The long-time technology analyst has begun seeing evidence of the AI trade unwinding.
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The ‘AI to kill software’ narrative is wrecking the group. But Bank of America says buy this stock in the sell-off
Bank of America believes that investors are unfairly pricing in a growth shock for SAP that is unlikely to occur.
Software stock rout shocks Street: ‘Nowhere to hide’… ‘Morass of gloom’
Tuesday’s tech pullback has investors worrying the negative sentiment in the sector could persist for some time.
Bank of America double upgrades Five Below, sees more upside under new leadership
Bank of America’s price target of $233, hiked from $158, implies upside of 18%.
Wall Street is concerned about AMD’s profitability despite its high spending. Here’s a roundup of worries
Wall Street analysts remain largely neutral on Advanced Micro Devices going forward.
Wednesday’s big stock stories: What’s likely to move the market in the next trading session
A sell-off in tech names pulled the S&P 500 and Nasdaq Composite to a losing session on Tuesday. The Dow, which briefly touched a fresh high, also closed lower.
This little-known banking stock has upside, Bank of America says — and a nice dividend
Head over to the Caribbean for an unsung bank stock that offers a combination of upside and income.
This data center power play is about to report earnings, and it has room to run, charts show
Bloom Energy is slated to report earnings on Thursday. The stock could rise further from here, according to the charts.
JPMorgan’s favorite stocks for February
The bank is adding an industrial real estate company and removing some retailers from its monthly list.
Cisco has finally surpassed its dotcom bubble high. Is the reinvented stock a buy from here?
Today’s Cisco looks little like the hardware-centric growth engine that briefly became the world’s most valuable company at the height of the internet mania.