Core Insights - A report from Bank of America Securities (BofA) indicates a significant medium-term increase in software spending driven by AI agents, despite current market caution regarding generative AI adoption and monetization [1] - BofA projects that spending on agentic AI technology could reach $155 billion by 2030, which is three times higher than most current industry analyst estimates [2] Industry Analysis - Agentic functionality is seen as a crucial factor for AI monetization, potentially leading to sustainable and measurable productivity improvements in the workforce [3] - BofA estimates that global knowledge worker wages across seven major occupation categories total $18.6 trillion annually, with a projection that agents could perform 10% of workflows by 2030, translating to $1.9 trillion in automation-driven value [4] Market Potential - If software vendors capture approximately 8% of the automation-driven value, this would result in global agentic AI spending of $155 billion, equating to a 12 times return on investment for customers [5] - Surveys indicate that 64% of organizations plan to pursue agentic AI initiatives by 2025, although many are still in the early stages of deployment [5][6] Adoption Trends - As of January 2025, 53% of organizations are in the exploration stage of agentic AI initiatives, 25% are in the pilot stage, and only 6% are in production [6] - Key job functions expected to adopt agentic technologies first include customer service, marketing, sales, and software development [6] Key Beneficiaries - Notable companies identified as key beneficiaries of AI include Microsoft Corp, Salesforce, ServiceNow, Intuit, HubSpot, GitLab, and OneStream, all of which have significant customer datasets and data management capabilities [7][8] - These companies are expected to begin monetizing their AI features and products around calendar 2026 [8]

Core Viewpoint - Apple Inc. may need to reassess its marketing strategy as it has pulled multiple advertisements over the past year, indicating potential issues with its advertising approach [1][6][8]. Advertising Strategy - The latest advertisement pulled was titled "The Parent Presentation," which aimed to persuade students to convince their parents to buy a Mac computer [2][3]. - This ad was shared on Apple's YouTube channel and website but was removed within a day, suggesting a lack of clarity on the reasons for its removal [3][6]. - Previous ads that were pulled included "Crush!" due to backlash and "Out of Office OOO" for stereotyping, indicating a pattern of sensitivity to public perception [4][5]. Market Focus - The recent ad targeted college and high school students, aligning with the back-to-school season, highlighting the need for Apple to develop a more effective strategy for this demographic [7]. - The company has a diverse advertising portfolio, including TV, social media, and retail stores, but the repeated ad removals suggest a need for a more cohesive marketing plan ahead of new product launches like the iPhone 17 [8]. Financial Context - Apple stock is currently trading at $202.31, reflecting a 0.40% increase, but it has seen an 18% decline year-to-date in 2025, indicating potential investor concerns amid these marketing challenges [9].

Core Insights - FactSet Research Systems reported mixed results for Q3, with sales of $585.52 million exceeding analyst expectations of $580.50 million, reflecting a 5.9% year-over-year increase [1] - Adjusted earnings per share were $4.27, slightly below the consensus estimate of $4.29 [1] Financial Performance - The company reiterated its adjusted diluted EPS outlook for the fiscal year at $16.80 to $17.40, compared to the consensus of $17.07 [2] - Revenue guidance was maintained at $2.305 billion to $2.325 billion, aligning closely with the consensus of $2.310 billion [2] - FactSet maintained an adjusted operating margin of 36% to 37% [2] Market Reaction - Following the earnings announcement, FactSet Research shares fell 0.3% to $435.65 [3] - Analysts adjusted their price targets for FactSet Research after the earnings report [3] Analyst Ratings - Morgan Stanley analyst Toni Kaplan maintained an Underweight rating and raised the price target from $390 to $393 [5] - Wells Fargo analyst Jason Haas also maintained an Underweight rating, increasing the price target from $402 to $405 [5] - RBC Capital analyst Ashish Sabadra reiterated a Sector Perform rating with a price target of $503 [5]

BofA Securities analyst Wamsi Mohan maintained a Buy rating on Apple Inc AAPL with a price target of $235 on Tuesday.The rerating reflected strong capital returns, AI leadership and optionality from new products or markets.Mohan said media articles indicated Apple’s plans to either acquire or forge a partnership with Perplexity AI, which has an answer engine that delivers direct, cited responses to search queries using third-party LLMs.Also Read: Alibaba Updates LLMs To Power AI On Apple Devices In ChinaAs ...

KB Home KBH posted better-than-expected earnings for the second quarter after the closing bell on Monday.KB Home reported second-quarter revenue of $1.52 billion, beating analyst estimates of $1.51 billion. The company reported second-quarter earnings of $1.50 per share, beating analyst estimates of $1.47 per share, according to Benzinga Pro."Our second quarter financial performance was solid, with results meeting or exceeding our guidance ranges, as we continue to navigate the current environment. Our team ...

Microsoft Corp. MSFT is reportedly preparing for another round of layoffs with the majority of job cuts expected to impact its sales division. The Details: The upcoming round of layoffs is part of a broader restructuring as the company ramps up its investment in artificial intelligence. The layoffs are anticipated to be announced in early July, aligning with the end of Microsoft's fiscal year, according to a Bloomberg report. Read Next: Walmart, Microsoft, Disney Slash Jobs As Trump Tariffs, AI Push Corpora ...

Group 1 - AeroVironment, Inc. is set to release its fourth-quarter earnings results on June 24, with analysts expecting earnings of $1.42 per share and revenue of $242.69 million [1] - The company announced a strategic partnership with UAS Denmark on June 18 to enhance allied UAS capabilities in Europe [1] - AeroVironment's shares increased by 0.8%, closing at $191.23 on the preceding Monday [1] Group 2 - Baird analyst Peter Arment maintained an Outperform rating and raised the price target from $146 to $210 [4] - RBC Capital analyst Ken Herbert reinstated an Outperform rating with a price target of $190 [4] - BTIG analyst Andre Madrid reiterated a Buy rating with a price target of $245 [4] - Raymond James analyst Brian Gesuale downgraded the stock from Outperform to Market Perform [4] - Alembic Global analyst Peter Skibitski upgraded the stock from Neutral to Overweight with a price target of $216 [4]

During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.Benzinga readers can review the latest analyst takes on their favorite stocks by visiting Analyst Stock Ratings page. Traders can sort through Benzinga's extensive database of analyst ratings, including by analyst accuracy.Below are the ratings of the most accurate analysts for three high-yield ...

Core Insights - The energy sector has several oversold stocks that present potential buying opportunities for undervalued companies [1] - The Relative Strength Index (RSI) is a key indicator for identifying oversold conditions, typically below 30 [1] Company Summaries - Clean Energy Technologies Inc (CETY) has an RSI of 29.9, with a recent stock price of $0.25, reflecting a 20% decline over the past month [7] - Black Stone Minerals LP (BSM) has an RSI of 28, with a recent stock price of $12.95, showing a 7% decline over the past five days [7]

Core Insights - Meta Platforms Inc. experienced a significant Power Inflow at 10:19 AM on June 23rd, indicating a potential uptrend in its stock price, which was recorded at $687.14 at that time [4][9] - The Power Inflow is a crucial trading signal for traders, particularly those utilizing order flow analytics to track institutional and smart money movements in the market [3][5] - Following the Power Inflow, Meta's stock reached a high price of $699.05 and closed at $698.53, both reflecting a return of 1.7% from the initial price [9] Trading Signals and Analytics - Order flow analytics involves analyzing the volume rate of buy and sell orders to gain insights into market conditions, which can help traders make informed decisions [5][7] - The Power Inflow typically occurs within the first two hours of market opening and is indicative of the stock's overall direction for the remainder of the trading day [6] - Active traders interpret the Power Inflow as a bullish signal, suggesting a favorable trading opportunity [5][6] Market Performance - The returns following the Power Inflow highlight the importance of having a trading plan that includes profit targets and stop losses, which align with the trader's risk appetite [9] - The observed price movements post-Power Inflow emphasize the potential for sustained momentum in Meta's stock, making it an attractive option for traders looking to capitalize on upward trends [4][9]