The Magento acquisition heightens competition with Salesforce, which beat out Adobe for Demandware two years ago.

Software stocks have been on fire for several quarters. Now, they could be a overdue for a pullback right along with the FAANG names.

Quarterly filings provide a window into new allocations made by insurgent fund managers Paul Singer, Glenn Welling, Barry Rosenstein and Keith Meister. Could M&A campaigns be next?

Two large well-known activists have quietly begun accumulating shares. What is it about this fast-food chain that is making Wall Street hungry?

Both Centerview Partners and Goldman Sachs are looking to engage possible buyers for the cloud computing firm.

The software giant is making good on its promise to use LinkedIn data to enhance existing products. And LinkedIn is giving its oft-criticized user experience a facelift.

Here are Friday's top research calls, including upgrades for Express Scripts and Lions Gate, and downgrades for Qorvo and Whole Foods.

Both private equity firms and tech companies have shown a willingness to make billion-dollar acquisitions for enterprise hardware and software companies. And the fervor appears to be far from over.

Here are Wednesday's top research calls, including upgrades for Nucor and Square, and downgrades for Tableau and Pfizer.

"For 2023, we again expect solid growth in our two most important measures of success: revenue and free cash flow," said CFO Jim Kavanaugh.

"I am deeply sorry for the impact to our employees and customers," said Southwest CEO Bob Jordan.

"We achieved these results while continuing to invest in broadband, our 10G network evolution, Xfinity Mobile, Peacock, and theme parks, and we also took cost actions to further our growth in the future," said CEO Brian Roberts.