The bar is higher for software companies now that their stocks have been outperforming, but analysts identify some top picks whose results could shine through.
The software and semiconductor sectors haven’t been trading in tandem much this year, but they collectively fell Friday as AI and interest-rate fears hit the market.
Wall Street’s views on CoreWeave are starkly divisive as investors pay more attention to the financial details of big artificial-intelligence companies.
The nuclear-energy industry has been having a moment, but analysts say some companies look better positioned than others to capitalize on a wave of AI-fueled demand.
Marvell’s stock is popping after the company not only delivered with its financial forecasts but also demonstrated its diversified mix of customers and products.
Some investors worry that AI agents pose a risk to Amazon, but a Rosenblatt analyst thinks the company “can navigate this period of transition largely unaffected.”
