Salesforce just posted an earnings beat that sent the stock surging 34%, but the source of that surprise raises questions every investor should answer before buying in at these levels.
Omor Ibne Ehsan Oracle's stock has cratered while Wall Street analysts stubbornly hold some of the most bullish price targets in the mega-cap space. With earnings dropping Thursday, something has to give.
Investors yanked $700 million from the top software ETF in a single session, and within hours a major earnings report threatened to make that timing look catastrophic. Whether the selloff was a…
ServiceNow surged nearly 30% in a month without releasing a single earnings report, leaving investors caught between locking in gains and betting the sector re-rating still has room to run.
Michael Burry just renewed his short case against Palantir, and Palantir answered with a major alliance announcement that sent the stock surging. Whether that response actually addresses the receivables quality problem Burry…
While most software companies were retreating, Paycom made an aggressive and unconventional bet on itself, and the market delivered a verdict that caught even seasoned analysts off guard.
Silver Lake wants Workday, but Workday just fired back with $4 billion and a packed calendar of public commitments. Jim Cramer says the company is fighting its own takeover, and Q2 results…
Palantir just landed a U.S. Army production contract for next-generation AI targeting systems, yet the stock is sinking anyway. The reason has nothing to do with the company and everything to do…
Jim Cramer dismissed Super Micro Computer on a Monday and then had to explain its massive August gain on a Monday just six trading days later. The bear case he keeps citing…
Salesforce just posted one of its best quarters ever, yet the stock sits down on the year and trades at a multiple reserved for slow-growth legacy vendors. Something in that gap has…
Vandita Jadeja Apple just posted a record quarter and Salesforce blew past earnings expectations, but the headline numbers on both stocks hide something the market may be mispricing. One trades at a steep discount…
Salesforce just posted a quarter that silenced its loudest critics, but the investment case for buying at current prices is more complicated than the 22% weekly rally suggests.
Salesforce just ripped 36% in a month on its boldest AI bet yet, but the stock now sits exactly where analysts think it belongs, leaving buyers with no margin for error and…
ServiceNow and Salesforce both posted AI-fueled earnings and both claim the future of enterprise automation, but they are attacking the problem from opposite ends of the stack, and only one positioning survives…
Wall Street's loudest AI bull spent Thursday morning declaring America's first technology lead over China in three decades, then named the one policy decision that hands it straight back to Huawei.
Joel South 
