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The software giant's partnerships with the likes of Samsung, Walmart, Adobe and Verizon share a common thread.
Investments by major enterprise software firms in AI/machine learning features are growing considerably. Chip developers and cloud service providers that make a lot of these investments possibly stand to benefit.
Facebook, Google and Amazon all reported good numbers for their online ad businesses, as did Twitter and Snap.
Kimberly-Clark's performance is nothing to sneeze at, and neither is Coca-Cola's, as higher sales, higher prices and big demand from emerging markets appear to give us a return to the good old days of great senior growth stocks.
Estee Lauder is among the companies that are sure winners, no matter which way the economy goes.
A subset of tech is expensive, as well as tech IPOs, but the majority of sectors are far from overvalued.
The deal makes sense for growth - and for Allergan shareholders - but now the price and uncertainty make this stock hard to swallow.
Do we finally have too many new stocks, and are we running out of ammunition to buy them without wholesale liquidation of other stocks?
Oracle tells investors it can regain the crown it once held among enterprises and end-users, but some aren't so sure.
The software giant stopped breaking out cloud revenue last year, and the numbers it just shared suggest the revenue growth rate for its applications software business slowed last quarter.
Thanks to strong secular growth trends and perhaps also share gains against major rivals, Adobe and Salesforce are both reporting very strong growth for their marketing software segments.
Despite some soft guidance, Adobe's earnings are strong and those who have been long on are sitting on nice profits -- here're some tips for newcomers on taking a bullish position.
After a five-year hiatus I'm ready to start throwing whammies in several directions.
FedEx's rise on bad news and Facebook's fall on the same are two examples of how it's hard to figure out when enough's enough.
The endless rally needs fuel, and without it, you end up with what you got Tuesday, a soggy session that was hit from the cloud, Beyond Meat's chill, and big merger uncertainties.
And why the stock will recover from this hammering on the merger news.
The incredible trajectory of Beyond Meat is daunting to those of us who fear a toppy market and the run in the stock is a slap in the face of those who care about too much enthusiasm.
Between the Tableau deal and last year's purchase of MuleSoft, Salesforce is betting big on the long-term opportunity presented by data integration and analytics.
I am no longer as eager to sell these shares as when I discussed this merger pre-opening.
Markets are still willing to pay top dollar for high-growth software names that meet or beat their high expectations. But they're proving remorseless to the growing list of firms to fall short.
During an interview, Anaplan CEO Frank Calderoni argued his firm's software has a lot of room to displace the use of spreadsheets for business planning work, and is better-suited for the needs of large enterprises than "point solutions."
Anything weak is a positive to be excited about and anything strong is a nightmare because that might stiffen Powell's resolve to keep rates where they are instead of cutting them.
This cloud earnings season has been about the bigger established names.
While Salesforce's valuation spells a limited margin of error, the company's execution still looks rock-solid and enterprise software spending trends remain healthy.