Oracle Remains a Fiscal Train Wreck
The software firm is still uninvestable after earnings.
Thanks to Salesforce, ServiceNow, the Contrarian SaaS Bet Is Paying Off
The Software-as-a-Service (Saas) apocalypse hasn’t arrived, despite the growth of AI.
Big Software Stocks Are Languishing, But These 2 Disruptors Are on a Tear
I’m opening small positions in these names that are turning the software sector on its head.
Intuit Spooks Software Stocks: 8 Key Items Shaping the Stock Market Wednesday
Nvidia earnings, oil prices, PCE, potential settlement talks for Meta, and other headlines are moving the market this morning.
Options Trading: Salesforce Sees Bullish Flow on a Price Breakout
The company will report earnings and many traders are positioned for good news.
From Microsoft to Oracle, Charting Software Stocks Amid Resurgence
Software stocks like Palantir and CrowdStrike are heating up as the sector regains favor with investors.
Top 6 Stocks On My Shopping List as Market Calls for Strategy Change
It’s time to change strategy as earnings season closes and seasonal weakness creeps in.
2 Value Stock Picks Emerge as Saas-SOX Correlation Persists
Here is a pair of lesser-known names that are delivering for investors.
Microsoft Delivers the AI Relief Investors Were Looking For
Capital spending is still rising, but margin pressure and cash flow are manageable.
DR Horton Showcases Homebuilder Pain: 8 Key Items Shaping the Stock Market Tuesday
Trump’s tariffs, TSM price hikes and other headlines are moving stocks this morning.