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Morningstar claims that the stock price of the cloud service Nebius is more than double its fair value / Photo: Facebook/Nebius
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Morningstar vs. Wall Street: Analysts Advised Selling Nebius Ahead of Earnings Report
Morgan Stanley believes that the outcome of the competition between open and closed models may be less important than the pace of AI adoption / Photo: Tada Images/Shutterstock.com
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Morgan Stanley outlined three scenarios for the future of AI. In all of them, there was only one winner.
Following IBMs announcement, analysts are assessing the scale of the shift in budgets from software to AI servers / Photo: rblfmr / Shutterstock.com
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"A Hammer Blow": Analyst Sees IBM's Plunge as a Turning Point for the IT Industry
Iconic short seller Michael Burry believes in the sustainability of IBMs business, but considers its stock to be significantly overvalued / Photo: ShU studio / Shutterstock.com
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"She has more lives than a cat": An investor from *The Short Game* on IBM's collapse
AI creates two big risks for software developers at once - software replacement and job elimination, Burry writes / Photo: Shutterstock.com
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The software market is threatened by AI. An investor from The Big Short on stocks to avoid
Stocks fell due to news of escalating conflict in the Middle East / Photo: X / NYSE
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Iran mines Strait of Hormuz, oil above $105, software developer stocks collapse
Shares of Palo Alto Networks were down 9% at the moment on Thursday: investors worried that AI could circumvent cyber defenses / Photo: Tada Images / Shutterstock.com
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A new wave of "soft-apocalypse" on the market: which stocks are investors selling out?
The strong demand for the iPhone 17 allows Apple to generate tremendous cash flow, states Dan Ives of Wedbush / Photo: Wongsakorn 2468/Shutterstock.com
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"Taxi drivers have signaled": the main "technobabble" collected the top 10 stocks for the time of crisis
Salesforce shares are down 28% since the start of 2026 / Photo: Tada Images/Shutterstock.com
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Salesforce earnings beat expectations, but the stock fell 5%. What spooked investors?
Analysts have tried to describe a near future in which the impact of AI on the economy is not as rosy as expected / Photo: Citrini Research
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A 38% stock crash and a ghost GDP: what a viral report says about the future with AI
Due to the development of AI, uncertainty remains high regarding the long-term valuation of IT stocks / Photo: Robert Way / Shutterstock.com
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AI has posed an "existential threat" to software developers. How does a top 1% fund invest?
UBS urged investors to analyze the concentration of software developer stocks in their portfolios / Photo: Michael Derrer Fuchs / Shutterstock.com
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UBS downgraded the U.S. technology sector. Sell or buy shares?
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