Clearwater Analytics (CWAN): Asset Management Software for Money Managers
Clearwater Analytics (CWAN) has portfolio management software that specializes in alternative assets. Here’s our first look at CWAN.
Stock of the Week
ServiceNow’s (NOW) AI Platform Assist AI Contracts Doubled Since Last Quarter
ServiceNow (NOW) is really leading the AI revolution as its Now Assist AI had contract values double in just three months.
Cadence Design Systems (CDNS): Is the Recent Pullback a Buying Opportunity?
Cadence Design Systems (CDNS) has been one of the best stocks this past decade. The trouble is CDNS is usually too high to buy.
Vertiv (VRT) Shows Strong Orders Growth and It Doesn’t Stop There
Vertiv (VRT) has strong order growth for its AI infrastructure solutions last quarter. And there’s more to the story here: Margins
Lower Interest Rates are on the Way! Which is Good News for DR Horton (DHI)
DH Horton (DHI) is expected to be a bienifactor of lower interest rates as this will spur homebuying and also save on expenses.
Factset Research (FDS) Shows Strong Growth Despite Market Challenges
Factset Research (FDS) is a high quality stock that hardly ever sells at a discount. But with a P/E of 25, this stock is a good value.
Accenture’s (ACN) New Bookings Growth Signal Business is Getting Better
Accenture (ACN) has been growing slowly lately, with -1% sales growth last qtr. But bookings grew 22%, signaling better times ahead.
With a P/E of Just 22, Travel Site Booking (BKNG) Has Room to Move Higher
Booking (BKNG) — parent of Priceline, OpenTable and KAYAK — might finally get the respect it deserves, which is a P/E of 30.
MercadoLibre (MELI) Revenue Rises in Brazil & Mexico, Declines in Argentina
MercadoLibre (MELI) delivered a splendit quarter with 71% profit growth on 36% revenue growth as Brazil and Mexico lead the way.
Arm’s (ARM) AI Potential is Enormous, But So is the Stock’s Lofty Valuation
Arm’s (ARM) is an industry leader in building CPUs. Semiconductors are hot right now due to AI. But is this stock too high to buy?
Liquid Cooling AI Racks are the Next Opportunity for Supermicro Computer (SMCI)
Supermicro (SMCI) is excited about its new Direct Liquid Cooling (DLC) AI racks which can save 40% on datacenter energy costs.
Hims & Hers (HIMS) is Becoming a Disruptor in Providing Digital Healthcare
Hims & Hers Helalth (HIMS) has been in the news for its weight loss drug. But this is just one of many health solutions HIMS provides.