software

Adobe Inc. (NASDAQ:ADBE) on Thursday unveiled a major expansion of its creative agent across Firefly and Creative Cloud applications. This news comes as S&P 500 futures are gaining 0.6%, contributing to a positive tone in the broader market. • Adobe stock is at significant support. Why...

Navan Inc.  (NASDAQ:NAVN) posted its first-quarter results after Wednesday’s closing bell, beating analyst estimates on the top and bottom lines. Here's a look at the details inside the report.  NAVN stock is moving. Watch the price action here. Navan Q1 Details        Navan reported...

A clean split has opened up inside enterprise software this year. Most of the group is sliding. A small cluster of names is soaring. And Bank of America thinks the gap is only going to widen. • Datadog stock is trading near recent highs. What’s next for DDOG stock? The five stocks...

On Wednesday, Broadcom, Inc. (NASDAQ:AVGO) said demand tied to artificial intelligence infrastructure is boosting parts of its software business, with CEO Hock Tan dismissing concerns that the rise of AI and agentic AI could hurt long-term growth. AI Demand Is Driving VMware Growth Speaking during...

For more than a year, the AI investment boom has largely revolved around the same handful of mega-cap names — led by Nvidia Corp (NASDAQ:NVDA) and Microsoft Corp (NASDAQ:MSFT) — while semiconductor and infrastructure ETFs absorbed billions in investor flows. But a new note from JPMorgan commands a...

CNBC host Jim Cramer may have thrown cold water on one of software's hottest short-term rallies in ServiceNow Inc. (NYSE:NOW).  NOW stock is moving. See the chart and price action here. Cramer Calls the Top? The "Mad Money" host posted on X Tuesday morning, "SAAS buyers overplaying their NOW...

The AI trade may be broadening beyond semiconductors, with software ETFs suddenly outperforming after lagging much of the year. The rebound accelerated Tuesday after shares of ServiceNow Inc (NYSE:NOW) jumped 5% intraday, Tuesday, extending gains from the prior session. Other enterprise software...

HubSpot Inc (NYSE:HUBS) is one of several software stocks that have gotten hammered over the past year, with fears that the growth of artificial intelligence use cases could minimize the importance of the company or usability of its products. A co-founder of the company is buying the dip with...

One of the hottest private companies is software giant Databricks, recently valued at $134 billion. The growth of the company's valuation could help explain why retail investors are rushing to new offerings that give them exposure to pre-IPO companies.   Robinhood Venture Fund Sees Huge Demand...

Palantir Technologies Inc (NASDAQ:PLTR) reported financial results for the first quarter of 2026 after the market close on Monday. Here's a rundown of the report. Palantir Technologies stock is gaining positive traction. Why is PLTR stock trading higher? Palantir Q1 Earnings Highlights...

"Big Short" investor Steve Eisman said that while it's unclear how turmoil in private credit will ripple through the broader economy, software-related exposure within that market has been "obliterated." "If you're a private equity firm and you have overexposure to software, your company is worth...

Thoma Bravo is inching closer to a deal that would transfer control of software provider Medallia to its lenders, effectively erasing $5.1 billion tied to the private equity firm. Medallia is an AI-driven experience management platform that helps companies capture, analyze, and act on customer and...

Apollo Global Management (NYSE:APO) CEO Mark Rowan called private credit lenders who can't meet 5% redemptions "idiots" during CNBC's Invest In America forum. • Where is APO stock headed? "I'll say it frankly, you're an idiot. This is not that hard to do," Rowan said to CNBC's Sara...

Technology sector leaders across software and semiconductors are approaching a potential inflection point, as BTIG Chief Market Technician Jonathan Krinsky outlines a contrarian shift favoring software over chip stocks. • iShares Expanded Tech-Software Sector ETF shares are advancing...

ServiceNow, Inc. (NYSE:NOW) has been trending lower over the past year, and Friday, April 10, is no different. But the downtrend could end here. Shares of the software company are oversold and at a possible support level. These can be bullish dynamics, which is why ServiceNow is our Stock of the...