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software: Archive

Supriyo Bose

Should ANET Stock Be Added to Your Portfolio Post Record Q4 Earnings?

Arista posts record Q4 earnings as revenues jump to $2.49B, but margin pressure and flat estimates raise questions about its growth prospects.

CSCOPositive Net Change ANETNegative Net Change HPENegative Net Change

Anirudha Bhagat

Salesforce vs. Oracle: Which Cloud Software Stock Is the Better Bet?

CRM stands out as AI-driven growth, rising margins and steady beats strengthen its cloud investment case as AI demand accelerates in fiscal 2026.

CRMPositive Net Change ORCLPositive Net Change

Shivangi Deora

Nebius Stock Up Post Q4 Earnings: Buy, Stay Invested or Offload?

NBIS stock jumps after Q4 as AI cloud revenue soars 830%, EBITDA turns positive and capacity plans target $7-$9B run-rate by 2026.

AMZNPositive Net Change MSFTPositive Net Change NBISPositive Net Change CRWVPositive Net Change

David Bartosiak

Bear of the Day: Atlassian (TEAM)

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

EGHTNegative Net Change TEAMPositive 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 DTNegative 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.

MSFTPositive Net Change NVDAPositive 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