1+ week, 4+ day ago   (597+ words) If you’ve glanced at CrowdStrike (CRWD) stock, you’ve likely seen the price tag and moved on....Trading at about 234.6 times its last twelve months of adjusted earnings, the stock screens as prohibitively...In past market shocks, CRWD has fallen as…...

1+ mon, 3+ day ago   (468+ words) Management set a higher bar for profits, and the stock has already jumped, but the real story is how...The question for anyone looking at the stock now is whether this is the start of a major re-rating, or...Caterpillar…...

2+ week, 4+ day ago   (517+ words) The market has punished Oracle’s stock like a laggard, even as its valuation multiple sits near the top...But the stock’s performance tells a completely different story....The market is paying a premium for Oracle’s fundamentals relative to most…...

1+ week, 6+ day ago   (511+ words) The company sees this as a way of expanding its total addressable market, making revenue the primary...The cleanest way to interrogate it is to break the 3-year stock move in Microsoft (MSFT) into the three...For a different read…...

2+ week, 5+ day ago   (469+ words) The stock looked sleepy and its latest revenue print was down, but a careful look at the company’s backlog...It’s easy to look at a stock chart after a near-hundred-percent run and feel like you missed the party...Caterpillar (CAT)…...

1+ week, 2+ day ago   (219+ words) This AI networking star has a powerful business engine and a stock chart to match, but a recent pullback...This Run Is Powered by an Elite Business A stock’s long-term momentum needs a real business engine, and...But Has…...

1+ week, 6+ day ago   (221+ words) The width of that range is not the market panicking; it reflects how far and how quickly the stock has...Dell Technologies (DELL) stock trades at about $456, and the options market has already priced how far...The Bigger Number On…...

1+ week, 4+ day ago   (654+ words) With Microsoft (MSFT)’s stock sitting near all-time highs and its Azure cloud business posting a stunning...Going broader than any one sector, to a quality-first mix across the whole market, is where the portfolio...

5+ day, 19+ hour ago   (588+ words) The cleanest way to interrogate it is to break the 3-year stock move in Alphabet (GOOGL) into the three...

2+ week, 5+ day ago   (237+ words) Management put a stunning new number on its full-year earnings, and the market is buying the story....A single raised-guidance stock is a data point. A disciplined basket of them is a strategy....Going beyond any one sector to a…...