Daily Market Wrap

Stocks End Thursday Mixed as Microsoft, Software Shares Slide
Microsoft (MSFT) slump pulled markets to a mixed close. Adobe (ADBE) extended losses despite steady growth and AI advances.
S&P 500 Hits Record High as Tech Lifts Market in Mixed Tuesday Session
Tech gains pushes S&P 500 to new record on Tuesday. Oracle’s (ORCL) demand remains strong as execution becomes the bottleneck.
Stocks Climb Ahead of Major Earnings and Fed Rate Decision
Stocks rose to start a week of earnings and Fed watch. CrowdStrike (CRWD) sees strong demand amid more platform adoption.
Stocks Rise on Positive Sentiment from Easing Greenland Tensions
Stocks jumped on Thursday as Trump drops Europe tariff threats. AI cloud company Nebius (NBIS) grows faster than I could imagine.
Stocks Surge as Trump Backs Away From Europe Tariffs Linked to Greenland Deal
Stocks surged on Wednesday after Trump halts Greenland tariff threats. Arista Networks (ANET) scales AI networking.
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Costco (COST) Stock is in a Downtrend, But the Shares Are Still Expensive Here
Costco (COST) continues to slide even though profits grew a respectable 11% last quarter. Here’s the price I think COST should be.

Salesforce (CRM) Agentforce Use Rising Fast While its Impact Remains Small
Salesforce (CRM) is growing its AI agent — Agentforce — at a rapid rate. But will that translate into faster profit growth ahead?

Factset Research (FDS) Growth Slows as AI Threatens this Financial Data Provider
Factset Resarch (FDS) used to be a buy-and-hold stock. Now its down-and-out. But if profits can grow 12% again, the stock can rise.

Adobe (ADBE) Extends Downtrend Amid Continued AI Innovation & Steady Growth
Adobe (ADBE) stock remains under pressure even though ongoing AI investments have produced impressive results, like Firefly.

Oracle (ORCL) Demand Remains Strong as Execution Becomes the Bottleneck
Oracle (ORCL) made it clear demand is not an issue, the challenge is building capacity fast enough to deliver already-signed deals
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CrowdStrike (CRWD) Saw Rising Customer Demand Amid More Platform Adoption
CrowdStrike’s (CRWD) growth is being driven by customers consolidating more security needs onto the Falcon platform.
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Costco (COST) Stock is in a Downtrend, But the Shares Are Still Expensive Here
Costco (COST) continues to slide even though profits grew a respectable 11% last quarter. Here’s the price I think COST should be.
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David Sharek’s Top Ten Growth Stocks for 2025
Here’s my Top Ten growth stocks heading into 2025. This year’s list is dominated by big name tech stocks with some fresh ideas mixed in.
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