How to play the software sector in AI age: Adobe, Oracle, Salesforce
Ahead of Adobe (ADBE) and Oracle (ORCL) reporting earnings, BNP Paribas Exane global head of software research Stefan Slowinski joins Julie Hyman and Josh Lipton on Market Domination to discuss his strategy for navigating software stocks in 2025, which he expects to be the year of artificial intelligence (AI) agents. Slowinski says the software sector […]
How to play subscription stocks: Netflix, Spotify, Amazon
With Black Friday approaching, deals could boost sign-ups for streaming service providers. Rosenblatt Securities managing director Barton Crockett joins Julie Hyman and Josh Lipton on Market Domination to discuss streaming stocks. “The streaming space, it’s certainly been a source of some great stock performance,” Crockett says, naming Spotify (SPOT), Netflix (NFLX), Amazon (AMZN) as well […]
How to play the defense sector: Boeing, Lockheed Martin, RTX
Amid ongoing geopolitical tensions and President-elect Donald Trump’s upcoming second term in the White House, Gabelli Funds portfolio manager and aerospace and defense analyst Tony Bancroft joins Julie Hyman and Josh Lipton on Market Domination to discuss how to play the defense sector. “Overall, the US and the new administration probably still wants to retain […]