Shares of software companies are trading lower amid a rotation out of technology and AI-related stocks. Rising inflation concerns and elevated oil prices are fueling expectations for further Fed tightening, while elevated borrowing costs could weigh on demand, valuations and debt metrics.

C3.ai vs. UiPath: Which AI-Driven Tech Stock Is a Better Buy in 2026?

The article compares C3.ai and UiPath as investments in the agentic AI automation space. UiPath is recommended as the better buy due to its profitability, positive free cash flow, and consistent growth trajectory. C3.ai, while showing recent improvements like positive free cash flow and 73% quarter-over-quarter booking growth, remains unprofitable with substantial net losses and is still in early restructuring stages under CEO Thomas Siebel.

'Trump Administration Plans to Move AI Testing Agency Officials to White House; The White House Seeks To Integrate Caissi Into AI Decision-making Process' - The Information

https://www.theinformation.com/articles/trump-administration-plans-move-ai-testing-agency-officials-white-house

Northland Capital Markets Upgrades C3.ai to Outperform, Raises Price Target to $16

Northland Capital Markets analyst Michael Latimore upgrades C3.ai (NYSE:AI) from Market Perform to Outperform and raises the price target from $10 to $16.

Shares of software companies are trading lower as elevated oil prices and stronger-than-expected inflation data fuel expectations of more Fed tightening at a quicker pace. Costlier borrowing may weaken sentiment for the sector's strong H2 2026 rally.

Alpha Modus shares are trading higher after the company announced that its subsidiary, Alpha Modus Corp., entered into an agreement with Autry Greer & Sons to test and evaluate its proprietary ARIA AI platform within Greer’s grocery retail operations.

Alpha Modus Holdings Inks Agreement With Autry Greer & Sons To Test, Evaluate Adaptive Retail Intelligence Architecture AI Platform

Alpha Modus Holdings, Inc. (NASDAQ: AMOD) ("Alpha Modus" or the "Company"), an artificial intelligence technology company focused on transforming physical retail through advanced data intelligence, today