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Jim Cramer has issued a bearish call on Veeva Systems (VEEV), advising investors to “stay away” from the stock. The negative outlook is driven by increasing competition from Salesforce (CRM), which has reportedly been winning clients from the life sciences cloud software provider.
Zscaler's 17% post-earnings plunge, despite strong results, highlights a new market dynamic where investors punish any perceived imperfection. This "Perfection Regime" reflects a broader risk-off sentiment, impacting not just high-growth tech but also healthcare giants like UnitedHealth, signaling a major shift in investor priorities toward flawless execution and stability.