The software-as-a-service (SaaS) space continues to be in turmoil lately over fears of disruption from artificial ...

What Happened? A number of stocks jumped in the afternoon session after investor attention turned to the annual CES 2026 ...

But the market has rarely priced it like one. The payroll and human resources software provider has often traded at a premium because the business is sticky, recurring, and tied to one of the most ...

'We see 2026 as the year that investors begin to shift their focus from hardware to software positions,' an HSBC analyst writes Oracle's vectorized database will prove to be a key advantage as the AI ...

Quick Read Adobe stock fell 55% from all-time highs to 18.2x trailing P/E. Oppenheimer and Jefferies downgraded Adobe citing ...

Despite a recent 10% dip in share price, we believe Salesforce’s investment thesis remains intact, even when the broader ...

Goldman Sachs rates Microsoft, Oracle, ServiceNow as Buy and Adobe, Datadog as Sell in new software sector coverage for 2026 ...