Salesforce's (CRM) macro continues to heavily weigh on the front-office spend, according to a Cown analyst. Derrick Wood discusses software stocks. He also talks about Snowflake (SNOW), as its free cash flow margin to the upside trends positive. He then goes over Microsoft (MSFT) where Cown has an outperform rating and a $285 price target. Tom White then joins to demonstrate example trades using MSFT and CRM. Tune in to find out more about the stock market today.
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