Oct. 12, 2026

ABOUT THIS EPISODE

Analysts Divided on AI Software: MSFT, PLTR, PANW Downgraded; CRM Upgraded

There's a clear divide in AI-tied software names between downgrades in Microsoft (MSFT), Palantir (PLTR), and Palo Alto Networks (PANW) while Salesforce (CRM) received a double upgrade. Sam Vadas discusses the factors BofA sees in taking the leap into the bull camp as other key software names struggle on the session. Prosper Trading Academy's Scott Bauer turns to an example options trade for Salesforce (CRM).

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