11'th Feb 2026
Heavy short interest and stabilizing prices could spark a near-term rally—even as long-term AI fears linger.
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