“I characterize the negative sentiment as part of a pair trade where investors are rotating money out of software stocks to put into the more popular semiconductor space”

by Marketing | Jan 14, 2026 | Market Notes, Media Notes

Salesforce and Adobe see their stocks slide as AI fears intensify

“They [investors] don’t believe in the stock but they’re tired of it just hurting them on a relative performance standpoints”

by Marketing | Aug 12, 2025 | Market Notes, Media Notes

Palantir’s 2,500% Run Has Bulls Scrambling to Justify Value

“They’re [Lyft] already underperforming Uber”

by Marketing | Aug 7, 2025 | Market Notes, Media Notes

Lyft stock tumbles on Q2 earnings miss

“I don’t see the stock working until the company gets its mojo back”

by Marketing | May 30, 2025 | Market Notes, Media Notes

Target at the Tipping Point: What It Needs to Do Now

“I was pleased to see Pfizer’s commitment to reducing R&D expenses through prioritizing 4 key R&D engines”

by Marketing | Apr 30, 2025 | Market Notes, Media Notes

S&P 500 Stock Pfizer Jumps As Cost-Cutting Bolsters Profit