Moves show investors are returning to software stocks, looking past AI-disruption fears. ・Intuit shares gained 17.6% last ...

Oracle, Adobe, and Microsoft offer software tools that are massively popular with users. Palantir's software suite is increasingly in demand from government and commercial clients. Now, artificial ...

On the valuation front, Grok says Microsoft's forward earnings multiple of around 24 is near two-year lows and roughly in line with the S&P 500's overall forward earnings multiple of approximately 22.

Overview:Goldman Sachs favors digital infrastructure and cybersecurity firms over simple software tools vulnerable to AI disruption.Cloudflare benefits from ris ...

Four dominant, cash-generating compounders just went on sale. The fundamentals say the long-term story is only getting ...

Dan Skelly, head of Market Research and Strategy at Morgan Stanley Wealth Management, discussed this development in a ...

DatadogDDOG stock jumped Tuesday after the enterprise software maker reported fourth-quarter earnings that topped estimates while full-year 2026 revenue guidance came in better than feared. Other ...

Fears of AI displacing software companies resulted in share price drops for ServiceNow and Salesforce. Salesforce saw 9% year-over-year revenue growth in the third quarter and raised its 2025 ...

Which software stocks are best positioned for an AI-dominated world? Seeking Alpha analysts Brett Ashcroft Green, Louis Gerard, and Kennedy Njagi weigh in. Brett Ashcroft Green: If I’m looking at the ...

Investors are punishing the cloud hyperscalers over rising infrastructure budgets. Some SaaS businesses are trading at valuations that appear unsustainable. AI models from Anthropic and OpenAI are ...