People are strapped for cash, and are pinching pennies by shopping at TJX’s (TJX) TJ Maxx, Homesense, Marshalls, & Europe’s TK Maxx.
Consumers Don’t Have Much Extra Money to Spend, So They Shop at TJX (TJX) Read More »
Oracle (ORCL) with one of the most bullish Earnings Calls in years. Let’s take a closer look at what’s fueling this AI juggernaut.
Oracle (ORCL) is Now a BIG Player in AI With a HUGE Backlog of Business Coming Read More »
Intuit (INTU) delivered solid results last quarter, but the stock declined afterwards. Let’s take a closer look and try to figure out why.
Intuit (INTU) Stock Has Been Weak, But the Numbers Look Just Fine to Me Read More »
Palo Alto Networks (PANW) is acquring CyberArk to boost its platformization strategy, which is to get all the cybersecurity business.
Palo Alto (PANW) is Advancing Platformization with the CyberArk Acquisition Read More »
Rubrick (RBRK) is a new AI company that helps large organizations protect their data, and recover it if there is a cyberattack.
Rubrik (RBRK) Protects Company Data from Cyberattacks and Recovers it Too Read More »
The Trade Desk (TTD) is seeing competitors undecut prices to take market share in the demand side platform (DSP) ad space,
The Trade Desk (TTD) is Facing Stiff Competition from Google and Amazon Read More »
Agentforce was expected to be the next catalyst for Salesforce (CRM). But CRM stock is weak as growth slows from prior years.
Salesforce (CRM) AI Investments Aren’t Converting to Revenue Fast Enough Read More »
HubSpot (HUBS) grew revenue a solid 20% last quarter as its Sales Hub and Service Hub are thriving, fueled by rapid AI innovation.
The Threat of AI is Hurting Software Stocks, But HubSpot (HUBS) is Having Success Read More »
S&P Global’s (SPGI) Indices division reported revenue growth of 15% last qtr, boosting SPGI’s results. The Ratings division weakened.
United States Stock Market Gains Fueled S&P Global (SPGI) Results Last Quarter Read More »
Arm’s (ARM) chip-building technology platform helping to build the brains of AI. But the company’s licensing fees (& profits) fluctuate.
Arm’s (ARM) Platform is Helping NVIDIA Build AI Chips for Microsoft and Google Read More »
Last quarter, Palantir (PLTR) grew revenue in its its US Commercial operating segment 93% year-over-year as new contracts surged.
Palantir (PLTR) is Rolling in Business from US Companies at an Insane Rate Read More »
Wingstop (WING) has delivered poor results the past two quarters, but the story is still positive when we look at WING’s potential.
Wingstop (WING) Results Come Back to Earth After Flying High a Year Ago Read More »
