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software: Archive

Supriyo Bose

AST SpaceMobile vs. IBM: Which Tech Stock is the Better Buy Now?

IBM's steadier earnings outlook and cheaper valuation outweigh ASTS' stronger stock gains, making it the relatively better investment option now.

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Zacks Equity Research

CRWV Q2 Earnings Call Puts Margin Gains and Capacity in Focus

CoreWeave raises its 2026 revenue and capacity outlook as better contract economics and managed inference growth sharpen its focus on margin gains.

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Zacks Equity Research

SE Q2 Earnings Call Keeps Shopee Growth Outlook Intact

Sea Limited keeps Shopee's 25% GMV growth outlook and $1B-plus EBITDA goal intact while expanding monetization, fulfillment, Monee and Garena.

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Shreya Majumder

Strong Q2, Bigger Outlook: How Should Investors Play CRWV Stock Now?

CoreWeave's Q2 results show surging AI demand, higher guidance and a $104.2B backlog, but heavy CapEx and debt add risk.

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Shaun Pruitt

Is Cisco Systems Stock Poised for New Highs as Q4 Earnings Approach?

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.

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Zacks Equity Research

Quantum Computing Q2 Earnings Call Centers on Commercial Scaling

QUBT is shifting from research toward commercial manufacturing, backed by revenue-producing photonics, semiconductor and packaging capabilities.

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Supriyo Bose

Arista Witnesses an Uptrend in Estimate Revision: Is it Worth Buying?

ANET's estimates are rising as strong Q2 growth, AI and cloud demand and Arista 2.0 strategy bolster its prospects.

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Shreya Majumder

Does STX Stock Still Have More Room to Run After Solid Q4 Earnings?

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.

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Shivangi Deora

Should You Buy, Hold or Sell Nebius Stock Before Q2 Earnings Release?

NBIS faces a key Q2 test as strong AI demand and pricing gains meet capacity timing, investment-driven margin pressure and stretched valuation.

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Anirudha Bhagat

Salesforce Declines 17% Over the Past Year: How to Play CRM Stock?

Salesforce's 17% drop reflects broader software pressure, but resilient growth, rising AI ARR and a lower valuation offer reasons to hold CRM.

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