Ari Wald on AI's Impact on Software Stocks

Ari Wald, CFA, CMT, Oppenheimer head of technical analysis, joins ‘Power Lunch’ to discuss AI’s impact to software stocks, ETFs around the space and much more.

Ari Wald, CFA, CMT, Oppenheimer head of technical analysis, joins ‘Power Lunch’ to discuss AI’s impact to software stocks, ETFs around the space and much more.

Ari Wald, CFA, CMT, Oppenheimer head of technical analysis, joins ‘Power Lunch’ to discuss AI’s impact to software stocks, ETFs around the space and much more.

Ari Wald, CFA, CMT, Oppenheimer head of technical analysis, joins ‘Power Lunch’ to discuss AI’s impact to software stocks, ETFs around the space and much more.

Ari Wald, CFA, CMT, Oppenheimer head of technical analysis, joins ‘Power Lunch’ to discuss AI’s impact to software stocks, ETFs around the space and much more.

🚨 FactSet Research Systems Inc. (FDS) – Buy: Strong growth momentum backed by strategic investments and AI-driven initiatives. This report follows the release of FactSet Research Systems Inc.'s Q2 fiscal 2026 earnings, showcasing robust growth in Annual Subscription Value (ASV) and a positive outlook driven by strategic investments in AI and operational efficiencies. Upcoming Catalysts: - Investor event in May 2026 to detail long-term strategy. - Continued rollout of AI solutions across client segments. - Expansion of enterprise agreements and pricing strategies. 👇 **Read the full Stock Analysis:** #Software #Earnings #Investing #SellSyde #StockMarket

Jeremy Richardson from the RBC Global Equity Team sees volatility within the market as investors question the long-term value of software companies, while clinging to the relative security of AI immune businesses. Watch the full video here: https://bit.ly/4loIzHA

The "SaaSpocalypse" has dominated software markets discussion since early February. We wanted to share what we are actually seeing in the deal market, which tells a more nuanced story.   Our Key Takeaways: • The net of what we are seeing is a slight slowdown, but not nearly as severe as the headlines suggest. Platform M&A is slowing and the multiples buyers are offering are compressing, but add-on M&A remains robust in both deal flow and valuations. • We are finding that companies that can articulate and demonstrate a credible AI story and resilience to substitution risk will command meaningfully better outcomes. • We remain cautiously optimistic as recurring revenue, high gross margins, and predictable cash flows have not evaporated. The bar buyers set is higher, but the opportunity for well-positioned businesses is still substantial.   Read the full article here: https://lnkd.in/eVY7S5g9 Whether you want to compare notes, are evaluating a potential sale, or are looking to deploy capital into the dislocation, we would welcome the conversation.

Congress has to disclose every stock trade they make within 45 days. I pulled all 535 members' full year 2025 data into one report. Here's what I found: 🚨 I just built a full Congressional Trading Report using nothing but public data with Connexx + Claude. Here's what the STOCK Act filings revealed for 2025: 📊 Nancy Pelosi: 19 trades. $51.7M. +38% return. That's an average of $2.7M per single trade. 🟢 Rep. Terri Sewell: +67.9% — bought NVDA in April 2025 🟢 Rep. Donald Norcross: +71% — best return in all of Congress 🔴 Rep. Chip Roy: -59% — worst return in all of Congress ⚡ Sen. Cleo Fields: bought NVDA *before* Trump lifted the chip export ban And both parties? Both were loading up on AI stocks. NVDA was net bought $7M more than sold across ALL 535 members. Swipe through the full report. ↓ --- Here's how I built this: I watched a demo of a paid app called Autopilot that automates financial trading research using public data sources. It made me realize Connexx already does this, and at a whole different scale. Connexx gives Claude direct access to 1,250+ authoritative data servers: congressional trading disclosures, SEC filings, government databases, financial records, research literature — all of it. No scraping. No data engineers. Just Connexx + Claude, and a single 5 minute session later this report existed. --- 📥 Do you have a project or a business that needs access to public data? Just use Connexx + Claude and you too can build a report like this. → connexx.ai --- For informational purposes only. Not investment advice. All data sourced from mandatory STOCK Act PTR disclosures. #StockAct #PublicData #Connexx #AI #Investing