A sharp sell-off in Microsoft shares following its earnings report has ignited fresh fears over the profitability of massive AI investments, pulling major indexes lower and pushing the software sector into a bear market.
The UK-based payments technology firm Bango (LON:BGO) is showing early signs of a financial transformation, breaking into profitability and increasing its capital deployment. While its return on capital remains below the software industry average, the underlying trend suggests a company in the midst of a strategic pivot.
SAP discontinues its legacy IS-H healthcare software in the DACH region, impacting dozens of hospitals, while appointing David Robinson to lead its crucial North American operations. The moves signal a strategic pivot as the enterprise software giant navigates a complex market landscape.
Tesla shares face pressure following mixed quarterly results, as surging software subscriptions and ambitious Robotaxi plans clash with declining automotive revenue and soaring capital expenditures.
Aptiv PLC (APTV) presents a puzzle for investors: a widely cited discounted cash flow model suggests significant upside, yet its premium valuation multiples tell a more cautious tale. As the automotive technology supplier navigates its EDS separation and bets on software-defined vehicles, the market weighs short-term momentum against long-term execution risks.
The Malaysian software firm AppAsia Berhad (KLSE:APPASIA) is showing signs of a sustainable recovery, with key profitability metrics turning positive after years of struggle. Investors are taking note as the company begins to generate returns from reinvested capital.
As cryptocurrency markets tumbled, a leveraged bet on Bitcoin by corporate software firm Strategy has left a trail of paper losses across U.S. state retirement systems, raising sharp questions about fiduciary duty and risk management in the public sector.
Pinterest has dismissed two software engineers for creating and distributing an unauthorized tool that identified colleagues affected by recent layoffs, a move the company calls a clear violation of privacy and policy.
A disastrous software implementation sent Clorox's stock tumbling, but analysts argue the century-old consumer staples giant's dominant market positions and recovering operations signal a compelling rebound story.
As companies grapple with bloated software portfolios, a push for Go-To-Market platform consolidation is gaining momentum. Beyond cost savings, executives are finding that a unified system is critical for data integrity, sales velocity, and strategic agility in a competitive market.
Palantir Technologies' stock surged after hours as its Q4 earnings and bullish 2026 guidance surpassed analyst forecasts, signaling a powerful acceleration in its AI software business and vindicating CEO Alex Karp's long-term strategy.
OpenAI has released a mobile application for its Codex AI coding assistant, aiming to capture market share in the competitive and fast-growing field of AI-powered software development. The move signals a strategic push to make its tools more accessible and user-friendly.
The enterprise software firm's unprecedented Bitcoin treasury position fell below its average cost basis over the weekend, marking a rare paper loss event, even as the company continues its aggressive acquisition strategy.
While a strong cash position often signals financial health, it can also mask underlying business challenges. We analyze three cash-heavy stocks, highlighting one standout opportunity and two where caution is warranted.
Despite a recent price target cut from Morgan Stanley, analysts maintain that Oracle's strategic investments in GPU-as-a-Service and its deepening ties with TikTok position it for long-term cloud growth, even as capital expenditures weigh on short-term earnings.
Despite a recent 13% quarterly dip, Digital Turbine (NASDAQ: APPS) has delivered a staggering 116% return to investors over the past twelve months. This surge comes even as the mobile software company remains unprofitable, raising questions about the drivers behind its market optimism and its long-term trajectory.
While Calix's recent earnings report left some investors underwhelmed, a deeper look at its cash generation reveals a more robust financial foundation. The company's significant free cash flow, which far exceeded its reported profit, points to underlying strength that may not be fully reflected in the headline numbers.
While often perceived as a laggard in the artificial intelligence race, Apple's immense resources, loyal customer base, and recent strategic shifts position it as a potential dark horse with the capacity to reshape the competitive landscape.
Wells Fargo and BMO Capital have raised their price targets on Take-Two Interactive following better-than-expected Q3 2025 bookings, with analysts highlighting strong execution and downplaying near-term AI-related concerns for the Grand Theft Auto publisher.
HSBC raised its rating on Palantir Technologies after strong Q4 results, highlighting surging U.S. commercial demand for its AI platforms. The upgrade comes alongside a more cautious view from another firm, underscoring the debate over the data analytics company's premium valuation.
