Plus, defense contractors remain stocks to own as geopolitical risk isn't going away.
The networking giant was reportedly willing to pay much more than $7 billion for infrastructure and app monitoring software firm Datadog, which delivered a strong IPO on Thursday.
With Microsoft, I'm most interested in the advancement of Microsoft Teams, a dominant force in the workplace communication space.
I now have an ally in Morgan Stanley.
The software giant's shares do not look extended and the price action appears balanced.
A dividend hike and a big buyback authorization by Mr. Softee should produce value for shareholders.
Even at these levels, those long the shares for more than a few months still have profits to protect.
The cloud stock's results weren't great, but were nothing close to the FedEx disaster.
The company's fiscal third-quarter earnings and revenue beat analysts' forecasts, but guidance for the fourth quarter was below expectations.
Let's check out the limited price history of DT.