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.
Palantir just posted the kind of revenue growth that makes software investors stop mid-scroll, yet the stock sits 8% below its all-time high with insiders selling and a valuation that has skeptics…
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…
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 the five-year…
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…
CrowdStrike just announced a landmark partnership milestone from its own conference stage, yet the stock is cratering anyway. The reason behind the selloff has nothing to do with the company's business, 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 has a consensus target for Palantir, and we think analysts are leaving real money on the table. Here is what the sovereign AI trade reveals that the Street's models keep…
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…
ServiceNow just posted a 10% single-day surge on blockbuster AI numbers, but the stock still sits roughly 22% below last year's peak with its analyst target nearly in reach. Whether that combination…
Alex Sirois Salesforce spent months as the broken name in enterprise software, dragging the sector's AI credibility down with it. Now one earnings report and a surprise Anthropic partnership are forcing the bears to…
Palantir just staged one of the sharpest recoveries in enterprise software, but the stock still sits below where the year began and trades at a valuation that makes most analysts nervous. The…
Palantir just delivered one of the most explosive earnings reports in enterprise tech history, and September options positioning suggests traders are bracing for another major move. The question is whether the fundamentals…
Intuit just handed Wall Street something rare: guidance so cautious it sparked fears that AI disruption has moved from theory to measurable damage, pulling Adobe, ServiceNow, and the entire enterprise software sector…
ServiceNow has surged nearly 30% in a single month and left the broader software sector in the dust, but Wall Street's price targets and a quietly sobering Q3 forecast reveal just how…
