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The Latest Breaking News from Mark R Murphy

Adobe's Massive Reach Will 'Unlock' Semrush's True Potential: Analyst

Adobe Inc. (NASDAQ:ADBE) is pushing deeper into data-driven marketing with a plan to acquire SEMrush Holdings, Inc. (NYSE:SEMR) for $1.9 billion in cash.

Intuit's AI Push Could Drive 'Ambitious' 20% Annual Growth Even As Consumers Feel The Squeeze: Analyst

Intuit's AI Push Could Drive 'Ambitious' 20% Annual Growth Even As Consumers Feel The Squeeze: Analyst

Intuit Inc (NASDAQ:INTU) is heading into the fiscal first-quarter with strong momentum in QuickBooks and TurboTax Live, even as economic pressure weighs on lower-income consumers.

Wall Street Divided As Oracle's $225 Billion Growth Vision Sparks Optimism — And Concern

Wall Street Divided As Oracle's $225 Billion Growth Vision Sparks Optimism — And Concern

Oracle Corporation (NYSE:ORCL) has set aggressive long-term growth targets as it ramps up its cloud and artificial intelligence infrastructure ambitions, signaling confidence.

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DocuSign Signs Off On Strong Quarter, Growth Remains Work in Progress

DocuSign, Inc. (NASDAQ:DOCU) shares rose Friday after the e-signature giant beat second-quarter expectations.

CoreWeave To Double Down, Captures Microsoft And Google's AI Dollars

Investors in the AI infrastructure space are suddenly seeing CoreWeave Inc (NASDAQ:CRWV) not just as a vendor, but as a critical engine powering some of the world's most ambitious AI projects.

Oracle Juggles GenAI Ambitions, Tight IT Budgets: What's Next For The Stock?

Oracle faces challenges as it pursues GenAI and cloud growth with cautious IT budgets. Stock target of $140 by 2025 suggests tempered outlook.

DocuSign Stock Jumps On Strong Q3, Analysts Await Proof Of Sustained Growth

DocuSign stock climbed on better-than-expected Q3 results and strong guidance for Q4 and fiscal 2025, leading to price target increases from analysts.

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