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software: Archive

Subhasish Mukherjee

APPS vs. AXTI: Which Digital Connectivity Stock Has More Potential?

Digital Turbine's stronger growth, AI expansion and cheaper valuation give it an edge over AXT despite both stocks' connectivity upside.

AXTIPositive Net Change APPSNegative Net Change

Anirudha Bhagat

Salesforce vs. Adobe: Which Enterprise Software Stock Has the Edge?

CRM's faster AI growth, stronger earnings revisions and lower valuation give it a slight edge over ADBE in enterprise software.

CRMNegative Net Change ADBENegative Net Change

Rajshree Sipani

Visa vs. American Express: Which Payments Giant Is the Better Pick?

V's asset-light model, AI payment initiatives and expanding value-added services strengthen its case over AXP for long-term growth.

VNegative Net Change AXPNegative Net Change

Shivangi Deora

Nebius vs. C3.ai: Which AI Growth Stock is the Better Buy?

NBIS is rapidly expanding AI cloud infrastructure while C3.ai is revamping its software business. Which AI growth stock offers the stronger investment case?

AINegative Net Change NBISNegative Net Change NVDANegative Net Change

Subhasish Mukherjee

PENG vs. DDOG: Which AI Infrastructure Stock Is the Better Buy Now?

Penguin's faster growth, AI infrastructure momentum and steep valuation discount make it the stronger buy over Datadog.

DDOGNegative Net Change PENGNegative Net Change

Supriyo Bose

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

IBM heads into Q2 earnings with AI and cloud momentum, but premium valuation, margin pressure and weaker estimates argue for caution.

IBMNegative Net Change AMZNNegative Net Change MSFTNegative Net Change

Derek Lewis

Q2 Earnings: 2 Winners and 1 Loser So Far

So far in the Q2 cycle, several companies, including Micron and Citigroup, have been standouts, whereas preliminary results from IBM have been disappointing.

CNegative Net Change IBMNegative Net Change MUPositive Net Change

Anirudha Bhagat

Is DV Stock a Buy as Valuation Stays Low and Growth Cools in 2026

DoubleVerify's low valuation, healthy margins and debt-free balance sheet appeal, but slower growth and fee pressure cloud the 2026 outlook.

DVPositive Net Change SCORNegative Net Change TTDNegative Net Change

Anirudha Bhagat

AI Advertising Boom Could Reshape DoubleVerify Growth Trends

DV is betting on social, streaming TV and AI ad verification to lift growth, but early monetization and pricing pressure leave the trend unproven.

DVPositive Net Change SCORNegative Net Change TTDNegative Net Change

Shaun Pruitt

IBM Stock's Historic Selloff: Buy the Dip Ahead of Q2 Earnings, or Is It Too Risky?

IBM stock plunged 25% yesterday after the company released a preliminary Q2 earnings warning ahead of its scheduled quarterly report on Wednesday, July 22.

IBMNegative Net Change AMDNegative Net Change MUPositive Net Change