律动BlockBeats|Oct 12, 2026 14:13
[Palantir Hits All-Time High, U.S. AI Application Software Stocks Remain Active]
BlockBeats News, October 12, according to BIT (Bit.com) market data, U.S. AI application software stocks remain active. Palantir (PLTR.US) rose over 1% to hit a new all-time high, while ServiceNow (NOW.US), Shopify (SHOP.US), and Salesforce (CRM.US) gained over 3%. SAP SE (SAP.US), Snap (SNAP.US), and Workday (WDAY.US) also rose more than 1%.
On the news front, Bank of America Securities upgraded Salesforce's rating from underperform to buy, significantly raising its target price from $160 to $285. In its report, Bank of America noted that although the proportion of revenue directly related to artificial intelligence remains relatively small, it is optimistic about the long-term prospects of enterprise-level AI.
Additionally, Goldman Sachs Chief U.S. Equity Strategist Ben Schneider and TMT expert Pete Callahan pointed out that the AI investment narrative is shifting from semiconductor capital expenditures to application layers such as the 'inference economy' and personal intelligent agents. Callahan bluntly stated that 'programming AI is no longer a market secret,' and the market is urgently seeking the next AI story.
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