When investors want to profit from the AI boom, they generally gravitate toward chipmakers like Nvidia (NASDAQ: NVDA) or software companies like Palantir (NASDAQ: PLTR). They probably pay less attention to real estate investment trusts (REITs), which are buying up data centers, renting out the space, and paying out most of that income as dividends. One of the largest data center REITs is Digital Realty (NYSE: DLR), which operates more than 300 data centers across over 50 metropolitan areas. It serves ove ...

Core Viewpoint - The technology sector, particularly the AI trade, is experiencing significant volatility, raising concerns among investors about its sustainability and future growth potential [1][2][3]. Group 1: Market Performance and Investor Sentiment - The tech sector is currently the worst-performing sector this year, leading to questions about whether this is a temporary pause or a more serious issue within the AI trade [1][2]. - Despite a robust earnings season for tech companies, investor concerns are growing regarding capital expenditures and monetization strategies [2][4]. - There is a palpable nervousness among investors, with some feeling that the AI trade is beginning to crack, reminiscent of past market downturns [3][4]. Group 2: Company-Specific Insights - Companies like Nvidia and Oracle are under scrutiny due to their capital expenditure plans, which could impact investor confidence [7][8]. - Oracle has outlined a plan to spend $45 to $50 billion, which is seen as a positive move towards transparency in their operations [8]. - Software stocks, including Oracle, ServiceNow, and Salesforce, have seen declines of nearly 30% in 2026, raising fears about their future viability in the face of AI advancements [9][10]. Group 3: Investment Opportunities - There is a belief that the current market conditions present a buying opportunity for long-term investors, particularly in companies that are well-positioned to benefit from the AI revolution [13][19]. - Microsoft is highlighted as a generational buying opportunity, with potential for significant growth over the next 12 to 24 months [16]. - The overall sentiment is that while there are short-term challenges, the long-term outlook for AI and related technologies remains strong, with expectations of 20-25% returns for the NASDAQ this year [19][20].

Alphabet ( GOOG ) reported better-than-expected earnings for the last fiscal quarter, with all of its core businesses – Search and Cloud – posting double-digit top line growth compared to the year-earlier period. Google’s Cloud operation has been crushing it in 2025, andAnalyst’s Disclosure: I/we have a beneficial long position in the shares of GOOG, META, AMZN, AMD, NVDA, PLTR either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am ...

RT EuropeanPowell (@EuropeanPowell)Palantir has secured 24 distinct contracts with UK public institutions. However, when including contract extensions, amendments, and follow-on agreements, the total rises to over 34 across sectors like defense, healthcare, and local government. The overall value of these deals is estimated at £910 million (and full £1.5B partnership potential).Palantir’s 24th contract with UK public institutions was procured with Kier Starmer’s backing, this is the most recent contract, an ...

The software sell-off has been driven by a wave of investor anxiety some are calling the “SaaSpocalypse,” where there is fear that AI has moved from being a helpful co-pilot to an existential threat to software companies. PLTR stock is sinking. See the chart and price action here. The launch of autonomous AI tools like Anthropic's Claude Cowork has triggered concerns that AI agents will automate high-value tasks so effectively that companies will no longer need to pay for thousands of individual software li ...

Core Viewpoint - The software industry is experiencing a significant sell-off, referred to as the "SaaSpocalypse," driven by investor anxiety over AI's potential to disrupt traditional software licensing models [1] Group 1: Market Sentiment - Investor concerns are heightened due to the launch of autonomous AI tools, which may automate high-value tasks, leading to reduced demand for individual software licenses [1] - The current market sentiment is characterized by panic, with some analysts suggesting that the situation is overblown and presents buying opportunities for resilient tech companies [2][3] Group 2: Analyst Perspectives - Wedbush analyst Dan Ives describes the current market pullback as a "software garage sale," indicating potential for investment in strong software companies despite the prevailing negative sentiment [2] - Ives identifies five software companies as "winners" in the current environment, suggesting that the market is pricing in an unrealistic "doomsday scenario" for the sector [3] Group 3: Long-term Outlook - Large enterprises are unlikely to abandon their established software infrastructure quickly due to data security concerns and the high costs associated with migration, indicating a more stable long-term outlook for the software industry [4] - Ives emphasizes that the magnitude of the current sell-off is not reflective of the actual risks facing the sector, suggesting that the fears are exaggerated [4]

Core Viewpoint - The software sector in the U.S. has recently experienced significant sell-offs, but Wedbush believes the market is overreacting to fears of an impending "software winter" driven by AI advancements [1][2] Group 1: Market Sentiment and Analysis - Wedbush argues that concerns about AI disrupting traditional software business models are exaggerated, with the current market pricing reflecting a worst-case scenario [1][2] - The IGV index, which measures software industry performance, has dropped approximately 18% year-to-date, while the S&P 500 index has remained flat, indicating a significant market reaction [2] - The software sector has seen a market capitalization loss exceeding $300 billion, reflecting heightened pessimism [2] Group 2: AI Integration and Corporate Caution - Many enterprise clients are cautious about migrating to AI platforms, preferring to maintain their existing software infrastructure built over decades, despite AI being a short-term headwind [2][3] - The report highlights that AI is more likely to be integrated as "embedded tools" within existing software platforms rather than completely replacing them [2] Group 3: Individual Company Insights - Microsoft (MSFT) has a target price of $575, with expectations that its Azure cloud business and AI commercialization will accelerate, making it a key beneficiary in the AI landscape [3][4] - Palantir (PLTR) is assigned a target price of $230, with its AI platform showing strong demand in critical applications, positioning it well as enterprises move from AI trials to actual deployment [4] - Snowflake (SNOW) has a target price of $270, as it serves as a "trusted intermediary" connecting enterprise data with external AI models, emphasizing the importance of data governance [4] - Salesforce (CRM) is given a target price of $375, with its extensive data assets and recent acquisitions enhancing its competitive edge in the AI era [4] - CrowdStrike (CRWD) maintains a target price of $600, with its AI-driven security operations platform becoming increasingly vital in the context of growing cybersecurity needs [5] Group 4: Long-term Investment Opportunities - Despite the current negative sentiment surrounding the software sector, Wedbush identifies potential long-term investment opportunities, suggesting that extreme market emotions may create favorable conditions for investors [6]

Core Viewpoint - The software sector in the US stock market has recently faced significant sell-offs due to the rapid development of artificial intelligence (AI), but Wedbush believes the market is overreacting to these concerns, labeling the situation as an exaggerated "doomsday scenario" for the software industry [1][2] Group 1: Market Sentiment and Analysis - The IGV index, which measures software industry performance, has dropped approximately 18% year-to-date, while the S&P 500 index has remained relatively stable, indicating a market pricing in worst-case scenarios for the software sector [2] - Concerns about AI potentially disrupting traditional SaaS models have led to widespread investor panic, especially following the launch of AI tools by companies like Anthropic [3] - Approximately 80% of CIOs currently prioritize AI and machine learning in their IT budgets, raising fears that software budgets may be squeezed by AI investments [3] Group 2: Company-Specific Insights - Microsoft is maintained with a target price of $575, with expectations that its Azure cloud business and AI commercialization will accelerate, potentially marking a key turning point by 2026 [4] - Palantir is given a target price of $230, with its AI platform AIP showing strong demand in commercial and government sectors, particularly in critical applications [4] - Snowflake is assigned a target price of $270, as it is seen as a crucial intermediary for connecting enterprise data with external AI models, emphasizing the importance of data governance and security [4] - Salesforce is maintained with a target price of $375, with its high-quality enterprise data assets viewed as irreplaceable in the AI era [5] - CrowdStrike is given a target price of $600, with the belief that the rise of AI will enhance the importance of cybersecurity, positioning its AI-driven security operations platform as a leading solution [5] Group 3: Long-Term Investment Perspective - Despite the current negative sentiment surrounding the software sector, Wedbush suggests that this "software doomsday" scenario presents a unique opportunity for long-term investors to position themselves favorably [6]

Palantir Technologies Inc. (NASDAQ:PLTR) has deepened its defense ties with Ukraine, joining a broader push by tech firms to support the country's war effort against Russia. As AI reshapes modern conflict, Ukraine has become a testing ground for private‑sector battlefield technology.The Denver-based company announced on January 20 that it would provide the Ukrainian defense ministry with a software platform, known as Brave1 Dataroom, to counter Russian drones. Brave1 will deploy real-time war data to protec ...

Dan Ies of Web Bush Securities, Jeff Kilberg of KKM Financial. Great to have you both here. Dan, I mean, you just mentioned Apple right before the break.So, I want to get your response to this. >> I mean, look, for if you look European regulators and Apple, I mean, that's for them like drinking a cappuccino. I I'm not concerned at all in terms of any issues in Europe.Look, to some extent, Apple, they're on the offensive. And I think the reality is when you look at the Google numbers, you look at what they'r ...