3 Must Reads on the Market From TheStreet's Top Columnists

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.

Shares of Salesforce.com (CRM) gained after the cloud software firm's quarterly earnings and outlook for the year beat analysts' forecasts. 

Dick's Sporting Goods (DKS)  surged after the retailer reported quarterly adjusted profit and sales that topped estimates, and upped full year guidance.

Here are three top takes from the columnists of Real Money and Real Money Pro, our premium sites for Wall Street professionals and active investors:

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)  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) , Cloudera (CLDR) , Finisar (FNSR) , Control4 (CTRL) , Alarm.com (ALRM) , and Applied Optoelectronics (AAOI) ."

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. 

(Alphabet is a holding in Jim Cramer's Action Alerts PLUS member club. Want to be alerted before Jim Cramer buys or sells GOOGL? Learn more now.)

4 Top Experts Tell You How to Play the Market. TheStreet's Scott Gamm recently sat down with top market watchers from Bank of America, Fisher Investments, Invesco and Wells Fargo. Click here and register to watch a free roundtable in which they lay out their best advice.

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