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software: Archive

Shreya Majumder

CRWV vs. MSFT: Which AI Cloud Stock Has More Growth Potential?

CoreWeave's AI infrastructure growth, expanding backlog and cloud platform could offer greater upside than Microsoft's diversified AI strategy.

MSFTNegative Net Change CRWVPositive Net Change NVDANegative Net Change

Shreya Majumder

BlackBerry vs. Palo Alto Networks: Which Cybersecurity Stock Wins?

BB's lower valuation, QNX growth and cybersecurity momentum offer a more compelling risk-reward profile than PANW today.

PANWNegative Net Change BBNegative Net Change

Supriyo Bose

Workday vs. Arista: Which Enterprise AI Stock Has More Upside Now?

WDAY's lower valuation and rising earnings estimates give it an edge over ANET despite weaker price performance and slower projected sales growth.

WDAYNegative Net Change ANETPositive Net Change ORCLNegative Net Change

Supriyo Bose

HubSpot vs. IBM: Which AI Software Stock is a Better Buy Now?

HUBS' faster 2026 growth outlook, lower valuation and expanding AI capabilities give it an edge over IBM.

IBMNegative Net Change HUBSNegative Net Change AMZNNegative Net Change MSFTNegative Net Change

Shreya Majumder

AI Storage Tailwinds Lift STX Shares 506% in a Year: More Upside Left?

Seagate is riding AI-driven storage demand with HAMR innovation, stronger margins and rising revenue targets. Can the rally continue?

STXPositive Net Change IBMNegative Net Change WDCPositive Net Change MUPositive Net Change

Rimmi Singhi

META's $9B AI Infrastructure Bet, Cloud Ambitions: Is the Stock a Buy?

Meta's $9B Alberta data center and potential cloud plans could diversify growth, but heavy AI spending and rich valuation may test investors.

METANegative Net Change AMZNNegative Net Change MSFTNegative Net Change GOOGLNegative Net Change

Subhasish Mukherjee

Digital Turbine Stock Soars 108% YTD: Is There More Room for Growth?

APPS stock's 108% YTD rally is backed by AI-driven monetization, global expansion, improving estimates and discounted valuation.

APPSNegative Net Change PCTYNegative Net Change NETNegative Net Change DDOGNegative Net Change

Shreya Majumder

WDC Stock Outshines Industry Returns in a Year: Should You Jump In?

WDC rides AI-driven storage demand, pricing gains and a streamlined business, but can its restructuring and growth drivers keep the rally going?

WDCPositive Net Change NTAPNegative Net Change STXPositive Net Change SNDKPositive Net Change TDCNegative Net Change

Anirudha Bhagat

Salesforce Down 6% in Three Months: Should Investors Retain the Stock?

CRM's 5.8% pullback reflects broad software concerns, but Agentforce's growth, revenue acceleration and a discounted valuation support holding the stock.

CRMNegative Net Change SAPNegative Net Change ADBENegative Net Change WKNegative Net Change

Shivangi Deora

Flex Climbs 130% in 6 Months: Is the Stock Still Worth Buying?

FLEX is benefiting from robust AI data center demand, expanding power infrastructure opportunities, improving margins and strategic acquisitions.

CSCOPositive Net Change JBLPositive Net Change FLEXPositive Net Change SANMPositive Net Change