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The Good Times Continue for VMware, Salesforce and Many Other Software Names

As one group of tech stocks after another get hit by concerns about slowing growth and/or trade tensions, enterprise software firms have been seen as immune to such risks -- and priced accordingly. Re... read more

Thor Industries, Andersons, Avid Technology, Marvell Technology and Splunk as Zacks Bull and Bear of the Day

Will the Good Times Last in ... strong Zacks Ranks and other key metrics. Check out three tech stocks that soared this month to buy now: 1. Avid Technology, Inc. Avid Technology develops, sells, and s... read more

We interviewed Wall Street's 8 top-performing investors to get their secrets for success — and their best ideas for 2019

"[Okta] is run by two Salesforce.com ... big-tobacco stocks have been good growth stories and dividend payers for many years, but there are some new entrants now, and that genie is out of the bottle. ... read more

VMware: Not Pleasing All Of The People All Of The Time Provides An Attractive Entry Point For These Shares

VMware (VMW) was one of several software ... times along the way, sometimes successfully, and other times less so. I think the earnings report was misunderstood in part. This company is seeing strong ... read more

What a Difference a Day Makes

The good news is that the low put/call ratio managed to finally push the 10-day moving average down. Typically when this moving average is heading down it is supportive of the market. In other good ne... read more

What Marriott's Security Breach Means for the Long Term

Are you supposed to continue to run your business inefficiently to save jobs? Or do you do what you have to do, make the painful decision, hopefully relocate a lot of these folks to other plants ... r... read more

Brian Sommer’s month in brief – November

Such massive investments can’t continue ... VMware and sits on the Alphabet board, couldn’t make Google a resounding cloud success against AWS and Microsoft, then perhaps no one can. Greene’s corner o... read more

Death Knell for Momentum Stocks Will Have to Wait: Taking Stock

A whiff of disappointment in the earnings release from Salesforce ... other equities that share these sorts of traits. As mentioned in yesterday’s Taking Stock column, there are a whole host of cloud- ... read more

Executive Viewpoint 2018 Prediction: TSO Logic – 4 Ways Businesses will Benefit from Falling Cloud Prices

In 2018, there is no reason to expect this trend to stop, and the other great trend of increasing ... is often more than one way to do it. Here’s the good news: in the modern public cloud, many softwa... read more

Salesforce After The Earnings: The Good, The Bad And The Ugly

and VMware (NYSE:VMW). Salesforce.com's one year stock performance, 13.51%, is far from the top (that is, SAS, with 31.19%) gainer. On one hand, things could have been worse, as a good number of compe... read more

Okta, Inc. (OKTA) Q3 2019 Earnings Conference Call Transcript

It's a good question. We're having so many conversations with so many ... base net retention rate of 120%. But in the times ahead, I think it's a toss-up on which of these two large markets are going ... read more

Bank Stocks Perk Up After Hours Before Friday Earnings

Banks will need to show that they have more than offset this impact in order to remain in the market's good graces. Management Must Reassure ... for the financial markets and the economy. "We continue ... read more