Cua daj cua dub loj npaum li cas? Salesforce, Zoom thiab Snowflake yuav qhia rau koj

Tag nrho cov tuam txhab no tau raug tshuaj xyuas raws li huab software ntsib nws thawj qhov kev sib tw nyiaj txiag tiag tiag tom qab ntau tshaj li kaum xyoo ntawm kev siv dav hauv online yooj yim-rau-siv online "as-a-service" subscription cloud offers. Thaum lub "freemium" thiab "them rau qhov koj siv" cov qauv kev lag luam tau pab cov tuam txhab lag luam loj hlob sai, cov tub ua lag luam ntshai tias tam sim no lawv ntsib kev tshuaj xyuas los ntawm lawv cov neeg siv khoom lag luam saib cov kab hauv qab thiab cov suav.

Rau ntau ntxiv: Huab software yog 'sib ntaus rau ib rab riam hauv av nkos,' thiab Phab ntsa Street yog souring ntawm ib qho sector uas tau yeej.

Kev loj hlob thoob ntiaj teb-era tau dhau los ua rau muaj kev cuam tshuam loj, nrog rau qhov tshwm sim loj. Zoom, uas tau los ua qhov sib txuas nrog kev sib tham hauv video raws li COVID-19 tau ntxuav thoob plaws ntiaj teb, tsis ntev los no tshaj tawm cov phiaj xwm txiav 15% ntawm nws cov neeg ua haujlwm raws li kev kaw haujlwm ua haujlwm ploj mus. Wall Street cia siab tias qhov ntawd yog lub cim qhia tias txhua yam tsis zoo ntawm Zoom, nrog JPMorgan cov kws tshuaj ntsuam hu lawv ua "cim ntawm lub sijhawm" ua ntej lub hli no, thiab tsis yog txoj hauv kev zoo.

"Peb ntseeg hais tias qhov loj ntawm qhov kev tso tawm yuav qhia tau tias qhov kev loj hlob ntawm macro ib puag ncig thiab kev cia siab rau FY24, ua raws li cov lus qhia tsis ntev los no tau nthuav tawm los ntawm hyperscalers thiab ntau lwm lub tuam txhab software ntawm lawv cov nyiaj tau los hu," lawv hais.

salesforce, Ua Hauj Lwm, Okta thiab Txaws tseem tab tom txiav cov neeg ua haujlwm tom qab ua haujlwm hnyav thaum thawj ob peb xyoos ntawm kev sib kis, thiab ntsib teeb meem ntau dua. Salesforce muaj ntau tus neeg ua lag luam ua lag luam ncig lub tuam txhab, nrog kev cia siab ntawm jostling ntau txoj kev loj hlob los ntawm lub tuam txhab. Zoo li Okta Inc.
OKTA,
-1.57%,
lwm qhov chaw ua haujlwm-kev tswj hwm platform, uas kuj yog txiav cov hauj lwm, ua raws li qhov nws tus thawj tswj hwm tau pom tias muaj kev loj hlob dhau heev.

Tech layoffs: Dell, Splunk thiab Okta koom nrog binge ntawm tech layoffs

Layoffs tau tshaj tawm tias qhov kawg ntawm 2022 tsis ua siab zoo rau cov tuam txhab no, tab sis Wall Street yuav nyiam ntau dua rau cov thawj coj xav tias yog ua ntej rau lawv cov neeg ua haujlwm slimmed-down. Lawv cov kev kwv yees yuav txiav txim siab seb qhov kev rov qab los tsis ntev los no hauv huab-software stocks - iShares Expanded Tech-Software Sector ETF
IGV,
-2.09%
yog nce ze li ntawm 9% txog rau tam sim no xyoo no tom qab poob ze li ntawm 36% hauv 2022 - yuav nyob ib puag ncig lossis poob rau hauv ntiaj teb.

Lub lim tiam no hauv cov nyiaj tau

Nees nkaum xya S&P 500
SPX,
-1.05%
cov tuam txhab yuav tshaj tawm cov txiaj ntsig peb lub hlis twg hauv lub lim tiam tom ntej, nrog Salesforce tsuas yog cov khoom ntawm Dow Jones Industrial Average.
DJIA,
-1.02%
ntawm cov ntaub ntawv, raws li FactSet cov ntaub ntawv.

Cov txiaj ntsig tau los ntawm Advance Auto Parts Inc.
AAP,
-2.23%,
AutoZone Inc.
AZO,
-1.20%
thiab Rivian Automotive Inc.
RIVN,
-4.73%
yuav sau rau hauv daim duab rau kev xav tau ntawm nws pib thiab pib qhov kev thov, tom qab xyoo tas los US pib muag cim qhov phem tshaj plaws nyob rau hauv ntau tshaj ib xyoo caum. Dell Technologies Inc.
DELL,
-1.00%
thiab HP Inc.
HPQ,
-1.12%
kuj qhia li Cov ntaub ntawv poob qis hauv kev muag khoom ntawm tus kheej-lub computer yuav tsum txuas ntxiv mus.

Hu rau muab tso rau hauv koj daim ntawv qhia hnub

AMC: Movie-theatre saw thiab meme Tshuag AMC Entertainment Holdings Inc.
CMA,
-0.48%
tshaj tawm txog plaub lub quarter thib plaub rau hnub Tuesday tom qab kwv yees li 75% poob hauv nws cov nqi Tshuag thaum xyoo 2022. retail-investor muas spree lub hli tas los pab rov qab tau qee qhov kev poob, nrog kev sib koom ntau dua 50% txog tam sim no hauv 2023, tab sis kev poob siab hauv lub thawv-chaw ua haujlwm xyoo tas los qhia tias yuav muaj me ntsis los txhawb cov lej dhau ntawm qhov txuas ntxiv rau "Avatar."

Cov nyiaj khwv tau los thiab kev sib tham hu tuaj yeem ua rau muaj kev ua yeeb yam ntau dua los ntawm Thawj Tswj Hwm Adam Aron - uas tau sim tawm suab nrov nrog lub tuam txhab cov tswv lag luam muag - thiab tus nqi sib koom ntawm AMC Tshuag thiab lawv cov koom nrog APE.
APE,
-2.70%.
Cov thawj coj yuav yog tuam txhab nyiaj rau lub caij ua yeeb yaj kiab-tso tawm lub caij ua haujlwm tsis zoo rau xyoo no, raws li cov chaw ua yeeb yam thoob plaws tebchaws khawb lawv tus kheej tawm ntawm qhov loj me me, thiab zoo li Aron sim ua kom cov neeg ua lag luam ntxhov siab tom qab nws kev siv zog muag khoom thiab nce peev. Ib pab pawg tshawb fawb tau hais tias AMC qhov kev hloov pauv tsis ntev los no rau nqi daim pib ua yeeb yaj kiab raws li qhov chaw zaum yuav daws tsis tau lub tuam txhab cov teeb meem.

Cov naj npawb rau saib

Kev muag khoom muag, kev pom zoo: Tom qab cov khw muag khoom lag luam tau coj mus rau theem nruab nrab lub lim tiam dhau los, yuav muaj ntau qhov txiaj ntsig tseem nyob. Big-box retailer Target Inc.
TSO,
+ 0.88%
tshaj tawm cov nyiaj khwv tau los ntawm peb lub hlis twg rau hnub Tuesday, tom qab cov kws tshuaj ntsuam tau pom zoo rau kev sib tw Walmart Inc.
WMT,
+ 0.27%
kev ua lag luam-sib faib nce hauv cov khoom noj thiab nws loj hlob muaj koob meej nrog cov neeg tau nyiaj ntau dua cov neeg yuav khoom nrhiav cov kev xaiv pheej yig dua hauv lub ntiaj teb tus nqi siab dua.

Cov kws tshuaj ntsuam xyuas yuav tab tom nrhiav kev nce qib ntawm seb Target lub dag zog los txo qis kev ua haujlwm puas ua haujlwm, thiab seb nws puas tuaj yeem phim Walmart txoj hmoov zoo hauv kev nyiam cov neeg siv khoom. Tab sis Lub Hom Phiaj, thaum Lub Kaum Ib Hlis, hais txog "ceev softening thov, "raws li kev nce nqi ua rau cov neeg yuav khoom tsis txaus siab los yuav cov khoom tsis tseem ceeb - xws li cov khoom ua si, kev ua si, khaub ncaws thiab laptops - uas tau muab tso rau hauv cov khw muag khoom cov khoom muag.

Rau cov saw hlau zoo li Lub Hom Phiaj, uas muag cov khoom nrog rau cov khoom noj khoom haus, kev siv nyiaj tseem ceeb tuaj yeem ua rau muaj kev sib tw nrog kev siv nyiaj tsis tseem ceeb. BofA cov kws tshuaj ntsuam xyuas, hauv tsab ntawv ceeb toom rau hnub Thursday, tau hais tias Lub Hom Phiaj yog qhov nkag siab me ntsis rau qhov kev poob qis hauv kev txiav txim siab siv nyiaj. Thiab lawv tau hais tias cov neeg siv khoom hloov pauv mus rau kev siv khoom noj khoom haus, yog qhov tseem ceeb thiab txhua yam, muaj kev pheej hmoo cuam tshuam rau cov neeg siv khoom siv "tawm ntawm cov khoom lag luam siab dua."

Raws li cov neeg siv khoom cob qhia lawv cov kev siv nyiaj rau cov khoom lawv xav tau, qhov sib cuam tshuam ntawm kev thov rau cov khaub ncaws thiab khoom siv hluav taws xob - thiab qhov tshwm sim ntawm kev txo nqi - tau ua rau 2023 nrawm dua rau kev ua yeeb yam ntawm lwm cov khw muag khoom tshaj tawm lub lim tiam no. Phab ntsa Street yuav tau txais cov ntsiab lus ntxiv ntawm cov neeg siv khoom xav tau los ntawm Kohl's Corp.
KSS,
-0.95%,
Macy's Inc.
M,
-0.82%,
Nyiaj Txiag Tsob Ntoo Inc.
DLTR, TSO
+ 1.87%,
Nordstrom Inc, UA
JWN,
-2.88%,
Burlington Khw Inc.
BURL,
+ 0.90%,
Victoria's Secret & Co.
TSO,
-1.79%,
Qhov Zoo Tshaj Yuav Tuam Txhab Inc.
BBY,
+ 0.99%,
Big Lots Inc.
Loj,
-0.27%
thiab ntau dua.

Feem ntau ntawm cov nyiaj no mus rau khoom noj khoom haus raws li cov nqi khoom noj tau nyob siab dua, nqa cov hmoov zoo rau cov khw muag khoom noj Kroger Co.
KR,
-0.36%,
uas yuav tshaj tawm hnub Thursday nrog rau Costco Wholesale Corp.
PHEM,
-0.92%
Kroger tshaj tawm raws li nws txoj kev npaj sib koom ua ke nrog Albertsons Cos. Inc.
ACI,
-1.15%
rub ntau cua sov los ntawm cov neeg tsim cai lij choj - thiab kev txhawj xeeb txog qhov deal yuav ua rau zaub mov kim dua.