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2024-03-21 12:23:03 ET More on Microsoft Costco And Microsoft Trigger Our Buy-On-Weakness Signal (Technical Analysis) Microsoft: Strong Financials, Bright Outlook And Solid Upside Potential, Buy Microsoft Corporation (MSFT) Morgan Stanley Technology, Media and Teleco...
2024-03-21 12:15:02 ET UBS analyst issues UNDERPERFORM recommendation for CRM on March 21, 2024 10:00AM ET. The previous analyst recommendation was Underperform. CRM was trading at $310.61 at issue of the analyst recommendation. The overall analyst consensus : BUY. C...
2024-03-19 11:00:48 ET Summary Last year's statement from NVIDIA's CEO regarding the "iPhone moment" for the artificial intelligence industry aged extremely well. While semiconductor stocks already demonstrated staggering rallies over the last twelve months, my top-5 AI stock pick...
2024-03-18 20:06:34 ET Summary Coatue Management's 13F portfolio value increased from $19.71B to $23.84B in the last quarter. The largest five stakes in the portfolio are Nvidia, Meta Platforms, Advanced Micro Devices, Amazon.com, and Microsoft. New stakes include Salesforce a...
2024-03-18 06:46:25 ET Summary I have been actively reshaping my portfolio by selling off low-conviction holdings and focusing on high-growth compounders. I have reduced my holdings from roughly 90 to roughly 70 over the past 6 months or so. I am excited about my current alloc...
2024-03-18 01:32:19 ET Summary Information technology is the most overvalued sector, yet value and quality scores vary a lot across industries. Communication equipment still looks good, while hardware is the least attractive subsector. Fast facts on First Trust Technology Alph...
2024-03-17 05:30:00 ET The Dow Jones Industrial Average (DJINDICES: ^DJI) tracks 30 blue-chip companies, meaning its constituents are stocks of the highest quality. The index is not governed by strict rules, but the selection committee prioritizes well-known companies with sterling ...
2024-03-17 02:30:56 ET Summary Oracle Corp. delivered a solid Q3 performance, with strong growth in cloud and AI offerings driving demand. Despite a revenue miss, the company's non-GAAP EPS beat estimates, and it provided strong guidance for Q4. Record remaining performance ob...
2024-03-16 07:00:00 ET More on artificial intelligence Here's How We're Trading Nvidia Stock Heading Into GTC 2024 Advanced Micro Devices With AMDY: A Very Compelling Stock-ETF Combination Nvidia: Accelerated Computing Has A Bright Future China asks EV makers...
2024-03-16 05:45:00 ET The U.S. stock market has sailed higher over the past year, but Wall Street still sees buying opportunities. JPMorgan analyst Cory Carpenter has given Roku (NASDAQ: ROKU) a target of $100 per share, implying a 56% upside from its current price. Morgan St...
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Partnership will deliver a personalized, AI-powered assistant for employee service use cases such as onboarding, health benefits, and career development within Salesforce and Workday The two companies will establish a common data foundation that unifies HR and financial data from Workday ...
2024-07-16 13:24:34 ET Shares of Salesforce (NYSE: CRM) plunged in late May after the company announced its first-quarter results. However, the company has a number of growth initiatives in the works, while it has yet to see the potential benefits of artificial intelligence (AI) ...
2024-07-06 08:30:00 ET A company with a great product can make investors good money. Companies that can expand beyond that to launch new products and capture new markets can be life-changing investments. Enterprise software giant Salesforce (NYSE: CRM) is a prime example. Salesf...