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software: Archive

Supriyo Bose

Can ANET's AI-Focused Portfolio Help Stoke Growth for the Stock?

Arista ramps up AI-focused offerings and software innovation, but margin pressures and customer risks loom large.

CSCONegative Net Change ANETNegative Net Change HPENegative Net Change

Shuvra Shankar Dey

Palantir Stock Surges 121% in a Year: Is the Rally Still Investable?

PLTR is up over 120% in a year as Foundry-led commercial growth, expanding margins and a debt-free balance keep its AI thesis intact.

NVDANegative Net Change AIPositive Net Change PLTRPositive Net Change

Supriyo Bose

IBM Gains 33% in a Year: Is it Worth Investing in the Stock Now?

IBM jumps 33% in a year, fueled by hybrid cloud, AI, and quantum tech???does its growth justify a buy now?

AMZNPositive Net Change MSFTPositive Net Change IBMPositive Net Change CSCONegative Net Change

Shivangi Deora

NBIS vs. MSFT: Which AI Infrastructure Stock Has More Upside?

Nebius offers pure-play AI infrastructure growth, while Microsoft leverages massive scale and embedded AI to dominate enterprise demand.

MSFTPositive Net Change NBISPositive Net Change

Shuvra Shankar Dey

PLTR vs. ARM: Which AI-Tech Stock is the Better Buy Now?

Palantir appears to be the better AI buy, as revenues jump, margins hit records and enterprise AI adoption accelerates, highlighting stronger momentum.

ARMNegative Net Change PLTRPositive Net Change

Shaun Pruitt

Buy Stock in the Mag 7 Hyperscalers or Are They Spending Too Much?

Although they are among the world's most profitable companies, the immense spending on various AI investments from the hyperscalers in the Mag 7 has been scrutinized.

AMZNPositive Net Change MSFTPositive Net Change GOOGLNegative Net Change METAPositive Net Change

Anirudha Bhagat

Salesforce vs. ServiceNow: Which Cloud Software Stock Has the Edge?

NOW's AI-led workflow platform, large-deal momentum and faster growth give it an edge over CRM despite a richer valuation.

CRMPositive Net Change NOWPositive Net Change

Andrew Rocco

Bull of the Day: MongoDB (MDB)

MongoDB's flexible architecture, cloud-first Atlas platform, and strategic partnership with Microsoft give the company a powerful runway for AI-driven growth. With a track record of earnings outperformance and fresh momentum following EPS, MDB shares are a buy.

MSFTPositive Net Change MDBPositive Net Change

Shreya Majumder

CRWV Stock Crashes 49% in 3 Months: Buy the Dip or Hold Back for Now?

CoreWeave has plunged nearly 50% from its highs as supply-chain delays, heavy CapEx and leverage hit shares despite a massive $55.6B backlog.

MSFTPositive Net Change NBISPositive Net Change CRWVPositive Net Change

Bryan Hayes

Bull of the Day: Ciena Corp. (CIEN)

Few companies have captured the AI momentum quite like this networking specialist.

CIENPositive Net Change

Shuvra Shankar Dey

UiPath Soars 51% in Three Months: Accumulate Now or Wait for a Pause?

PATH shares are up 51% in three months as agentic AI adoption accelerates, lifting deal sizes, margins and confidence in UiPath's automation growth story.

AIPositive Net Change PATHPositive Net Change PLTRPositive Net Change

Shivangi Deora

Nebius Stock Up 74% in Six Months: Should Investors Hold or Offload?

NBIS stock surges in six months, but stretched valuation, rising costs and execution risks are raising doubts about its near-term outlook.

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

Supriyo Bose

ANET vs. IBM: Which Hybrid Cloud Stock is the Better Buy for 2026?

IBM edges out Arista as the better hybrid cloud pick for 2026, thanks to valuation appeal and multi-cloud momentum.

AMZNPositive Net Change MSFTPositive Net Change IBMPositive Net Change ANETNegative Net Change

Anirudha Bhagat

How Should Investors Play Salesforce Stock After Q3 Earnings Beat?

CRM pops on Q3 earnings beat as AI offerings surge, but slowing sales growth tempers the momentum for investors weighing their next move.

MSFTPositive Net Change CRMPositive Net Change SAPNegative Net Change ORCLPositive Net Change

Shaun Pruitt

Earnings Watch: Will Oracle Stock Regain Its Bullish Momentum?

Investors are hoping Oracle stock regains its bullish momentum with the company set to report results for its fiscal second quarter after-market hours on Wednesday, November 10.

ORCLPositive Net Change AMZNPositive Net Change WFCNegative Net Change MSFTPositive Net Change GOOGLNegative Net Change METAPositive Net Change

Shuvra Shankar Dey

Palantir Stock Surges 151% in a Year: Is the Upside Already Priced In?

Palantir's 151% rally highlights its enterprise AI momentum, rising revenues and robust earnings outlook.

NVDANegative Net Change ORCLPositive Net Change PLTRPositive Net Change

Bryan Hayes

Oracle's AI Cloud Surge: From Summer Glory to a Dip Worth Buying

Oracle remains uniquely positioned within the enterprise AI infrastructure space.

ORCLPositive Net Change

Supriyo Bose

Are Rising Earnings Estimates a Solid Reason to Bet on ANET Stock?

Earnings estimates for Arista are climbing on solid cloud demand and software strength, but margin pressure clouds the outlook.

CSCONegative Net Change ANETNegative Net Change HPENegative Net Change

Mark Vickery

Markets Gain on Fed Rate Cut Likelihood - CRM, FIVE Beat & Raise

Weak jobs figures from ADP has helped solidify the belief that another 25 basis-point (bps) rate cut is coming next week.

CRMPositive Net Change KRNegative Net Change ULTAPositive Net Change BMONegative Net Change FIVEPositive Net Change SNOWPositive Net Change DOCUPositive Net Change

Brian Bolan

Bear Of The Day: F5 (FFIV)

Despite beating the number in each of the last four quarters, estimates have fallen based on low growth but the valuation is compelling.

FFIVNegative Net Change

Shaun Pruitt

Is it Time to Buy the Dip in CoreWeave Stock?

As an AI cloud provider that has been backed by investments from Nvidia, CoreWeave stock is still up an impressive +90% since launching its IPO earlier in the year.

CRWVPositive Net Change NVDANegative Net Change METAPositive Net Change

Supriyo Bose

Can IBM's Tie-Up With Cisco for Quantum Network Aid Its Shares?

IBM teams with Cisco to build a quantum network by 2030, aiming to drive breakthroughs in quantum computing and connectivity.

AMZNPositive Net Change AMDNegative Net Change MSFTPositive Net Change IBMPositive Net Change CSCONegative Net Change

Arghyadeep Bose

SKIL vs. DOCU: Which Tech Stock Holds More Promise for Investors?

Skillsoft and Docusign show contrasting revenue trends, margins and guidance shifts, offering investors a clear look at where momentum and risks are emerging.

DOCUPositive Net Change SKILPositive Net Change

Shivangi Deora

NBIS vs. GOOGL: Which AI-Infrastructure Play is the Better Buy Now?

AI infrastructure is the new investment frontier, with Nebius scaling fast and Google leveraging its cloud dominance for growth.

GOOGLNegative Net Change NBISPositive Net Change

Rajshree Sipani

Mastercard's Stability Vs. Affirm's Velocity: Which Has More Upside?

AFRM's BNPL-driven surge puts it ahead, while MA's global scale reach keeps it firmly in the race as flexible credit rapidly reshapes spending.

MAPositive Net Change AFRMPositive Net Change