Guggenheim downgraded two big winners in software: Salesforce (CRM) and Palo Alto Networks (PANW). The firm believes Palo Alto has had "several questionable quarters," while Salesforce needs to acquire more assets to meaningfully monetize Agentforce. Boeing (BA) ticked higher thanks to an upgrade from Barclays. Caroline Woods looks into some of the morning's biggest stories.
06 Jan 2025
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