Adobe Stock Rallies as Profits Top Expectations

Adobe shares gained ground after the provider of content development and marketing software tools posted better-than-expected quarterly profits. While the numbers for Adobe’s fiscal fourth quarter, en...

Oracle’s ‘practically perfect’ earnings report sends stock higher

Oracle Corp.’s cloud offerings and its Cerner business were highlights of the software company’s second-quarter results, analysts say. Oracle ORCL, -0.89% beat Wall Street’s top- and bottom-line expec...

Oracle Stock Rises on Strong Earnings

Oracle shares were moving higher late Monday after the company posted better-than-expected financial results for its latest quarter. The enterprise software giant continued to see success in shifting ...

Netflix, Workday, Costco, Caterpillar and more: These stocks are Cowen’s favorites for 2023

Across the market, Cowen & Co. analysts see undervalued stocks. They rolled out their individual best picks late in the week, highlighting their takes on compelling plays in healthcare, technology...

Opinion: Microsoft invested in an AI system that helped me write this column about Tesla

Can an artificial intelligence system help me write articles about investment ideas? Let’s find out. There are two subjects I would like to cover. But I will have help, and as a result there is a thir...

Why Splunk Stock Is Worth a Look

These reports, excerpted and edited by Barron’s, were issued recently by investment and research firms. The reports are a sampling of analysts’ thinking; they should not be considered the views or rec...

Marvell, Zscaler, Asana, and More Stock Market Movers Friday

This copy is for your personal, non-commercial use only. To order presentation-ready copies for distribution to your colleagues, clients or customers visit http://www.djreprints.com. https://www.barro...

Activision Joins Wedbush’s Best Ideas List. Microsoft Can Address Regulators.

Activision Blizzard’s shares are trading at a steep discount to the $95 all-cash takeout price. David Becker/Getty Images for The Licensing Expo Text size Wall Street is still worried antitrust regula...

Opinion: Salesforce better get used to Marc Benioff in charge, because he keeps chasing off his chosen successors

Salesforce Inc. has twice promoted a seasoned executive to co-CEO, and both times it was taken as a sign that the cloud-software pioneer had found an eventual successor to co-founder Marc Benioff at t...

CrowdStrike Stock Falls Hard as Outlook Disappoints

CrowdStrike Holdings shares were tumbling in after-hours trading Tuesday after the security software company gave an outlook for the current quarter that fell short of what Wall Street had expected. F...

CrowdStrike stock drops nearly 20% as elongating sales cycle slows new subscriptions

CrowdStrike Holdings Inc. shares dropped in the extended session Tuesday after the cybersecurity company said new subscriptions came in below expectations amid macro headwinds and longer customer buyi...

Twilio Stock Has Been Hammered. 3 Reasons It Could Fall Even More.

Twilio stock was falling Monday after a Jefferies analyst cited three reasons why he has lost confidence in the cloud-based software provider over the near-term. Analyst Samad Samana downgraded shares...

Cloud software is suffering a cold November rain. Can Snowflake and Salesforce turn it around?

The week after Thanksgiving could determine if cloud software is still too fat or if there are some tasty leftovers for Wall Street. Autodesk Inc. ADSK, +1.82% signaled a slowdown in business spending...

Where to Get Yields of 10% and Up, if You Can Stomach a Little Risk

The $280 billion convertibles sector is replete with 10%-plus yields on many issues. There is a risk in these high-yielders, but they can offer nice appreciation potential and a good alternative to th...

Activision Stock Falls on Report FTC Might Block Microsoft Deal

Activision Blizzard stock dropped Friday after a Politico report suggested that the Federal Trade Commission will file an antitrust lawsuit to prevent Microsoft ‘s takeover of the videogame maker. An ...

Opinion: These five technology stocks give investors more reward for their risk

Earnings season for the technology sector is just about over. It’s been a mixed bag. Slower economic growth and higher interest rates put a damper on revenue. Some of the biggest names in tech have co...

The PC boom has gone bust, and we are about to see the results ahead of Black Friday

The pandemic-fueled personal-computer boom has ended, so how will that affect demand and pricing for PCs and the retailers that sell them this holiday season? A sense of the fallout will be provided i...

Al Gore’s Firm Dumps Intel Stock. It Also Sold Shopify and Microsoft Stock.

The investment firm co-founded by former vice president Al Gore recently made some big trades in the largest holdings of its portfolio. In the third quarter, Generation Investment Management sold all ...

Palo Alto Networks one of 2022’s best software stocks after another beat-and-raise quarter

Palo Alto Networks Inc. shares rallied Friday into rarified air for a tech company — and especially for an enterprise software company — in 2022, following another beat-and-raise quarter and praise fr...

Zuckerberg Says This Will Be a Sales Driver Before His Big Bet on the Metaverse

Mark Zuckerberg, CEO of Facebook’s parent company Meta Platforms told employees the company’s WhatsApp messaging service will drive sales sooner than its massive investments in the metaverse. The What...

Activision Stock Still Looks Like a Buy. Here’s Why.

Back in July, Barron’s made the case for buying Activision Blizzard stock in anticipation of Microsoft closing its $69 billion acquisition of the company. With Activision shares trading at a significa...

Palo Alto Networks stock rallies on yet another beat-and-raise quarter

Palo Alto Networks Inc. shares rallied in the extended session Thursday after the cybersecurity company added another consecutive beat-and-raise quarter to its collection, and possibly renewed its M&a...

18 semiconductor stocks that shine when compared with Nvidia this earnings season

Nvidia Corp., which said yesterday that quarterly sales slumped, exemplifies the cyclical nature of the semiconductor industry despite the company’s inroads into fast-growing markets. Still, many chip...

Alibaba, Tencent, lead Hong Kong tech stocks higher after upbeat China online retail sales data

Shares of Chinese internet giants jumped in Hong Kong, after official data showed better-than-expected October retail sales in the world’s second-largest economy. Alibaba Group Holding Ltd. BABA, +0.7...

Palantir Stock Is Sliding. One of Its Investments Just Went Bankrupt.

Palantir stock is coming under selling pressure amid concerns about the implications of a chapter 11 bankruptcy filing last week by Fast Radius a provider of cloud-based manufacturing and supply chain...

Antitrust battle over Apple’s app store goes to appeals court

SAN FRANCISCO — Apple is heading into a courtroom faceoff against the company behind the popular Fortnite video game, reviving a high-stakes antitrust battle over whether the digital fortress shieldin...

Largest U.S. Pension Buys Up Apple, Intel, Microsoft, and GE Stock

America’s largest public pension fund by assets increased positions in some of its largest stock investments in the third quarter. California Public Employees’ Retirement System bought more shares of ...

‘Bitcoin will be the winner because bitcoin is a digital commodity and it’s the least controversial of everything’: MicroStrategy’s Michael Saylor

“‘Bitcoin will be the winner because bitcoin is a digital commodity and it’s the least controversial of everything.’” — Michael Saylor, MicroStrategy In an interview Thursday morning on CNBC, MicroStr...

Semiconductor stocks have bounced from 2022 lows — and analysts expect upside of at least 28% in the next year

For investors aiming to take advantage of stock market declines, the obvious question is: How far is too far for stocks to fall? The semiconductor industry, a standout performer during the reopening o...

Microsoft Deal, Not Earnings, Is the Focus for Activision Stock

Wall Street barely reacted to Activision Blizzard’s third-quarter results on Monday because investors are much more focused its deal to be acquired by Microsoft for $69 billion in cash. Activision Bli...

Why Okta, Twilio and Salesforce are bucking the trend of cloud-software stocks’ slide

Cloud-software stocks continued to sell off Monday, following one of the space’s worst weeks ever, although not as fast as Friday selloff as a few beaten-up stocks received upgrades and giants like Sa...