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software: Archive
AST SpaceMobile vs. IBM: Which Tech Stock is the Better Buy Now?
by Supriyo Bose
IBM's steadier earnings outlook and cheaper valuation outweigh ASTS' stronger stock gains, making it the relatively better investment option now.
IBMNegative Net Change ASTSNegative Net Change TPositive Net Change MSFTNegative Net Change VZPositive Net Change
artificial-intelligence cloud-computing communications electronics iot mobile saas software tech-stocks telecom
CRWV Q2 Earnings Call Puts Margin Gains and Capacity in Focus
by Zacks Equity Research
CoreWeave raises its 2026 revenue and capacity outlook as better contract economics and managed inference growth sharpen its focus on margin gains.
CRWVNegative Net Change
earnings internet software
SE Q2 Earnings Call Keeps Shopee Growth Outlook Intact
by Zacks Equity Research
Sea Limited keeps Shopee's 25% GMV growth outlook and $1B-plus EBITDA goal intact while expanding monetization, fulfillment, Monee and Garena.
SENegative Net Change
earnings internet software
Strong Q2, Bigger Outlook: How Should Investors Play CRWV Stock Now?
by Shreya Majumder
CoreWeave's Q2 results show surging AI demand, higher guidance and a $104.2B backlog, but heavy CapEx and debt add risk.
CRWVNegative Net Change MSFTNegative Net Change NBISPositive Net Change
artificial-intelligence business-services cloud-computing computers internet software tech-stocks
Is Cisco Systems Stock Poised for New Highs as Q4 Earnings Approach?
by Shaun Pruitt
Cisco Systems (CSCO) is set to report its fiscal fourth-quarter results after the closing bell on Wednesday, Aug. 12, putting the networking giant back in the spotlight as investors assess whether its impressive momentum can continue.
CSCONegative Net Change DGIINegative Net Change NTCTNegative Net Change
artificial-intelligence computers earnings investing large-cap software tech-stocks
Quantum Computing Q2 Earnings Call Centers on Commercial Scaling
by Zacks Equity Research
QUBT is shifting from research toward commercial manufacturing, backed by revenue-producing photonics, semiconductor and packaging capabilities.
QUBTPositive Net Change
earnings internet software
Arista Witnesses an Uptrend in Estimate Revision: Is it Worth Buying?
by Supriyo Bose
ANET's estimates are rising as strong Q2 growth, AI and cloud demand and Arista 2.0 strategy bolster its prospects.
ANETNegative Net Change CSCONegative Net Change HPENegative Net Change
artificial-intelligence cloud-computing iot software tech-stocks
Does STX Stock Still Have More Room to Run After Solid Q4 Earnings?
by Shreya Majumder
Seagate's AI-driven storage boom, faster HAMR adoption and strong cash flow fuel growth, but a higher valuation makes the risk-reward more balanced.
STXPositive Net Change NTAPPositive Net Change WDCPositive Net Change PPositive Net Change
artificial-intelligence business-services cloud-computing computers dividend-yield momentum-stocks software tech-stocks
Should You Buy, Hold or Sell Nebius Stock Before Q2 Earnings Release?
by Shivangi Deora
NBIS faces a key Q2 test as strong AI demand and pricing gains meet capacity timing, investment-driven margin pressure and stretched valuation.
MSFTNegative Net Change NVDANegative Net Change NBISPositive Net Change CRWVNegative Net Change
computers internet software tech-stocks
Salesforce Declines 17% Over the Past Year: How to Play CRM Stock?
by Anirudha Bhagat
Salesforce's 17% drop reflects broader software pressure, but resilient growth, rising AI ARR and a lower valuation offer reasons to hold CRM.
CRMNegative Net Change SAPNegative Net Change ORCLNegative Net Change ADBENegative Net Change
artificial-intelligence computers software tech-stocks