Despite a challenging environment for software stocks, analysts from DA Davidson and Bank of America reaffirm their confidence in Snowflake's long-term growth story, citing its unique positioning in the AI-driven data landscape.
Following its quarterly earnings, ServiceNow (NOW) retains strong buy ratings from major analysts who see the recent stock dip as a buying window for a premium AI-driven workflow platform.
Salesforce lands a decade-long, multi-billion dollar defense contract while its AI-powered Agentforce platform shows explosive growth, reinforcing analyst confidence in the cloud giant's expansion.
Morgan Stanley and RBC Capital have both lowered their price targets for Oracle (ORCL), citing concerns over the capital intensity of its GPU-as-a-Service expansion and the near-term pressure on software firms navigating the AI transition.
Following Microsoft's Q2 FY2026 results, Raymond James and Piper Sandler have revised their price targets downward, citing a strategic reallocation of resources toward first-party applications and internal R&D, which is tempering near-term Azure growth expectations.
Axsome Therapeutics (AXSM) reported preliminary 2025 revenue of $638.5 million, a 66% year-over-year surge that exceeded analyst forecasts, driven by the blockbuster performance of its depression treatment AUVELITY.
Truist Securities has raised its price target on Jazz Pharmaceuticals (JAZZ) to $230, citing 'practice-changing' results from the HERIZON-GEA trial for its drug Zepzelca in gastroesophageal adenocarcinoma. The firm maintains a Buy rating, anticipating strong commercial adoption and potential guideline inclusion.
Piper Sandler and Scotiabank have lowered their price targets for HF Sinclair (DINO), citing operational disruptions on the West Coast that are expected to pressure near-term earnings, though longer-term prospects remain intact.
A recent intrinsic value analysis suggests shares of UK facilities management giant Mitie Group plc (LON:MTO) may be trading at a significant discount to their estimated fair value, presenting a potential opportunity for investors.
Verizon's aggressive shift to a customer-centric strategy yields its strongest subscriber growth in years, coupled with a massive share repurchase plan, sparking a rally and reigniting investor debate on the telecom giant's value.
While upselling and cross-selling are proven sales boosters, experts warn that clumsy execution is eroding consumer trust and fueling regret. The key to success lies in aligning offers with customer intent, not just revenue targets.
LPL Financial has secured commitments from over 80% of Commonwealth Financial's advisors following its August acquisition, making progress toward its 90% retention goal. The firm reported an 11% rise in quarterly net income, bolstered by strong market performance and growing assets.
In a sweeping push for online safety, Spanish Prime Minister Pedro Sanchez announced plans to prohibit social media access for minors under 16 and enforce robust age-verification systems, positioning Spain alongside a growing European coalition tackling digital harms.
Guinea's President Mamady Doumbouya has unveiled a new cabinet following his election victory, retaining the mines minister critical to the nation's vast mineral wealth while reshuffling finance, justice, and security roles.
French prosecutors have expanded their investigation into Elon Musk's X platform, citing concerns over its AI chatbot Grok and alleging a range of serious violations. Musk has been summoned to appear before investigators in Paris this April.
A wave of regulatory action is sweeping across continents as governments, citing mounting mental health and safety concerns, impose new age restrictions and bans on social media access for minors. Australia leads with a landmark under-16 ban, while European nations and others follow with similar proposals.
Spain's government has unveiled a sweeping plan to prohibit minors under 16 from accessing social media platforms, requiring robust age-verification systems. Prime Minister Pedro Sanchez framed the move as a critical step to shield youth from online harms, aligning with a broader European regulatory push.
As borrowing costs surge and U.S. bank lending tightens, Oracle is reportedly considering cutting tens of thousands of jobs to free up cash for its capital-intensive AI data center build-out, with potential ripple effects across the cloud industry.
A surprise expansion in U.S. factory activity throws a curveball into the Fed easing narrative, while corporate deals and delayed government data keep traders on their toes. From SpaceX's AI acquisition to a U.S.-India trade pact, here's what's moving global markets.
Analysts at DA Davidson reaffirm Datadog (DDOG) as a top software pick, citing its strong positioning in the AI infrastructure space and sustained growth momentum, despite expectations of conservative near-term guidance.
