What Happened?Shares across the enterprise software, cybersecurity, and cloud infrastructure sectors caught a massive bid in Tuesday's premarket session. The rally was ignited by a blockbuster earnings report from data analytics giant Palantir (NYSE: PLTR), whose stock skyrocketed over 26%, acting…
What Happened? A number of stocks fell in the afternoon session after sentiment continued to weaken as tech stocks faced a dual headwind of deteriorating macro conditions and an unwinding of retail leverage.The fundamental pressure stems from a sudden oil shock. A reinstated U.S. naval blockade on…
What Happened? A number of stocks jumped in the afternoon session after Guggenheim's John DiFucci upgraded both Salesforce and ServiceNow to Buy, arguing the AI-disruption fear that gutted the sector during the year had pushed valuations too low.This was a valuation call from a skeptic, not an AI e…
