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Oppenheimer Initiates Palantir at Outperform With $200 Target Ahead of Q1 Test

The bullish call puts focus on whether next week’s results confirm that the growth driving Palantir’s premium price is durable.

Polen Focus Growth Sinks 17% In Q1, Tilts To Software And Semis

Starboard Reveals Big Dynatrace Stake, Urges Bigger Buybacks

2K Reportedly Adds Two-Week Online Checks After New Denuvo Bypass Claims

Adobe Authorizes $25 Billion Buyback Through 2030

Salesforce’s Benioff Cites Agentforce Gains to Challenge ‘Software Is Dead’ Claims

Goldman Pushes Back on Software Selloff With Six-Factor AI Framework

Axon Shares Bounce After 52-Week Low as Goldman Cuts Target

Cursor 3 Launches Agent-First Workspace for Coding

Apple Removes 'Anything' Vibe‑Coding App in App Store Rule Crackdown

Salesforce Teams With NVIDIA to Expand Enterprise AI Agents

Navan Faces Securities Class Action Over IPO Disclosures as Lead-Plaintiff Push Builds

Polen Capital Renames SMID Strategy as Q4 Letters Detail Rocket Lab, Nutanix and Alibaba Attribution

Adobe Shares Slide as Price Targets Are Cut Before March 12 Results

Adobe Faces Q1 Earnings Test After 20% Slide, With Estimates Matching Guidance

Workday’s Post-Earnings Whiplash Linked to Program Trading and AI Concerns

C3.ai Slashes 26% of Staff After Earnings Miss and Deep Guidance Cut

Thomson Reuters’ CoCounsel Hits 1 Million Users as Shares Log Biggest Rise Since 2009

Nintendo Files Broad DMCA With GitHub Targeting 13 Switch Emulators

Salesforce Faces Employee Backlash Over Benioff’s ICE Joke at Company Kickoff