From The Street of Dreams
Morgan Stanley cuts its Salesforce ($CRM) price target to $185 from $287.
Position: None
AI Giants Begin to Appear Defenseless
As I look out to the major artificial intelligence names, I see something missing: a moat.
Digging Into Comments from IBM and JPMorgan Chase
What we find is supportive of AI adoption and usage, and several Portfolio holdings.
Starbucks’ Software Warning Shot: 8 Key Items Shaping the Stock Market Thursday
Renewed U.S.-Iran attacks, traffic in the Strait, Costco, SK Hynix and other headlines are moving stocks this morning.
From The Street of Dreams (Part Deux)
Cramer fave Salesforce ($CRM) is -$7 lower on a brokerage price target downgrade:
Doug’s Daily Diary — Monday, July 6, 2026 | TheStreet Pro
Positions: None.
What’s Our Game Plan for Palantir?
Let’s discuss PLTR’s oversold condition, increased earnings expectations, and notable valuation.
Tech Investors Must Watch This Key Indicator
Investors are eager to know when the SaaSpocolypse will end.
While Everyone’s Swinging for the Fences, I’ll Continue to Hit Singles
Extreme concentration and 100x earnings multiples aren’t my game. This off-the-radar tech trade is.
Morgan Stanley Sends AI Trade Warning: Stop Buying
I’m enjoying the aggressive speculative trading, but growing worried about some upcoming catalysts and toppy technical action.
Salesforce Faces Questions: 8 Key Items Shaping the Stock Market Wednesday
Goldman’s new S&P 500 target, ByteDance spends on AI and other headlines are moving stocks this morning.