ServiceNow just posted a blowout quarter with AI deployments scaling at a pace no enterprise software company has matched, yet the stock sits 50% below where it traded a year ago. Something…
UiPath's stock has been left for dead, yet several of enterprise software's biggest players have compelling reasons to want it. Five names stand out as potential acquirers, and the logic behind one…
Getting kicked off the Dow Jones Industrial Average sounds like a death sentence for a stock, but a handful of booted dividend giants went on to reward patient shareholders with stunning gains…
ServiceNow has been cut nearly in half over the past year, but one AI metric reporting tonight could flip the entire recovery thesis in a single session.
A top Morgan Stanley analyst just abandoned his bullish Salesforce stance, and the reason has less to do with Agentforce failing than with a timing problem that could keep the stock under…
Danielle Liverance Jim Cramer compared owning tech stocks to being tied to railroad tracks while a freight train approaches, and he has a very specific set of sectors in mind as the escape route.
Salesforce has cratered while posting five straight earnings beats and triple-digit AI growth, and the gap between Wall Street's most bullish analyst and the bears has never been wider. Something has to…
Wall Street analysts are making bold moves on Tuesday, shaking up ratings for some of the biggest names in tech, biotech, and retail in ways that could catch investors off guard. Find…
Everyone already owns NVIDIA, Microsoft, and Alphabet, but the real AI infrastructure buildout is quietly funneling billions into a different layer of the stack. Three under-the-radar names are converting that spending into…
Oracle just shed a third of its value in a month while sitting on a backlog that one top Wall Street analyst calls the clearest forward-revenue signal he has ever seen in…
Oracle's cloud backlog just shattered records while the stock collapsed to near its 52-week low, creating a gap between fundamentals and price that rarely survives for long. Two overlooked forces from last…
IBM just suffered its worst single-day collapse since 1968, wiping out two years of gains in one brutal session. Wall Street analysts refuse to budge on their targets, creating one of the…
ServiceNow has dropped more than 40% over the past year while its business quietly accelerates, and options traders are making an unusually lopsided bet before the July 22 earnings report. Here is…
IBM just logged its worst single-session collapse in nearly four decades, and the shockwaves are already hitting Microsoft, ServiceNow, and the broader software sector in ways that raise an uncomfortable question about…
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 
