RBC Capital believes that Oracle's (ORCL) weaker than expected results were primarily caused by company specific issues. The firm reduced its price target on the shares to $37 from $39. It recommends buying the following software names on any weakness today: Red Hat (RHT), VMWare (VMW), Informatica (INFA), Qlik Technologies (QLIK), and Autodesk (ADSK).
Happy demi-anniversary, stock market rally. Will the honeymoon ever end?

