Arora indicated that infrastructure software and cybersecurity businesses are bright spots amid a sharp selloff in software stocks. ・Palo Alto is among the leaders in enterprise cybersecurity and ...

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 ...

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.

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 ...

-- Awards build on a two-decade legacy of recognized innovation, setting the benchmark for excellence across the world's most critical infrastructure assets -- Call for nominations now open; ...

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

Despite fears of recession that began this year, particularly driven by tariff announcements and disappointing economic reports, software stocks are being identified as a potential safe haven for ...

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 ...

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 ...

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

GÖPPINGEN, Germany, Feb. 23, 2026 /PRNewswire/ -- TeamViewer, a global leader in digital workplace solutions, has been recognized in G2's 2026 Best Software Awards, ranking #2 on the Best IT ...