Look for more blockbuster, large-cap tech M&As, says Goldman Sachs, which says IBM has the biggest war chest and Salesforce.com (CRM) is the biggest difference maker among potential targets. Goldman analyst Heather Bellini says cash-rich Microsoft, Oracle (ORCL), IBM (IBM) and SAP (SAP) will continue making acquisitions targeting cloud-based software-as-a-service, security, Big Data and business intelligence. “We think IBM could support an
In a market correction, even leading stocks usually succumb. Facebook (FB), Google (GOOGL), Palo Alto Networks (PANW) and Salesforce (CRM) are all tech leaders, but they stocks fallen below a critical support area. All four stocks are part of IBD’s Young Guns Screen of the Day — top-rated companies that have come public in the last 15 years. Younger companies are more likely to be big stock winners. Facebook (CR 98), Google (CR 96), Palo Alto
This year’s Dreamforce conference put on by Salesforce.com (CRM) has its usual bells and whistles, but the deepening relationship between the customer relationship software maker and personal operating system behemoth Microsoft (MSFT) appears to be taking center stage. The annual gathering in San Francisco is shaping up to be a love fest between the two companies that have at times been rivals. Salesforce and Microsoft said Wednesday they are