ServiceNow Inc. (NOW)

This precarious rally came on the back of oil production cut talks, but the equity markets remain in a downtrend.

Should growth expectations have to come down for more than a few months due to macro headwinds, tech companies sporting high valuations will likely see multiple compression.

CEO Satya Nadella has been ahead of the curve focusing on the cloud.

Consider these stock model ideas: virus groups, work remotely, and fiscal.

It's a paradigm shift that all started with Zoom and Cisco's Webex.

Checking out the charts of this software service provider.

You can use these wild market swings to your advantage by identifying 'safe' companies you want to own and then buying their stocks in stages.

Digital transformation is the biggest and most important trend in a generation. The time to invest is now.

Workday shares have displayed a basing pattern since last fall, with buyers of the stock turning more aggressive in recent weeks.

As the Wuhan coronavirus shakes up the global economy and growth outlook for China, there seems to be only one theme that's resonating right now.

How will Chinese demand for goods and services as well as dramatically reduced Chinese production impact U.S. corporate performance?

There is no political will on either side of the aisle to address ever expanding deficits.

Valuations for many enterprise software firms remain rich. But like chip companies, their earnings reports generally haven't done much to spoil the fun.

Is this a good time to add to longs?

The latest estimates from research firm Gartner suggest enterprise software spend could grow at a double-digit rate both this year and next.

Capex trends, chip demand and IT spending commentary are among the things to watch as dozens of tech companies report this earnings season.

Let's review Nike and Columbia Sportswear.

I am simply respectful of the power of hope melded with the strength of so many parts of technology and I want to buy, not sell, these stocks when they get hammered.

Are there some dents in the armor? There are, but they seem like small potatoes to me.

This is a market that thrives on certainty. We got it Friday.

But if China trade talks fail, this shoe company could get tripped up, so here's how to play it.

The purpose is not to shake you out, although it can feel like that; here's what's really going on.

While companies such as HPE, Cisco and NetApp are signaling that macro headwinds are weighing on their hardware sales, major software and public cloud players are singing a very different tune.

There is no 'tech' in tech.

On the biggest day for earnings reports in the S&P let me give you my scorecard to date so you know which pile your stocks might land in.

The technical signs for the cloud automation company indicate sellers of its stock have been more aggressive in the last few weeks.

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

Money fled high-growth, high-multiple stocks on Wednesday and chased a mix of both defense and value.