High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Adobe (ADBE) stock has fallen about 18% from its August 31 high, and the question is whether to buy. Its own trading history warrants caution: after past sharp drops, the stock was higher a year later only half the time. And Adobe is trading some near-term recurring-revenue growth for free users, a bet management says will play out over 2027.
Zoom Communications (ZM) stock sits about 21% below its 52-week high after falling 17.4% over the past month, a month in which its quarterly report beat its own guidance. Over the past year it returned 2.9% while the S&P 500 returned 17.3%. The question for a holder is what a real market shock would add.
Stifel, Canaccord Genuity and Guggenheim raised their targets to $300, while BMO Capital lifted its target to $285.
Cramer gives Nvidia investors a surprisingly simple game plan.
The interface expands agent distribution, but consumption pricing makes productive usage the revenue gate.
Adobe (ADBE) trades near $252, about 31% below its 52-week high, and the past week alone took 11.7% off it. Over the trailing twelve months the stock has lost 28% while the S&P 500 gained about 19%. That underperformance wasn't driven by broad market weakness. Adobe decided to stop putting an immediate paywall in front of its newest users, and that is what makes this fall hard to size.
The S&P 500 Index ($SPX ) (SPY ) is down by -0.83% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.53%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -1.39%. E-mini S&P futures (ESU26 ) are down -0.80%, and September E-mini...
Oracle's stock has cratered while Wall Street analysts stubbornly hold some of the most bullish price targets in the mega-cap space. With earnings dropping Thursday, something has to give.
Palantir just landed a U.S. Army production contract for next-generation AI targeting systems, yet the stock is sinking anyway. The reason has nothing to do with the company and everything to do with which basket Wall Street keeps it in.
Accenture's stock has risen 60% from its 2026 lows and yields 3.4%. While the dividend yield looks attractive, it would be prudent to take some profits off the table here.
Salesforce Inc. delivered a record second quarter with accelerating bookings and revenue, prompting CEO Marc Benioff to forcefully dismiss industry fears of an AI-driven software collapse as the “nonsense of this SaaSpocalypse.” Crushing the ‘SaaSpocalypse’ Narrative Benioff declared it is...
For Oracle stock, the upside now depends less on the size of the order book than on the pace at which the company can energize what it has already sold.
CNBC host Jim Cramer is aggressively urging investors to ignore market skeptics following Nvidia Corp.’s blowout second-quarter earnings, fiercely defending the stock as CEO Jensen Huang declares the global AI infrastructure buildout is operating at “full steam.” Cramer Takes on...
Salesforce and Anthropic announced ClaudeForce, which combines Claude models with Salesforce’s customer data, workflows, and enterprise governance.
The tech sector looks set for an everything rally Thursday. Nvidia blowout earnings and a flurry of encouraging results from software companies, including Salesforce and Okta have reignited the artificial-intelligence trade. Apple and Microsoft were both down more than 1%, while Alphabet Amazon and Meta Platforms were all down less than 0.5%.
Jim Cramer names PepsiCo a fresh stock idea, betting falling oil prices and a 4% dividend yield make it worth watching.
Palantir just staged one of the sharpest recoveries in enterprise software, but the stock still sits below where the year began and trades at a valuation that makes most analysts nervous. The math on what to do next is trickier than it looks.
The software sector’s artificial-intelligence pain is starting to look chronic. Intuit Zoom Communications and Germany’s SAP were the latest stocks to join the industry’s increasingly crowded sickbed on Wednesday. Enterprise software giant SAP was downgraded to Neutral from Buy by UBS analysts.
Intuit just handed Wall Street something rare: guidance so cautious it sparked fears that AI disruption has moved from theory to measurable damage, pulling Adobe, ServiceNow, and the entire enterprise software sector into the fallout.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
