Zuora Inc. (ZUO)

It seemed to happen overnight. People watched. People listened. People cared. About what? Individual stocks.

Plus, the Saudis look to press their oil agenda while Europe prints some ugly economic data.

After rough year, ZUO looks like it might break out before earnings, so here's how to play it.

Software firms trading well below their 52-week highs are increasingly proving to be popular M&A and activist targets. Here's a look at some other names that could potentially draw interest.

My instinct tells me to watch this one.

The software company reports on Wednesday, and it sure could use blow-out news for a sustained rally.

I'm willing to take a shot that the bounce continues here with this trade.

Despite some soft guidance, Adobe's earnings are strong and those who have been long on are sitting on nice profits -- here're some tips for newcomers on taking a bullish position.

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.

The shares have been hammered since reporting earnings last week.

Simply put, traders at the larger institutions were driven either by risk managers or simple fear out of FANG and information technology, and into anything else.

Swans are graceful creatures. This one is going to gracefully place a minus sign in front of your P/L.

Analysts now expect an earnings recession to become reality after negative Q1 growth, and ahead of projected negative Q2 growth.

You all know that I love the software/cloud type names.

I will very much approach the environment provided (China talks) from the view of the pragmatic. I will trade whatever is in front of me.

PVTL operates in a sector of business where I want involvement.

The rest of the automakers just don't get it -- the sharing economy is a revolution.

With any China deal, there must be a clear and verifiable method of enforcing compliance.

The company has reportedly been seeking large revenue cuts for some of the new services it's expected to unveil on Monday, and also reportedly has aggressive bundling plans.

Some time later on Friday it is expected that Italy will break ranks with the G-7, the EU, NATO, and sign a Belt and Road Initiative Memorandum of Understanding with China.

The Fed needs to buy short-term paper RIGHT NOW, and sell off longer-term paper.

I would expect some tough sledding over the next day or two ahead of Wednesday's FOMC policy meeting.

This recent oil price surge in price is not over, and not priced in. Here is how I am playing it.

The last two earnings reports were actually better than the share price indicates. Look for investors to recognize this.

The growth has been there, and is expected to be there. We're not paying for the fundamentals.

What I noticed most about Q4 GDP was the increase in business investment.