International Business Machines Corp. (IBM)

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.

We have some minor strength to start the day but earnings reports this week will be critical.

MSFT's results are justifying its massive market cap.

What the Fed needs to do in July is to cut the FFR by 25 basis points and put the balance sheet management (QT) program to bed two months early.

It's a stock picker's market as action in individual stocks is better than on the indexes.

I don't expect to see the bears and shorts press too hard right now but there isn't going to be much upside momentum.

There are still stock-picking opportunities, but tighten stops and don't let losses build.

Now that the numbers are actually hitting, it's difficult to place faith in possible lower interest rates to offset for poor growth.

The market remains muted on the news, with bad headlines leading to dip-buying and good news failing to produce protracted momentum.

Preventing the U.S. dollar from appreciating too aggressively while repairing credit conditions are 'job freaking one'.

Don't be rigid in your thesis, keep an eye on market action and respond as appropriate.

It is still a surprisingly sedate market, despite indexes sitting close to all-time highs, earnings season, possible interest-rate cuts and endless speculation about China trade.

Traders and investors were disappointed recently when the IT company did not raise guidance and that weakness does not look like it has run its course.

IBM is likely to take one of two paths.

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.

On a historic day when we set new records, let's look at the Dow Jones Industrial Average's Top 10 winners to see how lofty -- or nosebleed -- we really are.

Is the bad news for Oracle all over?

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.

Like IBM, Larry Ellison's company has begun leaning heavily on layoffs and stock buybacks to boost its EPS in the face of little-to-no revenue growth. It has also relied heavily on M&A over the years to boost sales growth.

Both Washington and Beijing have no shortage of options for inflicting major economic damage on the other party. That provides some reasons to think a near-term truce will eventually be reached, even if there are long-term consequences to this fight.

The blockchain effort could be a necessary step towards the future of global shipping and driving down costs.

I have no idea whether IBM is in the process of a fundamental turnaround, but this point-and-figure price target has my attention.

The security tech firm just reported a major billings decline, issued weak guidance and announced its CEO has resigned. Wall Street has its reasons for giving the company a relatively low valuation.