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software: Archive

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.

AINegative Net Change PATHNo Net Change PLTRNegative 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 NBISNegative Net Change CRWVNegative 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 ORCLNegative 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.

ORCLNegative Net Change AMZNPositive Net Change WFCPositive Net Change MSFTPositive Net Change GOOGLNegative Net Change METANegative 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 ORCLNegative Net Change PLTRNegative 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.

ORCLNegative 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 HPEPositive 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 KRPositive Net Change ULTANegative Net Change BMONegative Net Change FIVENegative 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.

FFIVPositive 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.

CRWVNegative Net Change NVDANegative Net Change METANegative 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 NBISNegative 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

Aniruddha Ganguly

ADBE vs. PEGA: Which Enterprise Software Stock is a Better Buy Now?

Adobe rides strong AI demand and rising user growth, while Pegasystems benefits from Gen AI tools and a solid ACV uptick.

ADBEPositive Net Change PEGAPositive Net Change

Anirudha Bhagat

How Should You Play Salesforce Stock Ahead of Q3 Earnings Release?

CRM's Q3 performance is anticipated to reflect the benefits of the increasing adoption of generative AI-enabled solutions and continued digital transformation.

MSFTPositive Net Change CRMPositive Net Change SAPNegative Net Change ORCLNegative Net Change

Shuvra Shankar Dey

Palantir vs. SoFi: Which High-Growth Tech Stock is the Better Buy Now?

PLTR's surging commercial momentum and rising profitability give it an edge as both tech innovators race for high-growth gains.

PLTRNegative Net Change SOFINegative Net Change

Shreya Majumder

CRWV vs. AMZN: Which Cloud AI Infrastructure Stock is the Better Buy?

Amazon's expanding AI-driven AWS footprint contrasts with CoreWeave's rapid GPU-cloud surge, setting up a compelling matchup for growth-focused investors.

AMZNPositive Net Change NVDANegative Net Change CRWVNegative Net Change

Supriyo Bose

ASTS vs. IBM: Which Connectivity Innovator is the Better Buy Today?

IBM's steady growth, improving estimates and lower valuation help it stand out as the stronger pick in this two-stock connectivity showdown.

TPositive Net Change MSFTPositive Net Change IBMPositive Net Change VZPositive Net Change ASTSNegative Net Change

Anirudha Bhagat

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

ORCL's surging cloud and AI momentum, backed by major contracts and bold growth targets, positions the stock ahead of CRM.

CRMPositive Net Change ORCLNegative Net Change

Mark Vickery

Reversal of Market Fortunes on Leveraged Buying Fears

What happened? Consider it something of a second thought on these positive metrics we'd seen earlier.

NVDANegative Net Change ROSTPositive Net Change INTUPositive Net Change GAPPositive Net Change

Shivangi Deora

Nebius Shares Fall Post Q3 Earnings: Should Investors Hold or Sell?

NBIS sinks on wider losses and a tightened revenue outlook, raising fresh questions about its breakneck AI infrastructure expansion.

AMZNPositive Net Change MSFTPositive Net Change NBISNegative Net Change CRWVNegative Net Change

Arghyadeep Bose

Docusign Declines 23% in 6 Months: Should You Buy the Stock Right Now?

DOCU's deepening ties with Microsoft and Salesforce strengthen its IAM platform and long-term growth potential.

MSFTPositive Net Change CRMPositive Net Change DOCUPositive Net Change

Shivangi Deora

Nebius to Report Q3 Earnings: How to Approach the Stock Now?

NBIS' surging AI cloud demand and $17.4B Microsoft deal boost momentum, but high capex and competition cloud near-term outlook.

AMZNPositive Net Change MSFTPositive Net Change NBISNegative Net Change CRWVNegative Net Change