International Business Machines Corp. (IBM)

The Defense Department's potential $10 billion award for their cloud computing contract is a never ending saga with Microsoft and Amazon as finalists.

The GPU giant has steadily grown its addressable market, in part by creating end-to-end solutions that pair its chips with complementary software.

Let's look at the Japanese candlestick chart of IBM.

The majority of the S&P 500 stocks will report in the next two weeks. Focus on individual stock picking, but keep stops tight.

Ignore the macro arguments that are having no impact and focus on price action in individual stocks.

We have decent odds of a new 52-week low in IBM over the next few weeks.

The growth investment community is abuzz with the idea that the great growth story of the era -- software-as-a-service -- is at an end.

After seeing the idea raised -- and derided -- I found that the Dow has been over 27,000 twice this year and each time it did this....

Without danger of major macro news and with earnings landing, investors focus on merits of individual stocks once again.

I have the answer behind the conundrum that forces stocks up that should be going lower.

Don't be too quick to turn negative if there are some pullbacks.

These stocks's earnings were 'not as bad as feared,' and here are some more names that pushed the NABAF narrative.

As we move into the meat of earnings season, technical conditions remain positive and there are indications of better stock picking in the small-caps. Stay focused on the price action.

As earnings such as those by Netflix and IBM land, investors are again shying away from momentum stocks and moving into value names.

The Fed is doing this right. Let me repeat... the Fed is not screwing this up.

This is a market that wants to focus on earnings, central banks, and other positive issues.

Market players celebrated news from JPMorgan Chase, Goldman Sachs and Citibank -- and it spilled over to the broader market.

Many stocks have been in a bear market and certain sectors -- like biotechnology, recent IPOs and oil -- have been under extreme pressure.

The stock's technicals are pointing upward.

Let's consider the case of what would be the best odds on favorites to start a new position in the Dow Jones average.

The networking giant was reportedly willing to pay much more than $7 billion for infrastructure and app monitoring software firm Datadog, which delivered a strong IPO on Thursday.

Outlining Okta's earnings prospects on Wednesday is a tale of tempting TAM and troublesome valuation.

As NetApp tumbled and sparked a broader selloff in enterprise hardware stocks, AWS and other cloud giants are still reporting strong growth.

The catalyst for equities is now out of the bag, it is just a matter of finding companies with that catalyst before everyone catches on.

The fact that the stock's running could be because CEO Bob Swann called the bottom in data center spend.

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.

These technology picks remain big favorites for the second half of 2019.