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The Glass Is Half Empty For Salesforce.com https://seekingalpha.com/article/4228238-glass-half-empty-salesforce-com?source=feed_all_articles Dec 13, 2018 - CRM delivered strong top line growth in its most recent quarter.EBITDA margins fell hard.A dismal economy could hurt long-term revenue growth.The glass is half empty. Sell CRM.
Tim Cook kept his promise with Apple's new campuses — he didn't run a contest like Amazon's https://www.cnbc.com/2018/12/13/tim-cook-didnt-run-a-contest-like-amazon-for-apples-new-campuses.html Dec 13, 2018 - Apple had been pointing to expansion efforts for several months, but the company was determined to keep competition and hype out of it.
Oracle Earnings Preview: The Stock Has Outperformed By Not Falling As Much https://seekingalpha.com/article/4228039-oracle-earnings-preview-stock-outperformed-falling-much?source=feed_all_articles Dec 13, 2018 - Oracle is set to release earnings after the closing bell on Monday.The stock has been caught in a range for the past year and a half.The company's fundamental indicators are average.The sentiment indi
RBC trims Oracle target ahead of earnings https://seekingalpha.com/news/3416458-rbc-trims-oracle-target-ahead-earnings?source=feed_news_all Dec 12, 2018 - RBC maintains a Sector Perform rating on Oracle (NYSE:ORCL) but drops its price target by a dollar to $52.Analyst Ross MacMillan sees expectations as low heading into the Q2 report on December 17 with
The Zacks Analyst Blog Highlights: UnitedHealth, Broadcom, CVS Health, FedEx and Oracle http://www.zacks.com/stock/news/342435/the-zacks-analyst-blog-highlights-unitedhealth-broadcom-cvs-health-fedex-and-oracle?cid=CS-ZC-FT-342435 Dec 12, 2018 - The Zacks Analyst Blog Highlights: UnitedHealth, Broadcom, CVS Health, FedEx and Oracle
Berkshire Hathaway: Are Warren Buffett & Co. Losing Their Midas Touch? https://seekingalpha.com/article/4227387-berkshire-hathaway-warren-buffett-and-co-losing-midas-touch?source=feed Dec 10, 2018 - Berkshire Hathaway and Warren Buffett have been known for many years to have a Midas Touch - the ability to be successful, especially the ability to make money easily.Their investment in Apple hasn't
White House Convenes Tech Leaders for Summit https://www.wsj.com/articles/wary-of-future-job-losses-white-house-convenes-tech-leaders-at-ai-summit-1544133031?mod=rss_Technology Dec 06, 2018 - Ivanka Trump helped gather Silicon Valley executives for a discussion on how to equip U.S. workers with skills necessary to retain jobs in the age of artificial intelligence.
Facebook's Dirty Tricks Are Nothing New for Tech https://www.wired.com/story/facebooks-dirty-tricks-nothing-new-tech Dec 06, 2018 - Big tech companies have a history of discrediting critics, forging alliances with adversaries, and deflecting scrutiny to competitors.
The Case For Breaking Up IBM https://seekingalpha.com/article/4226183-case-breaking-ibm?source=feed_all_articles Dec 04, 2018 - IBM is the worst-performing Dow component after Goldman Sachs this year. Historically, spin-cos have performed better than their parent companies. IBM can be spun into three separate companies.
Oracle Chief Sees Cloud as 'Irresistible Force' for CIOs https://www.wsj.com/articles/oracle-chief-sees-cloud-as-irresistible-force-for-cios-1543855473?mod=rss_Technology Dec 03, 2018 - The massive business applications that have long defined enterprise IT are changing, and the process is gaining momentum as more firms shift to cloud-based software as a service. Oracle’s Mark Hurd talks about what SaaS means for the company and its customers.

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