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software: Archive
Bear of the Day: Strategy (MSTR)
by Bryan Hayes
The shift from accumulating Bitcoin to selling it in order to service the capital structure marks a genuine change in the story.
MSTRPositive Net Change
bitcoin blockchain cryptocurrency earnings finance investing software
How SAP's AI and Cloud Strategy Is Reshaping Its Growth Outlook Now
by Shreya Majumder
SAP is linking cloud ERP, trusted data and embedded AI to autonomous workflows, but legacy declines and execution risks keep investors cautious.
SAPNegative Net Change CRMNegative Net Change ORCLNegative Net Change
artificial-intelligence business-services cheap-stocks cloud-computing guidance software tech-stocks
Is SAP Stock a Buy After the 2026 Selloff and Profit Outlook Cut?
by Shreya Majumder
SAP's valuation has reset after a steep selloff, but lower 2026 profit guidance and modest upside cloud the recovery case.
SAPNegative Net Change MSFTNegative Net Change ORCLNegative Net Change
artificial-intelligence business-services cloud-computing earnings-estimates-revisions software tech-stocks
How SAP Is Riding the Enterprise Shift Toward Agentic AI & Cloud ERP
by Shreya Majumder
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
artificial-intelligence cloud-computing internet software tech-stocks
CDNS Q2 Earnings Call Highlights Agentic AI Demand
by Zacks Equity Research
Cadence lifts its 2026 outlook as agentic AI gains traction and drives heavier use of core design tools across a broad growth portfolio.
CDNSNegative Net Change
computers earnings software
WDC vs. SMCI: Which AI Hardware Stock is the Smarter Investment Now?
by Shreya Majumder
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.
WDCPositive Net Change SMCINegative Net Change NVDANegative Net Change SNDKPositive Net Change
artificial-intelligence cloud-computing computers cybersecurity dividend-yield momentum-stocks software tech-stocks
Big Afternoon for Q2 Earnings: GOOGL, TSLA & More
by Mark Vickery
Tech firms are showing that while the AI trade continues its upward surge, it's coming with a high price tag.
TXNPositive Net Change IBMNegative Net Change TSLANegative Net Change NOWNegative Net Change GOOGLNegative Net Change
artificial-intelligence earnings software tech-stocks
Mastercard vs. Affirm: Which Fintech Stock Has More Room to Run?
by Rajshree Sipani
AFRM's faster growth, lower valuation and higher analyst upside give it the edge over MA in the race to capitalize on digital payments.
MANegative Net Change AFRMNegative Net Change
artificial-intelligence blockchain business-services cybersecurity e-commerce fin-tech finance payments saas software
CRM, WDAY, TEAM Bounce Back: Can Momentum Continue?
by Derek Lewis
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?
CRMNegative Net Change WDAYNegative Net Change TEAMNegative Net Change
artificial-intelligence software tech-stocks
PATH or APP: Which AI-driven Tech Stock Should You Bet on?
by Shuvra Shankar Dey
UiPath's AI orchestration strategy, improving profitability and attractive valuation make it stand out over AppLovin despite both benefiting from AI adoption.
PATHNegative Net Change APPNegative Net Change
business-services computers internet software tech-stocks