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software: Archive

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.

CRWVNegative Net Change NVDAPositive 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 IBMNegative Net Change CSCOPositive 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 SKILNegative 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.

GOOGLPositive 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 AFRMNegative 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.

ADBENegative 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 ORCLPositive 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.

PLTRPositive Net Change SOFIPositive 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 NVDAPositive 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.

TNegative Net Change MSFTPositive Net Change IBMNegative Net Change VZNegative Net Change ASTSPositive 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 ORCLPositive 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.

NVDAPositive Net Change ROSTPositive Net Change INTUPositive Net Change GAPNegative 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

Anirudha Bhagat

Salesforce Stock Trading Cheaper Than Industry: Time to Buy or Hold?

CRM trades at a steep discount to software peers, but slowing growth and shifting IT budgets temper near-term optimism.

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

Shaun Pruitt

Palantir Vs. AMD: Is Either AI Stock a Buy Amid Valuation Concerns

With the broader market starting to retract amid valuation concerns, high-growth tech stocks such as Palantir (PLTR) and AMD (AMD) have been at the center of the pullback despite their enticing AI prospects.

AMDNegative Net Change PLTRPositive Net Change

Shreya Majumder

CRWV Stock Before Q3 Earnings: Smart Bet or Risky Move for Investors?

CoreWeave's soaring AI-cloud demand, strategic deals with OpenAI and NVIDIA, and strong growth outlook set the stage for a potential Q3 earnings beat.

MSFTPositive Net Change NVDAPositive Net Change NBISNegative Net Change CRWVNegative Net Change

Derek Lewis

Palantir Earnings: Good or Bad?

Beloved Palantir has reported its Q3 results this week, reflecting one of the more sought-after releases in the Q3 cycle overall. But did they live up to the hype?

PLTRPositive Net Change

Shuvra Shankar Dey

Should You Bet on PLTR Stock Post Q3 Earnings and Revenues Beat?

PLTR posts record Q3 results with surging AI-driven revenue, expanding margins, and upbeat 2025 guidance, but valuation raises caution.

MSFTPositive Net Change NVDAPositive Net Change PLTRPositive Net Change

Shuvra Shankar Dey

PLTR vs. ACN: Which Leading Tech Stock Should You Consider?

Accenture's GenAI momentum and attractive valuation give it an edge over Palantir's high-growth but pricier AI story.

ACNPositive Net Change PLTRPositive Net Change

Shuvra Shankar Dey

DOCU vs DUOL: Which Software Growth Stock is the Better Buy?

Docusign expands its SaaS reach through Microsoft and Salesforce integrations, while Duolingo accelerates AI-driven content and revenue growth.

MSFTPositive Net Change CRMPositive Net Change DOCUPositive Net Change DUOLNegative Net Change

Shuvra Shankar Dey

Should You Buy Palantir Stock Ahead of Q3 Earnings Report?

PLTR's Q3 results loom as revenue and profit growth soar, but its soaring valuation may test investor patience.

LMTPositive Net Change RTXPositive Net Change PLTRPositive Net Change