Stock updates ServiceNow (NYSE: NOW): AI Target Raised Again. So Why is the Market Worried?By The Smart InvestorNovember 3, 2026 Please log in to access our premium content. If you are not a subscriber, please click here to view our services.
Stock updates Visa (NYSE: V): Free Cash Flow Bounces Back to Cap a Record YearBy The Smart InvestorOctober 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 Meta Platforms (NASDAQ: META): “Billions of Muses in a Network” By The Smart InvestorOctober 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 Netflix (NASDAQ: NFLX): Hunting for home runs By The Smart InvestorOctober 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 ASML Holdings (NASDAQ: ASML): The Boom Gets BiggerBy The Smart InvestorOctober 20, 2026 Please log in to access our premium content. If you are not a subscriber, please click here to view our services.
All Stars Portfolio MercadoLibre (NASDAQ: MELI): On the Right TrackBy The Smart InvestorSeptember 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 MongoDB (NASDAQ: MDB): Earnings its Place as a Core StockBy The Smart InvestorSeptember 23, 2026 Please log in to access our premium content. If you are not a subscriber, please click here to view our services.
All Stars Portfolio Intuit (NASDAQ: INTU): A Milestone But with Reset ExpectationsBy The Smart InvestorSeptember 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 Salesforce (NYSE: CRM): All Eyes on Claudeforce and SlackBy The Smart InvestorSeptember 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 Veeva Systems (NYSE: VEEV): The Best CRM Quarter EverBy The Smart InvestorSeptember 15, 2026 Please log in to access our premium content. If you are not a subscriber, please click here to view our services.
Stock updates Intercontinental Exchange (NYSE: ICE): The MarketAxess BidBy The Smart InvestorAugust 27, 2026 Please log in to access our premium content. If you are not a subscriber, please click here to view our services.
Stock updates Shopify (NASDAQ: SHOP): Where the Long Tail Finally WinsBy The Smart InvestorAugust 27, 2026 Please log in to access our premium content. If you are not a subscriber, please click here to view our services.
Stock updates Atlassian (NASDAQ: TEAM): The Agents Showed Up, and the Humans StayedBy The Smart InvestorAugust 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 Microsoft (NASDAQ: MSFT): Azure Crosses US$100 billionBy The Smart InvestorAugust 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 Meta Platforms (NASDAQ: META): 3 Ways to Monetise AI By The Smart InvestorAugust 22, 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): 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.