News und Analysen

Meta Platforms' (NASDAQ: META) latest earnings report made one thing abundantly clear: the firm’s advertising business is by far its most important growth driver. That business is operating at a

While the broader market remains rangebound and choppy, with mega-cap software and tech names lagging so far this year, one pocket of the market has caught fire. Communication technology companies

Software has been the market’s favorite growth story for more than a decade. But lately, it’s been the market’s punching bag.

In a recent MarketBeat conversation, Chaikin Analytics founder Marc

Equinix Inc. (NASDAQ: EQIX) stock is up more than 12% after the company reported earnings after the market closed on Feb. 11. The real estate investment trust (REIT) missed on the top and bottom

Factors are aligning that suggest Fortinet (NASDAQ: FTNT) stock will rebound in 2026, with a 15% to 30% gain. They include technical setup, results, analyst trends, and institutional activity

The start of 2026 hasn't been kind to Microsoft (NASDAQ: MSFT). Despite delivering strong Q2 FY2026 earnings, the stock is down over 16% year-to-date (YTD).

Microsoft beat on the top and bottom

The trading week following IREN Limited’s (NASDAQ: IREN) second-quarter earnings report has provided a textbook example of market resilience. On Feb. 5, the company released financial results that

Having been on a downward slide since the first week of January, tech giant Qualcomm Inc (NASDAQ: QCOM) had what can only be described as the week from hell to begin February. Shares fell sharply

Shopify’s (NASDAQ: SHOP) Q4 2025 earnings report is a thing of beauty, revealing that AI disruption is a good thing, at least for companies positioned to monetize it as effectively. Shopify, a

While the stock market has spent the last two years obsessed with microchips and artificial intelligence (AI) software, a quiet revolution has taken place in the physical world. The massive data

Warner Bros. Discovery (NASDAQ: WBD) is currently the most-watched stock on Wall Street. After spending much of the last two years trading in the single digits, the entertainment sector giant

Over the past three months, some of the biggest names in the semiconductor industry have stalled out. NVIDIA (NASDAQ: NVDA) is up just 1% over that time, Broadcom (NASDAQ: AVGO) is down 1%, and

So far, 2026 has been a bad time to be a software stock. The iShares Expanded Tech-Software Sector ETF (BATS: IGV) is a good proxy for software industry performance. As of the Feb. 9 close, the

While software stocks remain under pressure and the majority of the Magnificent Seven continue to trail the broad market, investors going all-in on the rotation into defensive sectors—such as ener

Over the past decade, Deere & Company (NYSE: DE)—more commonly known by its brand name John Deere—has received mounting criticism for its transition to Software-as-a-Service (SaaS). The move

Some of the biggest stocks in the technology and consumer staples sectors are kicking off 2026 with notable buyback announcements. This includes Western Digital (NASDAQ: WDC), one of the market’s

Intel Corporation (NASDAQ: INTC) is currently the center of a high-stakes tug-of-war on Wall Street. Two competing narratives are playing out in real-time, creating significant volatility and