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Veteran Tech Analyst: The Market Has Wrongly Left Software for Dead in the AI Rotation

24/7 Wall Street

1:35 PM | Friday | Jul 3, 2026

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Richard Windsor, founder of Radio Free Mobile, pushed back against the panic gripping AI stocks in a recent episode of Bloomberg Horizons Middle East & Africa.

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1:35 PM | Friday | Jul 3, 2026

Veteran Tech Analyst: The Market Has Wrongly Left Software for Dead in the AI Rotation

24/7 Wall Street

Richard Windsor, founder of Radio Free Mobile, pushed back against the panic gripping AI stocks in a recent episode of Bloomberg Horizons Middle East & Africa.

Read full article arrow
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1:35 PM | Friday | Jul 3, 2026

Veteran Tech Analyst: The Market Has Wrongly Left Software for Dead in the AI Rotation

24/7 Wall Street

Richard Windsor, founder of Radio Free Mobile, pushed back against the panic gripping AI stocks in a recent episode of Bloomberg Horizons Middle East & Africa.

Read full article arrow
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12:26 PM | Thursday | Jul 2, 2026

Dividend Aristocrats Are Quietly Outrunning Software in 2026. Investors Are Piling Into This ETF

247 Wallst

Six months into 2026, the boring stuff is winning. The SPDR S&P Dividend ETF (NYSEARCA:SDY) is up 12.57% year to date, while the iShares Expanded Tech-Software ETF is down 11.4% over the same stretch. That is a wide gap between dividend aristocrats and enterprise software.
SDY, the plain-vanilla index of companies that have raised dividends... Dividend Aristocrats Are Quietly Outrunning Software in 2026. Investors Are Piling Into This ETF

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11:01 AM | Thursday | Jul 2, 2026

Can Salesforce's Data 360 Momentum Drive Stronger FY27 Growth?

Zacks Investment Research

CRM's Data 360 momentum, AI-driven ARR growth and Informatica synergies are likely to support stronger fiscal 2027 revenue growth as customer demand expands.

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8:55 AM | Thursday | Jul 2, 2026

The Dow Just Had Its Best First Half Since 2021, but This Jobs Number Is Flashing Yellow

247 Wallst

The Dow just closed out its best first half since 2021, up 8.7% year-to-date, yet Wednesday's open felt like a nervous glance at the door. CNBC's Dominic Chu kicked off July with mixed earnings, one big M&A shrug, and a jobs report that gave the bulls something to chew on. Chu flagged the labor data..
.. The Dow Just Had Its Best First Half Since 2021, but This Jobs Number Is Flashing Yellow

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10:39 AM | Wednesday | Jul 1, 2026

Salesforce rallies as analyst says its selloff went too far

Benzinga

Salesforce, Inc. (NYSE:CRM) stock traded higher by more than 4% on Wednesday after an analyst upgrade. The move stands out because the broader market is mixed, making stock-specific news the cleaner driver.

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10:14 AM | Wednesday | Jul 1, 2026

Upgrade Boosts 2 Beaten-Down Software Stocks

Schaeffers Research

Salesforce (NYSE:CRM) and ServiceNow (NYSE:NOW) stocks are both higher this morning, after Guggenheim upgraded the software staples to "buy," from "neutral," arguing that recent weakness has created attractive entry points.

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9:47 AM | Wednesday | Jul 1, 2026

ServiceNow and Salesforce shares now look like buys, as ‘Armageddon' fears are too extreme, analyst says

Market Watch

A Guggenheim analyst says that valuations for the two software stocks are too depressed, even though the AI threat is real.

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9:20 AM | Wednesday | Jul 1, 2026

Salesforce Will Face AI Disruption but Stock Still Gets an Upgrade to Buy

Barrons

Guggenheim analyst John DiFucci raises his rating on Salesforce to Buy from Hold with a $228 price target.

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8:03 AM | Wednesday | Jul 1, 2026

Here Are Wednesday's Best Wall Street Analyst Research Calls: Abbott Laboratories, Circle Internet, Dow, Kratos Defense, Lockheed Martin, Salesforce, ServiceNow,SpaceX, and More

24/7 Wall Street

Futures are trading lower as we get ready to start the third quarter after a record-setting second quarter that saw the Dow Jones Industrial Average close at 52,317, up 0.26% to finish the venerable index's best first half since 2021, while the Nasdaq finished the session at 26,213, up 1.52% for the tech-heavy index's best quarterly finish since 2020.

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6:44 AM | Tuesday | Jun 30, 2026

HubSpot vs. Salesforce: Which CRM Stock Is the Better Buy?

The Motley Fool

Many software companies' stocks tanked earlier this year as investors panicked about the possibility that agentic AI could render their products obsolete. Salesforce trades at a reasonable valuation and is rapidly gaining market share in agentic AI.

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