On paper the market should be great, not on edge. That’s the opportunity
When I look at Thursday’s rally, I am beginning to realize that we have become so binary and so up close that we have lost our ability to think about …
ServiceNow Inc
Top Wall Street analysts like these 3 stocks for long-term prospects
Earnings season is in full swing, with results from tech giants and sector leaders influencing the market’s direction. While these updates provide key insights into a company’s performance, investors should …
‘Great rotation’ faces big test with Big Tech earnings
When I was a cub reporter in Los Angeles, covering crime for the now-deceased Los Angeles Herald Examiner, we used to joke that we should never let the facts get …
How Nvidia’s gains can lift other stocks: Jim Cramer explains
CNBC’s Jim Cramer on Wednesday explained to investors how Nvidia can sometimes boost other stocks when it soars. “Take a look at today’s biggest gainers,” he said. “They’re just spinning …
A juggernaut of the market’s growth hit wall, buy these stocks
We danced around it all week. We called out the many culprits for Salesforce’s weak quarterly results on Wednesday — and subsequent stock plunge — including an elongated sales cycle, …
Software stocks got pummeled this week on troubling earnings reports
Salesforce executives told investors that deals are shrinking or getting delayed. Dell said its margin is getting smaller. Okta highlighted macroeconomic challenges. And Veeva’s CEO said on his company’s earnings …
Cramer looks at why enterprise, data tech companies are winning
CNBC’s Jim Cramer on Tuesday analyzed the current market action, pointing out the way consumer-focused companies are suffering while outfits that deal with data and have enterprise customers triumph. “Right …
Nvidia’s CEO was labeled a ‘demanding’ boss by staff. Experts discuss
Nvidia CEO Jensen Huang attends a media roundtable meeting in Singapore on Dec. 6, 2023. Edgar Su | Reuters Nvidia’s CEO Jensen Huang knows he’s a tough boss and has …
Investing in the AI theme for the long haul. How to pick the winners
Fotografielink | Istock | Getty Images Artificial intelligence has shaken up the investing landscape since the groundbreaking launch of ChatGPT in November 2022. Since then, investors have poured money into …
Amazon and Dell are benefiting the most from Nvidia partnership
Recently, I read a terrific little book about Abraham Lincoln, called “Lincoln Reconsidered,” by Professor David Herbert Donald, and the fundamental premise behind the title was simple: If you want …