Eaton partners with Autodesk for AI-powered building energy management tools
FREE Breaking News Alerts from StreetInsider.com!
StreetInsider.com Top Tickers, 8/23/2026
- Wall St rises on the day but falls for the week; bond yields and Iran in focus
- UBS says bull market has further to run
- S&P 500 may pull back before midterms, but Citi says buy the dip
- Global yield relief evaporates as U.S. rates push back toward multi-decade peaks
- BofA's Hartnett sees dollar slump, risk selloff if bond intervention fails
- Applied Optoelectronics sets up $600M at-the-market stock offering
- Fannie Mae loses at least 10 senior executives amid departures - WSJ
- Wall St rises on the day but falls for the week; bond yields and Iran in focus
- Morgan Stanley course-corrects their semiconductor equipment outlook on demand
- One killed, three injured when man attacks Swedish school with sword
Software bubble concerns: Macquarie analyst looks at valuations and risk appetite
September 16, 2025 6:00 PM EDTMacquarie is weighing whether the software sector is entering bubble territory, noting that while certain valuation measures are elevated, they remain within historical norms.
Software investors preferences for top-line growth vs. FCF margin (aka Rule of X), have reached a 24-month high, suggesting that risk appetites are elevated, Macquarie wrote.
The firm added that its 40-company software index hit a new 24-month high of 165, while the average forward... More
