On the front page of Wednesday’s WSJ, Heather Gillers wrote a terrific article on the decline of America’s great cities (“Wall Street Sours On America’s Downtowns” [SUBSCRIPTION REQUIRED]). As you can see in the charts above from the article, they…
Even if this is a new bull market, stocks got a little too hot to handle and we’re undergoing a mild pullback this week. Powell talked tough in front of Congress Wednesday and Federal Express (FDX) and Darden (DRI) both…
I write a lot about Kroger (KR) – America’s leading grocer – so I was going to spare you guys when it got hit Thursday after earnings. Until I read a column in Friday’s WSJ by Heard on the Street’s…
The big event Monday is Oracle (ORCL) earnings after the close. The stock gapped up almost 5% at the open – and it was already at an all time high. The question is: Will ORCL report spectacular guidance like Nvidia…
Docusign (DOCU) – the leader in esignature solutions – just reported 1Q23 earnings. The stock has been destroyed in the last couple years but it may be finding a bottom. For the first time since I’ve been following the stock,…
The best stock recommendation I ever got was at an investors meetup in San Francisco about a decade ago. At the time I was infatuated with a stock called Ambarella (AMBA) which provided the chips for GoPro (GPRO) – which…
Salesforce (CRM) just reported an excellent 1Q23 – but maybe not enough to push the stock higher in the short term. CRM raised full year operating margin guidance to 28% from 27% and as a result they now expect EPS…
Salesforce (CRM) has been on fire since its last earnings report when it surprised the market with 27% operating margin guidance for its current fiscal year. The stock is now up ~70% from its December lows heading into its 1Q23…
A trillion dollars of installed global data center infrastructure will transition from general purpose to accelerated computing as companies race to apply generative AI into every product, service and business process – NVDA CEO Jensen Huang, Press Release May 24…
Cybersecurity leader Palo Alto Networks (PANW) reported earnings after the close Tuesday. I’ve long followed PANW because it has “Palo Alto” in its name and cybersecurity is a secular growth story. But I’ve never bought the stock because I’ve always…