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.
Bears spent months building a case that AI would hollow out Salesforce and eventually topple Nvidia, and then a single earnings night arrived and put both arguments on trial at once.
Investors spent months betting that AI would cannibalize enterprise software giants, but Salesforce and ServiceNow just reported quarters that turned that fear inside out. The question now is whether these results signal…
Salesforce just staged one of its biggest single-session rallies in years, but the real question is whether that move already priced in everything the AI story has to offer or left something…
Alex Sirois One metric separates Palantir from every other enterprise software company at scale, and understanding it changes how you think about buying the dips that keep rattling nervous shareholders.
