Palo Alto Networks is among the software fund's largest holdings, and software funds outperformed after softer inflation. The story gives no new company-specific results or forecast, so it does not change Palo Alto's outlook.
The story points to softer inflation and a shift toward software, but gives no new sales, customer, or company forecast details for Palo Alto Networks. The fund's move alone does not show that Palo Alto's outlook changed.
Palantir is among the software fund's largest holdings, and software funds outperformed after softer inflation. The story gives no new company-specific results or forecast, so it does not change Palantir's outlook.
CrowdStrike is among the software fund's largest holdings, and software funds outperformed after softer inflation. The story gives no new company-specific results or forecast, so it does not change CrowdStrike's outlook.
Microsoft is among the software fund's largest holdings, and software funds outperformed after softer inflation. The story gives no new company-specific results or forecast, so it does not change Microsoft's outlook.
Oracle is among the software fund's largest holdings, and software funds outperformed after softer inflation. The story gives no new company-specific results or forecast, so it does not change Oracle's outlook.
The chip fund slipped before a small recovery, but that move does not show how Intel performed. The story gives no new Intel results or forecast, so it does not change Intel's outlook.
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