Citi’s Fatima Boolani explains why select software stocks stand out as cybersecurity budgets rise and AI adoption reshapes ...

An estimated $45 trillion opportunity may emerge in the software application layer as AI infrastructure spending moves up the stack, according to Byron Dieter, Partner at Bessemer Venture Partners.

Broadcom’s AVGO Infrastructure Software segment is benefiting from strong demand for VMware solutions. In the third quarter of fiscal 2025, Infrastructure Software revenues jumped 17% year over year ...

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 ...

MILPITAS, Calif.--(BUSINESS WIRE)--Penguin Solutions, Inc. (Penguin Solutions; Nasdaq: PENG) today announced the expansion of its ICE ClusterWare ™ software platform, (formerly Scyld ClusterWare ®) ...

Here’s the top cloud infrastructure companies of 2026 leading data centers, servers, GPU chips, AI, storage, cloud computing ...

Forbes contributors publish independent expert analyses and insights. Dr. Ekta Dang is a Silicon Valley-based contributor who covers AI. Oct 29, 2024, 04:49pm EDT Microsoft, BlackRock, Global ...

Nutanix has become a company generating substantial free cash flow as well as strong revenue growth. Nutanix shares have experienced significant volatility, with recent drops in value due to market ...

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 ...

Software stocks underperformed the broader tech sector for a second straight year in 2025 as concerns about AI disruption ...