Seeking Alpha
24 Jun 2026, 14:41 UTC · 1h ago
They Say Software Is Dead, But The Bears' Souls Will Get Taken
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
Seeking Alpha
24 Jun 2026, 14:41 UTC · 1h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
3 claims · each scored for market impact
Microsoft (MSFT), ServiceNow (NOW), and Palantir (PLTR) are identified as elite AI-leveraged software names suitable for aggressive allocation. — Directly recommends overweighting specific high-cap tickers based on AI growth catalysts.
+0.60ServiceNow (NOW) is specifically highlighted as being undervalued ("too cheap to ignore"). — Suggests a valuation gap for a specific name, implying immediate upside potential.
+0.40Dominant AI-driven software platforms are expected to see organic growth in gross profit and free cash flow. — Provides a fundamental bullish thesis for the sector's financial health moving forward.
+0.30Which stocks this story touches
Continue reading
6 related stories
Top 1 mover · tap to explore
Called an elite AI-leveraged name and described as too cheap to ignore.
Identified as an elite AI-leveraged software name warranting aggressive allocation.
Identified as an elite AI-leveraged software name warranting aggressive allocation.
Free · No account
Get a free daily PDF briefing — the last 24 hours of news, with summaries and the market-impact score for each story, delivered an hour before the open.
We’ll watch
Pre-filled from this story — remove any you don’t want. Add more tickers & tags or fine-tune your watchlist anytime — every email has an edit link, no account needed.
Free forever · one email a day, max · unsubscribe in one click.How it works
How the impact breaks down
Where the story's weight lands
Stocks most exposed
Modeled from each name's sensitivity to this story
No stock impact ranking available yet.
24/7 Wall Street
53m ago
