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software: Archive
Can ANET's AI-Focused Portfolio Help Stoke Growth for the Stock?
by Supriyo Bose
Arista ramps up AI-focused offerings and software innovation, but margin pressures and customer risks loom large.
artificial-intelligence cloud-computing iot saas software tech-stocks
Palantir Stock Surges 121% in a Year: Is the Rally Still Investable?
by Shuvra Shankar Dey
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.
computers internet software tech-stocks
IBM Gains 33% in a Year: Is it Worth Investing in the Stock Now?
by Supriyo Bose
IBM jumps 33% in a year, fueled by hybrid cloud, AI, and quantum tech???does its growth justify a buy now?
artificial-intelligence cloud-computing communications computers software tech-stocks
NBIS vs. MSFT: Which AI Infrastructure Stock Has More Upside?
by Shivangi Deora
Nebius offers pure-play AI infrastructure growth, while Microsoft leverages massive scale and embedded AI to dominate enterprise demand.
software tech-stocks utilities
PLTR vs. ARM: Which AI-Tech Stock is the Better Buy Now?
by Shuvra Shankar Dey
Palantir appears to be the better AI buy, as revenues jump, margins hit records and enterprise AI adoption accelerates, highlighting stronger momentum.
computers internet semiconductor software tech-stocks
Buy Stock in the Mag 7 Hyperscalers or Are They Spending Too Much?
by Shaun Pruitt
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.
artificial-intelligence cloud-computing datacenter e-commerce earnings investing large-cap magnificent-7 software tech-stocks
Salesforce vs. ServiceNow: Which Cloud Software Stock Has the Edge?
by Anirudha Bhagat
NOW's AI-led workflow platform, large-deal momentum and faster growth give it an edge over CRM despite a richer valuation.
artificial-intelligence cloud-computing computers software tech-stocks
Bull of the Day: MongoDB (MDB)
by Andrew Rocco
MongoDB's flexible architecture, cloud-first Atlas platform, and strategic partnership with Microsoft give the company a powerful runway for AI-driven growth. With a track record of earnings outperformance and fresh momentum following EPS, MDB shares are a buy.
software
CRWV Stock Crashes 49% in 3 Months: Buy the Dip or Hold Back for Now?
by Shreya Majumder
CoreWeave has plunged nearly 50% from its highs as supply-chain delays, heavy CapEx and leverage hit shares despite a massive $55.6B backlog.
artificial-intelligence business-services cloud-computing internet software tech-stocks
Bull of the Day: Ciena Corp. (CIEN)
by Bryan Hayes
Few companies have captured the AI momentum quite like this networking specialist.
artificial-intelligence cloud-computing communications datacenter earnings investing software tech-stocks