AI capital spending has become the single most important tell for where cloud demand is heading. When a hyperscaler doubles capex, it is contracting land, power, GPUs, and years of customer commitments…
ServiceNow (NYSE:NOW | NOW Price Prediction) stock is up 5% to $139.62 in early Monday trading, Adobe (NASDAQ:ADBE) stock is climbing 4% to $261.90, and Salesforce (NYSE:CRM) stock is rising 3% to…
Adobe keeps beating earnings and raising guidance, yet its stock has collapsed nearly 29% this year while one analyst holds a price target that implies a 55% surge. Something in the market's…
Salesforce just posted a blowout quarter and rocketed while the rest of enterprise software slid, but a closer look at what actually drove the earnings beat raises questions every CRM shareholder needs…
Salesforce spent most of 2026 getting crushed by fears that AI would kill its business model, and then one earnings report flipped the entire narrative. Here is what the numbers actually reveal…
Salesforce bulls are pointing to an AI monetization curve that is bending sharply upward, but the bears have real ammunition too, and with Dreamforce and Investor Day arriving next week, the stock…
Palantir keeps beating Wall Street's expectations while trading at a valuation that makes most analysts flinch, and the tension between those two realities is exactly what makes its next move so hard…
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…
