Wall Street sees a sluggish legacy software company and keeps selling. One investor sees something else buried in the pipeline data, and keeps hitting buy on every red day.
Alex Sirois While retail traders rush back into a stock priced like a lottery ticket, one overlooked mega-cap is quietly printing record cash flow and beating earnings estimates by double digits. The valuation gap…
Adobe has lost nearly 40% of its value over the past year while its underlying business keeps hitting records and raising guidance. Something in that math does not add up, and figuring…
Jim Cramer used his July 9, 2026, CNBC Mad Dash segment to explain why Salesforce (NYSE:CRM | CRM Price Prediction) has been one of the most painful stocks to hold in enterprise…
On CNBC’s Squawk on the Street on July 9, 2026, Jim Cramer argued that the real profit engine of the enterprise AI wave sits at the model layer, which is collecting the…
Live Updates Zuck Tweets, Meta Rises 12:32pm ETMeta (NASDAQ:META | META Price Prediction) stock flipped from red to green after Mark Zuckerberg took to X to announce the release of Muse Spark…
Pre-Market Stock Futures: Futures are trading mixed after another tough day across Wall Street, with all the major indices crushed early on, before the Nasdaq made a late-afternoon push to wind up…
Salesforce (NYSE:CRM | CRM Price Prediction) and ServiceNow (NYSE:NOW) both just delivered results that reset the enterprise AI conversation. Salesforce posted $11.13 billion in Q1 FY27 revenue on May 27, 2026, leaning…
The iShares Expanded Tech-Software Sector ETF (BATS:IGV) is down 10.5% year to date while the S&P 500 is up 10.8% and the Technology Select Sector SPDR is up 26%. That gap reflects…
Richard Windsor, founder of Radio Free Mobile, pushed back against the panic gripping AI stocks in a recent episode of Bloomberg Horizons Middle East & Africa. His argument is that the semiconductor…
The Vanguard Information Technology ETF (NYSEARCA:VGT) just gave back a chunk of its 2026 run, sliding 5% in a single week as semiconductor names corrected. The fund is still up about 21%…
Jim Cramer opened his Mad Dash Thursday morning with a striking call. Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction) is now the cheapest he has ever seen it. That is a striking…
Six months into 2026, the boring stuff is winning. The SPDR S&P Dividend ETF (NYSEARCA:SDY) is up 12.57% year to date, while the iShares Expanded Tech-Software ETF is down 11.4% over the…
The Dow just closed out its best first half since 2021, up 8.7% year-to-date, yet Wednesday’s open felt like a nervous glance at the door. CNBC’s Dominic Chu kicked off July with…
Pre-Market Stock Futures: Futures are trading lower as we get ready to start the third quarter after a record-setting second quarter that saw the Dow Jones Industrial Average close at 52,317, up…
