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software: Archive

Tracey Ryniec

Software Stocks Have Plunged: Steals or Traps?

Due to AI worries, some software stocks are trading near 5-years lows. Are they oversold?

CRMNegative Net Change ADBEPositive Net Change TWLOPositive Net Change

Andrew Rocco

Software Stocks: From Market Leaders to AI Victims

After a decade of growth and soaring stock prices, the software industry is being disrupted by artificial intelligence.

PATHNegative Net Change PAYCNegative Net Change SHOPPositive Net Change TTDNegative Net Change IGVPositive Net Change DOCUNegative Net Change

Shreya Majumder

CRWV Stock Beats Industry Returns in a Year: Buy, Hold or Fold in 2026?

CoreWeave surges 119% in a year on booming AI cloud demand, but heavy CapEx, rising debt and valuation concerns raise questions about upside in 2026.

MSFTPositive Net Change NVDAPositive Net Change NBISNegative Net Change CRWVPositive Net Change

Shuvra Shankar Dey

UiPath is Regaining Market Confidence: What Should Investors Do Next?

PATH's rebound signals rising confidence as improving fundamentals, attractive valuation and AI automation progress lift the long-term outlook.

AINegative Net Change PATHNegative Net Change PLTRPositive Net Change

Supriyo Bose

ANET vs. COMM: Which Infrastructure Stock is the Smarter Buy Now?

Arista and CommScope are both gaining ground, but the former's software-driven edge may give it the upper hand in infrastructure.

APHNegative Net Change GLWNegative Net Change ANETNegative Net Change

Anirudha Bhagat

Salesforce Plunges 20% in a Year: Is CRM Stock Still a Hold?

CRM shares are down 18% in a year, but AI momentum, enterprise expansion and discounted valuation suggest Salesforce may still be worth holding.

MSFTPositive Net Change CRMNegative Net Change SAPPositive Net Change ORCLNegative Net Change

Derek Lewis

2 Beaten Down Tech Stocks Primed for a 2026 Rebound

While 2025 was broadly another great year for tech stocks, not all joined the party, including Adobe and Salesforce. With recent results showing momentum, can 2026 be their time to shine?

CRMNegative Net Change ADBEPositive Net Change

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.

CSCOPositive 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.

NVDAPositive Net Change AINegative 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 IBMNegative Net Change CSCOPositive 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 NBISNegative 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.

CRMNegative 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 MDBNegative 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 NBISNegative 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.

CIENNegative 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.

AINegative Net Change PATHNegative 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 NBISNegative 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 IBMNegative 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 CRMNegative Net Change SAPPositive 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 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.

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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.

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