The AI gold rush has created winners and losers, but the market hasn’t fully sorted them yet. While everyone chases AI exposure, some household names are getting swept up in hype despite…
Welcome to Today’s Smart Money Roundup. Software stocks are getting crushed, and Barron’s is calling it “overdone.” Salesforce (CRM) is down 27% over the past year despite Wall Street hyping its Agentforce…
The AI trade has grown quite volatile of late, but for investors who aren’t deterred by the AI bubble concerns of others, I think there’s a great opportunity to pursue a class…
Software stocks have split into two camps in 2026. The winners are printing money with expanding margins and accelerating growth. The losers are treading water despite solid execution. What separates them? Profitability…
It was a nasty year for the software stocks in 2025, as investors pondered the disruptive impact of artificial intelligence (AI). With shares of enterprise software and AI agent innovator Salesforce (NYSE:CRM…
If you don’t buy the AI bubble fears and think the increased skepticism over some of the names powering the technology, it might be time to get just a bit more greedy…
Pre-Market Stock Futures: Futures are trading higher on Wednesday as we reach the midpoint of the last full trading week of the year. Sellers once again took their toll on two of…
As the year winds down, insiders make huge buys in MGM Resorts and Salesforce. However, those were not the only notable instances of insider buying seen recently.
Live Updates Bullish on Meta 11:33am ETExpanding on the Meta theme, Mizuho analysts reemphasized their “outperform” rating and $815 price target on the stock, arguing the shares could see a powerful rally…
With the holidays, healthy revenues, and demand for premium travel, airline stocks are just starting to take flight again. Look at Delta (NYSE: DAL | DAL Price Prediction), for example. After slipping…
Pre-Market Stock Futures: The futures are trading modestly higher on Thursday after a rollercoaster session on Wednesday, as stocks fell after the open on weak ADP data showing private-sector employment shed 32,000…
Adobe (NASDAQ: ADBE | ADBE Price Prediction) and Salesforce (NYSE: CRM) both reported earnings showing software giants racing toward AI through completely different routes. Adobe embedded generative tools into its creative suite…
Bill Nygren’s legendary Oakmark fund made some remarkable moves in the third quarter, to say the least. And in this piece, we’ll have a quick look at four of the names that…
Legendary billionaire investor Bill Nygren and his team over at the Oakmark Select fund made quite a few notable moves in the second quarter. Many of the buys were not only intriguing,…
Live Updates Salesforce's Conference Call Starts in 15 Minutes 4:43pm ETSalesforce will host its conference call in 15 minutes. You can register to join here. Glass Half Full?4:31pm ETWhile Salesforce shares are…
Joel South 
