Intuit and other software leaders have suffered sharp re-ratings. Read why I focus on companies with durable business models and wide moats. Analyst’s Disclosure: I/we have a beneficial long position ...
Microsoft remains a high-quality business, but AI-driven change is pressuring parts of the model. Find out why MSFT stock is downgraded to hold. Analyst’s Disclosure: I/we have a beneficial long posit...
Microsoft remains a high-quality business, but AI-driven change is pressuring parts of the model. Find out why MSFT stock is downgraded to hold. Analyst’s Disclosure: I/we have a beneficial long posit...
Cut Amazon.com, Inc. exposure: risk/reward worsens as $200B capex, falling FCF, weak Q1 profit guide and 33x P/E stretch valuation. Click for this AMZN update. Analyst’s Disclosure: I/we have a benefi...
In recent years, software and the broader technology sector (XLK) have led the bull market.However, recently, markets have begun to quietly rotate away from… Analyst’s Disclosure: I/we have a be...
Aletheia Capital analyst maintained a Buy rating on Xiaomi yesterday. The company’s shares closed yesterday at HK$33.96.Claim 50% Off TipRanks … Aletheia Capital analyst maintained a Buy rating ...
Credo Technology Group Holding Ltd’s outlook is bearish as optical interconnects threaten AEC demand. Click for an updated look at CRDO and why I’m downgrading it. Analyst’s Disclosure: I/...
SoFi Technologies Inc (NASDAQ:SOFI) shares are trading lower on Tuesday despite receiving an upgrade from JPMorgan. SoFi Technologies Inc (NASDAQ:SOFI) shares are trading lower on Tuesday despite rece...
SoFi Technologies Inc (NASDAQ:SOFI) shares are trading lower on Tuesday despite receiving an upgrade from JPMorgan. SoFi Technologies Inc (NASDAQ:SOFI) shares are trading lower on Tuesday despite rece...
Former Yankees first baseman Anthony Rizzo is joining NBC as part of their MLB coverage team, according to multiple reports. The three-time All-Star will have a role on the network’s studio show as th...
