SaaS stocks rebound 3-4% as AI fears ease. MANH, OKTA, CMRC jump. CMRC still down 31% YTD.
Bezos: AI spending fuels lasting gains, even if it's a bubble. $700B+ invested.
MRVL's 107% gain fueled by AI chips. Strong guidance & 44x forward P/E suggest more upside.
SaaS stocks rebound 4-5% as AI fears ease. GitLab, HUBS, WK show potential re-rating.
Murdoch drops $300M+ for Vox Media stake. High valuation, but potential for media's next big play.
SaaS stocks rebound as AI fears ease. APPN +5.8%, ASAN +5.5%, ESTC +5.3%. Buy opportunities?
ADI buys Empower for $1.5B to boost AI power delivery. ADI shares up 1.2% on the news.
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