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 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.

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 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...

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.

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'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...

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 ...