Elastic, Couchbase, et al: software is getting ahead of itself, says Barclays (and this from a bull on software stocks) https://
thetechnologyletter.com/the-posts/elas
tic-couchbase-et-al-software-is-getting-ahead-of-itself-says-barclays
… // $SNOW $ESTC $BASE $WDAY #investing #software #stocks #softwarecompanies #earningsseason
@tiernanraytech
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Barclays warns software stocks getting ahead of themselves
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Upstart Surges Twenty-Seven Percent Amid Analyst Debate
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Upstart surges twenty-seven percent as analysts debate prospects https://
thetechnologyletter.com/the-posts/upst
art-halted-as-outlook-misses-by-a-mile
… // $UPST #investing #stocks #technology #AI #banking #lending #personalloans #earningsseason #UpstartHoldings -
Analog Devices Rises as Chip Demand Sustains Growth
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Analog Devices rising as chip demand sustains
https://
thetechnologyletter.com/the-posts/anal
og-devices-rising-as-chip-demand-sustains
… // $ADI $TXN #semiconductors #chips #investing #stocks #earningsseason #Automotive -
Upstart’s broken business model amid funding crisis
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Upstart: is the business model broken? Funding mechanisms have dried up, something AI can't fix. https://
thetechnologyletter.com/the-posts/upst
art-halted-as-outlook-misses-by-a-mile
… // $UPST -
Upstart’s Revenue Outlook Miss Signals Market Concerns
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Upstart halted as outlook misses by a mile https://
thetechnologyletter.com/the-posts/upst
art-halted-as-outlook-misses-by-a-mile
… The 36% miss on revenue outlook is the widest miss so far. // $UPST -
Goldman Sachs names Crowdstrike and Palo Alto top security stocks
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Crowdstrike, Palo Alto top security names at Goldman https://
thetechnologyletter.com/the-posts/crow
dstrike-palo-alto-top-security-names-at-goldman
… // $CRWD $PANW #investing #cybersecurity #stocks #tech #software -
Check Point fails to demonstrate growth prospects
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Check Point didn’t quite make the case for growth https://
thetechnologyletter.com/the-posts/chec
k-point-didnt-quite-make-the-case-for-growth
… // $CHKP $PANW $FTNT $CSCO #cybersecurity #tech #investing #stocks #CheckPoint -
Confluent and Hashicorp positioned as solid investment buys
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Confluent, Hashicorp two well-valued Buys at Moffett https://
thetechnologyletter.com/the-posts/conf
luent-hashicorp-two-well-valued-buys-at-moffett
… // $CFLT $HCP #investing #stocks #tech #technology #software #cloudcomputing #earningsseason #ApacheKafka -
Arista Networks Positions Itself for AI Market Growth
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Arista’s not yet an ‘AI company,’ but you can see the possibility there https://
thetechnologyletter.com/the-posts/aris
ta-no-sign-of-slowing-down-as-forecast-tops-consensus-comfortably
… // $ANET $CSCO $JNPR #investing #stocks #AristaNetworks #tech #earningsseason #AI #artificialintelligence #computernetworking -
Palantir Soars on Surprise Profit and Strong Forecast
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Palantir soars nineteen percent on surprise profit
… and the forecast for profit is a stunner as well https://
thetechnologyletter.com/the-posts/pala
ntir-soars-nineteen-percent-on-surprise-profit
… // $PLTR #stocks #investing #AI #defense #earningsseason