AI has really landed a heavy shot on some of the software names, especially the SaaS (Software as a Service) companies that have been quite slow to brace for the rise of…
Joey Frenette Pre-Market Stock Futures: The futures are trending higher after the December consumer price index came in at 2.7%, which matched Wall Street expectations. The reversal in the futures comes after a wild…
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…
Pre-Market Stock Futures: Futures are mainly trading higher as we start the first full week of trading in 2026. Investors and traders who were missing in action due to the Christmas and…
Live Updates PayPal No Longer a Buy?11:53am ETBofA Securities analyst Jason Kupferberg pulled his buy rating on PayPal (Nasdaq: PYPL | PYPL Price Prediction) stock and downgraded to neutral with a $68…
Live Updates GEV Stock Soars 12:15pm ETElectric power stock GE Vernova (NYSE: GEV | GEV Price Prediction), a spin-off from industrial stock GE, is soaring nearly 14% today to above the $700-per-hare…
Shares of Adobe Inc. (NASDAQ: ADBE | ADBE Price Prediction) are trading near $336, and retail investor sentiment has shifted decisively bullish heading into the company’s December 10 earnings report. Social platforms…
Austin Smith 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…
Alphabet (NASDAQ:GOOG | GOOG Price Prediction)(NASDAQ:GOOGL) dominates the search engine market with a greater than 90% share, powering billions of daily queries through Google Search. Yet its growth extends beyond that core…
We’ve likely all heard about the Dogs of the Dow strategy by now, which entails buying up the highest-yielding, often worst-performing stocks within the Dow Jones Industrial Average at the start of…
Live Updates Friday Wrap-up4:01pm ETThe Vanguard S&P 500 ETF closed Friday at 604.39, basically flat for the day but up 1.6% for the week. Adobe Price Target Cut11:43am ETBMO Capital also chimed…
Live Updates My Take On The Quarter 4:32pm ETConsensus Pre-Earnings: Rev $5.92B | EPS $5.18Actuals: Rev $5.99B | EPS $5.31 Takeaway Bullets: Bullish: Broad-based beat, raised FY25 outlook, AI ARR well ahead…
Joel South Some pretty hard-hit value names were quite popular among the smart money in the second quarter. And while the tech trade continues to be in the driver’s seat, I find it quite…
Live Updates Monday Wrap-up4:32pm ETThe Vanguard S&P 500 ETF closed at 584.54 Monday, down 0.2%. Adobe Cracks12:40pm ETIn less happy news, Melius analyst Ben Reitzes downgraded Adobe (Nasdaq: ADBE | ADBE Price Prediction)…
