SAP SE

Brown Advisory Flexible Equity Strategy Q2 2026 Portfolio Activity

Taiwan Semiconductor Manufacturing traded higher during the quarter after reporting strong results and guidance ahead of consensus expectations.

Live On CNBC, Rob Sechan Announces Bought ServiceNow; Sold Adobe

RBRK stock has given up its prior gain. Rubrik shares were trading higher after the company reproted better-than-expected Q4 financial results and issued strong FY27 guidance. Also, the company issued Q1 guidance above estimates.

Oracle: I See 64% Upside And A Whole Lot Of Fear

Oracle Corporation initiated Strong Buy with a $212 target: OCI cloud surges 93% y/y, 18% EPS growth and undervalued 16x multiple—click for ORCL upside and risks.

Constellation Software: Relatively Insulated From AI And At A Bargain Price

Bretton Fund discusses why AI fears created buying opportunities in software stocks like Constellation Software. Read the full analysis for more details.

SAP: We Don't Think The Risk Is Huge

The Bretton Fund added a position in SAP, citing an overreaction to AI threats in core enterprise software. Read the full analysis for more details.

Cleveland‑Cliffs Signs 3-Year Agreement With Palantir; Financial Terms Not Disclosed

Why Is Salesforce Stock Surging Tuesday?

Salesforce stock jumps past short-term moving averages. Can CRM break $211 resistance after its $1.6B federal AI deal?

Is It Time To Own Israel In Your Portfolio?

SAP Stock Is Surging Monday: What's Driving the Action?

SAP shares are trading higher nearly 7% Monday as investors looked past last week's second-quarter earnings miss.

Adobe Stock Climbs Post-IBM Warning, ServiceNow Boost

Adobe shares are surging Monday as software stocks rebound from last week's IBM scare, boosted by analysis from a top Wall Street economist.

Baker Hughes Posts Upbeat Q2 Earnings, Joins Forte Biosciences, Eikon Therapeutics And Other Big Stocks Moving Higher On Monday

Dow Jones up 400 points on Monday. Baker Hughes Co (BKR) shares rise after positive earnings and technology order. Other big gainers include NIPG, FBRX, TRAX, GENI, BMNR, OMER, ASAN, EIKN, IONQ, and S…