Free Stock Market Insights
Algorithms led to the fastest bear market in stock market history
Last week, I wrote about how algorithms led to the fastest bear market in history. I explained that what’s driving the speed and severity of the bear market is the esca...
Cybersecurity Stocks: Consolidation Likely In Near Term
Cybersecurity stocks were on a roller coaster ride in 2019 months before the coronavirus took hold. Last year saw exhilarating highs and sudden drops in stocks such as Crowdstrike and Zscaler with both losing nearly fifty percent of their market cap from August to October
Disney Earning Preview: Disney Plus Ranks High On App Store
Disney earnings tomorrow will report subscriber numbers for its OTT-streaming service tomorrow in what is perhaps the most anticipated earnings report of the week. One day after the launch, Disney announced that Disney Plus had attracted 10 million subscribers.
5 Soon-to-Be Trends in Artificial Intelligence And Deep Learning
Artificial intelligence is frequently discussed yet it’s too early to show real gains. AI’s major headwind is the cost of the investment, which will skew returns in the short-term. When the turnaround occurs, however, companies who are making the investment can expect to be rewarded disproportionately with a wide performance gap. In a recent report, McKinsey predicts AI leaders will see up to double the cash flow.
Facebook Stock: When Free Cash Flow Isn’t Enough
Facebook stock has struggled to keep up with the stellar gains of its mega-cap tech peers, and the problem can be found at the product level, which discounted cash flow...
Salesforce Stock: SaaS Juggernaut Must Evolve
Last month, Salesforce lowered its guidance on EPS from a Q4 consensus of $0.61 down to $0.54-$0.55. Although the company beat on revenue, the growth is slowing from 28% in FY 2020 to an estimated 23.5% in FY 2021 on estimates of $20.9 billion in annual revenue.
Focus on Enterprise Pays off For Microsoft
Microsoft is unique from its peers as its cloud services were designed to serve the needs of large companies. This is particularly true with regards to Microsoft’s lead...
Netflix Stock: Unshakeable Long Term
Netflix's addressable market is set to grow from $68 billion in 2018 to $159 billion in 2024, while subscription services are projected to grow by $51 billion from 2018...
8 Predictions For Tech Stocks In 2020
I recently wrote a column on Forbes detailing my predictionsn for tech stocks in 2020. Knowing what trends will prevail is especially important as this earnings season ...
Market Update – January 16th
As we have referenced in the past, we are not a research site that attempts to predict the market. We think that’s a nearly impossible task. We simply keep an eye on various, opposing scenarios while providing stock tips we think are relevant in the current environment.
How to pick winning cloud software stocks in 2020
Back in December, I wrote an article on how to pick winning cloud software stocks. I began by pointing out how – on average - cloud software companies have reported 10 ...
Silicon Valley is Losing its Entrepreneurial Spirit
This past week, I wrote about how Silicon Valley is losing some of its entrepreneurial spirit as venture capitalists shifted their attention to later stage deals with h...
AMD Stock is Approaching a 20 Year Roadblock – Will History Repeat?
Advanced Micro Devices (AMD)’s stock price is up by 108% this year, making it the best-performing company in the S&P 500 this year. Its closest peer has been Nvidia, wh...
Alteryx Stock Price: More Downside Before Taking Off
After soaring 147% to reach an all-time high of $147 per share, Alteryx’s stock price has been on a freefall and is currently trading around $98. Alteryx (AYX) fell vic...
Top Momentum Stocks Affected by Cash Rotation in Q3
It has been a difficult quarter for many top momentum stocks like Slack (WORK), Veeva Systems (VEEV), Alteryx (AYX) and Zoom Communications (ZM). The companies have con...
Roku’s Stock Price: Will There Be Another Pullback?
Roku’s stock price is up by almost 500% over the past two years. Compare this to the S&P 500, which is up less than 25%. That’s 20X more returns than the average stock....
Apple's Stock Price is at Inflection Point
As Apple’s stock price powers to new highs, returning over 60% YTD and touting the highest market cap in history, now might be a good time for investors to reflect as A...
Roku Q3 Earnings: Choppy But Unshakeable Long-Term
Roku is a company that has proven nearly every bearish prediction wrong with consistent revenue growth despite being surrounded by steep competition and tech heavyweigh...
Apple is Not a Growth Company Anymore
I grew critical of Apple earlier this year when it became clear the company would decline in revenue year-over-year, yet investors and analysts alike continued to pump ...
Microsoft Stock Price: Technical Analysis
Unlike most tech stocks, Microsoft's stock price has over 30 years of trading action to analyze. With more data to analyze, I tend to lean heavier on Elliott Wave theor...
Microsoft Earnings Likely to Prove Cloud Isn't Slowing Down
This week, Microsoft’s earnings will shed light on whether the fear over cloud valuations is warranted or not.
Why no streaming company will be able to dethrone Netflix
Netflix critics see mountains of debt and bleeding free cash flow. Opportunists see a company with the world’s best track record for beating the odds in disrupting trad...
Top Tech Stock News: 7 Things You Missed This Week (11-Oct-2019)
1. Comcast to Restructure NBCUniversal Hierarchy Ahead of Peacock Launch
Top Tech Stock News: 7 Things You Missed This Week (4-Oct-2019)
1. Uber and Lyft Face Increasing Investor Skepticism
Governments won’t be able to stop Facebook and Google from abusive tracking on smartphones — but Apple could
Another day, another headline saying Alphabet’s Google and Facebook are being investigated for allegedly breaking privacy laws and engaging in anti-trust behavior.
Top Tech Stock News: 6 Things You Missed This Week
1. Tesla to Develop A Battery That Can Last for A Million of Miles
The path to profitability for Uber and Lyft looks more like a dead end
The ride-sharing companies are subsidizing rides and overspending on technology, and soon their very business model may be upended in California.
Top Tech Stock News: 7 Things You Missed This Week (20-Sep-2019)
1. Amazon Altered Search Algorithms to Promote Certain Products
Top Tech Stock News: 7 Things You Missed This Week (13-Sep-2019)
Uber Announces New Layoffs Amidst Financial Difficulties
How to pick long-term stock winners in cloud computing
Cloud software stocks suffered a reversal that has produced losses of close to 50% from record highs.