GENNIEFY
Market News
Latest financial news and analysis from global markets
ORCL
Leading bank calls AI threat to enterprise software "illogical," upgrades five stocks for 2026
Wall Street's panic over artificial intelligence replacing enterprise software is misguided, according to HSBC's latest research report. The investment bank argues 2026 marks a crucial shift from AI infrastructure build-out to actual monetisation through software, positioning established...
ORCL
Loomis Sayles Global Growth Fund’s Thoughts on Oracle (ORCL)
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for the fourth quarter of 2025. A copy of the letter can be downloaded here. The Fund prioritizes investments in high-quality companies that possess a lasting competitive advantage and long-term growth drivers, capable of generating attractive cash flow and sustained value for […]
GOOGL
Alphabet (GOOG) Dominates the Search Market with 80% Share
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for the fourth quarter of 2025. A copy of the letter can be downloaded here. The Fund prioritizes investments in high-quality companies that possess a lasting competitive advantage and long-term growth drivers, capable of generating attractive cash flow and sustained value for […]
SHOP
Does Shopify (SHOP) Offer a Compelling Reward-To-Risk Opportunity?
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for the fourth quarter of 2025. A copy of the letter can be downloaded here. The Fund prioritizes investments in high-quality companies that possess a lasting competitive advantage and long-term growth drivers, capable of generating attractive cash flow and sustained value for […]
ROKU
These Stocks Are Today’s Movers: Applied Materials, Arista, Moderna, Coinbase, DraftKings, Steel Dynamics, Rivian, Roku, Pinterest, and More
Applied Materials shares surge after the semiconductor-equipment maker beats analysts’ quarterly earnings estimates.
GOOGL
Micron Stock Surges, Morgan Stanley Says There's More Room To Run
Micron Technology Inc (NASDAQ:MU) stock is trading higher Wednesday after Morgan Stanley reiterated its Overweight rating and boosted its price target from $350 to $450. Here’s what you should know. Why Micron Is Moving Higher Analyst Joseph Moore pointed to continued DRAM price strength and persistent supply shortages as the main reasons behind the improved outlook, Investing.com reported. Don't Miss: The AI Marketing Platform Backed by Insiders from Google, Meta, and Amazon — Invest at $0.85/S
CRM
Software sell-off is a 'generational' buying opportunity: Dan Ives
Investors try to make sense of the current market environment (^DJI, ^IXIC, ^GSPC) as AI concerns continue to spark further sell-offs in the software space, a situation now being dubbed the "Software-mageddon." Wedbush Securities managing director and global head of technology research Dan Ives sits down with Market Catalysts Host Julie Hyman at the 2026 Bitcoin Investor Week conference to talk about how he is viewing the recent stock decline in software leaders. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.
GOOGL
Comfort Systems Is Trading At A Record High As It Constructs An AI Future
Comfort Systems USA supplies an army of pipefitters, welders, technicians and project managers needed to get AI data centers up and running.
NVDA
Why Monday.com Stock Was Tumbling Today
Monday.com couldn't rebuff the panic over AI disruption in the software sector.
NVDA
Why Monday.com Stock Was Tumbling Today
Monday.com couldn't rebuff the panic over AI disruption in the software sector.
ORCL
Google's 100-yr bond sale, Oracle stock upgrade, gold prices rebound
Yahoo Finance Senior Producer John Hyland tracks Monday's top moving stocks and biggest market stories in this Market Minute. Software (IGV) stocks are bouncing back from prior lows as Oracle (ORCL) surges on its DA Davidson upgrade to Buy from Neutral. Gold (GC=F) prices climbed back above $5,000 per ounce. Alphabet (GOOG, GOOGL) reportedly plans to sell a 100-year bond, according to Bloomberg. Stay up to date on the latest market action, minute-by-minute, with Yahoo Finance's Market Minute.
AMD
AMD Ties Cloud Servers And AI PCs Closer To Its Platform
OVHcloud has introduced a new global Bare Metal 2026 dedicated server line built on AMD Ryzen and EPYC processors. The servers target workloads such as machine learning, big data processing, and large scale virtualization. AMD and GIGABYTE are expanding their partnership to focus on device AI across CPUs, motherboards, gaming laptops, and monitors. Advanced Micro Devices (NasdaqGS:AMD) is seeing its technology used more widely, from cloud data centers to consumer hardware. The stock trades...