Michael Burry buys the dip in Salesforce and other software stocks after AI-fueled sell-off

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Famed investor Michael Burry is wading back into beaten-down software stocks, betting the recent sell-off was driven more by technical factors than deteriorating business fundamentals. The “Big Short” investor said in a Wednesday Substack post that a “reflexive positive feedback loop” between falling equity prices and stress in bank debt tied to software companies helped …

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Here are Wednesday’s biggest analyst calls: Nvidia, Apple, Tesla, Marvell, Affirm, Broadcom, Meta & more

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Here are Wednesday’s biggest calls on Wall Street: Wells Fargo reiterates Apple as overweight Wells said it’s bullish ahead of earnings later this month. “We’re positive on AAPL i nto F2Q26 earnings (4/30) – iPhone demand holding up better-than-expected / share gains + iPhone 17e ramp; continued double-digit services growth. Reiterated Overweight; $300 PT.” Goldman …

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The violent software sell-off pauses. Wall Street says bet on these stocks to bounce

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Wall Street is finding buying opportunities in software after the group’s historic sell-off. Names like Intuit and CrowdStrike could be among the market’s AI-proof winners. Software stocks plunged sharply to start 2026, pushing the group in bear market territory amid concerns that artificial intelligence tools could significantly change the traditional software-as-a-Service, or SaaS, business model that …

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