The Motley Fool·Apr 4·Dave KovaleskiPalantir's Valuation Squeeze: Why Growth Investors Are Looking ElsewherePalantir down 30% from October highs despite strong growth; investors seek value in AI beneficiaries like SanDisk with lower valuations. SNDKGOOGGOOGLPLTRWDCvaluationAI stocks
The Motley Fool·Apr 3·John BallardWall Street Spots 60%+ Upside in Tech Beaten Down by AI FearsWall Street sees 60%+ upside in ServiceNow and Microsoft, beaten down by AI disruption concerns but showing strong fundamentals and accelerating growth. MSFTNOWcloud computingenterprise software
The Motley Fool·Apr 2·Harsh ChauhanAMD and Apple Emerge as AI Bargains Amid Tech Sector PullbackAnalysts highlight $AMD and $AAPL as compelling buys during tech sell-off, citing strong AI earnings growth potential and untapped monetization opportunities. AMDMSFTAMZNGOOGGOOGL+1AI chipsdata center
The Motley Fool·Feb 23·Jeremy BowmanSalesforce Shares Decline Amid Software Sector Pressure and AI ConcernsSalesforce shares fell 3.86% amid software sector weakness and AI disruption concerns. Stock hits 52-week low as investors await earnings guidance on AI impact. CRMIGVstock declineAI disruption
The Motley Fool·Feb 21·Keithen DruryNvidia and Microsoft Present Valuation Opportunities Amid Tech Market CorrectionTech giants Nvidia and Microsoft offer attractive valuations after market sell-offs. Both show strong fundamentals with AI growth potential, suggesting investment opportunities for long-term investors. NVDAMSFTdata centersvaluation
The Motley Fool·Feb 16·Ben GranGoldman Sachs Chief Questions Scope of Technology Stock DeclineGoldman Sachs CEO Solomon says tech stock sell-off may be excessive, noting that established firms have resources to adapt to AI disruption despite sector reshuffling. GSGSpAGSpCGSpDMSFT+3sector rotationartificial intelligence