The markets rebounded on Wednesday, one day after Italy's political chaos pushed them down. Banks stocks were higher, as were crude oil futures.
China's Commerce Ministry reportedly expressed surprise about the U.S. intention to pursue tough tariffs as talks continue.
Jim Cramer: Why Salesforce's Strong Quarter Is Actually Even Better Than It Looks
"We always struggle to figure out how early we are in cloud adoptions. We almost always find ourselves asking is there anyone else left who isn't in the cloud who actually hasn't gone on and developed a customer relations platform that helps them onboard to the cloud and allows them to examine data to build their business and be more in touch with the customer," says TheStreet's Jim Cramer.
"And then you go on a salesforce.com conference call and you recognize that not only are we early, but the adoption is now happening fast and furious and happening without people even realizing it.," Cramer comments.
Better Buys Than Alphabet
Real Money Pro columnist Timothy Collins writes that "Sometimes you can find hits in the misses of others. Back on April 24, after Alphabet (GOOGL) - Get Report reported earnings that I viewed as disappointing, our editor at Real Money emailed and asked me to dig into the report deeper. While I try to read as many reports as I can, we all know that time is limited. This is when I say a quick thank you, because out of that digging came six names I preferred over Alphabet. The top five included Intel (INTC) - Get Report , Cloudera (CLDR) - Get Report , Finisar (FNSR) - Get Report , Control4 (CTRL) - Get Report , Alarm.com (ALRM) - Get Report , and Applied Optoelectronics (AAOI) - Get Report ."
Small Specialty Retailers Are No Longer Dead
"It's been quite a week for some of the survivors of the great small specialty retail Armageddon, which occurred last summer. Names left for dead as the markets and many investors wrote off the industry have sprung back to life, at least temporarily, and a great deal of money has been made by those willing to assume the risk. Some of these stories have matured, while others continue to unfold," points out Real Money columnist Jonathan Heller.
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