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Markets are still willing to pay top dollar for high-growth software names that meet or beat their high expectations. But they're proving remorseless to the growing list of firms to fall short.
This cloud earnings season has been about the bigger established names.
PVTL operates in a sector of business where I want involvement.
It's better to be part of the mindless herd of buyers than join the erudite intellectuals that will tell you why the market is wrong.
There still is no confirmation of the pessimism but you can't help but wonder if it will be self-fulfilling at some point.
The rapid rate of asset sales is raising eyebrows on Wall Street.
* The dark ages! * The RHT deal is a belated move that smacks of desperation and failure to grow organically For years IBM has been buying its shares into a backdrop of declining fundamentals. Over the weekend, IBM announced the acquisition of Red...
4 new products hold the market's imagination.
The last two large dips in Pivotal Software in the slow stochastics have been buying opportunities.
This new version of Dell is very different from the old Dell, and that's a good thing.
Our GLUM Index stocks will be hit hard by this trade war.
There was a brief bout of volatility on the Fed news yesterday but it seems to have been forgotten already.
Any weakness in defense stocks will present an opportunity to add to my favorite names.