UBS Maintains Neutral on Gartner, Raises Price Target to $208

Shares of enterprise software companies are trading higher amid an investor rotation from highly leveraged AI-exposed names into the legacy tech services sector. Fears of persistently high inflation and interest rates may increase the appeal of the industry's proven business models.

Stock Market Today, Oct. 14: CoreWeave Plummets on Gartner Neocloud Warning and Bond Yield Surge

CoreWeave stock crashed 15.46% on October 14, 2026, following Gartner's warning that 80% of neoclouds could disappear by 2030, exposing over $3.5 trillion in AI infrastructure spending to potential impairment. The decline was compounded by higher-than-expected CPI data and concerns about CoreWeave's bond yields surging to 15%, raising questions about a private credit bubble in the AI industry. Despite strong Q2 results and a large contract backlog, investors reassessed capacity spending across AI cloud infrastructure providers.

AI Breaches Cost $6 Million: 3 Security Markets Investors Should Watch

Higher breach costs give companies a reason to improve security. For investors, however, the useful question is which improvements customers will pay for and which suppliers can deliver them profitably. Answering that

The Surprising Way Artificial Intelligence (AI) Chatbots Are Giving Walmart's Business a Boost

AI chatbots frequently recommend Walmart as their default answer for shopping queries, with UBS analysis showing it as the preferred retailer for everyday consumption. While this trend could drive traffic to stores and 34% of consumers are willing to use AI for holiday gift recommendations, analysts question whether this boost will be significant enough to justify Walmart's current valuation of 40x trailing earnings, given the company's modest growth rate.