North American Tech-Software Ishares ETF (IGV)

KeyBanc analyst Jackson Ader said he expects revisions to fundamentals throughout the remainder of the year.

Earnings and macro worries have been common catalysts that drove down these stocks this year.

Snap said the lenses will be powered by its generative AI video model built in-house.

CEO Shantanu Narayen said Adobe is well-positioned to capitalize on the acceleration of the creative economy driven by AI, but retailers on Stocktwits see it as an expense AI play.

Morgan Stanley analyst Keith Weiss said he sees a lower bar going into the earnings, as debates on Adobe's GenAI positioning and increasing competition have led to the recent stock underperformance.

Morgan Stanley’s Keith Weiss said the proposed Moveworks buy expands ServiceNow’s agentic offerings and assists with expansion into areas such as customer relationship management and enterprise/agentic...

Wall Street experienced a bloodbath on March 10, 2025 as the selling pressures that weighed on U.S. stocks last week continued. The Nasdaq slumped 4% on the day, marking its biggest one-day loss since...

Salesforce has outperformed its software industry peers over the past six months, and Wall Street analysts have strong confidence in its future growth potential.

Although Adobe has underperformed its industry peers over the past year, Wall Street analysts maintain a moderately optimistic outlook on the stock’s prospects.

Oracle has underperformed its industry peers recently, but analysts remain moderately optimistic about the stock’s prospects.