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Watchlist
The US Hardware Sector faces risks from tariffs and slowed government spending, while JPMorgan is Bullish on Software high-value-added companies.
J.P. Morgan expects that companies with the highest software added value in Hardware will experience the least tariff pressure due to rising costs. Across the overall coverage, the bank believes that the product gross margin is the key Indicator for measuring software added value.
Klaviyo Insider Sold Shares Worth $1,287,929, According to a Recent SEC Filing
Weekend Reading | DeepSeek earns 0.56 million USD daily, "Moments" sparks a computing power battle.
As the DeepSeek circle continues to expand, can the arms race in chip Hardware initiated by OpenAI be sustained? What new rules will this game of computing power bring?
Best SMS Marketing Service (2025): Klaviyo Awarded Top SMS Marketing Platform by Consumer365
Best Marketing Automation Platform (2025): Klaviyo Named Top Marketing Automation Software by Software Experts
Shares of Software Companies Are Trading Lower Amid Overall Market Weakness. The Industry May Be Falling Amid Sympathy With MongoDB After the Company Issued Weak FY26 Guidance.