Cloud Sector Boom Accelerated By Digital Transformation

The rise of cloud computing has been one of the dominant trends shaping technology over the past decade. Enterprises have overcome initial concerns over security, regulation and cost to embrace the ou...

DocuSign Stock Tumbles on Cut to Outlook

Text size DocuSign reported fiscal first-quarter earnings well below Wall Street’s estimate. Tiffany Hagler-Geard/Bloomberg DocuSign (ticker: DOCU) shares are sharply lower in late trading Thurs...

AMD, Pfizer, NIO, DocuSign, Campbell Soup, and Other Stocks for Investors to Watch This Week

It’s a relatively quiet week on the earnings calendar. Highlights will include J.M. Smucker on Tuesday, Campbell Soup on Wednesday, and DocuSign, NIO, and Vail Resorts on Thursday. Pfizer also hosts a...

Okta stock rally shifts into overdrive following hiked outlook as other software companies trim theirs

Okta Inc. shares rallied in the extended session Thursday, adding to gains in the regular session after the identity-management services company reported better-than-expected results and, unlike some ...

Snowflake Stock Looks Like a Buy

Text size Snowflake went public on the New York Stock Exchange in September 2020. The stock more than doubled on its first day of trading. Erik Pendzich/Shutterstock It’s been more than 600 days since...

Snowflake May Have Upside After a Big Drop in the Bear Market

Text size Snowflake, the cloud-based data warehouse company, has been pummeled in the bear market. Gabby Jones/Bloomberg Snowflake publishes results on Wednesday, giving investors a fresh look after a...

Seagate and Western Digital Should Top Estimates On Cloud Demand, Analyst Says

Text size Nearline drives account for between 70% and 80% of overall revenue for the disk-drive industry. Dreamstime Thanks to strong demand from cloud computing providers, the June quarter should be ...

Bill.com Stock Plummets as Revenue Growth Slows

Text size Bill.com’s financial forecasts point to slower revenue growth than in the past. Dreamstime Bill.com’s stock lost nearly a third of its value even though the bill-payment automation com...

Snowflake stock surges after analyst says its story is misunderstood

Snowflake Inc.’s stock isn’t cheap despite a recent decline, but one analyst says it’s still worth a look from investors. Wolfe Research analyst Alex Zukin initiated coverage of Snowflake’s SNOW, +7.5...

IBM Sales Growth Tops Estimates, Powered by Software and Consulting

Text size IBM has a dividend yield of 5.2%, the highest of any stock in the Dow Jones Industrial Average. Ethan Miller/Getty Images IBM posted better-than-expected first-quarter financial results, as ...

FinTech Looks Like a $1.5 Trillion Growth Market

Illustration by Elias Stein Text size Wells Fargo ’s Jeff Cantwell says the time to buy fintech stocks is now—14 of them. Cantwell has started coverage of the group with Overweight ratings for all. Th...

Fintech Stocks Look Cheap. Why It Could Be Time to Buy.

Text size Wells Fargo has a strong outlook for the fintech sector. Dreamstime The fintech and digital payments sector has a new fan at Wells Fargo, who says the time to buy them is now. Analyst Jeff C...

AMD, Qualcomm make software-focused acquisitions as growth in core chip businesses questioned

Advanced Micro Devices Inc. and Qualcomm Inc. both announced acquisitions on Monday that will help diversify into greater software holdings as analysts question growth in the chip makers’ core busines...

Anaplan Stock Surges on Deal to Be Bought by Thoma Bravo for $10.7 Billion

Text size Photograph by Michael Nagle/Bloomberg Anaplan , a provider of business-planning software, agreed to be acquired by private-equity firm Thoma Bravo for $66 a share, or $10.7 billion. The offe...

DocuSign Stock Tumbles as Outlook Again Falls Short

Text size DocuSign’s adjusted profit was a penny a share better than expected. Courtesy of DocuSign DocuSign shares are falling hard after the digital signature software company provided disappo...

DocuSign stock has lost its pandemic gains, and is plunging again after weak forecast

The pandemic gains for DocuSign Inc. shares have already disappeared, and the stock is still moving lower. DocuSign DOCU, -4.25% shares sank more than 15% in after-hours trading Thursday, following an...

Google’s $5.4 billion deal for Mandiant could have ‘a major ripple impact’ within cybersecurity

Alphabet Inc. plans to acquire Mandiant Inc. for roughly $5.4 billion in a deal that could unleash a long-awaited consolidation across the cybersecurity industry. The Google parent company announced T...

Cloud Stocks Have Become a Haven in Tech. 4 Stocks to Buy.

As the world emerges from the pandemic, tech companies have been put in a tough spot. They’re under pressure to sustain pandemic-era boosts, and many of them have struggled to meet the challenge, incl...

Snowflake Stock Falls as Software Tweak Hits Revenue. Analysts Remain Bullish.

Text size Snowflakes made a tweak to its software that allows customers to do more with less resources. That hit revenue because customers pay only for the amount of computing time they use. Dreamstim...

Meta Is Fending Off TikTok, and Revenue Growth Will Slow, Morgan Stanley Warns

Text size A Meta Platforms sign Justin Sullivan/Getty Images Meta Platforms made clear on its latest earnings call that the company has growing concerns about competition in short-form video from TikT...

Snowflake Stock Is Tumbling. Disappointing Guidance Missed Estimates.

Text size Shares of cloud-based data-software firm Snowflake are falling in late trading. Dreamstime Snowflake stock is sharply lower in late trading Wednesday after the cloud-based data-software comp...

Baidu Stock Jumps Even as Earnings Miss Estimates. Here’s What to Like.

Text size Like its peers in the Chinese tech sector, Baidu faces macroeconomic headwinds. Liu Jin/AFP via Getty Images A growing cloud computing and artificial intelligence business at Baidu helped th...

Tech Stocks Get a Bear-Market Scare. What Could Come Next.

As Russian forces were pouring over the border into Ukraine, the tech sector briefly tumbled into a bear market on Thursday. Both the Nasdaq 100 and the Nasdaq Composite fell enough that morning to ex...

Zscaler Stock Falls Sharply After an Earnings Beat. Here Is Why.

Text size Dreamstime Zscaler stock was poised to take a tumble when markets open Friday after the cloud-based internet security company’s guidance deflated investor enthusiasm, even as its second-quar...

Zscaler stock drops after forecast outlook range dips below Street view

Zscaler Inc. shares dropped in the extended session Thursday after the cybersecurity company forecast an earnings range that dipped below Wall Street expectations following a rally in the regular sess...

Rackspace’s Quarterly Results Beat Estimates. The Stock Sinks Anyway.

Text size Rackspace’s network operations center. Courtesy of Rackspace Rackspace Technology stock was falling hard as investors responded to financial forecasts that appeared to have overshadowe...

Nvidia’s Earnings Are Today. What to Expect.

Text size The graphic chip giant has become the top semiconductor maker in the U.S., eclipsing Intel. Justin Sullivan/Getty Images Graphics chip giant Nvidia is expected to post strong financial resul...

Nvidia, Walmart, Airbnb, Shopify, Marriott, and Other Stocks for Investors to Watch This Week

Text size Uncredited It’s another busy week of fourth-quarter earnings reports, with close to 60 S&P 500 components scheduled to present to investors. Advance Auto Parts and Vornado Realty Trust w...

Weekend reads: Inflation fear and opportunities for investors

U.S. consumer price inflation rose to a 40-year high of 7.5% in January. That pace is running way ahead of wage growth, and the official figures can mask even more pain, depending on a family’s circum...

Tech Stocks to Buy After a Crazy Week of Earnings

Amazon stock was up almost 14% on Friday after the company reported solid earnings and said it was raising the price of its Prime membership for the first time since 2018. Alexi Rosenfeld/Getty Images...

Amazon Stock Soars on Good Enough Earnings. The Price of Prime Is Going Up.

Amazon . com reported strong fourth-quarter results on Thursday, driven by strong growth in both its AWS cloud unit and its growing advertising business. The results could be a relief to some investor...

Tech Stocks to Buy as Interest Rates Rise

Text size Chip stocks look like good bets in th new world for tech stocks. Maika Elan/Bloomberg Tech stocks finally showed a little fight last week, aided by an impressive batch of earnings reports. B...