Both Palantir Technologies Inc. PLTR and UiPath Inc. PATH stand out as leading innovators in AI-driven software. Palantir has built its reputation on large-scale data analytics and decision intelligence platforms, delivering powerful solutions for government agencies, defense organizations and major enterprises that require seamless data integration and real-time situational awareness. UiPath, on the other hand, specializes in robotic process automation (RPA), applying artificial intelligence to eliminate repetitive tasks and boost operational efficiency across diverse industries. Where Palantir focuses on enabling advanced, data-driven decision-making, UiPath excels in automating workflows, positioning both companies as indispensable contributors to the expanding AI ecosystem. PLTR: AI, Modular Sales Strategy Palantir’s growth story is closely tied to its comprehensive artificial intelligence strategy. The company integrates its proprietary Foundry and Gotham platforms with its advanced Artificial Intelligence Platform to enable organizations to process massive data sets and extract real-time insights. These capabilities are particularly valuable in sectors where rapid decision-making and complex data integration are essential. Defense, intelligence, healthcare and finance organizations rely on Palantir’s technology to streamline operations and improve strategic outcomes. The government sector remains one of Palantir’s strongest footholds. The company continues aligning its AI offerings with evolving U.S. defense priorities. High-profile initiatives, including the Department of Defense’s Open DAGIR project, highlight Palantir’s ability to modernize military operations using AI-driven data interoperability and real-time decision-making tools. Such engagements reinforce Palantir’s reputation as a key technology partner for national security missions. On the commercial side, PLTR is actively accelerating AI adoption through AIP boot camps, which provide hands-on train...

Palantir vs. UiPath: Which AI-First Software Stock is a Buy? Yahoo Finance

Watch Video of the Panel Below, or Click HERE: CorpGov hosted the second Princeton CorpGov Forum on May 21, 2026, at The Nassau Inn in Princeton, New Jersey. Speakers featured industry leaders and alumni spanning five decades at Princeton, and topics comprised university endowments, shareholder activism, private equity, venture capital, private and public capital markets, entertainment and the finance of college sports. The panel highlighted how massive value is being created by private companies in a very short amount of time, accelerating the pace of growth across industries. Speakers said fast-growing companies can no longer stay private for extended periods because they require significant amounts of capital to sustain expansion. Public markets were described as the only realistic exit path for many large-scale companies, given their size and capital needs, such as SpaceX. The discussion emphasized how critical access to funding has become in the current market cycle, with some companies surviving only because they secured major capital raises a year earlier.

Space and satellite-related stocks soared Tuesday as investor enthusiasm around the industry intensified after Elon Musk ’s SpaceX filed for a public offering last week. Shares of space infrastructure company Redwire Corp. jumped as much as 31%, satellite broadband communication company AST SpaceMobile Inc. surged 20%, and rocket and spacecraft maker Firefly Aerospace Inc. rose as much as 21%. While Canadian satellite and robotics firm MDA Space Ltd. climbed 10%. Growing excitement around the burgeoning space economy is increasingly favoring companies positioned to benefit not only from SpaceX’s debut, but also from rising enthusiasm for space exploration and increased funding. “The SpaceX IPO is drawing more investors and attention to other well positioned companies in the space industry,” Andres Sheppard , an analyst at Cantor Fitzgerald, wrote in a note to clients. Sheppard also sees space transportation company, Rocket Lab Corp. , Intuitive Machines Inc . and Satellogic Inc. “as direct beneficiaries.” Read More: SpaceX Going Public Is Igniting Wall Street’s Own Race to Orbit A Bank of America Corp. basket of US companies that are key players and potential beneficiaries of the space race has climbed 61% this year, according to data compiled by Bloomberg. The gauge is on track Tuesday for its biggest one day gain since April of last year. Meanwhile, the Procure Space ETF (ticker: UFO), a fund with a market value of about $1 billion, has gained about 72% so far this year. Both are far outpacing a 10% gain in the S&P 500 Index and an 18% advance in the Nasdaq 100 year-to-date. Read More: Space Stocks Set to Extend Rally as SpaceX Kicks Off IPO Process Analysts and investors expect the global space economy to continue to expand. SpaceX is expected to benefit from the US Space Force’s 2027 budget, which is advancing toward $71 billion and jumped 78% from a year ago, according to Bloomberg Intelligence analysts Wayne Sanders and George Ferguson . Other “dual use” space...

Why is Astera Labs stock sliding today? By Investing.com Investing.com South Africa

格隆汇5月26日｜华尔街日报修正“美国海军恢复引导船只穿越霍尔木兹海峡”的报道，该语句变为“美国海军目前正悄然协助船只穿越霍尔木兹海峡。”此前的报道称，“一艘满载200万桶原油的希腊籍超级油轮获得了美国海军的引导护航。此次护航行动标志着‘自由计划’的重启。”而在最新报道中，这句话被删除，并加上了美国官方的回应：美国中央司令部的一位发言人表示，美方并未重启“自由计划”；此前关于该计划已恢复实施的相关报道并不准确。文末，华尔街日报承认错误，表示“本文此前版本曾错误地指出，美国与商业船只的协调行动是‘自由计划’的重新启动。”

Micron Technology (MU-Q) briefly topped US$1 trillion in market value for the first time on Tuesday, crowning a dizzying rally that has cemented the U.S.’s largest memory chipmaker as one of the standout winners of the AI boom. Micron’s shares were ⁠last up ​17.4 per cent at US$881.6 after rising as much as 19.3 per cent earlier in the session, with Tuesday’s boost coming after brokerage UBS increased its price target on the stock to US$1,625 from US$535 - the highest among the 46 brokerages covering the company, according to LSEG data. The milestone, which underscores memory chips’ central role in AI infrastructure, also reflects ​a broader shift in the AI trade as investors seek out companies ‌that can benefit from Big Tech’s massive spending plans after initially crowding into makers of graphics processors. “The need for pure memory has increased rapidly over very short periods of time, and clearly, Micron sits at the center of it,” said Art Hogan, chief market strategist at B. Riley Wealth. “Today’s crossing of the US$1-trillion mark for Micron is just an exclamation ‌point on the ​story of the massive amount ‌of demand needed to run data centers in this AI revolution.” While Nvidia makes the powerful processors used to train ​and run AI models, Micron mainly produces memory chips used to ⁠store and move data. The company’s ascent gives the U.S. a strong contender in a ⁠memory-chip race that has largely been led by Asia so far. South Korea’s Samsung Electronics, the world’s top memory chipmaker, has already hit ​the US$1 trillion milestone, while SK Hynix is also closing in. Samsung’s shares surged last week after it clinched an eleventh-hour deal with its South Korean union to avert a strike, though a union representing the conglomerate’s consumer electronics workers said on Tuesday it has asked a South Korean court to block a vote on the agreement. Disruptions at the world’s largest memory chip maker could fuel ⁠price hikes at a time when the AI boom has alrea...

00:00 Scott Melker Michael Sailor set the world on fire by tweeting that this week we bought bonds, not Bitcoin. We're going to explain to you why that's a savvy move and exactly what he means. Also, quite a few stories here about stable coins, hyper liquid versus poly market and prediction markets and more. Let's break it all down right now. Let's go. 00:32 Scott Melker What is up everybody? Welcome to the Daily Wolf on Yahoo Finance. I am your host Scott Melker, also known as The Wolf of All Streets. You've got 15 minutes with me where we're going to unpack all of the news, some of it which happened over this very long weekend and some that's happening in real time right now. Now, on this show we're not going to talk about the Iran conflict and what Donald Trump said and how the macro might affect it. We're going to dig into the very crypto native stories, the ones that could potentially move markets even as Bitcoin right now is actually at a nine-month low in volatility. Not much happening with price, but a lot happening in the background and probably the biggest continuous story that we have right now certainly with Bitcoin is one Mr. Michael Sailor himself. We got this story right here, as I alluded to in the intro. 01:21 Scott Melker This week, we bought bonds, not Bitcoin. The bit that is charging. Now, I want you to focus in on that language because diehard viewers of this show may know that I always talk about the bit back. It's Mega Made as Michael Sailor from Spaceballs, right, sucking up all the Bitcoins like the oxygen and air from Druidia. I believe it was called Druidia. I mean, I'm not going to say that he stole it from me, but I may have called him to find out if he stole it for me. Haven't gotten a response yet. Call me Michael. But anyways, yeah, he bought bonds, but it's his own bonds. Strategy has completed the repurchase of 1.5 billion of its own 2029 convertible note at an 8% discount to par generating an incremental 0.7% Bitcoin yield and low...

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megaflopp/iStock via Getty Images Transcript Surging long-term bond yields are reinforcing one of our key views: traditional portfolio hedges are less reliable in today’s macro regime. We think investors need a Plan B - built around more unique sources of return. 1) Traditional diversifiers under pressure Long-term government bond yields have surged again, with U.S. 30-year Treasury yields reaching their highest levels in roughly two decades. That matters because government bonds have historically helped cushion portfolios when risk assets fall. But that role is being tested. Since the onset of the Middle East conflict, U.S. Treasuries have come under further pressure as investors have focused on sticky inflation, energy supply risks and persistent fiscal deficits. Gold, often viewed as an inflation hedge, has also fallen over this period. That reinforces our view that the old playbook for diversification is becoming less reliable. 2) A shifting macro regime Why is this happening? We think markets are adjusting to a new macro regime shaped by mega forces. Geopolitical fragmentation is increasing the risk of supply shocks. Persistent fiscal deficits are putting upward pressure on long-term borrowing costs. And the AI buildout is driving major investment demand. Together, these forces point to higher-for-longer inflation and interest rates than markets were used to before the pandemic. That is why we prefer short- and medium-term U.S. government bonds over long-term bonds. We also continue to like inflation-linked bonds on strategic horizons over five years or more. 3) Building a plan B We still stay pro-risk, supported by solid corporate earnings and the AI theme. Strong earnings growth has helped equities absorb the drag from higher rates so far. But at the total portfolio level, we think investors need broader diversification sources. We favor idiosyncratic return streams, especially hedge funds and private markets, where returns are less dependent on broad stock a...

Most of the biggest public companies in the U.S. have released their 2026 first-quarter earnings reports (or equivalents) by now, and they tell the story of a strong and resilient U.S. economy. According to FactSet's May 21 update, 84% of the companies in the benchmark S&P 500 index have beaten estimates on earnings per share, while 81% outperormed on revenue estimates. The most exciting part of the story is artificial intelligence (AI). Companies like Nvidia (NVDA 1.04%) and Palantir Technologies (PLTR +0.28%) are demonstrating accelerating growth and anticipate a long runway. But even companies you might expect to be reeling from the impact of high inflation, like Costco Wholesale (COST 2.70%) and Walmart (WMT 1.36%), are reporting fantastic numbers. But the market typically cares about what's next more than what it just learned, and investors who aren't used to this dynamic can be surprised when a stock drops after a stellar earnings report. All four stocks I just mentioned have recently dropped after earnings due to worries about the future. Is it justified? It's all about AI -- or is it? Let's first take a look at what some of the AI companies are telling the market. Nvidia easily surpassed Wall Street's expectations on the top and bottom line in the first quarter of its fiscal 2027 (ended April 26), like it usually does. Revenue increased 85% year over year, an acceleration from the previous quarter and well above analyst expectations. But it doesn't end there; CEO Jensen Huang remained very positive about the future. "The build-out of AI factories -- the largest infrastructure expansion in human history -- is accelerating at extraordinary speed," he said. Management is guiding for revenue to increase by about 95% in the second quarter, another massive acceleration. Expand NASDAQ : NVDA Nvidia Today's Change ( -1.04 %) $ -2.25 Current Price $ 213.08 Key Data Points Market Cap $5.2T Day's Range $ 212.54 - $ 218.18 52wk Range $ 132.92 - $ 236.54 Volume 3.3M Avg ...

Micron Technology (MU +16.00%) supplies some of the world's best high-bandwidth memory (HBM) for data centers, which is critically important for processing artificial intelligence (AI) workloads. Demand for this hardware far exceeds supply, which is why Micron stock has exploded higher by 700% over the past year. But another company is also benefiting from the blistering demand for memory. Axcelis Technologies (ACLS +2.06%) sells ion implantation machines, which play an essential role in the manufacturing of memory chips and other semiconductor hardware. As companies such as Micron race to expand their production capacity, they will have to buy more of this equipment. Axcelis stock is sitting on a 12-month gain of 170%. But is there more upside ahead? The memory opportunity could transform Axcelis' business Axcelis has three primary business units which account for 90% of its revenue: Power: Axcelis sells ion implantation machines for power semiconductors, which control the flow of electricity between chips and other devices. The company specializes in complex chemistries, including silicon carbide which is popular in the electric vehicle industry because it facilitates rapid battery charging. General Mature: This segment includes ion implantation equipment for mature-node chips, which are the basic processors that power everyday electronics including Wi-Fi modems, vehicle infotainment systems, and camera sensors. Memory: This is where Axcelis accounts for sales of ion implantation machines to manufacturers of memory chips, whether they are making HBM for data centers or direct random-access memory for computers and smartphones. Ion implantation is a highly complex but crucial process that occurs in the very early stages of semiconductor production. Chips start out as basic sheets of silicon crystal, so to turn this raw material into functioning memory cells, ion implantation machines have to fire tiny charged atoms into the wafer to map out how electricity should f...

礼来 公司周二宣布，将收购三家疫苗开发商，交易总价值高达38亿美元，此举标志着该公司正积极进军传染病预防领域。 这家美国制药商表示，已同意收购Curevo、LimmaTech Biologics和Vaccine Company。 得益于减肥药需求激增带来的现金流，礼来公司近期正大举收购。其2026年的并购支出已超过往年。 这些交易标志着礼来重新进军传染病领域，近年来该公司因专注于拓展其他产品线，该领域曾被大幅搁置。 礼来首席科学及产品官Daniel Skovronsky表示：“这些收购体现了公司的一项深思熟虑的战略，即从源头预防疾病，而非治疗其后果。” 花旗分析师Geoffrey Meacham指出，各家疫苗开发商的关注重点均集中在与长期神经系统及肿瘤风险相关的病毒病原体上，这与礼来现有的业务重点相契合。 “价格适中” 至少有两位分析师指出，此次收购发生在前美国食品药品监督管理局（FDA）官员Peter Marks于10月加入礼来担任传染病部门负责人之后，这表明礼来有意成为疫苗领域的创新者。 卡内基投资顾问公司董事总经理Shams Afzal在谈及这些交易的总价值时表示：“从整体来看，这笔‘小额’收购价无疑起到了积极作用。” 礼来公司表示，Curevo的股东可获得最高15亿美元的现金，其中包括一笔预付款，以及在达成特定里程碑后支付的后续款项。Curevo正在开发一种带状疱疹疫苗——amezosvatein。 礼来将以最高7.8亿美元的现金收购LimmaTech，其中包括一笔预付款及潜在的额外付款。该公司的领先项目LTB-SA7正处于早期研发阶段，旨在开发一种针对金黄色葡萄球菌（手术部位感染的主要病因）的疫苗。 礼来同意以最高15.5亿美元收购Vaccine Company，该公司正在开发一种针对爱泼斯坦-巴尔病毒的疫苗，该病毒是一种非常常见且极具传染性的病原体。 责任编辑：李桐

In Brief The Dutch government has blocked American IT giant Kyndryl from acquiring Solvinity, a Dutch cloud provider that hosts the Netherlands’ online identity platform. The government in The Hague said the deal poses a possible “risk to the public interest.” Dutch minister for the digital economy Willemijn Aerdts said in a machine-translated letter published Monday that the government has imposed a “complete prohibition” on the acquisition. The deal would have allowed Kyndryl to buy Solvinity for an undisclosed sum. Solvinity hosts a platform called DigiD, a service managed by the Dutch government that allows the country’s residents to verify their identity when accessing public services. The deal triggered fears that the deal would mean that DigiD data falls under foreign control, and could be demanded by U.S. authorities. While the Dutch government did not provide an explicit reason for blocking the acquisition, the move comes as several European countries are moving to reduce their reliance on U.S. technology giants at a time where the Trump administration has been increasingly unpredictable and retaliatory. U.S. law allows government authorities, including law enforcement and intelligence agencies, to demand that U.S. companies turn over data held in overseas datacenters, regardless of that country’s data protection laws. Politico first reported the news. Kyrdryl told the publication that the company was “extremely disappointed” by the decision.

Welcome to the Bloomberg Deals newsletter! Today, Eli Lilly’s record spending spree continues, H.B. Fuller is urged to drop its AMS pursuit and lots more US IPOs are coming down the line. Today’s top stories Activist Ancora pushes H.B. Fuller to drop AMS bid . Lilly to buy three vaccine developers for up to $3.8 billion. Honeywell-backed Quantinuum seeks to raise $1.05 billion in IPO. Uber said to study full takeover of Germany’s Delivery Hero. Lantheus explores potential $7 billion sale following offer from Curium. Health checkbook Eli Lilly has agreed to buy three vaccine developers for as much as around $3.8 billion, marking the drugmaker’s re-entry into the infectious disease space. The takeovers of Curevo, LimmaTech Biologics and Vaccine Company will hand Indianapolis-based Lilly access to immunizations for shingles, common bacterial pathogens and Epstein-Barr Virus. Flush with cash from its blockbuster obesity drugs, Lilly has been expanding into other disease areas as it builds out its pipeline beyond weight loss. The drugmaker has struck acquisitions worth more than $20 billion including milestone payments so far this year. That’s already its biggest annual outlay on record, Bloomberg-compiled data show. The latest deals mean the value of M&A targeting healthcare companies is up by almost 75% year-on-year to more than $140 billion, the data show—that’s the second best performing sector behind utilities. The standout healthcare deal this year remains Boston Scientific’s acquisition of medical device maker Penumbra for more than $14 billion. Tuesday’s M&A flurry is a return of sorts for Lilly, which was one of the first companies to mass produce penicillin in the 1940s and, over a decade later, was the first to make and distribute the Salk Polio Vaccine. Since then, however, Lilly has largely focused its attention on other areas. The three new deals follow Lilly’s appointment last year of former FDA official Peter Marks to lead research into potential new medi...

Home hopeful is youngest man to win in Paris since 1991 Medvedev loses in five sets; Norrie out injured The real surprise here was that it took so long to come. Moïse Kouamé had expertly handled his nerves and high expectations to begin his first French Open main draw match on the front foot, he had demonstrated his enormous promise by playing so well, and he had paired his form with total self-assurance. Finally, with the 17-year-old up two sets to love and on his way to a perfect start, his 5,000-strong audience responded with an impromptu rendition of La Marseillaise . Their crooning provided the soundtrack for one of the statement wins of the tournament as Kouamé, the latest young star to command France’s attention, underlined his massive promise by spectacularly closing out his first grand slam match with a 7-6 (4), 6-2, 6-1 win over the former US Open champion Marin Cilic. Kouamé is the youngest player to win a men’s singles grand slam match since 2009 and the youngest at Roland Garros since 1991. Continue reading...

Qualcomm will supply chips to TikTok owner ByteDance for artificial intelligence data centers, according to people familiar with the matter. Ian King helped break the story and he reports on "Bloomberg Tech." (Source: Bloomberg)

Quantum computing is no longer just a futuristic experiment sitting inside research labs. It is becoming the next major technology battleground, with governments and corporations racing to secure an early lead. As investors search for companies that could shape this new era of computing, IonQ (IONQ) has become one of the names drawing attention on Wall Street. The latest spark came after the U.S. government announced plans to funnel more than $2 billion into quantum computing incentives and investments under the CHIPS and Science Act. The Trump administration has been aggressively pushing to strengthen America’s domestic chip industry, and quantum computing is now becoming part of that larger strategy. The announcement instantly reignited excitement across the sector, sending quantum-related stocks sharply higher. IonQ became one of the biggest beneficiaries of that momentum, even though the company was surprisingly left out of the government’s official investment list. That omission caught many investors off guard because IonQ is already moving toward becoming the country’s only vertically integrated quantum computing company through its planned acquisition of SkyWater Technology. If completed, the deal could give IonQ a major edge in manufacturing and scaling its technology faster than competitors. Still, the real reason bulls remain excited is the company’s technology itself. IonQ’s trapped-ion approach has delivered some of the highest accuracy levels in the industry, including a record 99.99% two-qubit gate fidelity – a critical milestone in quantum computing development. And now another force may be building behind the stock. With short interest sitting at 22.4% of IonQ’s float, any continued rally could pressure bearish traders to rush out of positions. If that happens, the federal-fueled momentum in IonQ stock may only be getting started. Let’s take a closer look. About IonQ Stock Founded in 2015, IonQ has emerged as one of the leading pure-play quantum comp...

Micron Technology (Nasdaq: MU) Shares Climb on Strong AI Momentum JOIN OUR FREE TELEGRAM SERVER TODAY Real-time stock alerts across Mining, Crypto, AI/Tech, Defense & Biotech channels Join Free Investorideas.com (www.investorideas.com newswire) a go-to platform for big investing ideas, including AI and tech stocks, issues market commentary on trending stock Micron Technology, Inc. (Nasdaq: MU), an industry leader in innovative memory and storage solutions. Micron stock is trending today, trading at $882.50 +131.50 (+17.51%) with a day's high of $891.27 on volume of over 31 Million shares as of this report. What's driving today's stock run? UBS significantly raised its earnings-per-share estimates for Micron, highlighting that explosive demand for AI memory has fundamentally transformed the market. The firm now sees Micron's earnings as far more resilient and durable compared to previous memory industry cycles, reducing the historical volatility risk. Also fuelling the momentum is surging AI demand. Micron's high-bandwidth memory (HBM) production is completely sold out, with customer demand running well ahead of supply. The company is effectively acting as critical infrastructure for the ongoing AI buildout, benefiting from sustained hyperscaler spending on next-generation GPUs and accelerators. On May 22 the company announced celebrating the start of 1-alpha DRAM manufacturing at its Manassas, Virginia, fab, an important step in the company's efforts to significantly expand U.S. memory manufacturing. As the only United States manufacturer of memory, Micron is uniquely positioned to strengthen America's domestic memory supply. The 1-alpha DRAM node, the most advanced memory technology ever produced in the United States, is well suited to long-lifecycle memory for critical applications, including DDR4 and LP4 products. Micron's Virginia manufacturing expansion serves the automotive, defense and aerospace, industrial, networking and medical device sectors that depend o...

France, Italy and Spain urge EU to toughen and hasten trade defences Reuters

格隆汇5月26日｜以色列军方官员：扩大在南黎巴嫩黄线以南的地面行动是为了“消除对公民和军队的直接威胁”。

美国军方官员称，美国海军正悄悄协助船只穿越霍尔木兹海峡。 这些官员表示，一艘装载200万桶原油的希腊超级油轮在穿越阿曼沿海水域时，由美国海军提供了引导。 该船自3月初以来一直滞留在中东海湾，目前正驶往印度交付船上货物。 本月早些时候，美国曾试图在一项名为“自由计划”的倡议下引导船只通过这条至关重要的航运走廊。但在伊朗开始攻击船只、沙特阿拉伯限制美国使用其基地和领空后，该计划被迅速叫停。 美国中央司令部发言人表示，美国并未恢复“自由计划”，有关该计划正在恢复的报道不实。 这些官员表示，美国海军计划在未来几天帮助大约12艘船只穿越该水道，其中包括超级油轮和集装箱船。 责任编辑：李桐

The post ‘Scrolling To UBI’: Deloitte’s #1 Fastest-Growing Software Company Allows Users To Earn Money On Their Phones – Last Few Days to Invest by Emily Lew appeared first on Benzinga . Visit Benzinga to get more great content like this. Benzinga Money is a reader-supported publication. We may earn a commission from the advertisers associated with this article. Read our Advertiser Discloser . You see a shocking number of ads daily – researchers estimate between 6,000 and 10,000 and 375 to 625 per waking hour. In the modern age, most of them come from social media apps whose entire business model revolves around constantly showing you ads and keeping 100% of the revenue. But what if users got a share? That company might just grow its revenue by 32,481% in three years, help users earn and save over $325 million and be named Deloitte’s fastest-growing software company in North America. That’s what Mode Mobile did. Accredited investors can still get in during the last few days of this raise. Reaching Financial Stability One Tap at a Time Most Americans can’t afford a $1,000 emergency bill. That means many are one car breakdown or ER visit away from serious financial trouble. There’s no quick fix to such a big financial challenge that over 50% of Americans face. However, it’s safe to bet that the masses will flock to any good solutions. Mode Mobile created one such solution years ago by allowing people to earn money doing what they already spend a third of their waking hours on – tapping, scrolling and looking at their smartphone screens. Mode Mobile developed a smartphone called EarnPhone, which allows users to earn and save money by playing video games, listening to music and reading the news. With the phone priced at an affordable $99, the barriers to adoption are low. However, users can earn income on their existing devices as well. This extreme competitiveness has allowed Mode Mobile to attract over 50 million registered beta users. Launching the finalized version ...

hapabapa/iStock Editorial via Getty Images About a couple of days ago I had the opportunity to participate in the SA Asks segment, where I was asked about what are the most undervalued tech stocks right now. And I thought about it for a couple of hours, because it is a simple question, but quite hard to answer one, especially in this market where valuations are pretty stretched and everything looks overvalued. So I thought about it for a while and then I remembered my unrealized losses on the software stocks I have been holding. It is quite painful, to be honest. The software space has been facing a continuous selloff since pretty much the start of this year because of this so-called " SaaSpocalypse " narrative that AI is going to wipe out the software industry. I think this narrative is misleading. In general, software stocks have usually traded at higher valuations compared to S&P 500 ( SP500 ) averages, mainly because of the asset light nature of the business plus the growth and margin profile. But this AI wiping out software narrative has compressed the valuations of most software companies to an extent that they are either sitting at or, in many cases below the S&P 500 averages in terms of valuation multiples. And that compression is mostly because of the selloff. It has nothing to do with the fundamentals of these companies. In fact, in many cases these companies margins, growth prospects and fundamentals have actually improved, partly because of AI itself. So in that SA Asks segment I wrote my answer, that due to the unjustified selloff you can find some of the most undervalued names in tech right now in the software space and I mentioned two companies there, Salesforce, Inc. ( CRM ) and ServiceNow ( NOW ). That question mainly gave me the idea to write about Salesforce, which is what we are going to discuss in this article. "AI against Software" Argument Is Almost Childish Right now CRM is down about 50% from its ATHs mainly because of the broader software s...