AverySheffield, Vantage Rock, joins 'Closing Bell' to talk the state of software stocks and the impact of today's tariff ruling.

RingCentral and Five9 rallied on the back of strong fourth-quarter results, bucking the recent downtrend in software stocks. Both customer service software firms said AI has helped their businesses and boosted bookings and revenues.

Palo Alto Networks CEO Nikesh Arora defended the company's strategy and tried to differentiate itself from the AI threat facing software stocks. The cybersecurity company topped Wall Street's fiscal second-quarter estimates but issued lackluster earnings guidance for the current period.

As the software selloff deepens, ServiceNow's CEO is buying the dip and joining others at his company in ending automated stock-selling plans.

Alibaba on Monday unveiled Qwen 3.5, the latest update to its leading AI model.

SaaS stocks near 52-week lows may present selective opportunities for disciplined, long-term investors. A quality screen highlights large-cap names with strong ROA and improving valuation metrics. Adobe and FICO rank highest under a modified Magic Formula framework.

Tom Lee, Chairman of Bitmine Immersion and Co-Founder & Head of Research at Fundstrat, says that while the U.S. jobs report was better than expected, job losses might follow due to the recent tech sell-off. He also expects the new Federal Reserve under Trump nominee Kevin Warsh to be more dovish.

#Softwarestocks #AITrade #StockPicks Two top picks from Morningstar analysts. Watch the full episode on Investing Insights: Beyond AI: Are Quantum Stocks the Next Big Thing in Tech Investing?

Heavy short interest and stabilizing prices could spark a near-term rally—even as long-term AI fears linger.

Stock News FDA refuses to file Moderna's flu shot: Moderna (MRNA) said the FDA issued a refusal-to-file letter for its mRNA flu vaccine application, citing tria