Back to top

software: Archive

David Bartosiak

Bear of the Day: Atlassian (TEAM)

Once one of the market's darlings, things are unwinding a bit.

EGHTPositive Net Change TEAMNegative Net Change APPSNo Net Change

Bryan Hayes

Networking Giant Drops on Earnings: Time to Load Up on Cisco?

The company highlighted $2.1 billion in AI infrastructure orders for the quarter, signaling robust demand from hyperscalers.

CSCOPositive Net Change

Kashvi Chandgothia

MongoDB vs. Datadog: Which Cloud Software Stock is a Better Buy Now?

With Atlas fueling growth and AI workloads rising, MDB looks poised to outshine DDOG in cloud software.

MDBPositive Net Change DDOGNegative Net Change

Vasundhara Sawalka

3 Reasons to Stay Away From Datadog Stock Despite Q4 Earnings Beat

Datadog's Q4 beat dazzles, but slowing 2026 growth, rising costs, and a premium valuation raise red flags for investors eyeing DDOG.

IBMPositive Net Change CSCOPositive Net Change DTPositive Net Change DDOGNegative Net Change

Shreya Majumder

CRWV Shares Pop 138% in a Year: Should Investors Hold or Lock in Gains?

Coreweave has surged 137.8% in a year on booming AI demand and mega deals, but heavy debt, rising CapEx and guidance cuts raise caution.

MSFTNegative Net Change NVDANegative Net Change NBISPositive Net Change CRWVPositive Net Change

Sheraz Mian

Analyzing the Evolving Earnings Picture: What Should Investors Know?

The aggregate revisions trend for 2026 is positive, as had consistently been the case in 2025 as well. Unsurprisingly, Tech is expected to remain a key driver of aggregate earnings growth.

ACNPositive Net Change ADBEPositive Net Change ITPositive Net Change

Sheraz Mian

Analyzing the Evolving Earnings Picture: What Should Investors Know?

The aggregate revisions trend for 2026 is positive, as had consistently been the case in 2025 as well. Unsurprisingly, Tech is expected to remain a key driver of aggregate earnings growth.

ACNPositive Net Change ADBEPositive Net Change ITPositive Net Change

Shaun Pruitt

3 HCM Stocks to Consider After January's Strong U.S. Jobs Report

These human capital management stocks are starting to make an argument for being in oversold territory following January's strong U.S. Jobs report.

ADPPositive Net Change WDAYPositive Net Change PCTYPositive Net Change

Ethan Feller

Best Software Stocks to Buy That AI Can't Disrupt (NET, APP, MDB)

AppLovin, Cloudflare and MongoDB represent software stocks that won't be easily replaced by AI

APPPositive Net Change MDBPositive Net Change NETPositive Net Change

Andrew Rocco

OpenClaw: Agentic AI's "ChatGPT Moment"

While the world was busy talking to chatbots, the real revolution quietly started building itself-and it's already beginning to reshape the stock market.

AMZNNegative Net Change IBMPositive Net Change GOOGLNegative Net Change MNDYNegative Net Change