Stock updates Alphabet (NASDAQ: GOOGL): FCF Turns Negative, is This Conviction or Recklessness? By The Smart InvestorJuly 29, 2026 Please log in to access our premium content. If you are not a subscriber, please click here to view our services.
Stock updates ServiceNow (NYSE: NOW): US$1 Billion in AI Revenue. But Why Are Margins Falling?By The Smart InvestorJuly 28, 2026 Please log in to access our premium content. If you are not a subscriber, please click here to view our services.
Stock updates Salesforce (NYSE: CRM): Feeding the SaaSquatch By The Smart InvestorJuly 25, 2026 Please log in to access our premium content. If you are not a subscriber, please click here to view our services.
Stock updates Veeva Systems (NYSE: VEEV): From Applications to AgentsBy The Smart InvestorJuly 21, 2026 Please log in to access our premium content. If you are not a subscriber, please click here to view our services.
Stock updates Netflix (NASDAQ: NFLX): Much ado about engagementBy The Smart InvestorJuly 20, 2026 Please log in to access our premium content. If you are not a subscriber, please click here to view our services.
Stock updates ASML Holdings (NASDAQ: ASML): It’s Boom Time for EUVsBy The Smart InvestorJuly 19, 2026 Please log in to access our premium content. If you are not a subscriber, please click here to view our services.
Stock updates Stock Under Review: Adobe (SELL)By The Smart InvestorJune 25, 2026 Please log in to access our premium content. If you are not a subscriber, please click here to view our services.
Stock updates Stock in Review: lululemon (SELL)By The Smart InvestorJune 25, 2026 Please log in to access our premium content. If you are not a subscriber, please click here to view our services.
Stock updates Stock Under Review: nCino (NASDAQ: NCNO)By The Smart InvestorJune 24, 2026 Please log in to access our premium content. If you are not a subscriber, please click here to view our services.
Stock updates Stock Under Review: MongoDB (NASDAQ: MDB)By The Smart InvestorJune 20, 2026 Please log in to access our premium content. If you are not a subscriber, please click here to view our services.
Stock updates Stock Under Review: Coinbase (SELL)By The Smart InvestorJune 16, 2026 Please log in to access our premium content. If you are not a subscriber, please click here to view our services.
Stock updates Stock Under Review: MarketAxess (SELL)By The Smart InvestorMay 28, 2026 Please log in to access our premium content. If you are not a subscriber, please click here to view our services.
Stock updates Stock Under Review: The Trade Desk (SELL)By The Smart InvestorMay 28, 2026 Please log in to access our premium content. If you are not a subscriber, please click here to view our services.
Stock updates Stock Under Review: Tractor Supply (NASDAQ: TSCO)By The Smart InvestorMay 26, 2026 Please log in to access our premium content. If you are not a subscriber, please click here to view our services.
Stock updates Intuit (NASDAQ: INTU): The Stock is Down But the Business is NotBy The Smart InvestorMay 24, 2026 Please log in to access our premium content. If you are not a subscriber, please click here to view our services.
Stock updates Alphabet (NASDAQ: GOOGL): Google Cloud and Gemini Lead the WayBy The Smart InvestorMay 23, 2026 Please log in to access our premium content. If you are not a subscriber, please click here to view our services.
Stock updates Microsoft (NASDAQ: MSFT): Two Key Priorities and a Multi-Model PivotBy The Smart InvestorMay 23, 2026 Please log in to access our premium content. If you are not a subscriber, please click here to view our services.
Stock updates The Smart All Stars Portfolio: Stocks to Buy Amid a Volatile Market (May 2026 Edition)By The Smart InvestorMay 19, 2026 Please log in to access our premium content. If you are not a subscriber, please click here to view our services.
Stock updates MercadoLibre (NASDAQ: MELI): Pay Now, Profit LaterBy The Smart InvestorMay 18, 2026 Please log in to access our premium content. If you are not a subscriber, please click here to view our services.
Stock updates Meta Platforms (NASDAQ: META): The First SparkBy The Smart InvestorMay 18, 2026 Please log in to access our premium content. If you are not a subscriber, please click here to view our services.