A month ago, we discussed with Pro readers how to trade the sell-off in software . That strategy has worked, and we are exiting positions in the IGV Software ETF on this rally. As of now our targets ...
Mississippi State reported eight NCAA violations in 2025, including football and baseball recruiting. Here's what they were.
Despite AI disruption fears, H&R Block maintains increasing free cash flow per share, steady dividends, and aggressive ...
Ramp reports AI tools are transforming accounting by automating tasks and enhancing accuracy, crucial for teams facing ...
The first pure-play cybersecurity company to cross $5 billion in annual recurring revenue just did it during the biggest ...
We came across a bullish thesis on Global Payments Inc. on R. Dennis’s Substack by OppCost. In this article, we will ...
BigBear.ai deepens defense/border control capabilities through Ask Sage/CargoSeer acquisitions. Click here to read my latest ...
We came across a bullish thesis on GitLab Inc. on R. Dennis’s Substack by OppCost. In this article, we will summarize the bulls’ thesis on GTLB. GitLab Inc.’s share was trading at $26.70 as of March ...
That dynamic increasingly resembles the aerospace aftermarket economy - and in some respects, enterprise software - where ...
On the valuation front, Grok says Microsoft's forward earnings multiple of around 24 is near two-year lows and roughly in line with the S&P 500's overall forward earnings multiple of approximately 22.
Michael Burry, who bet against Nvidia and Palantir with put options worth $1.1bn, has reportedly taken a long position in Adobe, sending shares up nearly 4% on Tuesday.
UBS analysts led by Karl Keirstead upgraded Palantir's stock (PLTR) to a buy rating, from neutral, on Thursday. The analysts wrote that it's now less of a "struggle" to justify the stock's valuation, ...
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