Quick Read Oracle (ORCL) is up 30% in a week; Alphabet (GOOG) trades at 30.7x trailing P/E. Dr. Michael Burry and other smart ...

The clearest evidence that procurement processes haven’t kept up with building capability is the scale of shadow IT now ...

Jefferies' Brent Thill says the rotation out of software stocks is still continuing as the sector faces 10 Walls of Worry, ...

In a note to clients on Wednesday, Piper Sandler pointed to a stable demand backdrop across security and infrastructure software, with the firm highlighting two stocks best positioned for 2026.

Companies today allocate significant resources to various aspects of software infrastructure, including servers and data centers for secure data storage and processing, cloud migration and management ...

Software stocks had a troubling end to the last year and some even continued to fall during January. After a solid year, profit-taking would have been acceptable. However, the continuous decline in ...

It wasn’t that long ago that we were all amazed at our first interactions with ChatGPT, enabled by what then felt like an incredibly powerful foundational large language model (LLM). Yet, in a short ...

Bernstein's 5-year AI forecast: cloud infrastructure wins as software evolves around AI control planes. Legacy systems face ...

Infrastructure software companies (DTCR), (NQRPCI:IND) are outperforming as artificial intelligence disrupts traditional software businesses, according to Ben Reitzes, head of technology research at ...

The MarketWatch News Department was not involved in the creation of this content. -- Awards build on a two-decade legacy of recognized innovation, setting the benchmark for excellence across the world ...

Critical infrastructure software platform provider gains fresh capital to accelerate sector and portfolio expansion.

The software sector as a whole demonstrated a deteriorating performance during the fourth quarter, but infrastructure software names, such as Palantir (NASDAQ:PLTR) and MongoDB (NASDAQ:MDB), bucked ...