August 26, 2020, 11:29 am EDT
Software and Internet Dominates the Arena
Salesforce.com Inc (CRM) made a big jump +25% after the Q2 earning report. It brings upside momentum with other software stocks: MSFT, ADBE, WDAY, NOW, NLOK, INTU.
Another strength comes from internet groups led by FB and NFLX.
Obviously, both enterprise corporations and individual consumers are shifting quickly to depend on software for task and work and internet for social and entertainment.
There will be more opportunities in this direction that portfolio should include these two sectors to participate in the rally.