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software: Archive

Bryan Hayes

Bear of the Day: Strategy (MSTR)

The shift from accumulating Bitcoin to selling it in order to service the capital structure marks a genuine change in the story.

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Shreya Majumder

How SAP's AI and Cloud Strategy Is Reshaping Its Growth Outlook Now

SAP is linking cloud ERP, trusted data and embedded AI to autonomous workflows, but legacy declines and execution risks keep investors cautious.

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Shreya Majumder

Is SAP Stock a Buy After the 2026 Selloff and Profit Outlook Cut?

SAP's valuation has reset after a steep selloff, but lower 2026 profit guidance and modest upside cloud the recovery case.

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Shreya Majumder

How SAP Is Riding the Enterprise Shift Toward Agentic AI & Cloud ERP

SAP is scaling agentic AI and usage-based cloud growth, but profit dilution, rising costs and long sales cycles keep execution risk in focus.

SAPNegative Net Change CRMNegative Net Change ORCLNegative Net Change

Zacks Equity Research

CDNS Q2 Earnings Call Highlights Agentic AI Demand

Cadence lifts its 2026 outlook as agentic AI gains traction and drives heavier use of core design tools across a broad growth portfolio.

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Shreya Majumder

WDC vs. SMCI: Which AI Hardware Stock is the Smarter Investment Now?

Western Digital's AI storage focus and stronger financial footing make it stand out against Super Micro as both target the booming AI infrastructure market.

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Mark Vickery

Big Afternoon for Q2 Earnings: GOOGL, TSLA & More

Tech firms are showing that while the AI trade continues its upward surge, it's coming with a high price tag.

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Rajshree Sipani

Mastercard vs. Affirm: Which Fintech Stock Has More Room to Run?

AFRM's faster growth, lower valuation and higher analyst upside give it the edge over MA in the race to capitalize on digital payments.

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Derek Lewis

CRM, WDAY, TEAM Bounce Back: Can Momentum Continue?

Many software stocks have faced a harsh 2026 overall, but action over the last month for these three has provided nice relief while also easing some fears. Did sentiment get too negative?

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Shuvra Shankar Dey

PATH or APP: Which AI-driven Tech Stock Should You Bet on?

UiPath's AI orchestration strategy, improving profitability and attractive valuation make it stand out over AppLovin despite both benefiting from AI adoption.

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