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AI is a headwind for companies like Salesforce, says D.A. Davidson's Gil Luria
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AWS is now catching up with AI and 'in a position to lead', says D.A. Davidson's Gil Luria
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AI is a headwind for companies like Salesforce, says D.A. Davidson's Gil Luria

AI is a headwind for companies like Salesforce, says D.A. Davidson's Gil Luria

Read more details and related context about AI is a headwind for companies like Salesforce, says D.A. Davidson's Gil Luria.

D.A. Davidson's Gil Luria: There are still software companies that can benefit from AI

D.A. Davidson's Gil Luria: There are still software companies that can benefit from AI

Read more details and related context about D.A. Davidson's Gil Luria: There are still software companies that can benefit from AI.

There are better ways to invest in AI than in CoreWeave, says D.A. Davidson's Gil Luria

There are better ways to invest in AI than in CoreWeave, says D.A. Davidson's Gil Luria

Read more details and related context about There are better ways to invest in AI than in CoreWeave, says D.A. Davidson's Gil Luria.

Software stocks will rebound from AI scare, says D.A. Davidson's Gil Luria

Software stocks will rebound from AI scare, says D.A. Davidson's Gil Luria

Read more details and related context about Software stocks will rebound from AI scare, says D.A. Davidson's Gil Luria.

Salesforce's Agentforce has to drive strong growth to justify stock price: D.A. Davidson's Luria

Salesforce's Agentforce has to drive strong growth to justify stock price: D.A. Davidson's Luria

Read more details and related context about Salesforce's Agentforce has to drive strong growth to justify stock price: D.A. Davidson's Luria.

Oracle and CoreWeave represent 'bad behavior' in the AI buildout, says DA Davidson's Gil Luria

Oracle and CoreWeave represent 'bad behavior' in the AI buildout, says DA Davidson's Gil Luria

Read more details and related context about Oracle and CoreWeave represent 'bad behavior' in the AI buildout, says DA Davidson's Gil Luria.

Finding an AI partner means Apple won't have to invest billions in development, says Gil Luria

Finding an AI partner means Apple won't have to invest billions in development, says Gil Luria

Read more details and related context about Finding an AI partner means Apple won't have to invest billions in development, says Gil Luria.

A lot of companies have an AI 'story' but very little to back it up, says software analyst Gil Luria

A lot of companies have an AI 'story' but very little to back it up, says software analyst Gil Luria

Read more details and related context about A lot of companies have an AI 'story' but very little to back it up, says software analyst Gil Luria.

Microsoft is 'just getting started' in A.I. space, says D.A. Davidson’s Gil Luria

Microsoft is 'just getting started' in A.I. space, says D.A. Davidson’s Gil Luria

Read more details and related context about Microsoft is 'just getting started' in A.I. space, says D.A. Davidson’s Gil Luria.

AWS is now catching up with AI and 'in a position to lead', says D.A. Davidson's Gil Luria

AWS is now catching up with AI and 'in a position to lead', says D.A. Davidson's Gil Luria

Read more details and related context about AWS is now catching up with AI and 'in a position to lead', says D.A. Davidson's Gil Luria.