U.S. software stocks fell on Thursday after SAP’s cautious cloud outlook and a post-earnings drop in ServiceNow shares reinforced investor ​concerns about mounting competition from artificial intelligence-related companies.
Source: https://www.reuters.com/business/us-software-stocks-slide-af…
MU, LRCX and KLAC stand out as momentum stocks resurface, even as a tech rout and crypto slump rattle broader U.S. equity markets.
An upcoming spinoff could unlock tremendous value for investors in high-yielder Kraft Heinz. Kimberly-Clark’s planned merger with Johnson & Johnson spinoff Kenvue may bode well for future dividend growth and price appreciation.
One investment is a fast-growing genetic testing company that’s now generating cash flow and has a scalable business model. The leading semiconductor foundry’s sales are booming on AI-led demand, but expanding cash-flow margins will be a challenge.
