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Guggenheim Lifts Three Software Names, Calls AI Threat Overstated

  • Finance
  • Sales & Business
  • AI Agents

Guggenheim Securities analyst John DiFucci on July 1 upgraded Salesforce, ServiceNow and Check Point Software Technologies to "Buy" from "Neutral," arguing that the bearish view of AI dealing a fatal blow to the software sector is overdone. The three stocks rose in premarket trading in response.

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