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software: Archive

Anirudha Bhagat

Salesforce vs. Oracle: Which Cloud Software Stock Has the Edge?

ORCL's surging cloud and AI momentum, backed by major contracts and bold growth targets, positions the stock ahead of CRM.

Mark Vickery

Reversal of Market Fortunes on Leveraged Buying Fears

What happened? Consider it something of a second thought on these positive metrics we'd seen earlier.

Shivangi Deora

Nebius Shares Fall Post Q3 Earnings: Should Investors Hold or Sell?

NBIS sinks on wider losses and a tightened revenue outlook, raising fresh questions about its breakneck AI infrastructure expansion.

Arghyadeep Bose

Docusign Declines 23% in 6 Months: Should You Buy the Stock Right Now?

DOCU's deepening ties with Microsoft and Salesforce strengthen its IAM platform and long-term growth potential.

Shivangi Deora

Nebius to Report Q3 Earnings: How to Approach the Stock Now?

NBIS' surging AI cloud demand and $17.4B Microsoft deal boost momentum, but high capex and competition cloud near-term outlook.

Anirudha Bhagat

Salesforce Stock Trading Cheaper Than Industry: Time to Buy or Hold?

CRM trades at a steep discount to software peers, but slowing growth and shifting IT budgets temper near-term optimism.

Shaun Pruitt

Palantir Vs. AMD: Is Either AI Stock a Buy Amid Valuation Concerns

With the broader market starting to retract amid valuation concerns, high-growth tech stocks such as Palantir (PLTR) and AMD (AMD) have been at the center of the pullback despite their enticing AI prospects.

Shreya Majumder

CRWV Stock Before Q3 Earnings: Smart Bet or Risky Move for Investors?

CoreWeave's soaring AI-cloud demand, strategic deals with OpenAI and NVIDIA, and strong growth outlook set the stage for a potential Q3 earnings beat.

Derek Lewis

Palantir Earnings: Good or Bad?

Beloved Palantir has reported its Q3 results this week, reflecting one of the more sought-after releases in the Q3 cycle overall. But did they live up to the hype?