Salesforce

Here’s What Jefferies Says on AI Eating the Software Business

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Jefferies analyst Brant Thill weighs in on the growing investor fear that AI will “eat” the software business and crush valuations. While infrastructure giants like Nvidia, Oracle, and Microsoft are soaring on AI demand, many application software leaders—including Salesforce, Adobe, Atlassian, and Monday.com—have been hit hard in 2025, with some down over 20% year-to-date. Thill …

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U.S Retail Investors Shift Focus Away from Magnificent 7 Tech Stocks: Here are Insights from Robinhood

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U.S Retail Investors Shift Focus Away from Magnificent 7 Tech Stocks:A notable trend is emerging among retail investors on Robinhood: a gradual pivot away from the well-known “Mag Seven” tech giants. These stocks, including heavyweights like Nvidia, Apple, and Microsoft, have long been favorites among individual investors. However, recent data and commentary from Robinhood’s Chief …

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