Dow Jones Movers: IBM Leads, Sherwin-Williams Drags as Analysts Clash on Salesforce

• The Dow Jones Industrial Average (DIA) fell 2.95% past week. Investors fled user staples stocks similar Sherwin-Williams (SHW) portion rotating into software-adjacent stocks similar IBM (IBM), Salesforce (CRM), and Microsoft (MSFT).

• Tariff fears besides drove rotation from manufacturers similar Nike and Caterpillar to bundle names similar IBM and Microsoft whose revenues transverse borders arsenic information not goods.

• The expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks. Get them present FREE.

The Dow Jones Industrial Average (NYSE: DIA) had a unsmooth week, falling 2.95% arsenic tariff anxiety, macro uncertainty, and a VIX spike to 23.75 rattled blue-chip investors.

That fearfulness gauge is present sitting astatine its 88th percentile implicit the past year, we'll spot if that continues arsenic overmuch of this week's sell-off came from worries the warfare successful Iran could resistance retired and permission lipid prices elevated for an extended period.

The header communicative of the week was that user staples stocks, which person been a harmless haven truthful acold successful 2026, came nether pressure. That sell-off was champion seen successful the terms of Sherwin-Williams, which declined 9.02% past week. Sherwin-Williams shares were trading for 32X earnings, a precocious aggregate for a institution that's expected to spot 4% income maturation this year.

READ: The expert who called NVIDIA successful 2010 just named his apical 10 AI stocks

On the different hand, bundle stocks that person been broadly sold-off successful 2026 saw a rebound past week. IBM shares whitethorn beryllium down much than 11% year-to-date, but they bounced backmost 7.8% successful the past week arsenic this rotational commercialized drove investors backmost into the sector.

Let's look astatine a fewer different Dow stocks with large quality this week.

Salesforce gained 3.76% this week, closing astatine $202.11, but the existent communicative is the expert warfare playing retired successful the background. On March 6, 2 firms went successful other directions connected the stock.

Stephens chopped its terms people from $285 to $241 portion maintaining an Equal Weight rating, reflecting interest implicit sluggish gross growth. On the aforesaid day, Phillip Securities expert Paul Chew reiterated a Buy standing with a $253 terms target, pointing to accelerated Agentforce adoption and expanding AI revenues arsenic the bull case. Meanwhile, Citi's Tyler Radke held his Hold rating, nudging his people lone to $200 from $197.

The disagreement reflects a genuine statement astir whether Salesforce's AI pivot is simply a maturation accelerator oregon a distraction from decelerating halfway bundle revenue. The bull lawsuit has existent information down it: Agentforce ARR deed $800 million, up 169% twelvemonth implicit year, with 29,000 deals closed since launch. The carnivore lawsuit continues to absorption connected borderline erosion crossed software: Morningstar downgraded Salesforce's moat standing from wide to narrow, citing AI disruption to accepted seat-based bundle models. It's worthy noting nevertheless that their terms people of $300 inactive would springiness important upside to the stock.