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Nvidia signaled that it expects very strong second-half server GPU demand, while Salesforce was eager to talk about the long-term impact of remote work on its business.
The banks are parking large amounts of dough at the Fed every night. Last Friday's number was the highest single day total since 2017.
Clearly, professional portfolio managers are now positioning themselves for a changed environment.
Because unlike almost any other companies in the world, they get the benefit of the doubt, and they deserve it.
Looking at a painting by Renoir side by side. You see beauty. I check my watch. The same is true with economic policy.
Here are five buys in technology companies that are just out of this world.
The market's catalyst had everything to do with the virus... optimism that humankind might stuff that scourge back into Pandora's box.
Do not fear the housing sales boom -- this is good news and I'll tell you why.
Top investment ideas from seven of CFRA Research's equity analysts.
I am talking about themes that can stand the test not of today, or tomorrow, but for all of 2021 and beyond.
RealMoney's Eric Jhonsa reviews which of his 2020 tech predictions did and didn't pan out.
The tide might eventually turn in 2021, but chip demand looks poised to remain strong at least for the next few months.
The fact is that business in whole areas of the economy remain very strong despite what you heard about ZM this morning.
Beyond the impacts of the pandemic, the political environment and its impact on potential policy have taken center stage.
Equity markets have run wild since Oct. 30, and it is the more economically sensitive indices that have really taken flight.
Continue to hold longs previously recommended.
For now, consumer spending on notebooks, games, streaming services and a slew of other tech products and services isn't letting up.
If financial markets any indication, a lot must be expected from Fed Chair Powell Thursday morning. Plus, two guys to never bet against.
Next week is the last full week of August and the start of the last two weeks of the summer given how the Labor Day holiday falls this year. If you were expecting a quiet week on the earnings front, you may not want to read what I have to share next...
The last time I was helming the Diary, I touched on the prospects for the 2020-2021 school year to shift online. Indeed, in recent days we've seen a number of universities announce they were joining the ranks of grade and high schools that are only ...
Personal Income in June dropped 1.1%, more than the expected 0.5% decline. This will add to the concerns I shared earlier about the consumer's ability to spend during what is normally the Back-to-School shopping season as economic stimulus payments ...
The magnitude of the large daily per share and market cap dollar gains in Tesla , Amazon , etc. is now comparable, and in certain cases more extreme, than what occurred in the dot.com era. What is forgotten is that large cap technology joined the s...
Like eBay's spinoff of PayPal, a Dell spinoff of VMware could both unlock shareholder value and strategically benefit the spun-off company.
Macro pressures, new AMD CPU launches and Apple's plans to ship its first Macs containing its own processors are all potential headwinds.
WDAY looks ready to break out as traders weigh wether markets are now overbought after this 2-day run.