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software: Archive

Supriyo Bose

ANET vs. COMM: Which Infrastructure Stock is the Smarter Buy Now?

Arista and CommScope are both gaining ground, but the former's software-driven edge may give it the upper hand in infrastructure.

APHPositive Net Change GLWPositive Net Change ANETPositive Net Change

Anirudha Bhagat

Salesforce Plunges 20% in a Year: Is CRM Stock Still a Hold?

CRM shares are down 18% in a year, but AI momentum, enterprise expansion and discounted valuation suggest Salesforce may still be worth holding.

MSFTPositive Net Change CRMPositive Net Change SAPPositive Net Change ORCLPositive Net Change

Derek Lewis

2 Beaten Down Tech Stocks Primed for a 2026 Rebound

While 2025 was broadly another great year for tech stocks, not all joined the party, including Adobe and Salesforce. With recent results showing momentum, can 2026 be their time to shine?

CRMPositive Net Change ADBENegative Net Change

Supriyo Bose

Can ANET's AI-Focused Portfolio Help Stoke Growth for the Stock?

Arista ramps up AI-focused offerings and software innovation, but margin pressures and customer risks loom large.

CSCOPositive Net Change ANETPositive Net Change HPEPositive Net Change

Shuvra Shankar Dey

Palantir Stock Surges 121% in a Year: Is the Rally Still Investable?

PLTR is up over 120% in a year as Foundry-led commercial growth, expanding margins and a debt-free balance keep its AI thesis intact.

NVDAPositive Net Change AIPositive Net Change PLTRPositive Net Change

Supriyo Bose

IBM Gains 33% in a Year: Is it Worth Investing in the Stock Now?

IBM jumps 33% in a year, fueled by hybrid cloud, AI, and quantum tech???does its growth justify a buy now?

AMZNNegative Net Change MSFTPositive Net Change IBMPositive Net Change CSCOPositive Net Change

Shivangi Deora

NBIS vs. MSFT: Which AI Infrastructure Stock Has More Upside?

Nebius offers pure-play AI infrastructure growth, while Microsoft leverages massive scale and embedded AI to dominate enterprise demand.

MSFTPositive Net Change NBISPositive Net Change

Shuvra Shankar Dey

PLTR vs. ARM: Which AI-Tech Stock is the Better Buy Now?

Palantir appears to be the better AI buy, as revenues jump, margins hit records and enterprise AI adoption accelerates, highlighting stronger momentum.

ARMPositive Net Change PLTRPositive Net Change

Shaun Pruitt

Buy Stock in the Mag 7 Hyperscalers or Are They Spending Too Much?

Although they are among the world's most profitable companies, the immense spending on various AI investments from the hyperscalers in the Mag 7 has been scrutinized.

AMZNNegative Net Change MSFTPositive Net Change GOOGLNegative Net Change METANegative Net Change

Anirudha Bhagat

Salesforce vs. ServiceNow: Which Cloud Software Stock Has the Edge?

NOW's AI-led workflow platform, large-deal momentum and faster growth give it an edge over CRM despite a richer valuation.

CRMPositive Net Change NOWNegative Net Change