Salesforce, Broadcom & A Whole Load of SAAS!

► Episode Notes:

Which stock has Paul sold lately? Find out on this week’s PlayingFTSE Podcast!

This week, Paul, Steve, and Steve are looking at the ins and outs from the FTSE 100 and the latest from the world of big tech. It’s been an exciting week and they’re set to get started.

First up is UK news. The FTSE 100 and FTSE 250 were recalibrated earlier this week, but which REIT is going down a tier and did Ocado manage to survive relegation?

Next it’s Broadcom, a stock that’s been riding high on an AI wave. Paul has the details, Steve D sees a glass half full and Steve W sees nothing but risks – what do you think you see?

Then it’s onto Salesforce, a business that’s just turning the corner to profitability. A recession would seem like a bad thing, but Steve W thinks it might actually help this company.

After that, it’s Guidewire, where the analysts all raised their price targets and the stock went down. With no GAAP earnings, what’s it doing share buybacks with..!?

And we finish with a run through some of the smaller stories from the tech world. Looking at Crowdstrike, SentinelOne, Zscaler, Okta, and MongoDB

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