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software: Archive
Tax Refunds Could Spark Tech Rebound: Stocks to Watch
by Bryan Hayes
Post-tax season liquidity often sparks rallies.
NVDAPositive Net Change PLTRPositive Net Change
artificial-intelligence cloud-computing computers datacenter defense earnings investing robotics semiconductor software tech-stocks
Should ANET Stock Be Added to Your Portfolio Post Record Q4 Earnings?
by Supriyo Bose
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
artificial-intelligence cloud-computing iot software tech-stocks telecom
Salesforce vs. Oracle: Which Cloud Software Stock Is the Better Bet?
by Anirudha Bhagat
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
artificial-intelligence cloud-computing computers software tech-stocks
Nebius Stock Up Post Q4 Earnings: Buy, Stay Invested or Offload?
by Shivangi Deora
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
computers internet software tech-stocks
Bear of the Day: Atlassian (TEAM)
by David Bartosiak
Once one of the market's darlings, things are unwinding a bit.
EGHTNegative Net Change TEAMPositive Net Change APPSNo Net Change
software
Networking Giant Drops on Earnings: Time to Load Up on Cisco?
by Bryan Hayes
The company highlighted $2.1 billion in AI infrastructure orders for the quarter, signaling robust demand from hyperscalers.
CSCOPositive Net Change
artificial-intelligence cloud-computing communications computers cybersecurity datacenter earnings electronics investing saas software tech-stocks
MongoDB vs. Datadog: Which Cloud Software Stock is a Better Buy Now?
by Kashvi Chandgothia
With Atlas fueling growth and AI workloads rising, MDB looks poised to outshine DDOG in cloud software.
MDBPositive Net Change DDOGNegative Net Change
artificial-intelligence software tech-stocks
3 Reasons to Stay Away From Datadog Stock Despite Q4 Earnings Beat
by Vasundhara Sawalka
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
artificial-intelligence software tech-stocks
CRWV Shares Pop 138% in a Year: Should Investors Hold or Lock in Gains?
by Shreya Majumder
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
artificial-intelligence cloud-computing software tech-stocks
Analyzing the Evolving Earnings Picture: What Should Investors Know?
by Sheraz Mian
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
earnings software tech-stocks