SAP SE (SAP)

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.

The stocks of many companies anticipated a more stringent series of tariffs and we didn't get them.

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 Trump and Xi administrations are at least looking at the same page. That's more than nothing.

Unlike archrival Oracle, SAP is reporting solid top-line growth and is comfortable breaking out its cloud revenue.

I do not like to chase, though there is now at least a possibility that there could be an attempt made to fill the gap created by the selloff in July.

Let's check out the charts and indicators of this German software company.

These three CEFs are particularly appealing right now, with overhyped fears making them unusually cheap.

The CAD/CAM software giant is down sharply after blaming European and Chinese macro uncertainty for a slight cut in its full-year guidance.

The software giant's partnerships with the likes of Samsung, Walmart, Adobe and Verizon share a common thread.

Oracle tells investors it can regain the crown it once held among enterprises and end-users, but some aren't so sure.

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.

Between the Tableau deal and last year's purchase of MuleSoft, Salesforce is betting big on the long-term opportunity presented by data integration and analytics.

During an interview, Anaplan CEO Frank Calderoni argued his firm's software has a lot of room to displace the use of spreadsheets for business planning work, and is better-suited for the needs of large enterprises than "point solutions."

While Salesforce's valuation spells a limited margin of error, the company's execution still looks rock-solid and enterprise software spending trends remain healthy.

When traders are flailing and investors are drowning, examples work best to illustrate what happens before a bottom is reached.

Elliott Management thinks SAP can significantly grow its EPS with the help of cost cuts and buybacks. A comparison of SAP's margin profile with Oracle and Microsoft's suggests it's right.

Oracle is back in the green for 2018 after a strong earnings release on Monday night.

Recent earnings reports from several major software firms suggest business trends remain pretty good for the group.

Secular demand is sending software stocks like Salesforce cloud-bound.

There's a lot of confusion and leadership changes going on right now in tech and we need answers.

Damon Fletcher, who was named Tableau's permanent CFO last month, talks to TheStreet about the analytics vendor's new products, competition and more.

Cloud stocks, unlike most of tech, are less exposed to Chinese revenue and tariffs.

Though the software giant beat estimates, its revenue and sales guidance was below consensus. And it decided to stop breaking out its cloud revenue streams by themselves.

I like this bearishly biased vertical put spread.

The media software giant now seems eager to grow the reach of its marketing software platform, and in doing so better exploit some big industry trends.

Though the software giant beat estimates, its soft cloud revenue forecast raises questions about how well it's competing against the likes of Salesforce and Workday.