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Does it tick the President off that it appears the Chinese would rather not give up in writing any unfair advantages in global trade that they have enjoyed for decades this close to a national election in the U.S.? Of course.
This year's estimated Thanksgiving weekend e-commerce growth rates aren't too different from last year's estimates. But there are some notable changes beneath the surface.
It's a too true to be good moment. We need a shakeout. That should get the market where it has to go.
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.
We're seeing lots of companies snapping up their peers, and the market is applauding.
Behind-the-scenes companies like Salesforce.com, Square, Nvidia, Okta, and PagerDuty are leading the Nasdaq, and you must understand them to know what you're getting into.
There is no 'tech' in tech.
Tuesday's Dreamforce features a discussion between Salesforce's Marc Benioff and Apple's Tim Cook.
Let's check out the charts of CRM.
Third quarter earnings season is down to the really nitty gritty. That said, there are still quite a few well known (to the public) retailers set to bring up the rear.
Microsoft's Cloud business is making big wins, and how to interpret Larry Kudlow 's Phase One China trade comments.
We have a shortage of great manufacturing companies, but way too many of the fast-growing, cloud-based, hype-growth stocks.
During a talk with TheStreet, long-time Smartsheet CEO Mark Mader argued his firm's workflow automation platform still has a lot of headroom to displace manual business processes.
Despite the rhetoric from on high, it is possible to find good stock picks in this market.
The stocks of many companies anticipated a more stringent series of tariffs and we didn't get them.
Despite playing the industry and macro blame game on the conference call, TXN execs may have overstated the significance of those factors in the company's poor report and outlook.
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.
There are plenty of senior growth companies that can still move higher.
Both are proud they dodged the Twitter bullet. But, in retrospect, was it really a bullet?
With Microsoft, I'm most interested in the advancement of Microsoft Teams, a dominant force in the workplace communication space.
Both companies are struggling to understand what this competitive e-commerce environment means for future guidance.
You can't have the banks and financial tech stocks go up, old and new tech rally simultaneously and the soft goods companies and industrial techs rise -- someone's wrong.
Larry Ellison's company continues to grow much more slowly than the broader enterprise software market. And it just declined to reiterate its full-year revenue growth guidance.
When you get a chance to buy the best of the best stocks down around 10%, that's a gift.
Market participants are beginning to recognize that there's no stopping the avalanche in selling of the expensive stocks to buy the cheaper stocks like AT&T.
The CAD/CAM software giant is down sharply after blaming European and Chinese macro uncertainty for a slight cut in its full-year guidance.