Shares of Companies Within the Broader Tech Sector Are Trading Lower Amid Overall Market Weakness Following Recent Economic Data and a Rise in Yields. Also, the Sector May Be Falling in Response to a Recent Pullback in NVIDIA as Investors Evaluate CES...
Top Stocks in Software as Wolfe Sees It as an Area of M&A Opportunities
Atlassian, Datadog See Rating Changes at Truist, Firm Highlights Sector Outlook
Evercore's AI Enablers, Adopters and Adapters: CRM, MU, CI, EQT and More
Elastic NV (NYSE:ESTC): A Hibernating Stock With Tremendous Potential
Jefferies Maintains Elastic(ESTC.US) With Buy Rating
What will you see in 2025? Microsoft outlines six major AI trends!
① AI models will become stronger and more useful; ② AI entities will completely change the way of working; ③ AI companions will provide support in daily life; ④ The utilization of AI resources will become more efficient; ⑤ Testing and customization will become key in building AI; ⑥ AI will accelerate scientific breakthroughs.
Wedbush: The era of AI Software has arrived, and companies like Oracle (ORCL.US), Snowflake (SNOW.US), and others in the Technology sector will be the biggest winners.
With the wave of AI applications sweeping in, Wedbush Analyst published a Research Report expressing a bullish outlook on Oracle and Snowflake's prospects in the coming year.
Oracle, Snowflake Next up Among Top AI Software Plays in 2025: Wedbush
Pulaishi: Multiple factors support the trend of the US stock market in 2025, and the market focus may no longer be on AI.
According to Plaisir, it is expected that the U.S. stock market will gradually rise in the short term, but factors such as an unstable labor market, uncertainty in the new government's policies, and geopolitical tensions will continue to cause fluctuations in the stock market.
Elastic (ESTC) Upgraded to Buy: What Does It Mean for the Stock?
Elastic (NYSE:ESTC) Q3 Earnings: Leading The Data Infrastructure Pack
Elastic N.V. (ESTC): Morgan Stanley Highlights GenAI and Vector Search as Key Growth Drivers
AI Agent, the next stop for large model implementation.
AI Agent is an intelligent agent that can perceive the environment, autonomously plan, make decisions, and execute actions to achieve goals, possessing essential characteristics such as autonomy, interactivity, reactivity, and adaptability, with large language models as its core driving force. With breakthroughs in underlying technologies powered by large models, we are seeing AI Agents gradually implemented in focused vertical + multiple agent collaborative application scenarios. According to market.us, the Global large model market size is expected to grow from 4.5 billion dollars in 2023 to 82.1 billion dollars by 2033, with a 10-year CAGR of 33.7%. We are Bullish about the future development trend of AI Agents and the investment opportunities brought by changes in the upstream and downstream Industry Chain.
Elastic N.V. (NYSE:ESTC) Shares Could Be 32% Below Their Intrinsic Value Estimate
AI applications are accelerating penetration, and the stocks of Microsoft, ServiceNow, and other software companies continue to rise.
Stifel indicates that Microsoft and some Software companies are expected to continue their growth through AI monetization by 2025.
Shares of Stocks in the Broader Software Sector Are Trading Lower Amid Overall Market Weakness Following the Fed's Rate Decision to Cut Rates by 25 Basis Points.
Wedbush Downgrades Elastic to Neutral From Outperform, $135 Price Target
Elastic (ESTC) Unveils Innovative Logsdb Index Mode for Log Management
This Elastic Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Tuesday