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software: Archive

Shreya Majumder

CRWV Shares Slip 24% in a Month: Buy the Dip or Stay on the Sidelines?

CoreWeave's 24% pullback has eased valuation concerns, but can explosive AI growth and a huge backlog outweigh rising competition and heavy spending?

CRWVNegative Net Change MSFTPositive Net Change NVDANegative Net Change METANegative Net Change NBISNegative Net Change

Subhasish Mukherjee

Atlassian Stock Plunges 46% in 6 Months: Time to Hold Steady or Exit?

TEAM's steep six-month slide reflects AI disruption fears and margin pressure, but enterprise demand and valuation support a hold case.

TEAMPositive Net Change ANETNegative Net Change FROGPositive Net Change DOCNNegative Net Change

Zacks Equity Research

GWRE Stock Looks Stronger as Cash Flow Growth Backs Execution

Guidewire's cash-flow growth strengthens its cloud investment case, but deal timing, services mix and operating costs keep execution risk in view.

SAPPositive Net Change CCCPositive Net Change GWREPositive Net Change

Shivangi Deora

Guidewire Growth Trends Show How AI and Services Are Evolving

Guidewire's cloud migration, AI workflow tools and services growth deepen its insurer modernization story, but execution and margin mix remain key tests.

SAPPositive Net Change ORCLNegative Net Change GWREPositive Net Change

Shreya Majumder

ONTO Stock Climbs 26% in a Month: What's the Next Move for Investors?

Onto Innovation's 25.5% rally reflects AI-led demand, advanced packaging gains and new product momentum, but rich valuation raises questions about the next move.

ONTONegative Net Change KLACNegative Net Change CAMTNegative Net Change NVMINegative Net Change

Shaun Pruitt

Stocks Surged in Q2 2026, but Is the Market Getting Too Expensive?

While the market's momentum has been undeniable, valuation metrics are flashing caution signs that investors shouldn't ignore following one of the strongest periods for U.S. equities in recent memory.

MUNegative Net Change SNDKNegative Net Change JPMPositive Net Change AMDNegative Net Change MSFTPositive Net Change NVDANegative Net Change AVGONegative Net Change TSMNegative Net Change ANETNegative Net Change METANegative Net Change

Shuvra Shankar Dey

PLTR Stock Declines 14% in a Year: Is This a Buying Opportunity?

Palantir's recent pullback contrasts with accelerating AI adoption, rising profitability and growing commercial momentum, supporting its long-term outlook.

PLTRPositive Net Change AINegative Net Change NOWPositive Net Change

Shreya Majumder

BlackBerry Rallies After Q1 Beat: Is the Stock Still Attractive?

BlackBerry's Q1 beat, higher guidance and QNX-driven growth fueled a 22% stock jump. Can its AI and software strategy sustain the rally?

BBNegative Net Change NVDANegative Net Change PANWNegative Net Change CRWDNegative Net Change

Zacks Equity Research

Palantir's Expanding Customer Base Fuels Enterprise AI Growth

PLTR's expanding customer base highlights rising enterprise demand for its AI platforms, strengthening its long-term growth outlook.

PLTRPositive Net Change AINegative Net Change SNOWNegative Net Change

Shreya Majumder

Seagate vs. Micron: Which AI Storage Stock Has More Upside?

MU may offer greater AI storage upside as HBM demand, strong earnings growth and attractive valuation outpace STX's AI-driven storage opportunity.

STXNegative Net Change MUNegative Net Change