BofA Bullish on ServiceNow, Bearish on Salesforce: AI Winners & Losers
BofA is bullish on ServiceNow as an AI winner, but cautious on Salesforce due to slower growth and AI monetization risks.
BofA is bullish on ServiceNow as an AI winner, but cautious on Salesforce due to slower growth and AI monetization risks.
Ford shares set to log their best day in seven months. Morgan Stanley highlights massive potential in Ford Energy’s battery storage business, with a $600 million profit opportunity.
JPMorgan downgraded Wendy’s due to weak sales, leadership uncertainty, and ongoing store closures; 2026 seen as a rebuild year.
Trade Desk falls after HSBC cuts rating, citing slow growth, Amazon competition, and ad market risks.
Apple stock rises after analyst lifts target to $400, seeing big AI growth potential and $15B new revenue from services.
Fluence stock jumped as big data center deals and strong demand for energy storage boosted investor confidence despite mixed earnings.