Financial News

Software and IT services are currently undervalued relative to 11-year averages, while semiconductors and hardware are deeply overvalued.

The war hedge complex (oil, energy, gold) has stopped acting like the only game, while broad equities have resumed leadership. The marginal buyer is no longer willing to pay a premium for it

The software complex may have finally bottomed after creating a lower low last week post Anthropic’s launch of Managed Agents that reignited renewed fears of Agentic AI disrupting SaaS.

The S&P 500 and the Nasdaq 100 updated records on Thursday as President Donald Trump announced an Israel-Lebanon ceasefire.

U.S. stocks were mixed at midday Wednesday as tech stocks rallied while industrials dragged the Dow lower. Oil held above $90 and yields ticked higher, reflecting lingering geopolitical risk.

Microsoft (MSFT) looks oversold despite Q2 cash flow worries.

U.S. equities rally to pre-war highs and crude plunges nearly 7% as U.S. Vice President JD Vance cites "a lot of progress" in Iran talks.

Accenture stock climbs in Tuesday premarket. Get insights on the DOE mineral mission, Replit AI partnership, and technical price outlook.

In March, securities lending revenues hit $1.47 billion, marking a 36% year-on-year increase. Read more here.

est Texas Intermediate crude surged past $103 a barrel and Brent topped $101 after President Trump launched a naval blockade of the Strait of Hormuz following failed U.S.-Iran peace talks over the weekend. U.S. equities recovered from a sharp morning selloff by midday, led by software stocks as midday reports of potential Iranian nuclear concessions eased tail risks. Goldman Sachs slid 3.9% on a Q1 revenue miss while Oracle and ServiceNow each surged more than 6%.

Anthropic’s Mythos AI sparks a SaaS stock selloff and new cybersecurity risks (CRWD, PANW).

XLK outlook: why tech remains a buy despite Q1 volatility.

For the better part of two decades, software companies and information services firms have been rightfully viewed as the archetypal quality compounders. Read more here.

Software stocks look undervalued amid AI disruption fears. Here's what you need to know about IGV and a few other names to consider.

Tech stocks rise as the Nasdaq 100 targets an 8-day streak, even as inflation spikes and consumer sentiment hits a record low. Trump lifts Palantir, oil rebounds and AI chips surge on TSMC strength.

Tesla stock is a cautious "Hold" amid its lagging performance. Here's what investors need to know about TSLA.

Ceasefire headlines; relief rally in chip and AI stocks. Oil stock slide context.

AI market shifts: Anthropic’s Mythos & $30B ARR are reshaping software, semis & cybersecurity. Click for more on the impact on markets and sectors.

DXJ is a strong opportunity that most traders overlook. It focuses on Japanese export companies and removes currency risk, making it a reliable pattern even in uncertain markets.

ACN shares hit $184 in premarket. Explore key support levels, RSI data, and why Benzinga Edge gives Accenture a "Strong" quality score.

Discover stock market updates on SFL, SOFI, NU, BMBL, PGY, COST & more—buy/hold calls, catalysts, dividend outlook and valuation risks.

US launch of Operation Epic Fury against Iran in late February triggered the closure of the Strait of Hormuz, spiking energy prices and driving pressure on both equities and bonds.