Seeking Alpha盘中综述复述Salesforce 56.6亿美元收购Braze：BRZE已涨51%逼近47.50美元要约价，无新增可交易信息

Braze ( BRZE ) shares catapulted more than 50% on Tuesday after Salesforce ( CRM ) agreed to buy the AI-powered marketing platform for $5.66B in enterprise value in what proved to be a positive day for most software names. The software sector was mostly in the green, as evidenced by the iShares Expanded Tech-Software Sector ETF ( IGV ) climbing 1% by afternoon trading. monday.com ( MNDY ) stood out, as shares popped up 7.5%. Atlassian ( TEAM ) edged up 2.7%, ServiceNow ( NOW ) increased 2.8%, and Appian ( APPN ) jumped 5%. Workday ( WDAY ) perked up 3.5%, and Accenture ( ACN ) inched up 1%. The higher software stocks could be due to investors rotating capital away from hardware due to rising concerns over AI infrastructure spending and financing. Strong earnings expectations and new AI product partnerships are also helping boost investor confidence in the sector. The semiconductor sector was more muted, as the Philadelphia Semiconductor Index ( SOX ) edged up 0.2%. Skyworks Solutions ( SWKS ) was one of the biggest movers in the sector with shares up 3%, as its recent acquisition of Qorvo (QRVO) appears to be a positive. A report by the activist investor Starboard Value highlighted that the combined company is targeting at least $500M in annual cost savings within three years. Management expects operating margins to reach 30%–35% within two to three years. Marvell ( MRVL ) had edged up 2%, Qualcomm ( QCOM ) increased 1.8%, and Intel ( INTC ) inched up 0.3%. Storage and memory stocks were showing mixed action. Micron ( MU ) was flat, while SK Hynix ( SKHY ) dropped nearly 2%. The stock has shed 25% over the past month. Sandisk ( SNDK ) was relatively static, while Western Digital ( WDC ) increased 3.5%. Seagate ( STX ) was up 2.7%. Analog and mixed-signal stocks were doing well. Onsemi ( ON ) increased 4%, while Analog Devices ( ADI ) and Texas Instruments ( TXN ) both gained 1.4%. StoneX recently rated Onsemi as a Buy, as it could benefit from a recovery in semiconductor demand and growth in automotive and AI data center power systems. StoneX expects Onsemi's AI data center revenue to rise to more than $2.5B by 2030 from about $500M in 2026. Wall Street's major averages were mostly higher by Tuesday afternoon following a decline in South Korea's technology market.