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Do we finally have too many new stocks, and are we running out of ammunition to buy them without wholesale liquidation of other stocks?
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.
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."
A key data point to watch, now that corporate blackout dates have come and gone, is insider selling activity.
The problem with leading indicators is that they lead.
Here's why these companies do well in a choppy environment.
Let's take a look at the charts and indicators to see how far DATA may run.
They might be the best tech stocks to own going from now until the end of the year.
To say that cloud stocks are finished as a growth cohort seems almost silly to me.
Damon Fletcher, who was named Tableau's permanent CFO last month, talks to TheStreet about the analytics vendor's new products, competition and more.
Though Amazon's resources and competitive strengths make it a nightmare for some companies, a number of tech firms have weathered direct attacks quite well.
Keep your head in the game to score the big wins.
Stocks of companies that go hand and hand with an economic expansion just won't quit.
There might be speed bumps, but we're still at the beginning of the shift toward the cloud.
It was a rebound day across the board on Wall Street, will all three major averages closing in the green, after finishing in the red on Monday.
This market is still supported by resilient dip buyers, but it's unattractive to the initiative buyer.
Jim Cramer looks at alternative stocks after Splunk lowers 2018 guidance.