It's the last day of the month and no one wants to be a hero. But the Street is struggling to find a narrative -- it's not clear where we are, so instead of broad narratives I am getting a lot of little stories. Here are a few observations...   Read More

Just a few weeks ago, Dell shares sank to a six-year low. Since then, the stock has popped up 19%. Will this afternoon's earnings report add more momentum to Dell's rally?   Read More

GDP and jobs reports are all good and fine, but the IT world has more to learn from what tech titans like Cisco have to say about the economy and the outlook for the products they sell.   Read More