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saas: Archive

Subham Roy

Can AI-Native Workflow Monetization Become FIG's Next Growth Engine?

Figma's AI credit model is opening a new revenue stream as strong enterprise adoption and usage-based billing expand AI workflow monetization.

FIGNegative Net Change ADBENegative Net Change TEAMNegative Net Change

Shreya Majumder

Can the Colt Tie-Up Fuel Ciena's Quantum-Secure Expansion?

CIEN helped deliver a quantum-safe 800GbE data trial across 6,900 km between New York and London, marking a transatlantic security and speed milestone.

CSCONegative Net Change CIENNegative Net Change ANETNegative Net Change

Subham Roy

Can Synopsys' Design IP Business Rebound in Fiscal 2026?

SNPS expects its Design IP business to rebound in fiscal 2026 as AI-focused investments and an expanding pipeline aim to offset recent revenues and margin pressure.

SNPSPositive Net Change CDNSPositive Net Change KEYSPositive Net Change

Rajshree Sipani

Will Visa's Latest Innovations Deepen Its Competitive Moat?

V teams with OpenAI and expands AI, tokenization and stablecoin tools, aiming to stay central to digital commerce and future payments.

MAPositive Net Change VNegative Net Change PYPLPositive Net Change

Anirudha Bhagat

Zscaler Trades Near 52-Week Low: Time to Hold the Stock or Exit?

ZS nears a 52-week low as FY27 guidance signals slower growth, but AI security bookings, platform gains and a lower P/S support holding.

FTNTNegative Net Change PANWNegative Net Change ZSNegative Net Change CRWDNegative Net Change

Rajshree Sipani

Can Mastercard Benefit From the Launch of Mi Clip Wallet?

MA partners with Clip for Mi Clip, aiming to expand digital payments, boost inclusion and benefit as consumers shift from cash.

MAPositive Net Change VNegative Net Change AXPNegative Net Change

Shreya Majumder

ONTO Stock Grows 174% in a Year: Does it Have More Room to Run?

ONTO surged 174% in a year as AI, advanced packaging and chipmaking demand grew. Can revenue above $1.3B in 2026 keep the rally going?

KLACNegative Net Change CAMTNegative Net Change NVMIPositive Net Change ONTONegative Net Change

Supriyo Bose

Celestica vs. IBM: Which AI Infrastructure Stock is the Better Buy?

CLS' AI-driven networking demand, fast 2026 growth forecasts and cheaper valuation edge make it look stronger than IBM despite margin pressure.

AMZNNegative Net Change MSFTNegative Net Change IBMNegative Net Change CLSNegative Net Change SANMPositive Net Change