Bill.com’s (BILL) Partnership with Bank of America Ensures it Remains Relevant
Bill.com’s (BILL) partnership with Bank of America looks to deliver growth opportunity, and also cements BILL’s future in bill payments.
Bill.com’s (BILL) partnership with Bank of America looks to deliver growth opportunity, and also cements BILL’s future in bill payments.
Salesforce (CRM) enjoyed its second consecutive qtr in which its operating margin grew more than 10 percentage points.
GitLab (GTLB) allows their customers/organizations to build and optimize software, while intensifying security along the way.
Snowflake’s (SNOW) could be seeing real competition from Databricks, as Capital One & Instacart might be moving some business.
Confluent (CFLT) is on track to start making profits in the upcoing quarters. And that could be a catalyst for CFLT in the months ahead.
Datadog’s (DDOG) stock is hanging around $100 as the company grows revenue & profits well, but not as fast as investors expect.
Amazon’s (AMZN) profit surged due to more effecient deliveries as the company went from 1 national US netrowk to 8 regional ones.
ZoomInfo’s (ZI) is dealing with horrible economic conditions for its sales software. ZI is a stock to watch when advertising picks up.
Vettiv (VRT) is a company that makes rack setups for holding and operating AI datacenters, and that’s a nice industry right now.
Advanced Micro Devices (AMD) is getting into AI with the upcoming release of the MI300 chipsets to compete against NVIDIA’s H100.
Enphase Energy (ENPH) is seeing a slowdown in its US business. Meanwhile Europe is strong — just not strong enough.
GitLab (GTLB) offers a platform that allows customers to plan, develop, secure, deploy and maintain software with AI features.