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Recent developments in the cloud AI segment within the architecture industry highlight significant growth opportunities driven by increasing urbanization and demand for efficient design processes. The market for generative AI in architecture is projected to grow rapidly, fueled by advances in CAD software and the adoption of AI-powered design tools. This evolution is further supported by trends in smart city development, sustainability mandates, and cloud-based collaboration platforms...

The software giant's stock is on the discount rack, but investors must decide if they're getting a deal or just what they paid for.

Adobe Inc. (NASDAQ:ADBE) was among the stocks Jim Cramer shared his opinions on during Mad Money. Cramer highlighted a recent change in ratings for the stock, as he said: Of late, and only of late, we’ve seen a remarkable move into what would’ve been considered more defensive software stocks before the advent of AI; I’m […]

A large international electronics company is teaming up with it for a new product.

Investors reassess AI spending as software sentiment improves and semiconductor momentum weakens despite strong long-term growth expectations.

Palantir Slides Despite AI Momentum as Risk-Off Mood Grips Markets

PATH's pullback has lowered its valuation as improving profitability, ARR growth and an upbeat outlook strengthen the long-term investment case.

Datadog joins three other Internet stocks positioned for AI-led growth as cloud demand, enterprise adoption and platform innovation gather pace in 2026.

According to the average brokerage recommendation (ABR), one should invest in ServiceNow (NOW). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

Shares in software companies are among the biggest losers in premarket trading: Salesforce (CRM), IBM (IBM) and ServiceNow (NOW) are down around 4.5% Adobe (ADBE) and Workday (WDAY) fall over 3% ...

July is shaping up to be the pivotal month for cloud computing investors in 2026. All three of the companies below report late-July results with their cloud franchises accelerating, not decelerating, into the print. Enterprise AI workloads are still running ahead of supply, hyperscaler backlogs are ballooning, and the market has already begun to sort ... 3 Cloud Computing Stocks to Buy Before Earnings Season in July

Lakehouse Capital, a Sydney-based investment manager, published its “Lakehouse Global Growth Fund” investor letter for April 2026. A copy of the letter can be downloaded here. In April, several portfolio companies reported earnings. Overall, updates were positive, indicating that the companies continue to execute on growth opportunities and show strong fundamentals. The fund returned -0.8% net […]

Software stocks have taken a hit this year.

KeyBanc downgraded Salesforce on views its AI strategy isn't jelling. Salesforce stock stumbled on the news as other software companies also retreated.

Investing.com -- IBM, ServiceNow, and Salesforce shares are down in premarket trading on Thursday after a report that Starbucks is developing in-house software using artificial intelligence that could replace applications it currently buys from outside vendors.

The market is worried about its future.

(Bloomberg) -- The dominant tech trade of 2026 — buy chip stocks and sell software — is showing signs of falling apart.Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsTrump Vents Anger With Iran and Warns Ceasefire May Be ‘Over’US Military Launches Strikes on Iran for Second Straight DayGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaSoftware stocks are coming to life afte

Middle East tensions pressure Palantir, Salesforce and peers

Accenture (ACN) has announced a multi million euro contract with NATO for its Protected Business Network program, along with new AI partnerships with Google Cloud and ServiceNow that expand its presence in cybersecurity and cloud services. See our latest analysis for Accenture. Despite the NATO contract and new AI partnerships, Accenture’s recent share price return has been weak, with the stock down 45.32% year to date and the 1 year total shareholder return declining 51.92%. However, the 7...

EPAM vs. NOW: Which Stock Is the Better Value Option?

Salesforce (NYSE:CRM) and ServiceNow (NYSE:NOW) both just delivered results that reset the enterprise AI conversation. Salesforce posted $11.13 billion in Q1 FY27 revenue on May 27, 2026, leaning on Agentforce and a massive buyback. ServiceNow closed FY25 on January 28, 2026 with $3.568 billion in Q4 revenue and a wave of security-focused acquisitions. Two AI ... Salesforce vs ServiceNow: One Buys Back Shares, Other Buys Companies

ServiceNow (NOW) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Guggenheim Securities senior research analyst and senior managing director for software, John DiFucci, explains why he upgraded ServiceNow (NOW) and Salesforce (CRM) despite the AI-driven SaaSpocalypse.

The software giant has quietly transformed its profitability, but investors are still pricing it like the company it used to be.

Both software companies are chasing growth, but Gen Digital is delivering a clearer, more tangible business acceleration right now, at a fraction of the price.

A number of stocks jumped in the afternoon session after investors continued to rotate out of high-flying semiconductors into beaten-down software stocks.

A number of stocks jumped in the afternoon session after investors continued to rotate out of high-flying semiconductors into beaten-down software stocks.

A number of stocks jumped in the afternoon session after investors continued to rotate out of high-flying semiconductors into beaten-down software stocks. DigitalOcean's blowout preliminary results also supported the improved appetite as it showed proof that AI demand is converting into real, contracted revenue.

ServiceNow, Inc. (NYSE:NOW) is one of our Best Software Stocks to Buy in 2026. The company is set to release its fiscal Q2 2026 earnings on July 22. The stock recently rebounded around 18% after a selloff of roughly 27% over the past 6-months. ​Management expects fiscal Q2 2026 subscription revenue to grow by 22.5% […]

A number of stocks jumped in the afternoon session after investors continued to rotate out of high-flying semiconductors into beaten-down software stocks. DigitalOcean's blowout preliminary results also supported the improved appetite as it showed proof that AI demand is converting into real, contracted revenue.