The sector's older and more established companies provide customers with more than they need, while cloud software offers a smaller menu of individually priced services.
Chipotle is upgraded to 'buy,' and Alcoa is downgraded to 'neutral.'
Barrick Gold is downgraded to 'neutral,' while Google and Starbucks are initiated with a 'buy.'
TiVo is downgraded at 2 firms, and Morgan Stanley is initiated with an 'outperform.'
Investors see value in Hewlett-Packard and growth in ChannelAdvisor.
This car manufacturer has endeavored to do things differently from the beginning, and that may give it interesting potential.
The tech company announced a new 22-nanometer chip designed to compete with ARM Holdings. It's not going to happen anytime soon, though.
But the market quickly recovers, with the Dow ending up 152 points, after the Associated Press says its twitter account was hacked.
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The Market Dispatches column has been discontinued. Here's where to find the latest stock and business news on MSN Money, and the latest from market writer Charley Blaine.
MONEY & POLITICS
Breaking up big banks is an untested solution to the too big to fail problem that attempts to isolate and dismantle large, troubled institutions while protecting the rest of the economy.
The IRS is struggling to combat identify thieves who file fraudulent tax returns in the names of older residents who don't need to file.