MongoDB shares are surging lately on the back of the GenAI transformation Investor Day helped showcase the company’s great position AI age Investors and analysts are bullish...
We believe earnings for technology companies have bottomed and expect more upside from here What gives us confidence in a 2H23 tech recovery 1Q23 earnings takeaways: hardware...
The divergence between semiconductor companies and B2B software is becoming hard to ignore. In this report, we summarize our takeaways from the reported earnings (C4Q22) and dive...
The Nasdaq has been on a roll in 2023, outperforming the Dow and S&P 500 by a wide margin Several tech stocks have come back in favor, thanks to easing inflation and rate hike...
CrowdStrike has fallen out of favor as US Federal Reserve hikes interest rates CRWD is down 23.9% year-to-date amid ongoing growth stock selloff More short-term downside likely...
Broader markets, as well as many stocks, are hovering near record highs. So far in 2021, the Dow Jones Industrial Average, the S&P 500 and the NASDAQ 100 are up about 15.5%,...
Stocks closed at new record levels on Friday. Ongoing optimism over the COVID-19 vaccine's progress and expectations for further stimulus drove Friday's rally in U.S. indexes. The...
Wall Street’s second-quarter earnings season has all but wound down, but results this week are due from a number of high-flying cloud-based software-as-a-service (SaaS)...